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 received a Complete Response Letter from the FDA on February 13, 2026 for its bitopertin new drug application in erythropoietic protoporphyria. The FDA’s main objection is that changes in protoporphyrin IX have not yet shown a clear link to sunlight-exposure benefits in prior trials.
The agency wants additional clinical endpoint evidence and indicated it needs results from the ongoing Phase 3 APOLLO study before making an approval decision. APOLLO is a ~150-patient, 6‑month, randomized, placebo‑controlled trial with co‑primary endpoints of pain‑free sunlight time and PPIX change, with topline data expected in Q4 2026.
Disc plans a Type A FDA meeting, aims to submit a CRL response using APOLLO data in late 2026, and notes a typical FDA review goal of about six months, implying a potential updated decision by mid‑2027. Management states the company is well‑capitalized through the APOLLO readout and into additional pipeline milestones, maintaining cash runway guidance into 2029.
Disc Medicine reported that the U.S. Food and Drug Administration issued a Complete Response Letter for its New Drug Application for bitopertin to treat erythropoietic protoporphyria. The FDA agreed bitopertin significantly lowered the PPIX biomarker in Phase 2 trials but found no clear link between PPIX reductions and sunlight‑exposure clinical endpoints.
The agency said it needs results from Disc’s ongoing Phase 3 APOLLO trial, which could support traditional approval, and indicated the Complete Response Letter will delay any potential approval. APOLLO enrollment was completed in March 2026, topline data are anticipated in Q4 2026, and Disc expects an updated FDA decision by mid‑2027 after responding. Disc reported approximately $791 million in unaudited cash, cash equivalents, and marketable securities as of December 31, 2025 and continues to guide that this provides runway into 2029.
Disc Medicine's Chief Legal Officer, Rahul Khara, reported new equity awards in the company’s stock. On February 10, 2026, he acquired 17,000 shares of Common Stock as restricted stock units granted at $0 cost. These RSUs vest in four annual 25% installments starting February 15, 2027, contingent on continued service.
He was also granted a stock option for 25,500 shares of Common Stock at an exercise price of $74.75 per share, vesting in 48 equal monthly installments beginning March 10, 2026. Following these awards, he directly owned 55,026 Common shares and 25,500 option shares.
Disc Medicine’s Chief Commercial Officer Pamela Stephenson reported equity awards that increase her direct ownership stake. On February 10, 2026, she acquired 17,000 shares of common stock as restricted stock units at a grant price of $0, bringing her directly held common shares to 86,529.
She also received a stock option for 25,500 shares with an exercise price of $74.75 per share. The RSUs vest in four annual 25% installments starting February 15, 2027, and the option vests in 48 equal monthly installments starting March 10, 2026, in each case subject to continued service.
Disc Medicine’s Chief Medical Officer William Jacob Savage reported new equity awards in the company’s stock. On February 10, 2026, he acquired 17,000 shares of Common Stock in the form of restricted stock units, bringing his direct Common Stock holdings to 95,845 shares.
He was also granted a stock option for 25,500 shares of Common Stock at an exercise price of $74.75 per share, all held directly. The option vests in 48 equal monthly installments beginning March 10, 2026, while the RSUs vest in four annual 25% installments starting February 15, 2027, in each case subject to his continued service.
Disc Medicine Chief Operating Officer Yu Jonathan Yen-Wen reported equity awards in the form of restricted stock units and stock options. He acquired 17,000 shares of Common Stock as RSUs at $0 per share, bringing his direct Common Stock holdings to 57,555 shares.
He was also granted a stock option for 25,500 shares with an exercise price of $74.75 per share, with 25,500 derivative securities owned directly after the grant. The RSUs vest in four annual 25% installments starting February 15, 2027, and the option vests in 48 equal monthly installments starting March 10, 2026, in each case subject to his continued service.
Disc Medicine Chief Financial Officer Jean M. Franchi reported equity compensation awards from the company. On February 10, 2026, Franchi acquired 19,000 restricted stock units, each representing one share of common stock, for no cash cost. Following this grant, Franchi directly holds 82,499 shares of common stock. The filing also shows a grant of a stock option for 25,500 shares at an exercise price of $74.75 per share, with 25,500 options held directly after the transaction. The RSUs vest in four annual 25% installments beginning February 15, 2027, and the option vests in 48 equal monthly installments starting March 10, 2026, in each case subject to continued service.
Disc Medicine, Inc. chief executive officer and director John D. Quisel reported equity awards consisting of restricted stock units and stock options. On February 10, 2026, he received 55,200 shares of common stock in the form of RSUs at a grant price of $0, bringing his directly held common shares to 239,328.
On the same date, he was granted a stock option for 82,800 shares of common stock at an exercise price of $74.75 per share, expiring on February 9, 2036. The RSUs vest in four equal 25% annual installments starting February 15, 2027, while the option vests in 48 equal monthly installments beginning March 10, 2026, in each case subject to his continued service.
Disc Medicine, Inc.'s Chief Legal Officer, Rahul Khara, reported an option exercise and share sale in company stock. On January 20, 2026, he exercised a stock option for 1,000 shares of common stock at an exercise price of
The filing states that these transactions were carried out under a Rule 10b5-1 trading plan adopted on
Disc Medicine, Inc. furnished an update on its liquidity, stating that preliminary unaudited cash, cash equivalents and marketable securities totaled approximately $791 million as of December 31, 2025. This figure is an estimate and may change once the year-end financial close and audit procedures are completed, so it is not a substitute for the company’s upcoming Form 10-K.
The company also highlighted recent achievements and key business objectives and milestones for 2026 and is sharing further details through a press release and an investor presentation. Disc Medicine plans to use these materials during its participation in the 44th Annual J.P. Morgan Healthcare Conference, including a scheduled investor presentation on January 14, 2026.