Portfolio cockpit

Rusfertide

Pre-launch
Rusfertide (Protagonist-partnered) · Polycythemia vera
Hepcidin mimetic peptide
2027-2028 (expected)
Launch readiness
+2 pts MoM
71
Regulatory
68
+1
Trial momentum
79
+4
Evidence
74
+3
Access / HTA
48
0
Digital momentum
58
+4
Competitive
72
+1

Milestone rail

2024
VERIFY P3 initiated
Aug 2025
Breakthrough Therapy designation
Jun 2026
VERIFY enrollment complete
H1 2027
VERIFY topline readout
2027-28
Regulatory filings

Clinical trials

ClinicalTrials.gov · Sep 2026
Active P3
1
Enrollment
100%
Completion in
10mo
Competing programs
5
Enrollment vs target100%

Publications

PubMed · Sep 2026
Last 12m
31
Growth
48%
+48%
Top-journal share
22%
Blood · 6NEJM · 1ASH abstracts · 12Other · 12

Regulatory

FDA / company disclosures · Sep 2026
Breakthrough TherapyFast TrackOrphan Drug
3 of 5 tracked milestones complete

HTA / access

HTA agency trackers · Sep 2026
NICE
planned
G-BA
planned
HAS
planned
CADTH
planned
PBAC
n/a

Competitor landscape

Public pipelines · Sep 2026
RivalStatusLaunch inReadinessΔ efficacy
Hydroxyurea
Generic SoC
Marketed SoClaunched1000 pts
Ruxolitinib
Incyte
Marketed (2L)launched96+12 pts
Givinostat
Italfarmaco
Phase 322 mo55+8 pts
x: efficacy Δ vs SoC · y: access readiness

Risk / opportunity radar

Composite model · Sep 2026
CEO take
  • VERIFY P3 fully enrolled; addresses phlebotomy-dependence, a clear unmet need
  • Orphan + Fast Track designations in place; Breakthrough granted in PV
  • Evidence momentum 74/100 on the back of ASH presentations
  • Niche hematology market — payer pushback risk is low but access work unstarted
  • Watch: competing PV pipelines (givinostat-class, JAK space) shifting SoC

Digital signal layer

Multi-source listening · Sep 2026
Search interest index
Google Trends
41idx+4 pts
Congress abstracts 12m
ASCO / ASH / EHA / AAN / ACG
24abstracts+2 new
KOL share of voice
X / LinkedIn / podcasts
18%+1.8 pts
News & PR velocity
Press wires & trade media
14/mo+3 items
Patient community volume
Reddit / Inspire / patient forums
6.2k posts+0.6 k
Community sentiment
NLP over community posts
71/100+1 pt
Payer / formulary chatter
Payer bulletins / guidelines
9idx+5 pts