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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 23 items for IRON at importance 7 or higher on its 1–10 market-impact scale.

Recent high-impact activity:

  • Disc Medicine Details FDA's Bitopertin CRL Objections, Outlines Path to Resubmission by Q4 2026
  • FDA Issues Complete Response Letter for Bitopertin NDA, Citing Lack of Clinical Benefit Association
  • Disc Medicine Reports $791M Cash Runway into 2029 and Key 2026 Pipeline Milestones

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
$80.84
52-week range · as of 2026-10-22 $40 – $99.5
Market cap
$3.59B
Volume
685K (0.6× avg)
3-mo avg 1.2M
Live data · 2026-11-01 12:30 UTC · Market closed

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feed IRON - Filings & News (Page 2)

IRON
Feb 17, 2026, 7:42 AM EST
Filing Type: 8-K
Importance Score:
8
Price at Filing: $58.00
Real-time Price: $80.84 info
Change: +$22.84 (+39%) info
Market Cap: $3.589B info
IRON
Feb 13, 2026, 4:28 PM EST
Filing Type: 8-K
Importance Score:
9
Price at Filing: $55.01
Real-time Price: $80.84 info
Change: +$25.83 (+47%) info
Market Cap: $3.589B info
IRON
Jan 12, 2026, 8:37 AM EST
Filing Type: 8-K
Importance Score:
9
Price at Filing: $79.71
Real-time Price: $80.84 info
Change: +$1.13 (+1%) info
Market Cap: $3.589B info
Research tools: Filing Impact Index Dilution Tracker Split Calendar Open Datasets