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. reported first quarter 2026 results showing increased investment in its hematology pipeline and a larger net loss, supported by a strong cash position. Cash, cash equivalents, and marketable securities were $730.2 million as of March 31, 2026, expected to fund operations into 2029.
Research and development expenses rose to $45.9 million and selling, general and administrative expenses to $23.6 million, reflecting expanded clinical activity and commercialization preparation. Net loss widened to $63.5 million or $1.65 per share. Operationally, the company completed enrollment in its Phase 3 APOLLO bitopertin trial in EPP and advanced multiple Phase 1/2 studies, with several data readouts anticipated in late 2026.
Disc Medicine, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on June 18, 2026, held via live webcast. Holders of 38,199,089 shares of common stock as of April 22, 2026 may vote.
Stockholders will elect three Class III directors to terms ending in 2029, cast an advisory vote on executive compensation, and ratify Ernst & Young LLP as independent auditor for 2026. The board recommends voting FOR all three proposals.
The proxy describes Disc’s Nasdaq-aligned governance practices, majority-independent board, and fully independent key committees. It explains a performance-focused pay program where most executive compensation is at risk, annual bonuses were funded at 145% of target for 2025, and long-term incentives are delivered via stock options and RSUs.
Disc Medicine, Inc. Chief Medical Officer William Jacob Savage reported open-market sales of company stock. On April 13, 2026, he sold 3,531 shares of common stock at a weighted-average price of $66.1209 per share and a further 2,200 shares at $66.8073 per share, totaling 5,731 shares sold.
The filing states 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 79,480 shares of Disc Medicine common stock directly.
Disc Medicine, Inc. Chief Financial Officer Jean M. Franchi reported open-market sales of company common stock. On April 14, 2026, the CFO sold 6,257 shares at a weighted average price of $69.2399 per share. On April 13, 2026, the CFO sold an additional 400 shares at $69.00 per share. These transactions were executed under a Rule 10b5-1 trading plan adopted on September 25, 2025. Following the reported sales, the CFO directly holds 64,333 shares of Disc Medicine common stock.
IRON affiliate files Form 144 to sell shares under a pre-set plan. Morgan Stanley Smith Barney LLC reported proposed sales of 5,731 shares of Common stock with an aggregate reported value of $380,079.92. The notice lists prior 10b5-1 sales on 02/17/2026 and 03/02/2026 and identifies the planned sale as tied to previously exercised stock options on 02/03/2025.
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 February 13, 2026 regarding its New Drug Application for bitopertin for erythropoietic protoporphyria and X-linked protoporphyria. The board approved the plan on February 26, 2026.
The company is reducing its workforce by approximately 20%, mainly in commercial and certain supporting functions, and expects to complete the restructuring in the second quarter of 2026. Disc Medicine expects to incur about $2.0 million of charges, primarily severance costs, recorded mainly in the first quarter of 2026, though actual costs may differ and additional expenses are possible.