The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Leon Wang - Barclays - Analyst
: All right. Perfect. Why don't we get into it? Can you give us an update and also, just for those who might not be as dialed into the Disc Medicine
story, just a summary of what you guys do and what does the future look like?
Question: Leon Wang - Barclays - Analyst
: Perfect. We have a lot to talk about. And you guys are pretty unique, in my opinion, in that you're targeting. You have so many things going on,
but also leveraging your core competencies in understanding blood.
Question: Leon Wang - Barclays - Analyst
: Yeah. All right. So why don't we dive into your lead program, bitopertin ? And I guess for those who might not be as familiar, can you provide some
background on the mechanism of action and the indication you're pursuing? And in this case, I'm a fan of acronyms. So let me try this. It's erythropoietic
protopropyria.
Question: Leon Wang - Barclays - Analyst
: Erythropoietic protoporphyria.
Question: Leon Wang - Barclays - Analyst
: And yeah, it really sounds like you have a lot of biologic rationale, scientific rationale. There's a precedence, story's coming along together. Great.
And you just mentioned about the accelerated approval pathway. So what does that mean in terms of next steps for a program?
Question: Leon Wang - Barclays - Analyst
: And that's quite a step for a company that's been clinical the entire time. And you guys are going into commercialization. And so for those who
are not familiar with this disease and being a rare disease, there's probably those who aren't, can you tell us about the market opportunity and the
framework of how people should view in terms of what you guys could potentially achieve with this medication?
Question: Leon Wang - Barclays - Analyst
: And based on this evolution of how many patients are actually out there, is this just something that's overlooked because people didn't think that
there were as much -- as big of a market opportunity there that you guys more -- we've come to understand that there is? And what type of
treatments are available and currently in development?
Question: Leon Wang - Barclays - Analyst
: And then how have you approached or have you begun preparation for commercialization at this stage?
Question: Leon Wang - Barclays - Analyst
: Perfect. And I want to focus on some of the other programs as well in the pipeline. Can you tell us a little bit about your hepcidin programs, beginning
with 0974, just overview of how it works and kind of what does it do for investors out there?
Question: Leon Wang - Barclays - Analyst
: And then in terms of the insight that you gleaned from that, what does that mean for the program overall?
Question: Leon Wang - Barclays - Analyst
: Do you have competitors who's also targeting anemia this way?
Question: Leon Wang - Barclays - Analyst
: Got you. Okay. Let's move on to 3405. So lead indication, polycythemia vera, can you tell us a little bit about this drug and the therapeutic rationale
for its indication?
Question: Leon Wang - Barclays - Analyst
: Excellent. In this current environment, folks are focusing on ability to raise money, your cash balance. So you guys recently did a follow-on offering.
Can you tell us a little bit about that rationale and what does it mean for the company in terms of your runway?
Question: Leon Wang - Barclays - Analyst
: Perfect. And any closing comments or anything you may think investors are not dialed into as part of the story for Disc Medicine?
Question: Leon Wang - Barclays - Analyst
: Perfect. Great. Well, thank you for joining us, and I hope you enjoy the rest of the conference.
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