Hot Picks: Three U.S. biotech stocks to watch

Summary

• Scholar Rock shares face temporary weakness due to delays in scheduling patient infusions for its drug Isembyld, though payer coverage is secured.
• A U.S. manufacturing delay involving Catalent impacted Scholar Rock's initial launch, but production has shifted to a backup site.
• Disc Medicine expects an FDA decision on its drug bitopertin by mid-2027, with a potential launch following approval for rare protoporphyria.
• Disc Medicine will present updated data on pipeline treatments for anemia related to myelofibrosis & iron overload at the December ASH meeting.
• Hemab Therapeutics has initiated its Phase 3 SOLARA trial for sutacimig to treat Glanzmann thrombasthenia, a rare bleeding disorder.
• Hemab is evaluating a lower dose of sutacimig in its pivotal trial due to observed clotting events in earlier Phase 1/2 testing.
• Hemab anticipates efficacy readouts for its programs over the next six to nine months, with potential Phase 3 data in late 2027 or early 2028.
• The December American Society of Hematology meeting will feature research updates on experimental treatments for anemia, iron regulation, & bleeding disorders.