Disc Medicine (NasdaqGM:IRON) 2025 Conference Transcript

Summary of Disc Medicine Conference Call Company Overview - Company: Disc Medicine (NasdaqGM:IRON) - Focus: Developing treatments for serious hematologic diseases, particularly targeting pathways fundamental to red blood cell biology [2][3] Key Programs and Developments - Lead Program: Bidapertin - Type: Oral small molecule inhibitor targeting GLIT1 - Indication: Erythropoietic protoporphyria (EPP) - NDA Submission: Submitted at the end of September 2025 - FDA Priority Voucher: Received, which accelerates review time from 10-12 months to 1-2 months [3][7][10] - Potential Approval Timeline: Expected by December 2025 or January 2026 [9] - Iron Portfolio: - Disco 974: Antibody against hemojuvelin, in Phase 2, targeting anemia of myelofibrosis [4] - Disc 3405: Antibody targeting Tempor S6, also in Phase 2, aimed at inducing hepcidin production and restricting iron [5] Commercialization and Launch Readiness - Commercial Infrastructure: Currently building out capabilities, with a focus on market access [16][17] - Salesforce: Hiring ongoing, with a staged approach to launch [18] - Patient Identification: Utilizing existing ICD-10 codes and claims data to target accounts effectively [21] Market Dynamics and Competitive Landscape - EPP Market: Recognized unmet medical need, with a specific diagnostic code aiding in patient identification [19][21] - Competitive Products: Cinesse and Mitsubishi Tanabe products are in the market; Disc Medicine's approach targets the underlying disease mechanism [30][31] Financial Position - Balance Sheet: Approximately $820 million available, projected to support operations through 2029, including commercialization of Bidapertin and completion of ongoing studies [63][64] Future Directions - Exploratory Studies: Plans to explore Bidapertin in other indications, including Diamond Blackfan anemia and inflammatory bowel disease (IBD) anemia [34][53] - Phase 3 Apollo Trial: Ongoing recruitment, with no expected negative impact from Bidapertin's commercial availability [27][29] Conclusion - Disc Medicine is positioned for significant growth with its innovative therapies targeting hematologic diseases, backed by a strong financial position and strategic plans for commercialization and market entry. The company is focused on leveraging its unique drug profiles to address unmet medical needs in rare diseases.