secwatch.observer — SEC 8-K summary
======================================

Issuer:     Disc Medicine, Inc. (IRON)
CIK:        0001816736
Form:       8-K
Filed at:   2025-05-07T23:59:59+00:00
Accession:  0000950170-25-065031
Event type: earnings
Sentiment:  neutral
Materiality: 0.55
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Disc Medicine Q1 net loss $34.1M, cash $694.7M; bitopertin NDA on track H2 2025
-------------------------------------------------------------------------------

- Ended Q1 with $694.7M cash; expects to fund operations into 2028 after $259M January offering.
- Net loss $34.1M vs $26.9M YoY; R&D expense $27.8M, SG&A $12.2M, both up on pipeline progress.
- Bitopertin NDA in erythropoietic protoporphyria (EPP) planned for H2 2025; APOLLO confirmatory trial initiated.
- DISC-3405 Phase 2 in polycythemia vera expected to start H1 2025; initial DISC-0974 data due H2 2025.
- Successful CMC-focused end-of-Phase-2 meeting with FDA; drug substance and product manufactured in US.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1816736/000095017025065031/0000950170-25-065031-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1816736/000095017025065031/iron-20250507.htm
  HTML page:      https://secwatch.observer/filing/0000950170-25-065031

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer