Disc Medicine — Third Quarter 2026 Earnings Summary

Disc Medicine reported that its pivotal Phase 3 APOLLO trial for bitopertin in erythropoietic protoporphyria successfully met all primary and secondary endpoints, showing a 41.4% reduction in metal-free PPIX and increased pain-free sunlight exposure. The company plans to resubmit a New Drug Application for bitopertin by the end of 2026, with an FDA decision anticipated by mid-2027. Financial results for the third quarter of 2026 showed a net loss of $59.5 million, while the company ended the period with approximately $683 million in cash and marketable securities following a public offering in October 2026. Additionally, Disc presented positive initial data from the RESTORE-PV study of DISC-3405 in polycythemia vera and announced plans to present further data at the ASH annual meeting in December 2026.