---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-242959"
form_type: "8-K"
ticker: "IRON"
cik: "0001816736"
company_name: "Disc Medicine, Inc."
filed_at: "2025-10-20T23:59:59+00:00"
generated_at: "2026-05-17T03:16:35.748887+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Disc Medicine reports $615.9M cash; bitopertin NDA submitted for accelerated review (CNPV)

## Summary
- Preliminary unaudited cash, equivalents and marketable securities of ~$615.9M as of September 30, 2025.
- NDA for bitopertin in EPP submitted Sept 29, 2025; awarded FDA CNPV for 1-2 month review; potential US approval late 2025/early 2026.
- Phase 2 RALLY-MF trial of DISC-0974 in anemia of MF: initial data by year-end 2025, topline data in 2026.
- DISC-3405 Phase 2 PV topline data expected 2026; Phase 1b in sickle cell disease by year-end 2025.

## SEC filing metadata
- accession: 0001193125-25-242959
- form_type: 8-K
- ticker: IRON
- cik: 0001816736
- company_name: Disc Medicine, Inc.
- filed_at: 2025-10-20T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1816736/000119312525242959/0001193125-25-242959-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1816736/000119312525242959/d272031d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-242959
- JSON: https://secwatch.observer/filing/0001193125-25-242959.json
- Plain text: https://secwatch.observer/filing/0001193125-25-242959.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.