Welcome to our dedicated page for Disc Medicine news (Ticker: IRON), a resource for investors and traders seeking the latest updates and insights on Disc Medicine stock.
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) announced management will present at multiple investor conferences in early March 2026, including TD Cowen (Mar 3), Leerink Global Healthcare (Mar 9), Jefferies Biotech on the Beach (Mar 10) and Barclays Healthcare (Mar 11).
Live webcasts of the presentations will be accessible via the company's investor relations website and archived replays will be available after each event.
Disc Medicine (NASDAQ:IRON) received a Complete Response Letter from the FDA for bitopertin in erythropoietic protoporphyria (EPP). The FDA agreed trials show bitopertin lowers whole blood metal-free PPIX but found no demonstrated link to sunlight-exposure clinical endpoints.
The FDA said results from the ongoing Phase 3 APOLLO study could support traditional approval; topline data are anticipated in Q4 2026. Disc completed APOLLO enrollment in March 2026, plans a Type A meeting, expects an updated FDA decision by mid-2027, and reported approximately $791 million cash at Dec 31, 2025, with runway into 2029.
Disc Medicine (NASDAQ:IRON) appointed Lisa Amaya Price, MBA as Chief Human Resources Officer effective January 12, 2026.
Ms. Amaya Price has 25+ years of HR and organizational leadership experience at commercial-stage and large life-science companies. Disc granted an inducement award consisting of: an option for 37,500 shares (exercise price = closing price on grant date), an RSU for 25,000 shares, and a supplemental RSU for 4,000 shares.
Vesting: the option vests 25% on January 12, 2027, then monthly over 36 months; the RSU vests 25% annually starting February 15, 2026; the supplemental RSU vests quarterly in eight 12.5% installments starting February 15, 2026.
Disc Medicine (NASDAQ:IRON) outlined 2025 achievements and 2026 priorities focused on hematology programs. Key 2025 highlights include an NDA submission for bitopertin accepted under the accelerated approval pathway with a Commissioner’s National Priority Voucher (CNPV), positive initial Phase 2 data for DISC-0974 in anemia of myelofibrosis, initiation of DISC-3405 studies in polycythemia vera and sickle cell disease, a Composition of Matter patent for DISC-0974 through 2041, and $791 million cash and equivalents as of Dec 31, 2025 providing runway into 2029.
Planned 2026 milestones include an FDA decision on bitopertin under CNPV, US launch preparation if approved, multiple Phase 2 updates for DISC-0974 and DISC-3405 in H2 2026, an End of Phase 2 meeting for DISC-0974, and initiation of a Phase 2 trial in IBD-related anemia.
Disc Medicine (NASDAQ:IRON) announced that John Quisel, J.D., Ph.D., President and Chief Executive Officer, will present at the 44th Annual J.P. Morgan Healthcare Conference on Wednesday, January 14, 2026 at 3:00 pm PT / 6:00 pm ET. A live webcast will be available via the company's investor relations website at ir.discmedicine.com, and an archived replay will be posted after the event.
Disc Medicine (NASDAQ:IRON) presented positive initial RALLY-MF Phase 2 data for DISC-0974 in myelofibrosis (MF) with anemia at ASH on December 6, 2025. The open-label study had enrolled 47 patients with 34 included in the responder analysis as of the October 16 cutoff.
Key findings: >75% hepcidin reductions, increases in serum iron, hematologic responses across subgroups (63% nTD ≥1 g/dL ≥12 weeks; 71% TD Low transfusion independence over 16 weeks; 67% TD High ≥50% transfusion reduction). DISC-0974 was generally well tolerated. Additional data expected H2 2026.
Disc Medicine (NASDAQ:IRON) reported Q3 2025 results and a program update: the company submitted an NDA for bitopertin in EPP on September 29, 2025 and received an FDA Commissioner’s National Priority Voucher (CNPV) intended to shorten review to 1–2 months from NDA acceptance, supporting a potential US approval and launch in late 2025 or early 2026. Pipeline milestones include Phase 2 DISC-0974 data at ASH in December 2025, ongoing Phase 2 DISC-3405 in PV, and initiation of a Phase 1b DISC-3405 study in SCD in October 2025. Financials: $615.9M cash as of Sept 30, 2025; completed an October 2025 public offering with ~$211M net proceeds extending runway into 2029. Q3 operating figures: R&D $50.3M, SG&A $17.4M, net loss $62.3M.
Disc Medicine (NASDAQ:IRON) announced two poster presentations at the 67th ASH Annual Meeting in Orlando on December 6-9, 2025, including initial data from the RALLY-MF Phase 2 trial of DISC-0974 in patients with myelofibrosis (MF) and anemia.
Presentations include DISC-0974 (Publication 2042) on Saturday, December 6 at 5:30–7:30pm EST (presenter Naseema Gangat) and DISC-3405 in polycythemia vera (Publication 2053) at the same session (presenter Marcus Carden). Management will host a data review call on December 7, 2025 at 7:30am EST. Abstracts are posted on the ASH site; new data reserved for conference presentation.
Disc Medicine (NASDAQ:IRON) announced that company management will participate in fireside chats at three investor conferences in November 2025.
Events and times:
- Guggenheim Second Annual Healthcare Innovation Conference — Monday, November 10, 2025 at 4:30 p.m. ET
- Stifel 2025 Healthcare Conference — Thursday, November 13, 2025 at 8:40 a.m. ET
- Jefferies London Healthcare Conference — Wednesday, November 19, 2025 at 2:00 p.m. GMT
Disc Medicine (NASDAQ: IRON) priced an upsized public offering totaling 2,919,191 aggregate shares/units, including 2,619,049 new shares and 59,523 pre-funded warrants, plus 297,619 shares sold by a selling stockholder.
The public offering price is $84.00 per share (pre-funded warrant at $83.9999). Aggregate gross proceeds to Disc are expected to be approximately $225 million (before fees), and proceeds to the selling stockholder about $25 million. The underwriters have a 30-day option for up to 446,428 additional shares. The offering is expected to close on October 22, 2025. Disc intends to use net proceeds to support potential commercialization of bitopertin for EPP/XLP, fund R&D and for working capital.