Recent Updates
Recently added Catalysts
IRON Positive Sentiment Score: 70/100

Disc Medicine Provides Update on Hematology Portfolio and Outlines Near-Term Business Objectives and Anticipated Milestones Submitted a New Drug Application (NDA) for accelerated approval of bitopertin in erythropoietic

Key Takeaway: Disc Medicine, Inc. (NASDAQ:IRON) has provided a comprehensive update regarding its hematology portfolio and upcoming business objectives. The company is focused on accelerating the development of its key treatments, including bitopertin, for which they have submitted a New Drug Application for FDA consideration. In addition, initial data for its iron homeostasis programs is expected by the end of the year, with further trials planned for 2026. Disc Medicine is positioning itself to meet potential patient needs effectively if regulatory approvals are granted.

Market Sentiment Analysis

POSITIVE FACTORS

  • Disc Medicine made significant progress in its hematology portfolio.
  • They submitted a New Drug Application for accelerated approval of bitopertin.
  • Anticipated milestones include key data releases from ongoing clinical trials.
  • The company is preparing for potential product launches and regulatory approvals.

CONCERNS & RISKS

  • The approval of bitopertin is not guaranteed as it remains under FDA review.
  • The company’s future plans depend heavily on the success of ongoing clinical trials.
  • There are inherent risks in developing new therapies, including regulatory uncertainties.

Full Press Release Details

Disc Medicine Provides Update on Hematology Portfolio and Outlines Near-Term Business Objectives and
Anticipated Milestones
WATERTOWN, Mass., October 20, 2025 - Disc Medicine, Inc. (NASDAQ:IRON), a
clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, today outlined its recent pipeline and operational progress and
strategic priorities for the rest of 2025 and 2026.
"2025 has been another eventful year for Disc Medicine, and we are accelerating development
across three key indications-EPP and our myeloproliferative neoplasm portfolio, MF and PV. For bitopertin, with the recent grant of the FDA's CNPV, our focus is on accelerating our commercial readiness to ensure access to patients as
quickly as possible upon approval, if granted," said John Quisel, J.D., Ph.D., Chief Executive Officer and President of Disc Medicine.
also excited about the progress across our iron homeostasis portfolio, DISC-0974 and DISC-3405, as these programs will be important drivers of Disc's future growth. We're positioning DISC-0974 for development in anemia of MF and look
forward to providing an initial set of data from the Phase 2 RALLY-MF trial of DISC-0974 in its lead indication, anemia of MF, by the end of this year. Additionally, we are advancing the development of
DISC-3405 in PV with data expected next year. We also continue to drive our expansion strategy for both of these programs with a plan to initiate a Phase 2 trial of DISC-0974 in anemia of inflammatory bowel disease in 2026 and a Phase 1b trial of
DISC-3405 in sickle cell disease by year end."
Key Near-Term Business Objectives
Bitopertin: GlyT1 Inhibitor (Heme Synthesis Modulator)
DISC-0974: Anti-hemojuvelin Antibody (Hepcidin Suppression)
DISC-3405: Anti-TMPRRS6 Antibody (Hepcidin Induction)
Bitopertin, DISC-0974, and DISC-3405 are investigational agents and are not approved for use as therapies in any jurisdiction worldwide.
Disc Medicine (NASDAQ:IRON) is a
clinical-stage biopharmaceutical company committed to discovering, developing, and commercializing novel treatments for patients who suffer from serious hematologic diseases. We are building a portfolio of innovative, potentially first-in-class therapeutic candidates that aim to address a wide spectrum of hematologic diseases by targeting fundamental biological pathways of red blood cell biology,
specifically heme biosynthesis and iron homeostasis. For more information, please visit www.discmedicine.com.
Disc Cautionary Statement Regarding
Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of the Private Securities
Litigation Reform Act of 1995, including, but not limited to, express or implied statements regarding Disc's expectations with respect to the next stages of its development programs for bitopertin, DISC-0974 and DISC-3405, including projected
timelines for the initiation and completion of its clinical trials, anticipated timing of release of data, and other clinical activities; the registrational pathway for bitopertin, including the potential for accelerated approval, benefits of the
CNPV and expected review period; anticipated discussions with regulatory agencies; ongoing preparations for the potential launch of bitopertin; the potential of its development programs in new indications; and the strength of its financial position
and its anticipated cash runway. The use of words such as, but not limited to, "believe," "expect," "estimate," "project," "intend," "future," "potential,"
"continue," "may," "might," "plan," "will," "should," "seek," "anticipate," or "could" or the negative of these terms and other similar words
or expressions that are intended to identify forward-looking statements. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based on Disc's current beliefs, expectations and
assumptions regarding the future of Disc's business, future plans and strategies, clinical results and other future conditions. New risks and uncertainties may emerge from time to time, and
it is not possible to predict all risks and uncertainties. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements
Disc may not actually achieve the plans, intentions or expectations disclosed in these forward-looking statements, and investors should not place undue
reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in the forward-looking statements as a result of a number of material risks and uncertainties
including but not limited to: the adequacy of Disc's capital to support its future operations and its ability to successfully initiate and complete clinical trials; the nature, strategy and focus of Disc; the difficulty in predicting the time
and cost of development of Disc's product candidates; Disc's plans to research, develop and commercialize its current and future product candidates; the timing of initiation of Disc's planned preclinical studies and clinical
trials; the timing of the availability of data from Disc's clinical trials; Disc's ability to identify additional product candidates with significant commercial potential and to expand its pipeline in hematological diseases; the timing
and anticipated results of Disc's preclinical studies and clinical trials and the risk that the results of Disc's preclinical studies and clinical trials may not be predictive of future results in connection with future studies or
clinical trials and may not support further development and marketing approval; the content and timing of decisions made by the FDA and other regulatory authorities; and the other risks and uncertainties described in Disc's filings with the
Securities and Exchange Commission, including in the "Risk Factors" section of Disc's Annual Report on Form 10-K for the year ended December 31, 2024, and in subsequent Quarterly Reports
on Form 10-Q. Any forward-looking statement speaks only as of the date on which it was made. None of Disc, nor its affiliates, advisors or representatives, undertake any obligation to publicly update or revise
any forward-looking statement, whether as result of new information, future events or otherwise, except as required by law.
Investor Relations Contact

Frequently Asked Questions

What are the main therapeutic areas Disc Medicine focuses on?

Disc Medicine targets serious hematologic diseases through innovative treatments.

What is the expected timeline for data from DISC-0974?

Initial data from the Phase 2 RALLY-MF trial of DISC-0974 is expected this year.

What is Bitopertin's role in Disc's pipeline?

Bitopertin is a GlyT1 inhibitor aiming to support heme synthesis modulation.

Which trials are planned for the iron homeostasis portfolio?

Phase 2 and Phase 1b trials for DISC-0974 and DISC-3405 are planned for 2026.

Are Bitopertin, DISC-0974, and DISC-3405 approved therapies?

No, these investigational agents are not approved for therapeutic use globally.

Last updated: Sep 29, 2025