Disc Medicine, Inc. IRON
Disc Medicine, Inc. (Nasdaq: IRON) is a hematology drug developer. Its lead program, bitopertin, is in Phase 3 for erythropoietic protoporphyria (EPP) and X-linked protoporphyria (XLP). Its next catalyst on record is DISC-3405: Initial Phase 1b data in sickle cell disease (Q4 2026).
Upcoming catalysts
No catalyst is dated to the next 30 days or to an FDA action date.
Next further out: DISC-3405 — Initial Phase 1b data in sickle cell disease (Q4 2026). 4 catalysts on record beyond the next 30 days; subscribers see each with its filing sentence.
Pipeline
| Program | Indication | Modality | Stage |
|---|---|---|---|
| bitopertin | EPP / XLP | small molecule | Phase 3 |
| selcodebart (DISC-0974) | anemia of myelofibrosis; anemia of IBD | antibody | Phase 2 |
| DISC-3405 | polycythemia vera; sickle cell disease | antibody | Phase 2 |
| DISC-0998 | anemia associated with inflammatory diseases | antibody | Pre-clinical |
Recent results and decisions
- Oct 22, 2026n/a Disc Medicine closes $422.4 million underwritten public offering of 6,000,000 shares of common stock at $75.00 per share.
The net proceeds to the Company from the Offering are expected to be approximately $422.4 million, or approximately $485.9 million if the Underwriters exercise in full their option to purchase additional shares of Common Stock.
Filing - Oct 19, 2026met Phase 3 APOLLO met both co-primary endpoints and all secondary endpoints: PPIX -41.4% vs placebo (p<0.0001), +12.2 hr monthly time in light without pain (p=0.0010), phototoxic reactions reduced 71% (IRR 0.29); n=183, no new safety signals.
The trial met all its primary and secondary endpoints.
Filing - Jul 30, 2026n/a Completed Type A meeting with FDA; aligned that APOLLO, if successful, can serve as the basis for the CRL response and potentially support traditional approval.
Completed Type A meeting with the FDA to discuss the CRL for bitopertin in erythropoietic protoporphyria (EPP) and aligned that the Phase 3 APOLLO study, if successful, can serve as the basis for CRL response and could potentially support a traditional approval
Filing
9 more on record.
For subscribers
- Cash runway against each catalyst, with the company's own runway statement
- Track record: every Phase 3 readout, FDA decision and guidance slip since 2014
- Expected move for each dated catalyst, from comparable past events
- Phase 2 evidence behind each Phase 3 readout
- Companies on the same target or class
- Full catalyst list with filing sentences, deals, registered trials, Excel export
Other phase 3 hematology companies
- Incyte Corp INCY
- Grifols SA GRFS
- Agios Pharmaceuticals, Inc. AGIO
- Geron Corporation GERN
- Nuvectis Pharma, Inc. NVCT
- X4 Pharmaceuticals, Inc XFOR
The free Monday brief
Last week's readouts and FDA decisions and the dated catalysts in the week ahead, each with its filing sentence.