Disc Medicine, Inc. IRON
Disc Medicine, Inc. (Nasdaq: IRON) is a hematology drug developer. Its lead program, bitopertin, is in Phase 3 for erythropoietic porphyrias (EPP and XLP). Its next catalyst on record is bitopertin: NDA resubmission (Q4 2026).
Upcoming catalysts
No catalyst is dated to the next 30 days or to an FDA action date.
Next further out: bitopertin — NDA resubmission (Q4 2026). 7 catalysts on record beyond the next 30 days; subscribers see each with its filing sentence.
Pipeline
| Program | Indication | Modality | Stage |
|---|---|---|---|
| bitopertin | erythropoietic porphyrias (EPP and XLP) | small molecule | Phase 3 |
| selcodebart (DISC-0974) | anemia of myelofibrosis | antibody | Phase 2 |
| selcodebart (DISC-0974) | anemia of inflammatory bowel disease | antibody | Phase 2 |
| DISC-3405 | polycythemia vera | antibody | Phase 2 |
| DISC-3405 | sickle cell disease | antibody | Phase 1 |
| DISC-0998 | anemia associated with inflammatory diseases | antibody | Pre-clinical |
Recent results and decisions
- Nov 5, 2026met Pivotal Phase 3 APOLLO trial of bitopertin in EPP met all primary and secondary endpoints with statistical significance.
Bitopertin reduced whole-blood metal-free PPIX by 41.4% versus placebo (p<0.0001) and increased average monthly total time in light without pain by 12.2 hours during month 6 (p=0.0010)
Filing - Nov 5, 2026positive Initial results from Phase 2 RESTORE-PV study of DISC-3405 in PV showed increased hepcidin, controlled hematocrit, and reduced phlebotomy.
DISC-3405 increased hepcidin and lowered serum iron, translating to controlled hematocrit, reduced phlebotomy, and improved symptoms in PV patients
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
8 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
The free Monday brief
Last week's readouts and FDA decisions and the dated catalysts in the week ahead, each with its filing sentence.