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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Disc Medicine
Disc Medicine (IRON) investor relations material
Disc Medicine 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Strategic Overview and Vision
Transitioning from a science-focused to a commercial-stage company, targeting fundamental red blood cell pathways with genetically validated mechanisms for a spectrum of hematologic diseases, from rare (EPP) to common (anemia of chronic kidney disease, sickle cell, and anemias of inflammation).
Commercialization strategy focuses on rare disease launch, expanding into hematology-oncology and broader markets, aiming for sustainable standalone growth.
Three lead programs (bitopertin, DISC-0974, DISC-3405) address US markets exceeding $13B.
Efficient commercial infrastructure established, including 24 sales reps, 6 medical liaisons, and exclusive specialty pharmacy distribution.
Company is well-capitalized with $791 million in cash, providing runway into 2029, not assuming any product revenue.
Bitopertin for EPP: Clinical and Commercial Highlights
Bitopertin NDA submitted and under accelerated FDA review, with anticipated approval by end of January or early February and potential US launch in early to mid-2026.
Clinical trials (AURORA, BEACON) showed 50–60% reduction in toxic PPIX, 2–3x improvement in sunlight tolerance, and up to 92% reduction in phototoxic reactions.
Long-term extension data show sustained efficacy and safety, with over 90% of patients reporting significant improvement.
Launch readiness includes drug supply, access/reimbursement team, 24 sales reps, initial marketing using the label, and comprehensive patient support programs.
Targeting 14,000 diagnosed US patients (age 12+), with launch focused on top 120 sites and broader outreach to 8,000 additional patients.
Market Opportunity and Launch Dynamics
EPP market estimated at $2 billion+ if all 14,000 patients are reached; payer mix is favorable with commercial, Medicare, and Medicaid coverage.
Launch strategy includes patient advocacy, digital tools, direct outreach to physicians, and robust real-world validation.
Ex-US strategy leverages APOLLO trial as phase III for Europe and Japan, with filings expected to begin in 2027.
Commercial and clinical expansion supported by strong financial position and scalable infrastructure.
Bitopertin launch: address payer lag
DISC-0974: MF anemia differentiation
How does bitopertin revenue extend runway?
Partial view of Summaries dataset, powered by Quartr API
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Next Disc Medicine earnings date
Q4 202527 Feb, 2026
Disc Medicine
Next Disc Medicine earnings date
Q4 202527 Feb, 2026
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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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