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Disc Medicine
Disc Medicine (IRON) investor relations material
Disc Medicine TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 46th Annual Health Care Conference summary3 Mar, 2026
Key program updates and clinical progress
Three clinical-stage programs target iron and heme metabolism to address rare and common red blood cell disorders, with significant progress across the pipeline.
Lead program bitopertin for EPP is in a phase III trial (APOLLO), with top-line data expected in Q4 and a projected launch by mid-next year, following a recent CRL from the FDA.
DISC-0974 targets anemia of myelofibrosis, showing strong phase II data and aiming for pivotal trial design by year-end.
DISC-3405, focused on polycythemia vera, doubled its trial size due to rapid enrollment and expects phase II data by year-end.
Additional indications under investigation include anemia of inflammatory bowel disease and sickle cell disease, with early data anticipated this year.
Regulatory and commercial strategy
Bitopertin's regulatory path involves a Type A FDA meeting in Q2 to confirm CRL requirements, with a response and potential approval review by mid-next year.
Commercial team was reduced due to regulatory delays, but a core team remains to validate patient accounts and prepare for launch.
Patient community shows strong enthusiasm for bitopertin, reinforcing market potential.
Market size estimates: EPP ($2B+), myelofibrosis ($4B+), polycythemia vera ($7B+).
$791 million cash runway extends into 2029, supporting ongoing development and launches.
Clinical trial design and endpoints
APOLLO phase III trial for EPP is highly powered, with co-primary endpoints of PP9 reduction and increased time in light, both required for success.
Myelofibrosis program aims to address all anemia subtypes, with endpoints under discussion with FDA; fatigue and prevention of transfusion dependence are key considerations.
PV program leverages validated iron restriction mechanisms, with phase II data expected to clarify the path to pivotal trials.
Upcoming data presentations planned at major hematology conferences, including updates from HELIOS, RALLY-MF, and RESTORE-PV trials.
Bitopertin: What to expect from Type A meeting?
MF: Pivotal endpoint for non-transfused patients?
PV: Next steps after RESTORE-PV data readout
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Next Disc Medicine earnings date
Leerink Global Healthcare Conference 20269 Mar, 2026
Disc Medicine
Next Disc Medicine earnings date
Leerink Global Healthcare Conference 20269 Mar, 2026
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Frequently asked questions
Disc Medicine Inc. is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of innovative treatments for severe hematologic disorders. Founded as Gemini Therapeutics Inc before evolving into its current form, the company has a pipeline that includes therapies aimed at erythropoietic porphyrias (including erythropoietic protoporphyria and X-linked protoporphyria), Diamond-Blackfan Anemia, anemia of myelofibrosis, chronic kidney disease, and polycythemia vera among others. Disc Medicine's preclinical programs also target anemia associated with inflammatory diseases. The company is headquartered in Watertown, Massachusetts, and its shares are listed on the NASDAQ.
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