secwatch.observer — SEC 8-K summary
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Issuer:     Disc Medicine, Inc. (IRON)
CIK:        0001816736
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001193125-25-268196
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1816736/000119312525268196/0001193125-25-268196-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1816736/000119312525268196/iron-20251106.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-268196

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