Disc Medicine Inc at TD Cowen Healthcare Conference Transcript - Thomson StreetEvents

Disc Medicine Inc at TD Cowen Healthcare Conference Transcript

Disc Medicine Inc at TD Cowen Healthcare Conference Transcript - Thomson StreetEvents
Disc Medicine Inc at TD Cowen Healthcare Conference Transcript
Published Mar 05, 2025
11 pages (6272 words) — Published Mar 05, 2025
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Abstract:

Edited Transcript of IRON.OQ presentation 5-Mar-25 2:10pm GMT

  
Brief Excerpt:

...All right. We'll get started. So good morning, everyone. I'm Tara Bancroft, one of the senior analysts here at TD Cowen. So thank you for joining us for TD Cowen's 45th Annual Healthcare Conference. So for this next session, we have Disc Medicine here. And from the team, we have John Quisel, the CEO; Jean Franchi, the CFO; and Pamela Stephenson, the CCO. But we have -- we're starting with a presentation that John Quisel will be giving. And we'll do some Q&A after. So John, you can take it away. John Quisel ...

  
Report Type:

Transcript

Source:
Company:
Disc Medicine Inc
Ticker
IRON.OQ
Time
2:10pm GMT
Format:
PDF Adobe Acrobat
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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: Tara Bancroft - TD Cowen Research - Analyst : Great. Yeah, thanks, John. So I think, you guys have had a lot of really great regulatory updates over the last two quarters, which have been great to see. So I'm curious, what else is left to do to file the NDA and what's your level of confidence that you will receive accelerated approval for bitopertin?


Question: Tara Bancroft - TD Cowen Research - Analyst : Okay, great. And then I guess -- yeah, yeah. Unidentified Participant Have you an agreement on what that primary endpoint will be for the functional inventory cut?


Question: Tara Bancroft - TD Cowen Research - Analyst : Yeah. No problem.


Question: Tara Bancroft - TD Cowen Research - Analyst : So one more question on bitopertin. So you'll have the APOLLO trial up and running upon, by the time you expect to be launching this drug. So I'm curious how you're going to be balancing enrollment versus commercial uptake. How are you going to split those patients and try and boost demand for both aspects?


Question: Tara Bancroft - TD Cowen Research - Analyst : Okay. So maybe now we can move on to MF. So I know you have the data that are coming in the second half. So how should we think about expectations for that?


Question: Tara Bancroft - TD Cowen Research - Analyst : I know this might be thinking ahead a little bit too much, but what would you guys like to see later on for a registrational trial? Like what would be the ideal design you think for this?


Question: Tara Bancroft - TD Cowen Research - Analyst : Okay. Yeah, thanks. So next, data set anemia of CKD. So you have the MAD update also in the second half of the year, very busy data time for you, guys. But what are you hoping to see there to have confidence in moving a dose level forward?


Question: Tara Bancroft - TD Cowen Research - Analyst : Yeah, definitely agree. Okay, now last question on programs is for PV. So where do you see 3405 fitting in in the treatment paradigm, especially if let's say that protagonist rusfertide is approved? And maybe even a reaction to the Phase 3 data that came out just a few days ago on Monday --


Question: Tara Bancroft - TD Cowen Research - Analyst : All of that together.


Question: Tara Bancroft - TD Cowen Research - Analyst : Great. Thank you so much for that. All right. So one more minute. What do you think is the most underappreciated aspect of Disc Medicine by investors?


Question: Tara Bancroft - TD Cowen Research - Analyst : Yes, definitely agree. All right. Well, thank you, John. Thank you to the rest of the Disc team and thanks, everyone, for listening.

Table Of Contents

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Disc Medicine Inc Type C Meeting for Bitopertin in EPP Conference Call Transcript – 2025-01-21 – US$ 54.00 – Edited Transcript of IRON.OQ corporate analyst meeting</ 21-Jan-25 1:00pm GMT

Disc Medicine Inc at American Society of Hematology Meeting Transcript – 2024-12-09 – US$ 54.00 – Edited Transcript of IRON.OQ corporate analyst meeting</ 9-Dec-24 2:00am GMT

Disc Medicine Inc EOP2 Meeting for Bitopertin in EPP Transcript – 2024-11-04 – US$ 54.00 – Edited Transcript of IRON.OQ corporate analyst meeting</ 4-Nov-24 1:00pm GMT

Disc Medicine Inc at Morgan Stanley Global Healthcare Conference Transcript – 2024-09-06 – US$ 54.00 – Edited Transcript of IRON.OQ presentation 6-Sep-24 5:05pm GMT

Disc Medicine Inc Annual Shareholders Meeting Transcript – 2024-06-12 – US$ 54.00 – Edited Transcript of IRON.OQ shareholder or annual meeting 12-Jun-24 1:00pm GMT

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