Americas Healthcare: Biotechnology: KOL discussion frames key updates out of the European Hematology Association Congress

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Americas Healthcare: Biotechnology: KOL discussion frames key updates out of the European Hematology Association Congress

Equity Research

16 June 2026 | 9:46AM EDT

Americas Healthcare: Biotechnology: KOL discussion frames key

updates out of the European Hematology Association Congress

We hosted a call with a hematologist on the back of the European Hematology Salveen Richter, CFA

+1(212)934-4204 |

Association Congress (EHA; June 11-14), where the discussion focused on: (i) ELVN’s salveen.richter@gs.com

Goldman Sachs & Co. LLC

updated Ph1 data in chronic myeloid leukemia, where the KOL found the updated

Matt Dellatorre, Ph.D.

results highly compelling, especially the 24-week achieved major molecular response +1(212)855-0830 |

rates in the early line and Scemblix-progressed subgroups and tolerability, thus matt.dellatorre@gs.comGoldman Sachs & Co. LLC

supporting commercial use in 2L+ post Scemblix and 1L patients where ELVN plans Tommie Reerink, CFA

to initiate Ph3 studies in 2H26 and 2028, respectively. He also sees a strong +1(212)357-2470tommie.reerink@gs.com|

opportunity for a potential ELVN-001 and Scemblix combination, pending data; (ii) Goldman Sachs & Co. LLC

ErdmanINCY’s updated Ph1 data for mCALR in patients with 2L+ myelofibrosis (MF) - while Lydia | +1(212)357-6383

the KOL viewed the EHA update as more incremental, he sees the program as lydia.erdman@gs.com Goldman Sachs & Co. LLC

compelling - particularly the anemia benefit - and believes the drug will ultimately be

Mark Aleynick, Ph.D.

used broadly in MF; that said, he views LLY/Ajax’s type II JAK2 inhibitor as a +1(212)357-6820 |

mark.aleynick@gs.com

potentially very strong competitor if the clinical profile holds in larger data sets; and Goldman Sachs & Co. LLC