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.
IRON Form 144 filing reports proposed sales of Common shares tied to an RSU vesting and prior 10b5-1 activity. The filing shows 13,264 Common shares associated with RSU Vesting dated 02/15/2026 and a prior 10b5-1 sale by John Quisel of 40,000 Common shares on 12/11/2025, with a listed value of $742,120.80.
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 $13.5 per share, converting derivative securities into common shares. On the same day, he sold 1,000 shares of common stock at a price of $69.74 per share, leaving him with 37,793 shares of common stock held directly and 21,270 stock options remaining.
The filing states that these transactions were carried out under a Rule 10b5-1 trading plan adopted on September 23, 2025, which is a pre-arranged plan designed to allow insiders to trade shares according to preset instructions. The underlying option shares vest in 48 equal monthly installments following December 29, 2022, conditioned on his continued service.