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The Bull Case For Disc Medicine (IRON) Could Change Following FDA Review Delay And New HR Chief Appointment

The Bull Case For Disc Medicine (IRON) Could Change Following FDA Review Delay And New HR Chief Appointment

  • Disc Medicine recently faced a two-week postponement of the U.S. FDA’s review of its rare disease candidate bitopertin, as regulators raised questions about efficacy endpoints, data integrity, and potential abuse risk.
  • At the same time, the company appointed industry veteran Lisa Amaya Price as Chief Human Resources Officer, signaling an effort to strengthen its organizational backbone as it prepares for possible commercialization.
  • Next, we’ll examine how the FDA’s temporary review delay for bitopertin shapes Disc Medicine’s investment narrative and longer-term risk profile.

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of…

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