earnings
confidence high
sentiment positive
materiality 0.75
Disc Medicine Q2 net loss $55.2M; on track for bitopertin NDA in October 2025
Disc Medicine, Inc.
2025-Q2 EPS reported
-$2.61
- Cash of $650.0M as of June 30, 2025; expected to fund operations into 2028.
- NDA submission for bitopertin in EPP under accelerated approval planned for October 2025 after positive pre-NDA meeting.
- Phase 2 data from DISC-0974 in MF anemia and multiple-dose data from Phase 1b in NDD-CKD anemia expected Q4 2025.
- Initiated Phase 2 study of DISC-3405 in polycythemia vera; initial data anticipated in 2026.
- Appointed Nadim Ahmed (Cullinan Therapeutics CEO) to Board of Directors in July 2025.
item 2.02item 9.01