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.
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