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GlobeNewswire BiotechnologyCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 06:00:00·⟳ 抓取 06:01:23·⚡ 决策 09-01 06:02:41 +1m18s·56.8 天前

Disc Medicine宣布将在SOHO 2026披露DISC-3405和DISC-0974多项血液病项目数据

本次催化是临床会议数据披露日程和摘要范围预告,不是疗效读出本身;DISC-3405初步数据将在2026年下半年披露已由公司此前业务更新提示,当前缺少可量化新增疗效、收入或审批概率变化。

📄 原文GlobeNewswire Biotechnology↗ 原文
WATERTOWN, Mass., Aug. 31, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutic…
不做 Disc Medicine(IRON.US)
不做Disc Medicine(IRON.US):当前只是SOHO会议数据展示预告,未披露实际疗效、安全性或监管进展;RESTORE-PV初步数据披露窗口此前已被公司提示,短线新增预期差不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Disc Medicine确认将在SOHO 2026展示DISC-3405和DISC-0974项目数据,方向上对管线进展略偏正面;但新闻没有给出疗效、安全性、统计学或监管路径的新增结果,且此前公司已提示RESTORE-PV初步数据将在2026年下半年或Q3披露,因此当前更像日程确认而非可交易临床读出,选择不做。

🔎 新鲜度:最早出现 2026-08-31 · 扩散 low · price-in 风险 medium ↗ ↗

消息传播链

  1. 2026-08-31 22:00 UTC首发GlobeNewswire一手源原文 ↗
    公司通过GlobeNewswire发布SOHO 2026多项管线展示安排,属于发行人新闻稿层面的正式预告。

关键理由

  • DISC-3405从试验进行中进入SOHO口头报告,说明PV项目存在近期数据催化窗口。
  • 量级上公司仍为临床阶段,当前事件没有新增销售基数、可触达患者数、渗透率或成功概率数据,无法估算收入或市值增量。

主要风险

  • 实际疗效数据需等2026-09-10会议披露,若摘要或现场结果不及投资者期待,反而可能形成临床数据风险。
  • 公司此前已公开提示RESTORE-PV初步数据将在2026年下半年披露,本次日程确认的预期差有限。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-07-30 · 影响 weakens
    此前公司已提示DISC-3405 RESTORE-PV初步数据将在Q3 2026披露,本次只是明确会议时点和展示形式。
    检索:Disc Medicine Q2 2026 RESTORE-PV initial data expected Q3 2026 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例不足强化了不追会议预告、等待实际数据的结论。

方向:未使用外部先例校准方向,因为当前不是临床数据读出,而是会议展示预告。

涨幅量级:缺少可比的高相似先例,且没有实际疗效数值,无法据此设定上涨幅度。

形态:临床会议日程预告通常需要等摘要或结果本身验证,当前样本不足以判断见光死或延续上涨模式。

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原文全文

展开原文 · 6,821 字
WATERTOWN, Mass., Aug. 31, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, today announced that it will present data from multiple clinical programs, including an oral presentation of initial data from the RESTORE-PV trial of DISC-3405 in patients with polycythemia vera (PV), at the SOHO Annual Meeting, which will be held in Houston, Texas on September 9-12, 2026.
“We are excited to share the first clinical data from our Phase 2 study of DISC-3405 in polycythemia vera at the upcoming SOHO conference,” said John Quisel, J.D., Ph.D., President and Chief Executive Officer of Disc Medicine. “Together with our myelofibrosis posters, these presentations highlight the continued progress of our clinical-stage portfolio of therapies targeting myeloproliferative neoplasms and our commitment to addressing significant unmet needs for patients with these diseases.”
The oral presentation of data from the Phase 2 RESTORE-PV study in patients with polycythemia vera will share baseline and safety data for N=40 patients from Cohorts A and B, as well as PK, PD, and other efficacy endpoints for the N=20 patients from Cohort A.
DISC-0974 and DISC-3405 are investigational agents and are not approved for use as therapies in any jurisdiction worldwide.
Details of Presentations and Abstracts:
DISC-3405 Oral Presentation:
Abstract Title:
Restore-PV: A Phase 2 Open-Label Study Evaluating the Safety and Efficacy of the Anti-TMPRSS6 Monoclonal Antibody DISC-3405 in Participants with Polycythemia Vera
Session Title:
Session IV: Myeloproliferative Neoplasms
Oral Presentation Session Details:
Thursday, September 10
th
9:55 am CT / 10:55 am ET
Presenting Author:
Naseema Gangat, M.B.B.S.
These data will also be shared as part of the poster presentation as poster number MPN-099 on Wednesday, September 9
th
at 6:25 pm CT / 7:25 pm ET.
DISC-0974 Abstracts:
Abstract Title:
RALLY-MF: Initial Efficacy of a Phase 2 Study of DISC-0974, an Anti-Hemojuvelin Antibody, to Treat Anemia in Myelofibrosis
Session Title:
Session IV: Myeloproliferative Neoplasms
Oral Presentation Session Details:
Thursday, September 10
th
9:45 am CT / 10:45 am ET
Presenting Author:
Naseema Gangat, M.B.B.S.
These data, with a data cutoff date of April 27, 2026, will also be shared as part of the poster presentation as poster number MPN-120 on Wednesday, September 9
th
at 6:25 pm CT / 7:25 pm ET.
Poster Number:
MPN-809
Abstract Title:
Characterizing the Humanistic Burden of Anemia Associated With Myelofibrosis Through Patient-Reported Outcomes: Findings from a Systematic Literature Review
Session Details
: Wednesday, September 9
th
at 6:25 pm CT / 7:25 pm ET
Author
: Chelsea Norregaard, PhD
About Disc Medicine
Disc Medicine (NASDAQ:IRON) is a clinical-stage biopharmaceutical company committed to discovering, developing, and commercializing novel treatments for patients who suffer from serious hematologic diseases. We are building a portfolio of innovative, potentially first-in-class therapeutic candidates that aim to address a wide spectrum of hematologic diseases by targeting fundamental biological pathways of red blood cell biology, specifically heme biosynthesis and iron homeostasis. For more information, please visit
www.discmedicine.com
.
Disc Cautionary Statement Regarding Forward-Looking Statements
This press release 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 the projected timelines for the presentation of DISC-3405 and DISC-0974 data. The use of words such as, but not limited to, “believe,” “expect,” “estimate,” “project,” “intend,” “future,” “potential,” “continue,” “may,” “might,” “plan,” “will,” “should,” “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 Disc’s current beliefs, expectations and assumptions regarding the future of Disc’s business, future plans and strategies, clinical results and other future conditions. New risks and uncertainties may emerge from time to time, and it is not possible to predict all risks and uncertainties. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements.
Disc may not actually achieve the plans, intentions or expectations disclosed in these forward-looking statements, and investors should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in the forward-looking statements as a result of a number of material risks and uncertainties including but not limited to: the adequacy of Disc’s capital to support its future operations and its ability to successfully initiate and complete clinical trials; the nature, strategy and focus of Disc; the difficulty in predicting the time and cost of development of Disc’s product candidates; Disc’s plans to research, develop and commercialize its current and future product candidates; the timing of initiation of Disc’s planned preclinical studies and clinical trials; the timing of the availability of data from Disc’s clinical trials; Disc’s ability to identify additional product candidates with significant commercial potential and to expand its pipeline in hematological diseases; the timing and anticipated results of Disc’s preclinical studies and clinical trials and the risk that the results of Disc’s preclinical studies and clinical trials may not be predictive of future results in connection with future studies or clinical trials and may not support further development and marketing approval; and the other risks and uncertainties described in Disc’s filings with the Securities and Exchange Commission, including in the “Risk Factors” section of Disc’s Annual Report on Form 10-K for the year ended December 31, 2025, and in subsequent Quarterly Reports on Form 10-Q. Any forward-looking statement speaks only as of the date on which it was made. None of Disc, nor its affiliates, advisors or representatives, undertake any obligation to publicly update or revise any forward-looking statement, whether as result of new information, future events or otherwise, except as required by law.
Media Contact
Peg Rusconi
Deerfield Group
peg.rusconi@deerfieldgroup.com
Investor Relations Contact
Christina Tartaglia
Precision AQ
Christina.tartaglia@precisionaq.com

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