secwatch.observer — SEC 8-K summary
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Issuer:     Disc Medicine, Inc. (IRON)
CIK:        0001816736
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001193125-26-073594
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Disc Medicine reports FY2025 net loss $212.2M; receives CRL for bitopertin; cash runway into 2029
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- Net loss of $212.2M for FY2025, up from $109.4M in FY2024; driven by higher R&D and SG&A costs.
- Cash, cash equivalents and marketable securities of $791.2M as of Dec 31, 2025, up from $489.9M.
- FDA issued Complete Response Letter for bitopertin in EPP in Feb 2026; Phase 3 APOLLO topline data expected Q4 2026.
- Phase 2 data for DISC-0974 in MF anemia showed durable hemoglobin benefits across subgroups at ASH.
- DISC-3405 Phase 2 in PV and Phase 1b in SCD ongoing; initial data expected 2H 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1816736/000119312526073594/0001193125-26-073594-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1816736/000119312526073594/iron-20260226.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-073594

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