Disc Medicine develops investigational treatments for serious hematologic diseases by targeting red blood cell biology, including heme biosynthesis and iron homeostasis. News about IRON centers on its clinical-stage pipeline, including bitopertin for erythropoietic protoporphyria, DISC-0974 for anemia associated with myelofibrosis and chronic kidney disease, and DISC-3405 for polycythemia vera and other hematologic disorders.
Recurring updates include clinical trial progress, medical-meeting presentations, FDA communications, quarterly financial results, business updates, investor-conference participation, and leadership or organizational changes tied to the company’s development and commercialization planning.
Disc Medicine (NASDAQ: IRON) priced an upsized public offering of common stock expected to raise $450 million in gross proceeds. The company is selling 6,000,000 shares at $75.00 per share. Expected proceeds exclude underwriting discounts, commissions and other offering expenses and assume no exercise of the underwriters’ option.
Underwriters have a 30-day option to purchase up to 900,000 additional shares at the public offering price, less underwriting discounts and commissions. Disc expects the offering to close on October 22, 2026, subject to customary closing conditions. Disc intends to use net proceeds alongside existing funds for research and clinical development, potential commercialization of bitopertin for erythropoietic protoporphyria and X-linked protoporphyria, other candidates’ pre-commercialization activities, and working capital and general corporate purposes.
Silence Therapeutics (SLN) agreed to a cash acquisition by Merck KGaA, Darmstadt, Germany, valuing its equity at about $1.3 billion. The October 19 agreement offers $20.00 per American Depositary Share (ADS), a 130% premium to the October 16 close and an 82% premium to the 30-day volume-weighted average price of $10.99. Enterprise value is $1.1 billion. The U.K. scheme of arrangement is expected to close in the first quarter of 2027, subject to shareholder, court and regulatory approvals.
The deal centers on divesiran, an RNA-based therapy for polycythemia vera, a disorder involving excess red blood cells. Its Phase 2 SANRECO trial reported an 88% response rate versus 19% with placebo. Silence ADSs rose 125.58% to $19.58 on October 19. Separately, Disc Medicine (IRON) reported that its Phase 3 APOLLO trial of bitopertin met all primary and secondary endpoints; its shares rose 38.86%.
Disc Medicine (IRON) has launched a proposed $350 million underwritten public offering of common stock and pre-funded warrants. Certain investors may choose pre-funded warrants, which allow them to purchase common shares, instead of common stock. Disc also intends to grant underwriters a 30-day option to purchase up to an additional $52.5 million of common stock at the public offering price, less underwriting discounts and commissions.
Disc plans to use net proceeds alongside existing cash and marketable securities for research and clinical development, potential commercialization of bitopertin for erythropoietic protoporphyria (EPP) and X-linked protoporphyria (XLP), other pre-commercialization activities, and working capital and general corporate purposes. The offering remains subject to market and other conditions; completion, size and terms are not assured.
Disc Medicine (NASDAQ:IRON) reported that bitopertin met all primary and secondary endpoints in its pivotal Phase 3 APOLLO trial. The study evaluated adults and adolescents with erythropoietic protoporphyria, including X-linked protoporphyria. Both co-primary endpoints were statistically significant versus placebo: whole-blood metal-free protoporphyrin IX (PPIX) reduction from baseline of 41.4% and 12.2 additional hours of average monthly pain-free time in light during month 6.
Secondary endpoints showed fewer phototoxic reactions and improved light tolerance; exploratory quality-of-life measures also improved significantly. Dizziness affected 50% of bitopertin recipients, was mild or moderate and generally transient; no treatment-emergent adverse events exceeded Grade 3. Disc plans to resubmit its New Drug Application by year-end 2026 and anticipates an FDA decision by mid-2027.
Disc Medicine (IRON) will host a webcast on October 19, 2026, to discuss topline results from its APOLLO Phase 3 trial. The trial evaluates bitopertin in erythropoietic protoporphyria (EPP). The webcast starts at 8:00 a.m. ET, with registration through the Events and Presentations page of Disc’s website. A replay will be available on the website afterward.
Disc Medicine (IRON) reported initial Phase 2 RESTORE-PV results for DISC-3405 in polycythemia vera at the 2026 SOHO meeting.
In Cohort A, treatment increased hepcidin, lowered serum iron and raised ferritin, with mean hematocrit stably maintained below 45% through week 26 and associated initial symptom improvement. Among 13 patients completing 26 weeks, mean phlebotomy events fell from 4.0 in the 26 weeks before Day 1 to 0.6 in the 26 weeks after (p<0.0001); 61.5% remained phlebotomy-free through 26 weeks, and 77.8% of nine patients completing weeks 12–32 were phlebotomy-free in that period. DISC-3405 was generally well tolerated with mostly disease-consistent adverse events and mild, self-limited injection site reactions.
The company plans further RESTORE-PV and sickle cell disease updates and is preparing selcodebart (DISC-0974) for potential pivotal development in myelofibrosis anemia.
Disc Medicine (IRON) will participate in fireside chats at four upcoming healthcare investor conferences in September 2026 hosted by Cantor Fitzgerald, Wells Fargo, Morgan Stanley, and H.C. Wainwright at scheduled times in New York, NY and Everett, MA. Live and archived webcasts will be accessible via the company’s investor relations website.
Disc Medicine (NASDAQ: IRON) announced multiple presentations from its hematology portfolio at the SOHO 2026 Annual Meeting in Houston, Texas, from September 9-12, 2026. Key items include an oral presentation of initial Phase 2 RESTORE-PV data for DISC-3405 in polycythemia vera and new Phase 2 RALLY-MF data for DISC-0974 in myelofibrosis-related anemia, plus a poster on the humanistic burden of myelofibrosis anemia.
Disc Medicine (NASDAQ: IRON) reported second quarter 2026 results and business updates, highlighting clinical progress across its hematology pipeline and a strong cash position of $717.7 million as of June 30, 2026, which is expected to fund operations into 2029.
The company completed a Type A FDA meeting on bitopertin, aligning that the Phase 3 APOLLO study in EPP, if successful, can serve as the basis for a CRL response, with topline data expected in Q4 2026 and an FDA decision anticipated by mid-2027. APOLLO completed enrollment ahead of schedule with 183 patients, and an Expanded Access Program for EPP and XLP has been launched.
Updated selcodebart (DISC-0974) Phase 2 RALLY-MF data showed a 56% major anemia response rate and 72% overall anemia response, and the program received EU Orphan Drug Designation for myelofibrosis. Disc also completed enrollment in the Phase 2 RESTORE-PV trial of DISC-3405, with initial data expected in Q3 2026. Q2 2026 R&D expenses were $46.9 million, SG&A expenses were $18.1 million, and net loss was $59.5 million, compared to $55.2 million a year earlier.
Disc Medicine (NASDAQ: IRON) reported updated clinical data at the 2026 EHA meeting. Phase 2 RALLY-MF results for DISC-0974 in myelofibrosis anemia showed meaningful, durable anemia responses across transfusion subgroups and with/without JAK inhibitors, with generally favorable tolerability. Phase 2 HELIOS extension data for bitopertin in EPP showed sustained PPIX reductions, improved light tolerance, and longer-term safety. The company plans End-of-Phase 2 FDA discussions for DISC-0974 in 2026, a Phase 3 APOLLO readout for bitopertin in Q4 2026, and initial Phase 2 RESTORE-PV data for DISC-3405 in Q4 2026, and will host a corporate update call on June 15.