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June 13, 2026

Eha 2026 Takeaways

Sector ReportEquitiesHealth Care

This report summarizes key data readouts from the EHA 2026 conference for Disc Medicine and BeOne Medicines. Results highlight robust efficacy for novel therapies in hematologic disorders and malignancies.

Key Takeaways

  • 1.Disc Medicine's DISC-0974 showed robust target engagement and meaningful anemia response in Myelofibrosis patients.
  • 2.BeOne Medicines' tacabrutideg (BGB-16673) demonstrated durable efficacy in relapsed/refractory B-cell malignancies and high response rates in BTK inhibitor-naive patients.
  • 3.The combination of sonrotoclax + zanubrutinib achieved high undetectable minimal residual disease (uMRD) rates in first-line and relapsed CLL/SLL patients.

Table of Contents

  • Biotechnology | North America
  • EHA 2026 Takeaways: IRON & ONC
  • Valuation Methodology and Risks
  • Disclosure Section
  • Analyst Certification
  • Global Research Conflict Management Policy
  • Important Regulatory Disclosures on Subject Companies
  • Stock Price, Price Target and Rating History
  • Important Disclosures for Morgan Stanley Smith Barney LLC Customers
  • Other Important Disclosures

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Authors

Sean Laaman, Ph.D.Katherine SunMichael H Riad, Ph.D.Morgan K Gryga

Securities

IRON.OONC

Themes

Clinical trial efficacy in hematologyBTK inhibitor-naive treatment strategiesFixed-duration combination therapies in oncology

Regions

North AmericaUnited States