Disc Medicine, Inc. — Form 8-K
Filed September 10, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Disc Medicine reported initial Phase 2 RESTORE-PV trial results for DISC-3405, an anti-TMPRSS6 monoclonal antibody, in 40 PV patients (20 in Cohort A dosed, 13 completed 26 weeks). Efficacy data for Cohort A showed mean phlebotomy events decreased from 4.0 to 0.6 over 26 weeks (p<0.0001), with 61.5% phlebotomy-free through week 26 and 77.8% free during maintenance; hematocrit controlled at ~45%; drug was well-tolerated. Company also presented RALLY-MF Phase 2 data for selcodebart (DISC-0974) in myelofibrosis anemia and expects FDA end-of-phase-2 feedback and pivotal trial plans by year-end 2026.
Why this rating
Early clinical proof-of-concept for lead program in rare disease affecting ~150k US patients. Positive Phase 2 efficacy meaningful for $1.4B biotech; advancement toward pivotal trial material but still preclinical-stage risk.
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