IRON Disc Medicine, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: clinical-stage biopharma developing novel treatments targeting red blood cell biology, focusing on heme biosynthesis and iron homeostasis pathways
• • New emphasis: submission of NDA for bitopertin in erythropoietic porphyrias (EPP and XLP) with FDA accelerated approval pursuit, ongoing Phase 3 APOLLO trial initiated May 2025
• • Strategic shift: pivot to address FDA complete response letter by generating Phase 3 data for traditional approval; expanding pipeline into myeloproliferative neoplasms with DISC-0974 and DISC-3405
• • Quantitative highlight: approx. 14,000 diagnosed EPP patients US market; Phase 2 trial of DISC-0974 in myelofibrosis anemia showed anemia responses independent of transfusion or JAK inhibitor use
• • Noteworthy fact: received FDA Commissioner’s National Priority Voucher in October 2025 for bitopertin, highlighting regulatory priority for this rare disease therapy

Risk Factors

• • Regulatory risk: Dependency on FDA approval timing and conditions for product candidates impacts commercialization and cost structure
• • Macroeconomic threat: Cash runway extends only to 2029 with $791.2M liquidity; accelerated spending could exhaust funds earlier
• • Supply chain vulnerability: Reliance on third-party CROs and CDMOs for clinical trials and manufacturing with some non-cancellable fees
• • Competitive risk: Potential market disruption from approved therapies competing with bitopertin or other pipeline products
• • Financial risk: Accumulated deficit $510.2M with increasing annual net losses ($212.2M in 2025) and heavy equity reliance for funding

Management Discussion & Analysis

• • No revenue generated; net loss $212.2M in 2025 vs $109.4M in 2024, loss doubled YoY
• • Operating expenses up $106.3M YoY: R&D $170.6M vs $96.7M, SG&A $65.4M vs $33.0M
• • R&D increase driven by bitopertin ($58.8M, +$30.7M), DISC-0974 ($27.6M, +$10.6M); bitopertin lead program
• • Cash and equivalents $791.2M at end 2025; raised $211.0M net proceeds in Oct 2025 equity offering
• • FDA issued CRL for bitopertin NDA in Feb 2026; APOLLO Phase 3 topline data expected Q4 2026 to support resubmission

What are the latest IRON SEC filings in 2026?

Disc Medicine, Inc. (IRON) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on July 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did IRON file its most recent 10-K annual report?

Disc Medicine, Inc. (IRON) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view IRON 10-Q quarterly reports?

Disc Medicine, Inc. (IRON)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every IRON 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has IRON filed recently?

Disc Medicine, Inc. (IRON)'s most recent 8-K was filed on July 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find IRON insider trading activity (Form 4)?

SignalX aggregates every IRON Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does IRON file with the SEC?

Disc Medicine, Inc. (IRON) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new IRON filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Disc Medicine, Inc. (IRON).

What is IRON's SEC CIK number?

Disc Medicine, Inc. (IRON)'s SEC CIK (Central Index Key) number is 1816736. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1816736 to look up all IRON filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find IRON return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Disc Medicine, Inc. (IRON) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.