earnings
confidence high
sentiment neutral
materiality 0.65
Disc Medicine Q1 net loss widens to $63.5M; bitopertin Phase 3 enrollment complete
Disc Medicine, Inc.
2026-Q1 EPS reported
-$1.65
- Net loss $63.5M vs $34.1M YoY; R&D expenses rose to $45.9M, SG&A to $23.6M.
- Cash and securities $730.2M at March 31, 2026, funding operations into 2029.
- Phase 3 APOLLO trial of bitopertin in EPP fully enrolled (N=183); topline data Q4 2026.
- Updated Phase 2 DISC-0974 (MF anemia) data to be presented at ASCO June 2026 (N=61).
- Phase 2 DISC-3405 (PV) and Phase 1b (SCD) data both expected in Q4 2026.