Disc Medicine filings document the regulatory and financial record of a clinical-stage biopharmaceutical company developing hematologic disease therapies. Its Form 8-K disclosures cover quarterly and annual financial results, corporate updates, clinical-program materials for bitopertin, DISC-0974 and DISC-3405, and FDA communications related to the bitopertin New Drug Application for erythropoietic protoporphyria.
The filing record also includes proxy materials covering board matters, executive compensation and shareholder voting items. Material-event reports describe Regulation FD presentations, operating runway disclosures, restructuring actions following regulatory developments, and risk-related statements around clinical trials, regulatory pathways, research spending and capital resources.
Disc Medicine, Inc. (IRON) ownership disclosure reports that AI DMI LLC directly owns 2,739,329 shares of common stock and 204,081 pre-funded warrants exercisable at $0.0001 per share. AI DMI's reported aggregate beneficial-ownership amount is 2,943,410, or 6.6% of the class.
Access Industries Holdings LLC, Access Industries Management, LLC and Len Blavatnik may be deemed to beneficially own the same securities through the stated control relationships. AI DMI reports sole voting and dispositive power; the other three report shared voting and dispositive power. The other reporting persons disclaim beneficial ownership.
Disc Medicine, Inc. (IRON) completed an underwritten public offering of 6,000,000 common shares at $75.00 per share on October 22, 2026. The company granted underwriters a 30-day option to buy up to 900,000 additional shares at the public offering price less underwriting discounts and commissions. Gross proceeds are expected to be $450 million before discounts, commissions and expenses; expected net proceeds are approximately $422.4 million, or approximately $485.9 million if the option is exercised in full.
Disc Medicine said preliminary, unaudited cash, cash equivalents and marketable securities were approximately $682.8 million as of September 30, 2026, subject to change upon completion of its quarter-end financial close. With offering proceeds, the company expects to fund current operating and capital expenditure plans and debt service into 2030, excluding potential net cash inflows from bitopertin or another marketed product if approved during that period. It intends to use net proceeds for research and clinical development, potential commercialization of bitopertin for EPP and XLP, other pre-commercialization activity, working capital and general corporate purposes.
Disc Medicine, Inc. (IRON) director Kevin Bitterman reported sales of 41,825 common shares held by Atlas Venture Opportunity Fund I, L.P., Atlas Venture Opportunity Fund II, L.P., and Atlas Venture Fund XII, L.P. across nine transactions from October 19 through October 21, 2026. Reported weighted-average prices were $79.97, $79.95, and $80.23 per share on those dates, respectively. The sales were made under a Rule 10b5-1 trading plan adopted July 30, 2026; Bitterman disclaims beneficial ownership except to the extent of his pecuniary interest, if any.
Disc Medicine, Inc. (IRON) is offering 6,000,000 shares of common stock at $75.00 per share, for a stated $450,000,000 public offering price. It estimates net proceeds of $422.4 million after underwriting discounts and estimated expenses, intended for research and clinical development, potential commercialization of bitopertin for EPP and XLP, other pre-commercialization activities, and the remainder for working capital and general corporate purposes. Management retains broad discretion over their use. The underwriters have an option to purchase up to 900,000 additional shares for 30 days.
Disc Medicine's preliminary cash, cash equivalents and marketable securities were approximately $682.8 million as of September 30, 2026. Assuming the offering proceeds, it expects these resources to fund operations, capital expenditures and debt service into 2030, compared with into 2029 without the proceeds. The company reported that Phase 3 APOLLO met all primary and secondary endpoints and plans to resubmit bitopertin's NDA by the end of 2026, with an FDA decision anticipated by mid-2027. Estimated immediate dilution to offering investors is $50.95 per share.
Disc Medicine, Inc. (IRON) shareholder Atlas Venture Opportunity Fund II reported a proposed sale of 11,470 common shares, with an aggregate market value of $911,635.6. Merrill Lynch is listed as broker, and October 21, 2026 is the approximate sale date. The notice lists 38,392,844 common shares outstanding and is signed by Ommer Chohan.
Disc Medicine, Inc. (IRON) is the issuer named in a Form 144 notice covering a proposed sale for the account of Atlas Venture Opportunity Fund I: 13,783 shares of common stock. The notice lists Merrill Lynch as broker and October 21, 2026 as the approximate sale date. It reports an aggregate market value of $1,095,472.84 and 38,392,844 shares outstanding. Ommer Chohan signed the notice.
Disc Medicine, Inc. (IRON) common stock is the subject of a notice of a proposed sale by Atlas Venture Fund X, identified as a shareholder, of 33,461 shares with an aggregate market value of $2,659,480.28. The notice lists October 21, 2026 as the approximate sale date and Nasdaq as the exchange. Ommer Chohan signed the notice.
Disc Medicine, Inc. (IRON) is named as issuer in a Form 144 notice listing 266 common shares for sale on behalf of Atlas Venture Fund XII, with an aggregate market value of $21,141.68 and an approximate sale date of October 21, 2026. Merrill Lynch is listed as broker and Nasdaq as the exchange; Ommer Chohan signed the notice.
Disc Medicine, Inc. (IRON) shareholder Atlas Venture Opportunity Fund II submitted a Form 144 notice for a proposed sale of 2,388 common shares, with an aggregate market value of $188,484.84. The notice lists October 20, 2026 as the approximate sale date, Merrill Lynch as broker, and Nasdaq as the exchange. Atlas Venture Opportunity Fund II acquired the shares from the issuer in a private placement on May 1, 2020, for cash.
Disc Medicine, Inc. (IRON) shareholder Atlas Venture Opportunity Fund I reported a proposed sale of 2,869 common shares, with an aggregate market value of $226,450.17 and an approximate sale date of October 20, 2026. The fund acquired the shares from the issuer in a private placement on May 1, 2020, for cash. Merrill Lynch is listed as broker; the reported number of Disc Medicine shares outstanding is 38,392,844.