Disc Medicine Inc (NAS:IRON)

$ 34.14 -0.52 (-1.5%) Market Cap: 844.00 Mil Enterprise Value: 516.26 Mil PE Ratio: 0 PB Ratio: 2.49 GF Score: 32/100

Disc Medicine Inc at Morgan Stanley Global Healthcare Conference Transcript

Sep 13, 2023 / 12:50PM GMT

Release Date Price: $53.12 (-3.47%)

Transcript

Doug Tsao

H.C. Wainwright & Co., LLC - MD, Senior Healthcare Analyst, & Moderator

Okay, good morning, everybody. Welcome, I'm Doug Tsao, Senior Analyst at H.C. Wainwright. We are happy to have with us Disc Medicine, represented by the company's CEO, John Quisel.

It's been an eventful year for the company. First, coming public through its merger with Gemini last year, and more significantly, the release of your first clinical data in patients for your lead asset, bitopertin. So maybe, John, as a starting point, just start with what bitopertin is and the condition, EPP or erythropoietic protoporphyria, the condition, what that entails, how patients are currently treated, and what we saw in the BEACON trial.

Questions & Answers

John Quisel

Disc Medicine, Inc. - CEO & President

Yeah, great. Thanks for the introduction and great to be here.

So bitopertin is a drug that we in-licensed from Roche. Roche had actually dosed in over 4,000 patients. And what it does is inhibit the uptake of glycine through a transporter called

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