secwatch.observer — SEC 8-K summary
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Issuer:     Disc Medicine, Inc. (IRON)
CIK:        0001816736
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001193125-26-205187
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Disc Medicine Q1 net loss widens to $63.5M; bitopertin Phase 3 enrollment complete
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- Net loss $63.5M vs $34.1M YoY; R&D expenses rose to $45.9M, SG&A to $23.6M.
- Cash and securities $730.2M at March 31, 2026, funding operations into 2029.
- Phase 3 APOLLO trial of bitopertin in EPP fully enrolled (N=183); topline data Q4 2026.
- Updated Phase 2 DISC-0974 (MF anemia) data to be presented at ASCO June 2026 (N=61).
- Phase 2 DISC-3405 (PV) and Phase 1b (SCD) data both expected in Q4 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1816736/000119312526205187/0001193125-26-205187-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1816736/000119312526205187/iron-20260505.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-205187

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