Disc Medicine, Inc. · NASDAQ:IRON
Disc Medicine — Corporate Update (October 2026)
22 slides from Disc Medicine's corporate update, Oct 19, 2026
Slide 1: APOLLO Topline Results
APOLLO Topline Results October 19, 2026 Exhibit 99.2
Slide 2: Disclaimer and FLS
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 a
Slide 3: Investigational agents not approved for use
Bitopertin, selcodebart, and DISC-3405 are investigational agents and are not approved for use as therapies in any jurisdiction worldwide
Slide 4: Opening Remarks & Thank You
Opening Remarks & Thank You
Slide 5: APOLLO Topline Results: Key Takeaways
APOLLO Topline Results: Key Takeaways APOLLO met both prespecified co-primary endpoints and all secondary endpoints, demonstrating statistically significant reduction in PPIX, improvement in light tolerance, and other clinical benefits Reduction in incidence rate of phototoxic reactions vs. placebo
Slide 6: Agenda
Opening Remarks & EPP Overview John Quisel, JD, PhD, Chief Executive Officer APOLLO Topline Data Review Will Savage, MD, PhD, Chief Medical Officer EPP Market Opportunity Pamela Stephenson, Chief Commercial Officer Closing Remarks and Q&A Session John Quisel, JD, PhD, Chief Executive Officer Agenda
Slide 7: Erythropoietic Protoporphyria (EPP)
Erythropoietic Protoporphyria (EPP) Rare, debilitating and lifelong condition characterized by extreme pain and damage to the skin caused by light, as well as potential hepatobiliary complications and psychosocial impacts Genetic condition caused by defective heme biosynthesis – deficient enzyme fer
Slide 8: APOLLO trial overview
APOLLO trial overview Screen Day 1 Day 2 Day 15 (phone) Day 29 Day 43 Day 85 Day 141 Screening (16-28 Days) Day 169 (EOS*) 1:1 Placebo Bitopertin 60 mg Day 113 * Participants who complete Day 169 of APOLLO are eligible to continue to receive bitopertin in the HELIOS study; those who do not opt to co
Slide 9: Baseline Characteristics
a Season corresponding to the last month on study with adjustments for northern and southern hemispheres Baseline Characteristics Bitopertin (n=91) Placebo (n=92) Characteristic Mean Age, years 35.8 38.4 Age <18, n (%) 14 (15%) 20 (22%) Female, n (%) 54 (59%) 53 (58%) White, n (%) 81 (89%) 85 (92%)
Slide 10: APOLLO Met Co-Primary Endpoints
APOLLO Met Co-Primary Endpoints Bitopertin significantly reduced whole blood metal-free PPIX (p<0.0001) and increased average total time in light without pain during month 6 of treatment (p=0.0010) relative to placebo -41.4% vs placebo p<0.0001 PPIX Reduction at Month 6 Average Total Time in Light D
Slide 11: Secondary Endpoint: Phototoxic Reactions
Secondary Endpoint: Phototoxic Reactions Bitopertin significantly decreased the incidence rate of phototoxic reactions by 71% relative to placebo (IRR=0.29, p<0.0001) p<0.0001 IRR: Incidence rate ratio for new phototoxic reactions over the 6 month treatment period analyzed using a negative binomial
Slide 12: Secondary Endpoint: Cumulative Time in Light
Secondary Endpoint: Cumulative Time in Light Bitopertin significantly increased cumulative total time in light without pain over the 6-month treatment period relative to placebo (p<0.0001) p<0.0001 Total daily sunlight exposure from 10:00am to 6:00pm on days without pain summed over the 6 month trea
Slide 13: Secondary Endpoint: Time to Prodrome
Secondary Endpoint: Time to Prodrome at 6 Months (Adults Only) Bitopertin significantly increased change from baseline in the average daily sunlight exposure time to prodrome by 56 minutes relative to placebo (p=0.0077) p=0.0077 Time to prodrome data from weekly sunlight exposure challenges (adults
Slide 14: Safety
Safety Favorable safety and tolerability profile across adults and adolescents with no new safety signals identified APOLLO reinforces a well-characterized safety and tolerability profile in >4,000 clinical trial participants across bitopertin’s development history, with favorable long-term safety u
Slide 15: Bitopertin emerging therapeutic profile in EPP and XLP
Targets underlying EPP & XLP pathophysiology >41% reduction in PPIX vs. placebo Bitopertin emerging therapeutic profile in EPP and XLP Focused on the needs of patients More time in the sun Significant, 12.2 hr increase in time in light during month 6 and 56 min increase in time to prodrome vs. place
Slide 16: Agenda
Opening Remarks & EPP Overview John Quisel, JD, PhD, Chief Executive Officer APOLLO Topline Data Review Will Savage, MD, PhD, Chief Medical Officer EPP Market Opportunity Pamela Stephenson, Chief Commercial Officer Closing Remarks and Q&A Session John Quisel, JD, PhD, Chief Executive Officer Agenda
Slide 17: EPP: Well-defined rare disease population
EPP: Well-defined rare disease population Epidemiology Real world prevalence of hepatobiliary complications in EPP matches evidence of liver/biliary issues in claims population Field Outreach Through initial outreach, Disc field teams have validated patient numbers among top accounts Real-World Beha
Slide 18: Account Profiling and Disease State Education
Account Profiling Disease State Education Patient Validation PPIX Testing Program Driving informed EPP awareness Identifying Regional Opinion Leaders (ROL) Engaged top porphyria centers Prioritized top community accounts Validated EPP opportunity at high-volume accounts Targeting launch Nov. 2026 Co
Slide 19: Agenda
Opening Remarks & EPP Overview John Quisel, JD, PhD, Chief Executive Officer APOLLO Topline Data Review Will Savage, MD, PhD, Chief Medical Officer EPP Market Opportunity Pamela Stephenson, Chief Commercial Officer Closing Remarks and Q&A Session John Quisel, JD, PhD, Chief Executive Officer Agenda
Slide 20: Next steps for bitopertin in EPP
Next steps for bitopertin in EPP NDA resubmission planned by end of 2026 based on APOLLO data; FDA decision anticipated by mid 2027 Planning to present detailed data with additional insights from APOLLO during an upcoming medical conference HELIOS open-label extension study ongoing for patients roll
Slide 21: Disc Medicine: Built for Sustainable Growth
Disc Medicine: Built for Sustainable Growth Three programs addressing blockbuster markets with significant potential for expansion $2B+ EPP US Addressable Market $4B+ MF Anemia US Addressable Market Bitopertin Positive APOLLO Topline NDA resubmission to FDA expected by end of 2026 DISC-3405 Initial
Slide 22: Q&A
Q&A We extend our deepest gratitude to the patients and families, investigators, and advocates whose commitment and partnership have been instrumental in raising awareness of EPP and advancing this program Brady Living with EPP Mary and Gia Mother caring for daughter with EPP