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 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. Chief Legal Officer Rahul Khara exercised 5,000 stock options for common stock at an exercise price of $14.69 per share and acquired 5,000 shares, then sold 5,000 common shares at $80.00 per share on August 6, 2026. Following the exercise, 49,804 option shares tied to this award remained outstanding. All reported transactions were effected under a Rule 10b5-1 trading plan adopted on March 19, 2026.
IRON has a notice of proposed sale under Form 144 for 5,000 shares of common stock to be placed through Morgan Stanley Smith Barney LLC Executive Financial Services at 1 New York Plaza. The shares are listed on NASDAQ with an aggregate value of $394,550.00, and the proposed sale date is August 6, 2026.
The filing states the shares relate to an exercise of stock options for cash with the issuer on August 6, 2026. It also lists prior Rule 10b5-1 sales by Rahul Khara over the past three months: 1,649 shares for $123,675.00 on June 29, 2026, 851 shares for $63,825.00 on June 26, 2026, and 7,500 shares for $526,660.50 on June 18, 2026.
FMR LLC and Abigail P. Johnson report updated ownership of DISC MEDICINE INC common stock in Amendment No. 4 to a Schedule 13G filing. They beneficially own 4,875,472.97 shares of common stock, representing 12.8% of the class.
FMR LLC has sole voting power over 4,875,263 shares and sole dispositive power over 4,875,472.97 shares. Abigail P. Johnson reports sole dispositive power over the same 4,875,472.97 shares, with no voting power. One or more other persons may receive dividends or sale proceeds, but no such person holds more than 5% of the class.
Disc Medicine, Inc. is a clinical-stage biopharma focused on serious hematologic diseases. For Q2 2026 it reported a net loss of about $59.5M, versus $55.2M a year earlier; first-half net loss was about $123.0M, driven by higher research and development spending and increased selling, general and administrative costs as headcount and commercialization planning expanded.
Cash, cash equivalents and marketable securities totaled $717.7 million as of June 30, 2026, and management expects this to fund planned operating expenses, capital expenditures and debt service into 2029. Bitopertin, for erythropoietic porphyrias, received an FDA complete response letter, but the fully enrolled Phase 3 APOLLO trial (n=183) could, if successful, support a traditional approval, with topline data expected in Q4 2026 and a potential FDA decision by mid‑2027. Selcodebart (DISC‑0974) and DISC‑3405 continued through multiple Phase 2 and Phase 1b studies targeting anemia and iron‑related disorders.
Disc Medicine reported second-quarter 2026 results and highlighted progress across its hematology pipeline. A Type A meeting with the FDA confirmed that the Phase 3 APOLLO study of bitopertin in erythropoietic protoporphyria can, if successful, serve as the basis for a CRL response and could potentially support traditional approval, with topline APOLLO data expected in Q4 2026. The company also launched an Expanded Access Program for bitopertin and reported sustained efficacy and safety from the HELIOS extension trial.
For selcodebart (DISC-0974), updated Phase 2 RALLY-MF data in myelofibrosis showed a 56% Major anemia response rate and 72% overall anemia response rate, and the program received EU Orphan Drug Designation. Disc completed enrollment in the Phase 2 RESTORE-PV study of DISC-3405 in polycythemia vera, with initial data expected in Q3 2026, and is progressing a Phase 1b sickle cell disease study with data expected in Q4 2026.
Disc ended Q2 2026 with approximately $718 million in cash, cash equivalents, and marketable securities, which it expects to fund operations into 2029. Second-quarter research and development expenses were $46.9 million, selling, general and administrative expenses were $18.1 million, and net loss was $59.5 million, or $(1.54) per share.
Disc Medicine, Inc. Chief Executive Officer and director John D. Quisel reported option-related trades on July 13, 2026. He exercised stock options for 33,000 shares of common stock at strike prices of $13.50 and $9.86, and sold 33,000 shares in open-market transactions at weighted-average prices of $76.0520, $74.9469 and $74.2729, with individual trades ranging from $73.62 to $76.29. These sales were made under a Rule 10b5-1 trading plan adopted on March 12, 2026. Following the transactions, he holds 226,064 common shares directly and retains stock options covering 124,586 and 15,791 underlying shares.
Ironwood Pharmaceuticals filed to sell common stock through Morgan Stanley Smith Barney LLC. The filing covers 33,000 shares of common stock with an aggregate market value of $2,527,470.00, expected to be sold on July 13, 2026 on NASDAQ. The shares are tied to an exercise of stock options for cash. The disclosure also notes prior Rule 10b5-1 sales for John Quisel of 34,000 shares of common stock on June 18, 2026 for proceeds of $2,387,296.40.
Disc Medicine, Inc. Chief Operating Officer Jonathan Yen-Wen Yu reported an option exercise and related stock sale. On July 7, 2026, he exercised stock options for 100 shares of common stock at $13.50 per share and sold 100 shares of common stock at an average price of $82.50 per share under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, he holds 54,324 shares of common stock directly and 23,747 stock options exercisable for common shares, with the option grant vesting in 48 equal monthly installments after December 29, 2022.
Morgan Stanley Smith Barney LLC Executive Financial Services submitted a Form 144 notice reporting the proposed sale of 10,000 common shares on 07/07/2026 tied to an exercise of stock options for cash. The filing lists recent 10b5-1 sales by Jonathan Yu: 300 shares on 06/26/2026 for $21,750, 9,700 shares on 06/22/2026 for $704,795.21, and 18,612 shares on 06/16/2026 for $1,287,800.28.
Disc Medicine, Inc. Chief Legal Officer Rahul Khara exercised stock options and sold common shares in a pre-planned set of transactions. He exercised options for 2,500 shares of common stock at $14.69 per share and sold 2,500 shares at $75.00 per share. After these trades, he directly holds 52,173 common shares. The transactions were executed under a Rule 10b5-1 trading plan adopted on March 19, 2026, indicating they were pre-arranged rather than timed discretionarily.