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Disc Medicine (IRON) investor relations material

Disc Medicine Stifel 2025 Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Stifel 2025 Healthcare Conference summary13 Nov, 2025

Portfolio overview and pipeline progress

  • Focused on treatments for serious hematologic diseases, targeting heme synthesis and iron homeostasis pathways.

  • Lead program, Bidapertin, is an oral GLIT1 inhibitor for erythropoietic protoporphyria (EPP), with NDA submitted in late September.

  • Received FDA Commissioner's National Priority Voucher, accelerating potential commercialization to late 2023 or early 2024.

  • Iron regulation programs include Disco 974 (hemojuvelin antibody, phase 2 for myelofibrosis anemia) and Disc 3405 (Tempor S6 antibody, phase 2 for polycythemia vera).

  • First data readout for Disc 3405 in polycythemia vera expected next year.

Regulatory and commercialization timeline

  • CNPV award reduces FDA review time for Bidapertin from 10–12 months to 1–2 months post-NDA acceptance.

  • NDA acceptance expected around late November, with potential approval by December or January.

  • Anticipates label to include adolescents (12+) and adults, supported by efficacy and safety data.

  • Commercial infrastructure is being built in stages, with initial focus on market access and existing MSL teams; full Salesforce deployment expected mid-year.

Launch strategy and patient identification

  • EPP has a specific ICD-10 code, enabling targeted account mapping and claims analysis.

  • Early launch will leverage clinical trial patients, advocacy groups, and centers of excellence for steady growth.

  • No expected negative impact on ongoing global phase 3 Apollo trial enrollment from commercial availability.

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Next Disc Medicine earnings date

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Jefferies London Healthcare Conference 202519 Nov, 2025
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Jefferies London Healthcare Conference 202519 Nov, 2025

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Frequently asked questions

Disc Medicine Inc. is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of innovative treatments for severe hematologic disorders. Founded as Gemini Therapeutics Inc before evolving into its current form, the company has a pipeline that includes therapies aimed at erythropoietic porphyrias (including erythropoietic protoporphyria and X-linked protoporphyria), Diamond-Blackfan Anemia, anemia of myelofibrosis, chronic kidney disease, and polycythemia vera among others. Disc Medicine's preclinical programs also target anemia associated with inflammatory diseases. The company is headquartered in Watertown, Massachusetts, and its shares are listed on the NASDAQ.

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