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Disc JPM Final Presentation_2026.pdf

上传人: 明**** 编号:1069755 2026-01-17 31页 1.25MB

1、J.P.Morgan44thAnnual Healthcare ConferenceCorporate OverviewJanuary 20262Disclaimer and FLSThis presentation contains“forward-looking statements”within the meaning of the Private Securities Litigation Reform Act of 1995,including,but not limited to,express or implied statements regarding Discs expec

2、tations with respect to its preclinical studies,clinical trials and research and development programs,in particular with respect to bitopertin,DISC-0974 and DISC-3405,and any developments or results in connection therewith;projected timelines for the initiation and completion of its clinical trials,

3、anticipated timing of release of data,and other clinical activities;the registrational pathway for bitopertin,including the potential for accelerated approval,benefits of the CNPV,expected review period and timing of approval,if granted;anticipated discussions with regulatory agencies;Discs expectat

4、ions with respect to the potential launch and commercialization of bitopertin,if approved;the market and potential opportunities for bitopertin,DISC-0974 and DISC-3405;the potential of Discs development programs in new indications;Discs preliminary unaudited cash,cash equivalents and marketable secu

5、rities as of December 31,2025;and the time period over which Discs capital resources will be sufficient to fund its anticipated operations.The use of words such as,but not limited to,“believe,”“expect,”“estimate,”“project,”“intend,”“future,”“potential,”“continue,”“may,”“might,”“plan,”“will,”“should,

6、”“seek,”“anticipate,”or“could”or the negative of these terms and other similar words or expressions that are intended to identify forward-looking statements.Forward-looking statements are neither historical facts nor assurances of future performance.Instead,they are based on Discs current beliefs,ex

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1. **核心产品与管线**:Disc Medicine聚焦血液疾病,核心产品bitopertin(EPP治疗)NDA已获FDA受理,预计2026年初加速批准;管线包括DISC-0974(抗-HJV单抗,治疗骨髓纤维化贫血)和DISC-3405(抗-TMPRSS6单抗,治疗真性红细胞增多症)。 2. **市场潜力**: - EPP美国可及患者约1.4万,bitopertin有望成为首个靶向病因的疗法。 - 骨髓纤维化贫血(MF)患者约2.2万,DISC-0974潜在市场超40亿美元;真性红细胞增多症(PV)患者约15万,DISC-3405目标市场超70亿美元。 3. **关键数据**: - bitopertin临床显示PPIX降低50%-60%,疼痛耐受时间提升2-3倍。 - DISC-0974在MF II期试验中,68%患者实现血红蛋白显著提升,且不受JAK抑制剂使用影响。 4. **财务与里程碑**:现金储备7.91亿美元,支撑运营至2029年;2026-2027年将推进多项II/III期试验及潜在上市。
EPP新药何时上市? MF贫血疗法有何突破? PV市场潜力有多大?
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