# EDGAR Filing Document

**Accession Number:** 0001816736
**File Stem:** 0001193125-26-053066
**Filing Date:** 2026-2
**Character Count:** 17531
**Document Hash:** d03da6a3fa35a78f55dc740659349b19
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-053066.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001193125-26-053066

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 22

**CONFORMED PERIOD OF REPORT**: 20260217

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Disc Medicine, Inc.
- **CENTRAL INDEX KEY:** 0001816736
- **STANDARD INDUSTRIAL CLASSIFICATION:** PHARMACEUTICAL PREPARATIONS [2834]
- **ORGANIZATION NAME:** 03 Life Sciences
- **EIN:** 851612845
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-39438
- **FILM NUMBER:** 26636439

**BUSINESS ADDRESS:**
- **STREET 1:** 321 ARSENAL STREET, SUITE 101
- **CITY:** WATERTOWN
- **STATE:** MA
- **ZIP:** 02472
- **BUSINESS PHONE:** (617) 674-9274

**MAIL ADDRESS:**
- **STREET 1:** 321 ARSENAL STREET, SUITE 101
- **CITY:** WATERTOWN
- **STATE:** MA
- **ZIP:** 02472

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Gemini Therapeutics, Inc. /DE
- **DATE OF NAME CHANGE:** 20210209

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FS Development Corp.
- **DATE OF NAME CHANGE:** 20200702

?xml version='1.0' encoding='ASCII'? 8-K

**UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549**

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## FORM 8-K

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**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported):** February 17, 2026<br>

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DISC MEDICINE, INC.

**(Exact name of Registrant as Specified in Its Charter)**

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| | | |
|:---|:---|:---|
| Delaware | 001-39438 | 85-1612845 |
| **(State or Other Jurisdiction<br>of Incorporation)** | **(Commission File Number)** | **(IRS Employer<br>Identification No.)** |
| 321 Arsenal Street<br>Suite 101 |  |  |
| Watertown**,** Massachusetts |  | 02472 |
| **(Address of Principal Executive Offices)** |  | **(Zip Code)** |

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**Registrant's Telephone Number, Including Area Code:** 617 674-9274<br>

**(Former Name or Former Address, if Changed Since Last Report)**

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

**Securities registered pursuant to Section 12(b) of the Act:**

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| | | |
|:---|:---|:---|
| **<br>Title of each class** | **Trading<br>Symbol(s)** | **<br>Name of each exchange on which registered** |
| Common Stock, par value $0.0001 per share | IRON | The Nasdaq Global Market |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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## Item 7.01 Regulation FD Disclosure.
On February 17, 2026, Disc Medicine, Inc. (the "Company") will host a previously-announced conference call at 8:00 AM ET to discuss the Complete Response Letter issued by the U.S. Food and Drug Administration on February 13, 2026 with respect to the Company's New Drug Application for bitopertin as a treatment for patients with erythropoietic protoporphyria. An archived webcast will be available following the call for 30 days on the Events & Presentations section of the Company's website. A copy of the slide presentation to be presented during the conference call is attached as Exhibit 99.1 to this Current Report on Form 8-K.

The information contained in Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, is intended to be furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly provided by specific reference in such filing. The Company undertakes no obligation to update, supplement or amend the material attached hereto as Exhibit 99.1.

## Item 9.01 Financial Statements and Exhibits.
(d) Exhibits

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| | |
|:---|:---|
| Exhibit No. | Description |
| 99.1 | [<u>Disc Medicine, Inc. presentation, dated February 2026</u>](iron-ex99_1.htm) |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | | |
|:---|:---|:---|:---|
|  |  |  | DISC MEDICINE, INC. |
| Date: | February 17, 2026 | By:  | /s/ John Quisel, J.D., Ph.D. |
|  |  |  | Name: John Quisel, J.D., Ph.D.<br>Title: Chief Executive Officer |

---

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## Exhibit 99.1

![Slide 1](iron-ex99_1s1.jpg)

Bitopertin Regulatory Update February 2026

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![Slide 2](iron-ex99_1s2.jpg)

Disclaimer and FLS This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, express or implied statements regarding Disc's expectations with respect to its preclinical studies, clinical trials and research and development programs, in particular with respect to bitopertin, DISC-0974 and DISC-3405, and any developments or results in connection therewith; projected timelines for the initiation and completion of its clinical trials, anticipated timing of release of data, and other clinical activities; the registrational pathway for bitopertin, including the potential for traditional approval, the potential for the APOLLO clinical trial to serve as the basis for any such approval, and the timing of any such approval, if granted; anticipated discussions with and submissions to regulatory agencies; Disc's expectations with respect to the potential of bitopertin as a treatment for EPP, if approved; and the time period over which Disc's capital resources will be sufficient to fund its anticipated operations. The use of words such as, but not limited to, "believe," "expect," "estimate," "project," "intend," "future," "potential," "continue," "may," "might," "plan," "will," "should," "seek," "anticipate," or "could" or the negative of these terms and other similar words or expressions that are intended to identify forward-looking statements. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based on Disc's current beliefs, expectations and assumptions regarding the future of Disc's business, future plans and strategies, clinical results and other future conditions. New risks and uncertainties may emerge from time to time, and it is not possible to predict all risks and uncertainties. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements. Disc may not actually achieve the plans, intentions or expectations disclosed in these forward-looking statements, and investors should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in the forward-looking statements as a result of a number of material risks and uncertainties including but not limited to: the adequacy of Disc's capital to support its future operations and its ability to successfully initiate and complete clinical trials; the nature, strategy and focus of Disc; the difficulty in predicting the time and cost of development of Disc's product candidates; Disc's plans to research, develop and commercialize its current and future product candidates; the timing of initiation of Disc's planned preclinical studies and clinical trials; the timing of the availability of data from Disc's clinical trials; Disc's ability to identify additional product candidates with significant commercial potential and to expand its pipeline in hematological diseases; the timing and anticipated results of Disc's preclinical studies and clinical trials and the risk that the results of Disc's preclinical studies and clinical trials may not be predictive of future results in connection with future studies or clinical trials and may not support further development and marketing approval; the content and timing of decisions made by the FDA and other regulatory authorities; and the other risks and uncertainties described in Disc's filings with the Securities and Exchange Commission, including in the "Risk Factors" section of Disc's Annual Report on Form 10-K for the year ended December 31, 2024, and in subsequent Quarterly Reports on Form 10-Q. Any forward-looking statement speaks only as of the date on which it was made. None of Disc, nor its affiliates, advisors or representatives, undertake any obligation to publicly update or revise any forward-looking statement, whether as result of new information, future events or otherwise, except as required by law.

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![Slide 3](iron-ex99_1s3.jpg)

Bitopertin Regulatory Update Complete Response Letter (CRL) received on February 13, 2026 Type C Meeting EOP2 Meeting September 2024 December 2024 Pre-NDA Meeting June 2025 NDA Submitted September 2025 Awarded CNPV October 2025 NDA Accepted CRL Received November 2025 February 2026 Bitopertin received a Complete Response Letter from the FDA Main objection related to the sufficiency of protoporphyrin IX (PPIX) as a surrogate biomarker, with the FDA requesting to see the outcome of the ongoing APOLLO study before making a decision Disc is committed to delivering bitopertin to patients and will focus on diligently completing the APOLLO study by Q4 2026 and responding to the FDA

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![Slide 4](iron-ex99_1s4.jpg)

CRL Details Accelerated approval relies on (1) whether there is evidence of an effect on the proposed surrogate endpoint (% change in whole blood metal-free PPIX) and (2) whether the proposed surrogate endpoint, including the magnitude of change, is reasonably likely to predict a clinical benefit AURORA and BEACON provided sufficient evidence that bitopertin significantly lowers whole blood metal-free PPIX Based on review of AURORA and BEACON results, FDA concluded that the trials did not show evidence of association between percent change in PPIX and sunlight exposure-based endpoints, as measured in the trials, despite the strong mechanistic and biological plausibility supporting the use of the PPIX biomarker in protoporphyria FDA guided that for this application to be approved, Disc will need to provide additional evidence demonstrating the efficacy of bitopertin for the treatment of protoporphyria based on clinical endpoint(s) Stated willingness to discuss options to meet this requirement, including completion and submission of results from the ongoing APOLLO trial Other requests: FDA requested that Disc provide a standard safety update as part of the resubmission Disc will provide the new APOLLO safety data in the CRL response, which will be integrated with the prior safety database of over 4,000 subjects FDA indicated a need to see the results of the ongoing Phase 3 APOLLO study before making a decision

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![Slide 5](iron-ex99_1s5.jpg)

Phase 2 AURORA Data CONFIDENTIAL Demonstrated reductions in PPIX and improvements in clinical metrics Placebo Bitopertin 60 mg Phototoxic Reactions = Phototoxic Reaction = 2 Phototoxic Reactions Light Tolerance Measure (Mean ± SD) Tertile 1 (-89% to -38%) Tertile 2 (-38% to -7%) Tertile 3 (-7% to 190%) Cumulative total time in sunlight without pain (hr) 161.1 ± 142.6 124.5 ± 68.3 117.5 ± 83.2 Average time in sunlight without pain (hr) 1.61 ± 1.32 1.20 ± 0.72 1.16 ± 0.83 Change from baseline in time to prodrome (min) 117.4 ± 148.6 109.4 ± 121.1 64.1 ± 123.8 PPIX Increased PPIX Decreased Tertiles of PPIX Change Treatment with bitopertin led to a 49% reduction in whole blood PPIX and 63% reduction in plasma PPIX vs placebo at month 4 PPIX reductions with bitopertin are similar to those seen in pregnant EPP patients and a photoinactivation study in which 30-50% reductions in PPIX led to marked improvements in light tolerance

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![Slide 6](iron-ex99_1s6.jpg)

APOLLO Trial Overview Closing enrollment in March; topline data expected Q4 2026 N Size ~150 patients across sites in the US, Canada, Europe, and Australia Trial Duration 6-month treatment period; Expected to fully enroll by March 2026 Trial Design Randomized 1:1, double-blind, placebo-controlled Trial Population EPP and XLP patients ages 12+, stratified by baseline light tolerance and geography Dose 60 mg Co-primary Efficacy Endpoints Average monthly total time in sunlight without pain between 10:00 and 18:00 during the last month of the 6-month treatment period Percent change from baseline in whole blood metal-free PPIX after 6 months of treatment Additional Endpoints Occurrence of phototoxic reactions Cumulative total pain-free time in sunlight Change from baseline in time to prodrome Patient global impression of change (PGIC) Safety and tolerability Robust Endpoint Longitudinal analysis leverages robust model that demonstrated significance in AURORA Accounts for time-dependent PPIX lowering effects with bitopertin and for waning of a placebo effect Focuses efficacy on month 6, after PPIX is fully reduced and potential placebo effect is expected to have waned Robust Study Design Rigorous evaluation of baseline light tolerance required during screening and factored into analysis of the primary endpoint Stratification by geography to minimize confounding factors affecting light exposure across study arms Well-powered; blinded sample size recalculation completed in January 2026 with no change required

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![Slide 7](iron-ex99_1s7.jpg)

AURORA: Sunlight Tolerance Over Time† AURORA: PPIX Over Time Robust Endpoints Provide Confidence in APOLLO Co-primary Endpoints: Average Monthly Time in Light without Pain and PPIX Change from Baseline 2-Week Aggregated Time (hr) = last month of study = last 2-weeks of study p=0.013 vs PBO\* p=0.03 vs PBO\* † Post-hoc longitudinal analysis adjusted for baseline \* nominal p value +8.1% -21.5% (p=0.004 vs PBO) -41.7% (p<0.001 vs PBO) Longitudinal analysis demonstrated significance and was robust in AURORA Accounts for time-dependent PPIX lowering effects with bitopertin and for waning of a placebo effect Prespecified primary endpoint with consistent, high statistical significance in BEACON and AURORA Recommended as co-primary by FDA, reflecting agency's acknowledgement of the importance of lowering PPIX in EPP

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![Slide 8](iron-ex99_1s8.jpg)

Next Steps Disc plans to respond to the CRL with data from the ongoing APOLLO trial Expect to request Type A meeting with FDA to review our approach for resubmission Expect to complete enrollment in March 2026, several months ahead of guidance Expect to present topline data in Q4 2026 and use this data to submit a response to the CRL Typical FDA goal date for review of CRL response is ~6 months, implying potential for an updated decision by mid-2027

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![Slide 9](iron-ex99_1s9.jpg)

Disc's EPP Community Commitment Disc's belief in the importance of bringing a potential disease modifying therapy to the EPP community and the potential for bitopertin to set a new standard of care in EPP has not changed Disc has made every effort to bring bitopertin to the EPP community more quickly; while these efforts have not come to fruition, we remain committed to advancing the program and pursuing FDA approval of bitopertin During this process, Disc is committed to providing continued access to bitopertin for current clinical trial participants

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![Slide 10](iron-ex99_1s10.jpg)

Corporate Outlook Disc is well-capitalized through APOLLO readout and additional key pipeline milestones Program Indication 1H 2026 2H 2026 2027 Bitopertin Heme Synthesis Modulation Erythropoietic Porphyrias (EPP & XLP) HELIOS Update APOLLO topline – Q4 2026 Submit response to CRL – late 2026 FDA decision mid-2027 Ex-US regulatory submissions DISC-0974 Hepcidin Suppression Anemia of Myelofibrosis (MF) Topline RALLY-MF Phase 2 data End of Phase 2 Meeting Phase 3 initiation Anemia of Inflammatory Bowel Disease (IBD) RALLY-IBD Phase 2 initiation RALLY-IBD Phase 2 Data DISC-3405 Hepcidin Induction Polycythemia Vera (PV) Initial RESTORE-PV Phase 2 Data Topline RESTORE-PV Phase 2 Data End of Phase 2 Meeting and Phase 3 initiation Sickle Cell Disease (SCD) Initial Phase 1b Data Topline Phase 1b data Phase 2 initiation Maintaining cash runway guidance into 2029

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![Slide 11](iron-ex99_1s11.jpg)

Q&A