---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-268196"
form_type: "8-K"
ticker: "IRON"
cik: "0001816736"
company_name: "Disc Medicine, Inc."
filed_at: "2025-11-06T23:59:59+00:00"
generated_at: "2026-05-16T23:56:53.284639+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Disc Medicine reports Q3 net loss of $62.3M; files NDA for bitopertin in EPP with priority review

## Summary
- Submitted NDA for bitopertin in EPP seeking accelerated approval; FDA CNPV shortens review to 1-2 months; potential US launch late 2025/early 2026.
- Cash and equivalents $615.9M as of Sep 30; Oct public offering added ~$211M net; cash runway extended into 2029.
- R&D expenses $50.3M (up from $24.7M) driven by pipeline progression, including $10M milestone for DISC-3405.
- Net loss widened to $62.3M from $26.6M in Q3 2024 due to higher operating costs for clinical programs and commercial prep.
- Initial Phase 2 data for DISC-0974 in myelofibrosis anemia to be presented at ASH December 2025.

## SEC filing metadata
- accession: 0001193125-25-268196
- form_type: 8-K
- ticker: IRON
- cik: 0001816736
- company_name: Disc Medicine, Inc.
- filed_at: 2025-11-06T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1816736/000119312525268196/0001193125-25-268196-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1816736/000119312525268196/iron-20251106.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-268196
- JSON: https://secwatch.observer/filing/0001193125-25-268196.json
- Plain text: https://secwatch.observer/filing/0001193125-25-268196.txt

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