Disc Medicine, Inc. (IRON) Earnings Call Transcripts

Disc Medicine, Inc.'s Latest Earnings Call - June 15, 2026

In the second quarter of 2026, Disc Medicine, Inc. (IRON:US) provided significant updates on its clinical pipeline, particularly for its lead programs, Bitopertin and Selcodebart. The company successfully completed a Type A meeting with the FDA, confirming that the Phase III APOLLO study data will support a resubmission of its CRL by year-end. Revenue details were not disclosed, but management highlighted a strong cash position of approximately $730 million, providing a runway into 2029. Management expressed optimism about Selcodebart's potential in treating anemia of myelofibrosis, with a total addressable market exceeding $4 billion in the U.S. alone.

Reported metrics

Guidance from management

Management expects to resubmit the CRL for Bitopertin by year-end, with top-line data from the APOLLO study anticipated in Q4 2026. They also indicated ongoing progress in the Selcodebart and DISC-3405 programs, with data updates expected in the near term.

What management said

Yes. Thanks, Kristen. I mean based on our clinical trial enrollment, if that's a kind of crude measure of demand and patient need, we're going to see it across the board. It seems to be something that physicians and patients are looking for, regardless of their status. I think people gravitate to the obvious use case where someone is going to go on to [ ruxolitinib ] or another JAK inhibitor that's expected to exac...

Absolutely, it does. I mean I think now we have real indication that the drug works across the full spectrum of patients. So we're pretty motivated to design a Phase III program that will capture and include all of those patients with the goal of getting the broadest possible label and making this drug available to as many patients as possible in this disease.

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape for anemia treatments and the potential impact of upcoming data releases on market positioning. There were also inquiries about the specifics of the expanded access program and its implications for commercialization.

Main topics on the call

• FDA Meeting and APOLLO Study — Disc Medicine confirmed alignment with the FDA that the results from the Phase III APOLLO study can serve as the basis for their CRL resubmission, expected by year-end. CEO John Quisel stated, "If all goes well, we would...
• Selcodebart Efficacy Data — Updated data from the Phase II RALLY-MF study showed that 56% of patients achieved a major response and 72% an overall response. Quisel noted, "We believe Selcodebart represents a blockbuster opportunity in this indicati...
• Commercial Strategy for Selcodebart — Management highlighted the significant unmet need for anemia treatments in myelofibrosis, with current sales of JAK inhibitors in the U.S. around $2 billion. The addressable market for Selcodebart is estimated at over $4...
• DISC-3405 Development Updates — The company is advancing DISC-3405 in both polycythemia vera and sickle cell disease, with initial patient data expected in Q4 2026. Quisel stated, "We are excited about the opportunities in PV and sickle cell disease an...

Read the full Disc Medicine, Inc. transcript (June 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Disc Medicine, Inc. earnings call transcripts on record, spanning April 25, 2023 to June 15, 2026. Based on this history, Disc Medicine, Inc. reports quarterly. The most recent call on file is dated June 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

IRON

Exchange

NasdaqGM

Country

US

Sector

Health Care

Industry

Biotechnology

Calls on record

13

First call

April 25, 2023

Most recent

June 15, 2026

Reporting cadence

quarterly