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Disc Medicine (IRON) Stock News

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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.

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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.

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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.

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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.

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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.

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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.

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Disc Medicine (NASDAQ:IRON) completed a Type A FDA meeting on the Complete Response Letter for bitopertin in erythropoietic protoporphyria (EPP).

The FDA agreed that the ongoing Phase 3 APOLLO study, if successful, can support the CRL response and potentially a traditional approval. APOLLO data are expected in Q4 2026, with a CRL response planned by end-2026 and an FDA decision anticipated by mid-2027.

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Disc Medicine (NASDAQ:IRON) reported updated RALLY-MF Phase 2 data for DISC-0974 in myelofibrosis-related anemia at ASCO 2026.

According to the company, treatment reduced hepcidin by >75%, increased serum iron, produced durable hemoglobin and transfusion responses across subgroups, improved fatigue scores, and was generally well tolerated, supporting an FDA end-of-Phase 2 meeting in 2026.

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Disc Medicine (NASDAQ:IRON) launched an expanded access program (EAP) in the U.S. for investigational drug bitopertin for eligible erythropoietic protoporphyria (EPP) and X-linked protoporphyria (XLP) patients.

Bitopertin, an oral GlyT1 inhibitor, is in the double-blind, placebo-controlled Phase 3 APOLLO trial in patients 12+ years, with topline data expected in Q4 2026 and a potential FDA decision by mid-2027.

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Disc Medicine (NASDAQ: IRON) will present multiple hematology program updates at the EHA 2026 Congress in Stockholm on June 11-14, 2026.

Highlights include Phase 2 RALLY-MF data for DISC-0974 in myelofibrosis anemia, new bitopertin EPP data, a European EPP LIGHT survey, and a DISC-3405 Phase 2 PV trial-in-progress poster, plus a June 15 corporate update call.

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Disc Medicine (NASDAQ:IRON) announced participation in two upcoming investor conferences. Management will host fireside chats at the H.C. Wainwright 3rd Annual BioConnect Investor Conference on May 19 at 4:30 p.m. ET and the Jefferies Global Healthcare Conference on June 3 at 3:10 p.m. ET.

Live webcasts and archived replays will be available on the company’s investor relations website.

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FAQ

What is the current stock price of Disc Medicine (IRON)?

Disc Medicine (IRON) last closed at $60.48.

What is the market cap of Disc Medicine (IRON)?

The market cap of Disc Medicine (IRON) is approximately $2.3B.