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Disc Medicine, Inc. (IRON) Discusses ASH Conference Data Updates and Portfolio Progress Including Anemia and Iron Restriction Programs Transcript

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Disc Medicine, Inc. (IRON) Discusses ASH Conference Data Updates and Portfolio Progress Including Anemia and Iron Restriction Programs December 7, 2025 7:30 AM EST

Company Participants

John Quisel – CEO, President & Director
William Savage – Chief Medical Officer
Jonathan Yu – Chief Opearating Officer

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Conference Call Participants

Jiale Song – Jefferies LLC, Research Division
Thomas Smith – Leerink Partners LLC, Research Division
Sean Laaman – Morgan Stanley, Research Division
Rick Miller – Cantor Fitzgerald & Co., Research Division
Evan Seigerman – BMO Capital Markets Equity Research
Tara Bancroft – TD Cowen, Research Division
David Nierengarten – Wedbush Securities Inc., Research Division
Stephen Willey – Stifel, Nicolaus & Company, Incorporated, Research Division
Danielle Brill Bongero – Truist Securities, Inc., Research Division
Rami Katkhuda – LifeSci Capital, LLC, Research Division
Derek Archila – Wells Fargo Securities, LLC, Research Division
Martin Auster – Raymond James & Associates, Inc., Research Division

Presentation

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Operator

Good day, and thank you for standing by. Welcome to Disc Management Conference Call.

[Operator Instructions]

Please be advised that today’s conference is being recorded.

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I would now like to hand the conference over to your speaker today, John Quisel, CEO. Please go ahead.

John Quisel
CEO, President & Director

Good morning, and welcome to the Disc Medicine Management Call. This is John Quisel speaking, CEO here at Disc, and I’ll be joined by Will Savage, our Chief Medical Officer; and Jonathan Yu, our Chief Operating Officer. We are presenting from Orlando, where the 67th Annual Meeting of the American Society of Hematology is underway. We presented an exciting first look at data from the RALLY-MF trial at the ASH Conference yesterday, which will be the focus of today’s call, along with a couple of broader corporate updates on the progress of our portfolio.

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Before we get started, I’ll cover a few preliminaries. We will be making forward-looking statements, and these should be taken

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