secwatch.observer — SEC 8-K summary
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Issuer:     Disc Medicine, Inc. (IRON)
CIK:        0001816736
Form:       8-K
Filed at:   2026-01-12T23:59:59+00:00
Accession:  0001193125-26-009871
Event type: other_material
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Disc Medicine reports $791M cash; bitopertin NDA under priority review with CNPV
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- Preliminary unaudited cash, equivalents and securities ~$791M as of Dec 31, 2025; runway into 2029.
- Bitopertin NDA for EPP accepted under accelerated approval; CNPV expected to accelerate FDA review to 1-2 months.
- Key 2026 milestones: updated Phase 2 data for DISC-0974 (MF anemia) and DISC-3405 (PV/SCD) in H2.
- Preparation for US launch of bitopertin if approved; commercial team and infrastructure build-out completed.
- Phase 2 study of DISC-0974 in anemia and inflammatory bowel disease to be initiated in 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1816736/000119312526009871/0001193125-26-009871-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1816736/000119312526009871/iron-20260112.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-009871

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