<p>Douglas Tsao 给出了买入评级，原因是多种因素突显了 Disc Medicine 的良好前景。首先，该公司的药物候选者 bitopertin 已获得 FDA 的国家优先券（CNPV），这大大缩短了其审批的审查周期。该券表明批准的可能性很高，因为 FDA 通常会选择数据明确的申请进行加速审查。此外，bitopertin 还获得了孤儿药资格和罕见儿科疾病资格，进一步支持其获得批准的潜力。</p>
<p>此外，Disc Medicine 正在积极准备 bitopertin 的商业发布，拥有一支完全配备的商业团队，准备与 EPP 患者社区进行互动。公司还确保商业供应链管理良好。Tsao 对 Disc Medicine 的估值包括一个 118 美元的目标价，基于风险调整后的收入估算和各种管道资产的成功概率。尽管存在一些风险，如监管批准和财务挑战，但 Disc Medicine 的整体前景似乎强劲，足以支持买入评级。</p>
<p>在 10 月 3 日发布的另一份报告中，摩根士丹利也维持了该股票的买入评级，目标价为 90.00 美元。</p>

IRON

<p>道格拉斯·曹对 Disc Medicine 给予了买入评级，理由是其药物候选者 bitopertin 前景看好，该药物已获得 FDA 专员的国家优先券，从而加快了审查过程。该药物还获得了孤儿药和罕见儿科疾病的认证。Disc Medicine 正在准备商业发布，团队已完全配备，并且供应链得到管理。曹的目标价为 118 美元，而摩根士丹利也维持买入评级，目标价为 90 美元，尽管存在一些监管和财务风险</p>

<p>Douglas Tsao has given his Buy rating due to a combination of factors that highlight the promising outlook for Disc Medicine. Firstly, the company’s drug candidate, bitopertin, has been awarded the Commissioner’s National Priority Voucher (CNPV) by the FDA, which significantly shortens the review period for its approval. This voucher suggests a high likelihood of approval, as the FDA tends to select applications with clear data for expedited review. Additionally, bitopertin has received Orphan Drug Designation and Rare Pediatric Disease Designation, further supporting its potential for approval.</p>
<div class="lb-trans"><p>Douglas Tsao 给出了买入评级，原因是多种因素突显了 Disc Medicine 的良好前景。首先，该公司的药物候选者 bitopertin 已获得 FDA 的国家优先券（CNPV），这大大缩短了其审批的审查周期。该券表明批准的可能性很高，因为 FDA 通常会选择数据明确的申请进行加速审查。此外，bitopertin 还获得了孤儿药资格和罕见儿科疾病资格，进一步支持其获得批准的潜力。</p>
</div><p>Moreover, Disc Medicine is actively preparing for the commercial launch of bitopertin, with a fully staffed commercial team ready to engage with the EPP patient community. The company has also ensured that the commercial supply chain is well-managed. Tsao’s valuation of Disc Medicine includes a price target of $118, based on a risk-adjusted revenue estimate and the probability of success for various pipeline assets. Despite some risks, such as regulatory approval and financial challenges, the overall prospects for Disc Medicine appear strong, justifying the Buy rating.</p>
<div class="lb-trans"><p>此外，Disc Medicine 正在积极准备 bitopertin 的商业发布，拥有一支完全配备的商业团队，准备与 EPP 患者社区进行互动。公司还确保商业供应链管理良好。Tsao 对 Disc Medicine 的估值包括一个 118 美元的目标价，基于风险调整后的收入估算和各种管道资产的成功概率。尽管存在一些风险，如监管批准和财务挑战，但 Disc Medicine 的整体前景似乎强劲，足以支持买入评级。</p>
</div><p>In another report released on October 3, Morgan Stanley also maintained a Buy rating on the stock with a $90.00 price target.</p>
<div class="lb-trans"><p>在 10 月 3 日发布的另一份报告中，摩根士丹利也维持了该股票的买入评级，目标价为 90.00 美元。</p>
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Disc Medicine 的前景乐观：买入评级受到 FDA 优先券和 Bitopertin 上市战略准备的支持