Welcome to our dedicated page for Disc Medicine SEC filings (Ticker: IRON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Disc Medicine, Inc. (NASDAQ: IRON) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its clinical-stage biopharmaceutical business focused on serious hematologic diseases. These SEC filings cover financial results, capital-raising transactions, regulatory milestones, and key corporate events related to the company’s investigational programs in red blood cell biology, heme biosynthesis, and iron homeostasis.
Among the most frequently referenced documents are current reports on Form 8-K, where Disc Medicine discloses material events such as quarterly financial results, public offerings of common stock and pre-funded warrants, and significant regulatory developments. For example, the company has used 8-K filings to report a Commissioner’s National Priority Voucher from the U.S. Food and Drug Administration for bitopertin in erythropoietic protoporphyria, the submission of a New Drug Application under the accelerated approval pathway, and the terms of an underwriting agreement for an upsized public offering intended to support operations and development plans.
Investors also look to Disc Medicine’s periodic reports on Forms 10-K and 10-Q for comprehensive discussions of its pipeline, including bitopertin, DISC-0974, and DISC-3405, as well as risk factors and management’s analysis of financial condition. Filings may describe clinical trial status, patent coverage such as composition of matter protection for DISC-0974, and the company’s expectations regarding cash runway based on existing cash, cash equivalents, marketable securities, and offering proceeds.
On this page, users can access Disc Medicine’s SEC filings as they are made available through EDGAR. AI-powered tools can help summarize lengthy documents, highlight key sections on topics such as clinical development, financing terms, and forward-looking statements, and make it easier to understand how individual filings relate to the company’s broader strategy and risk profile. Forms 10-K, 10-Q, and 8-K, along with exhibits, provide the primary regulatory record for IRON and are central to in-depth fundamental research.
Disc Medicine, Inc. Chief Medical Officer William Jacob Savage reported two open-market sales of common stock. On March 2, he sold 4,392 shares at a weighted average price of $65.5218 per share, and 2,986 shares at a weighted average price of $66.4090 per share, totaling 7,378 shares sold. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on October 2, 2025. After the sales, he continued to hold 85,211 shares directly.
IRON reported proposed sales of Common stock under Rule 144 related to restricted stock units and prior 10b5-1 sales.
The filing lists a 02/15/2026 restricted stock unit entry for 7,378 units and shows completed 10b5-1 sales of 3,256 shares on 02/17/2026 for $204,672.16 and 13,093 shares on 12/15/2025 for $1,194,372.26.
Disc Medicine, Inc. Chief Financial Officer Jean M. Franchi reported an open-market sale of 353 shares of common stock at a weighted average price of $69.0569 per share. After this Rule 10b5-1 plan trade, she directly holds 70,990 shares. The shares were sold in multiple transactions between $69.00 and $69.36.
Disc Medicine, Inc. is implementing a restructuring plan after receiving a complete response letter from the FDA on
The company is reducing its workforce by approximately
Disc Medicine provides an update on its clinical-stage pipeline for serious hematologic diseases and key regulatory developments. The company remains pre-revenue, focused on red blood cell biology via heme biosynthesis and iron homeostasis pathways.
Lead candidate bitopertin targets erythropoietic porphyrias, including EPP and XLP. Phase 2 trials (BEACON and AURORA) significantly lowered toxic PPIX levels and showed improved light tolerance and quality of life, with generally good tolerability. However, the FDA issued a complete response letter in February 2026, finding existing data insufficient to support accelerated approval. Disc is running the Phase 3 APOLLO trial, with topline data expected in the fourth quarter of 2026, to support a potential traditional approval.
In iron homeostasis, DISC-0974 (anti-HJV) is in Phase 2 for anemia of myelofibrosis, where early data showed large hepcidin reductions, improved iron markers, higher hemoglobin and meaningful transfusion reductions. DISC-3405 (anti-TMPRSS6) is in Phase 2 for polycythemia vera and Phase 1b for sickle cell disease, with Phase 1 data demonstrating increased hepcidin and reduced serum iron. Preclinical antibody DISC-0998 targets anemia linked to inflammatory diseases. As of June 30, 2025, Disc’s non-affiliate equity value was about $1.4 billion, with 38,160,065 common shares outstanding as of February 19, 2026.
Disc Medicine reported a larger full-year 2025 net loss of
Cash, cash equivalents, and marketable securities reached
IRON — Form 144: reported insider sale activity. The filing lists Restricted Stock Units dated
Disc Medicine, Inc. Chief Financial Officer Jean M. Franchi reported open-market sales of a total of 11,156 shares of common stock on February 17–18, 2026. The transactions were executed at weighted average prices of
According to the disclosure, one of these transactions was a "sell to cover" sale used to satisfy tax withholding obligations related to previously vested restricted stock units, and did not represent a discretionary trade. All transactions were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on
Disc Medicine, Inc. Chief Legal Officer Rahul Khara reported an open-market sale of 2,853 shares of common stock at an average price of