KOL Dinner: Takeaways Across the Evolving MF Landscape

研报英文原文证据摘录

KOL Dinner: Takeaways Across the Evolving MF Landscape

Quick Note

June 25, 2026 HEALTHCARE

Analysts

David Nierengarten, Ph.D.

(415) 274-6862 Relevant to DMRA (OUTPERFORM, Nierengarten), IRON (OUTPERFORM,David.Nierengarten@wedbush.com

Nierengarten), and GERN (OUTPERFORM, Driscoll), Wedbush hosted a KOL dinnerRobert Driscoll, Ph.D.

(415) 274-6863 with Dr. John Mascarenhas (Mount Sinai) to discuss the evolving treatment

Robert.Driscoll@wedbush.com landscape in myelofibrosis (MF) and related myeloproliferative neoplasms (MPNs).

Martin Fan, Ph.D. Dr. Mascarenhas serves as study chair for Incyte's (INCY, not covered) INCA033989

(213) 688-3404 program and is an investigator on programs from both IRON and GERN.

Martin.Fan@wedbush.com Key takeaways were: 1) anti-mutCALR therapies represent the most important

Dennis Pak

(415) 263-6647 emerging modality in MPNs and have established clear proof-of-concept in

Dennis.Pak@wedbush.com humans; 2) Dr. Mascarenhas is positive on DMRA's mutCALR mechanism,

Geoffrey Von Der Ahe particularly around DMR-001’s potential for differentiation on dosing convenience

(628) 223-0517 and combinability; 3) DISC-0974 appears well-positioned as an anemia-directed

geoffrey.vonderahe@wedbush.com adjunct across the MF population; and 4) imetelstat remains mechanistically

compelling, with positive expectations for the upcoming ImpactMF readout in

2H26.

Dr. Mascarenhas described MF as an inflammatory, clonal, and highly

heterogeneous disease with four approved therapies, all type I JAK inhibitors, and

allogeneic transplant as the only curative option. Dr. Mascarenhas continues to

view ruxolitinib as the preferred frontline therapy, with best in class spleen and

symptom control, though approximately half of patients discontinue treatment