Every material Form 8-K Disc Medicine, Inc. has filed with the SEC since October 19, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Disc Medicine reported a third-quarter 2026 net loss of $59.5 million, down from $62.3 million a year earlier, and said its Phase 3 APOLLO trial of bitopertin in erythropoietic protoporphyria met all primary and secondary endpoints. The company plans to resubmit its New Drug Application to the FDA by the end of 2026, which matters to shareholders because it moves the lead drug toward a possible approval decision in mid-2027.
Net loss was $59.5 million for the quarter ended September 30, 2026, compared with $62.3 million a year earlier.
Research and development expenses were $44.1 million, down from $50.3 million, while SG&A expenses rose to $20.1 million from $17.4 million.
Bitopertin reduced whole-blood metal-free PPIX by 41.4% versus placebo (p<0.0001) in the APOLLO trial.
Cash, cash equivalents, and marketable securities were $682.8 million at September 30, 2026, plus net proceeds of about $485.9 million from an October 2026 public offering.
Disc Medicine sold 6,000,000 common shares at $75.00 each, for expected gross proceeds of $450 million, and the offering closed October 22, 2026. The company expects net proceeds of about $422.4 million, which existing shareholders will share with the new investors through dilution, and it says its cash is sufficient into 2030.
Priced 6,000,000 shares at $75.00 per share; expected gross proceeds of $450 million before costs.
Underwriters hold a 30-day option for 900,000 more shares; with full exercise, net proceeds would be about $485.9 million.
Preliminary unaudited cash, cash equivalents and marketable securities were about $682.8 million as of September 30, 2026.
Proceeds are intended for clinical development, bitopertin commercialization for EPP and XLP, and general corporate purposes.
Disc Medicine reported topline results from the pivotal Phase 3 APOLLO trial of bitopertin in erythropoietic protoporphyria (EPP), saying the trial met all primary and secondary endpoints. The company plans to resubmit a New Drug Application to the FDA by the end of 2026, with an FDA decision anticipated by mid-2027, so the results bear directly on the timing of a possible approval for its lead program.
Both co-primary endpoints were statistically significant: whole-blood PPIX fell 41.4% vs. placebo (p<0.0001), and time in light without pain rose 12.2 hours vs. placebo (p=0.0010)
Phototoxic reactions fell in incidence (p<0.0001 vs. placebo), and dizziness was the most common adverse event in the bitopertin group at 50%
The trial enrolled 183 patients, and the company plans an NDA resubmission by end of 2026 with an FDA decision anticipated by mid-2027
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