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Disc Medicine, Inc.

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Disc Medicine, Inc.

IRON·NASDAQ·Life Sciences·CIK 0001816736

We are a clinical-stage biopharmaceutical company focused on discovering, developing, and commercializing new treatments for patients with serious blood diseases. We have a portfolio of product candidates in both clinical and preclinical stages. These candidates aim to change fundamental biological processes related to how red blood cells form and function, specifically heme biosynthesis and iron homeostasis. Our current pipeline includes bitopertin, which is being developed for erythropoietic porphyrias (EPs), including erythropoietic protoporphyria (EPP) and X-linked protoporphyria (XLP). Also in our pipeline is DISC-0974 for anemia of myelofibrosis (MF) and anemia of inflammatory bowel disease (IBD), and DISC-3405 for polycythemia vera (PV), sickle cell disease (SCD), and other blood disorders. Our preclinical programs include DISC-0998 for anemia associated with inflammatory diseases. Our development strategy uses molecular mechanisms that are well-understood and have been confirmed in humans. Bitopertin is the main product candidate in our heme biosynthesis modulation portfolio. F. Hoffmann-La Roche Ltd and Hoffmann-La Roche Inc. (collectively, Roche) previously evaluated bitopertin in a clinical program involving over 4,000 individuals for other conditions. This program showed that bitopertin acts as a glycine transporter 1 (GlyT1) inhibitor and affects heme biosynthesis. We are initially developing bitopertin for EPs, including EPP and XLP. These are severe diseases called porphyrias, caused by flaws in the heme biosynthesis pathway, leading to a buildup of toxic metabolites called porphyrins. This results in skin hypersensitivity to sunlight and certain artificial light. We have completed two Phase 2 clinical trials for bitopertin: BEACON, an open-label, parallel-dose trial in EPP and XLP patients conducted in Australia, and AURORA, a randomized, double-blind, placebo-controlled trial in EPP patients conducted in the United States.

Disc Medicine, Inc. (NASDAQ:IRON) is a publicly traded company in the Life Sciences sector. Wiseek has independently scored 16 items for IRON at importance 7 or higher on its 1–10 market-impact scale. Its most recent item scored 7 or higher is dated 2026-09-10, rated 8/10. Across its 16 most recent items scored 7 or higher, the top rating is 9/10, with 12 rated 8 or above. Recent SEC coverage for IRON spans 8-K, 10-Q, DEF 14A, 10-K.

Recent high-impact activity:

  • Disc Medicine's DISC-3405 Cuts Phlebotomy Need 85% in Phase 2 PV Trial
  • Disc Medicine Q2 Loss Widens to $1.54/Share; $718M Cash Funds Operations into 2029
  • Disc Medicine Q2 Loss Misses Estimates by 28%; Cash Runway into 2029 and Key Pipeline Milestones on Track
  • Disc Medicine Posts $1.54 Q2 Loss Per Share, Wider Than Expected
  • Disc Medicine Secures $30M Loan Drawdown, Extends Access to Additional Capital

Financial Snapshot

Fiscal year ended December 31, 2025
Net Income
-$212.18M
Diluted EPS
-$6.01
Op. Cash Flow
-$180.39M
Free Cash Flow
-$181.33M
Operating Income
-$236.02M
Cash & Equivalents
$91.14M
Total Debt
$29.16M
Debt / Equity
0.04×
Shares Outstanding
37.89M sh
Source: 10-K · filed 2026-02-26 · accession 0001193125-26-073602
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$70.9 +0.84% today
52-week range · as of 2026-09-10 $40 – $99.5
Market cap
$2.69B
Volume
628.9K (1.5× avg)
3-mo avg 412.8K
Live data · 2026-09-12 00:52 UTC · Market overnight

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feed IRON - Latest Insights

IRON
Sep 10, 2026, 8:48 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $78.20
Real-time Price: $70.90 info
Change: -$7.30 (-9%) info
Market Cap: $2.69B info
IRON
Jul 30, 2026, 8:34 AM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $73.99
Real-time Price: $70.90 info
Change: -$3.09 (-4%) info
Market Cap: $2.69B info
IRON
Jul 30, 2026, 8:32 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $73.99
Real-time Price: $70.90 info
Change: -$3.09 (-4%) info
Market Cap: $2.69B info
IRON
Jul 30, 2026, 8:32 AM EDT
Source: Dow Jones Newswires
Importance Score:
7
Price at Filing: $73.99
Real-time Price: $70.90 info
Change: -$3.09 (-4%) info
Market Cap: $2.69B info
IRON
Jun 30, 2026, 4:16 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $73.14
Real-time Price: $70.90 info
Change: -$2.24 (-3%) info
Market Cap: $2.69B info
IRON
Jun 01, 2026, 8:30 AM EDT
Source: GlobeNewswire
Importance Score:
7
Price at Filing: $69.56
Real-time Price: $70.90 info
Change: +$1.34 (+2%) info
Market Cap: $2.69B info
IRON
May 05, 2026, 8:33 AM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $67.70
Real-time Price: $70.90 info
Change: +$3.20 (+5%) info
Market Cap: $2.69B info
IRON
May 05, 2026, 8:32 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $67.70
Real-time Price: $70.90 info
Change: +$3.20 (+5%) info
Market Cap: $2.69B info
IRON
Apr 28, 2026, 5:02 PM EDT
Filing Type: DEF 14A
Importance Score:
7
Price at Filing: $67.26
Real-time Price: $70.90 info
Change: +$3.64 (+5%) info
Market Cap: $2.69B info
IRON
Feb 27, 2026, 5:15 PM EST
Source: Dow Jones Newswires
Importance Score:
8
Price at Filing: $66.62
Real-time Price: $70.90 info
Change: +$4.28 (+6%) info
Market Cap: $2.69B info
IRON
Feb 27, 2026, 4:31 PM EST
Filing Type: 8-K
Importance Score:
7
Price at Filing: $66.62
Real-time Price: $70.90 info
Change: +$4.28 (+6%) info
Market Cap: $2.69B info
IRON
Feb 26, 2026, 8:36 AM EST
Filing Type: 10-K
Importance Score:
8
Price at Filing: $66.80
Real-time Price: $70.90 info
Change: +$4.10 (+6%) info
Market Cap: $2.69B info
IRON
Feb 26, 2026, 8:32 AM EST
Filing Type: 8-K
Importance Score:
8
Price at Filing: $66.80
Real-time Price: $70.90 info
Change: +$4.10 (+6%) info
Market Cap: $2.69B info
IRON
Feb 17, 2026, 7:42 AM EST
Filing Type: 8-K
Importance Score:
8
Price at Filing: $58.00
Real-time Price: $70.90 info
Change: +$12.90 (+22%) info
Market Cap: $2.69B info
IRON
Feb 13, 2026, 4:28 PM EST
Filing Type: 8-K
Importance Score:
9
Price at Filing: $55.01
Real-time Price: $70.90 info
Change: +$15.89 (+29%) info
Market Cap: $2.69B info
IRON
Jan 12, 2026, 8:37 AM EST
Filing Type: 8-K
Importance Score:
9
Price at Filing: $79.71
Real-time Price: $70.90 info
Change: -$8.81 (-11%) info
Market Cap: $2.69B info
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