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 (NASDAQ: IRON) filed its Q2-25 Form 10-Q. The clinical-stage biotech remains pre-revenue and focuses on hematologic programs bitopertin, DISC-0974 and DISC-3405.
- Cash, cash equivalents and marketable securities rose to $650.0 million (Dec-24: $489.9 m), driven by a January 2025 equity raise that netted $243 m.
- Q2 operating loss widened to $61.4 m (Q2-24: $30.9 m) as R&D expense nearly doubled to $46.3 m; SG&A increased to $15.1 m.
- Net loss was $55.3 m, or –$1.58/sh; 6-month loss was $89.3 m.
- Term-loan debt totals $30 m (net carrying value $28.7 m) under a Hercules facility maturing 2029; minimum-cash covenant waived while market cap ≥$1 bn.
- Milestone outflows: $10 m to Roche (Phase 3 start) and $3 m to AbbVie (Phase 2 start).
- Runway: management states funds are sufficient for at least 12 months and to support planned NDA submission (Oct-25) seeking accelerated approval of bitopertin for EPP/XLP.
Key pipeline events: APOLLO Phase 3 trial of bitopertin initiated May-25; Phase 2 readouts for DISC-0974 (MF & CKD anemia) expected 2H-25. The company also completed an asset acquisition (clinic-ready MDS program) with up to $50 m contingent payments.
SEC Form 4 filing (07/25/2025) discloses that Disc Medicine (IRON) director Kevin Bitterman executed two open-market sales through affiliated Atlas Venture funds.
- 07/23/2025: 29,837 common shares sold at a weighted-average price of $60.97.
- 07/24/2025: 13,033 common shares sold at a weighted-average price of $61.17.
Following the transactions, Bitterman’s indirect ownership via Atlas funds decreased from roughly 676,839 to 633,969 shares. He also continues to hold an additional 420,549 shares in Opportunity II and 51,000 shares in Atlas XII, keeping his total indirect stake above 1.1 million shares. Bitterman remains a board member and reports no derivative activity.