other material
confidence high
sentiment positive
materiality 0.92
Disc Medicine's bitopertin meets all Phase 3 APOLLO endpoints in EPP; NDA resubmission planned for end-2026
Disc Medicine, Inc.
- Phase 3 APOLLO enrolled 183 EPP/XLP patients aged 12+ across US, Canada, Europe, Australia; randomized 1:1 to 60 mg oral bitopertin or placebo for 6 months.
- Co-primary endpoints met: whole-blood metal-free PPIX fell 41.4% vs placebo (p<0.0001); average monthly pain-free light time rose 12.2 hours in month 6 (p=0.0010).
- All secondary endpoints significant: lower phototoxic reaction incidence (p<0.0001), more cumulative pain-free light time (p<0.0001), improved PGIC and PGIS scores (p<0.0001).
- Dizziness was most common TEAE at 50%, mild/moderate and generally transient; no TEAEs above Grade 3 and no new safety signals.
- Disc plans NDA resubmission to FDA by end-2026, with FDA decision anticipated by mid-2027; webcast Oct 19, 2026 at 8:00am ET.
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