---
title: 'Life Sciences Daily Summary: What Happened on October 20, 2026'
headline: Disc reports Phase 3 win as Roche and Merck KGaA make deals
description: Bitopertin met both endpoints in a trial for a rare light-sensitive disease.
  Roche expanded its Hansoh partnership, and Merck KGaA agreed to buy Silence Therapeutics.
url: https://thebench.bio/news/summaries/2026-10-20
topic: all
date: '2026-10-20'
covers:
- '2026-10-20'
date_published: '2026-10-20T12:04:46Z'
date_modified: '2026-10-20T12:04:46Z'
tags:
- Industry
- Funding
- Regulatory
- Research
sources: 7
publisher: TheBench.Bio
---

# Life Sciences Daily Summary: What Happened on October 20, 2026

**Disc reports Phase 3 win as Roche and Merck KGaA make deals**

Bitopertin met both endpoints in a trial for a rare light-sensitive disease. Roche expanded its Hansoh partnership, and Merck KGaA agreed to buy Silence Therapeutics.

## Today in brief

Disc Medicine said bitopertin met both primary endpoints in a Phase 3 trial for erythropoietic protoporphyria, improving a disease marker and monthly pain-free time in light compared with placebo. [1] Roche and Hansoh expanded their antibody-drug conjugate partnership, with Hansoh eligible for more than $15 billion in milestones and sales royalties. [2] [3] Merck KGaA agreed to buy Silence Therapeutics for about $1.3 billion, including its RNA-interference pipeline and investigational drug divesiran. [4] [5]

## Bitopertin met both Phase 3 endpoints in a rare light-sensitive disease

Disc Medicine’s bitopertin met both co-primary endpoints in the Phase 3 APOLLO study in erythropoietic protoporphyria, a disorder that makes sunlight painful. [1] At month six, bitopertin reduced whole-blood protoporphyrin IX by 41.4% versus placebo and added 12.2 hours of average monthly pain-free time in light. [1]

Coverage of the study described the results as addressing FDA concerns about bitopertin’s efficacy. [1]

## Roche expands its antibody-drug conjugate partnership with Hansoh

Roche and Hansoh will develop antibody-drug conjugates for multiple cancer targets, including two preclinical Hansoh candidates and additional programs against targets Roche selects. [2] [3] Hansoh is due $400 million upfront and $110 million on the agreement’s first anniversary, and may receive more than $15 billion in milestones plus sales royalties. [2] [3]

Hansoh will lead development through global Phase 1a trials, after which Roche will lead development and commercialization outside mainland China, Hong Kong, Macau, and Taiwan. [2] [3] Hansoh keeps rights in those territories and may join global development for up to two programs. [2] [3]

U.S. Treasury officials are examining the partnership as they work on rules implementing the COINS Act. [6] Treasury submitted a proposed rule to the Office of Management and Budget on October 9, with the final rule due by March 13, 2027. [6]

## Merck KGaA to buy Silence Therapeutics for about $1.3 billion

Merck KGaA agreed to acquire Silence Therapeutics for about $1.3 billion in equity, offering $20 per American depositary share, an 82% premium to the 30-day average share price. [4] [5] The purchase includes Silence’s research platform, Berlin site, and drug candidates, led by divesiran for polycythemia vera. [4]

In the Phase 2 SANRECO trial, 88% of divesiran recipients met the response definition, compared with 19% of those on placebo. [4] [5] A response required no phlebotomy from weeks 18 to 36 and a hematocrit below 45%. [4]

The study enrolled 48 people and followed them for 36 weeks, leaving longer-term efficacy and safety to be established. [4] Silence had planned to start a Phase 3 study in the first half of 2027, with doses every 12 weeks. [4] [7] The companies expect the acquisition to close in the first quarter of 2027, subject to shareholder approval and regulatory clearances. [4] [5]

## The day in numbers

- **41.4%**: Reduction in whole-blood protoporphyrin IX with bitopertin versus placebo in Phase 3. [1]
- **12.2 hours**: Additional average monthly pain-free time in light with bitopertin versus placebo at month six. [1]
- **More than $15 billion**: Potential milestone payments to Hansoh under its expanded Roche partnership, in addition to royalties. [2] [3]
- **88% vs. 19%**: Phase 2 response rates for divesiran and placebo in the SANRECO trial. [4] [5]

## Sources

1. [Disc’s Phase III win addresses FDA’s concerns about bitopertin’s efficacy ](<https://www.biocentury.com/article/661221/disc-s-phase-iii-win-addresses-fda-s-concerns-about-bitopertin-s-efficacy?utm_source=bc_rss&utm_medium=rss>), BioCentury, 2026-10-20
2. [$15 billion deal: Roche bets on China — and questions Germany’s future](<https://european-biotechnology.com/latest-news/15-billion-deal-roche-bets-on-china-and-questions-germanys-future/>), European Biotechnology, 2026-10-20
3. [Roche, Hansoh Sign Second ADC Pact Covering Preclinical and Roche-Selected Targets](<https://www.biopharminternational.com/view/roche-hansoh-sign-second-adc-pact-covering-preclinical-and-roche-selected-targets>), BioPharm International, 2026-10-19
4. [Merck to buy siRNA specialist Silence Therapeutics for $1.3 billion](<https://european-biotechnology.com/latest-news/merck-to-buy-sirna-specialist-silence-therapeutics-for-1-3-billion/>), European Biotechnology, 2026-10-20
5. [Merck KGaA, Darmstadt, Germany, Acquires Silence Therapeutics for $1.3 Billion](<https://www.pharmexec.com/view/merck-kgaa-darmstadt-germany-acquires-silence-therapeutics-1-billion>), Pharmaceutical Executive, 2026-10-19
6. [Roche-Hansoh co-development deal lands amid debate over China restrictions](<https://www.biocentury.com/article/661230/roche-hansoh-co-development-deal-lands-amid-debate-over-china-restrictions?utm_source=bc_rss&utm_medium=rss>), BioCentury, 2026-10-20
7. [Merck KGaA’s $1.1B Silence Therapeutics Buyout Brings RNA Drug for Rare Blood Cancer](<https://medcitynews.com/2026/10/merck-kgaa-silence-therapeutics-acquisition-polycythemia-vera-divesiran-sirna-rna-interference-sln/>), MedCity News, 2026-10-19

---

TheBench.Bio wrote this from the reporting cited above, with a language model drafting and editing.

[1]: <https://www.biocentury.com/article/661221/disc-s-phase-iii-win-addresses-fda-s-concerns-about-bitopertin-s-efficacy?utm_source=bc_rss&utm_medium=rss>
[2]: <https://european-biotechnology.com/latest-news/15-billion-deal-roche-bets-on-china-and-questions-germanys-future/>
[3]: <https://www.biopharminternational.com/view/roche-hansoh-sign-second-adc-pact-covering-preclinical-and-roche-selected-targets>
[4]: <https://european-biotechnology.com/latest-news/merck-to-buy-sirna-specialist-silence-therapeutics-for-1-3-billion/>
[5]: <https://www.pharmexec.com/view/merck-kgaa-darmstadt-germany-acquires-silence-therapeutics-1-billion>
[6]: <https://www.biocentury.com/article/661230/roche-hansoh-co-development-deal-lands-amid-debate-over-china-restrictions?utm_source=bc_rss&utm_medium=rss>
[7]: <https://medcitynews.com/2026/10/merck-kgaa-silence-therapeutics-acquisition-polycythemia-vera-divesiran-sirna-rna-interference-sln/>
