Disc Medicine, Inc. (IRON) — SEC Filings

Disc Medicine, Inc. (IRON) — 47 SEC filings. Latest: 8-K (Dec 8, 2025). Includes 24 8-K, 6 10-Q, 6 SC 13G/A.

View Disc Medicine, Inc. on SEC EDGAR

Overview

Disc Medicine, Inc. (IRON) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 8, 2025: Disc Medicine, Inc. filed an 8-K on December 8, 2025, reporting other events and financial statements/exhibits. The company, formerly known as Gemini Therapeutics, Inc. and FS Development Corp., is based in Watertown, MA, and operates in the pharmaceutical preparations industry. The filing date indi

Sentiment Summary

Across 47 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 44 neutral. The dominant filing sentiment for Disc Medicine, Inc. is neutral.

Filing Type Overview

Disc Medicine, Inc. (IRON) has filed 24 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 6 SC 13G/A, 4 SC 13G, 3 SC 13D/A with the SEC between Jan 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent SEC Filings (47)

Disc Medicine, Inc. SEC Filing History
DateFormDescriptionRisk
Dec 8, 20258-KDisc Medicine Files 8-Klow
Nov 6, 202510-QDisc Medicine's Losses Double Amid Soaring R&D Costshigh
Oct 22, 20258-KDisc Medicine Files 8-K: Material Definitive Agreementmedium
Oct 20, 20258-KDisc Medicine Files 8-K on Operations and Financialslow
Oct 17, 20258-KKKR to Acquire Disc Medicinemedium
Oct 6, 20258-KDisc Medicine Files 8-K on Officer/Director Changeslow
Aug 7, 202510-QDisc Medicine's Q2 Loss Widens to $49.8M Amid R&D Ramp-Uphigh
Jul 14, 20258-KDisc Medicine Adds New Director, Reports Officer Compensationlow
Jun 13, 20258-KDisc Medicine Files 8-K on Shareholder Vote Matterslow
May 7, 202510-QDisc Medicine Files Q1 2025 10-Q, Details Mabwell & Roche Dealsmedium
Apr 24, 2025DEF 14ADisc Medicine Inc. DEF 14A Filing on Executive Compensationlow
Feb 27, 20258-KDisc Medicine Files 8-K on Operations and Financialslow
Feb 27, 202510-K10-K Filing
Jan 24, 20258-KDisc Medicine Files 8-K: Material Definitive Agreementmedium
Jan 21, 20258-KDisc Medicine Files 8-K with Financials and Exhibitslow
Jan 10, 20258-KDisc Medicine Files 8-K with Updateslow
Dec 9, 20248-KDisc Medicine Files 8-Kmedium
Nov 15, 20248-KDisc Medicine Terminates Material Definitive Agreementmedium
Nov 14, 2024SC 13G/ASC 13G/A Filing
Nov 14, 2024SC 13G/ASC 13G/A Filing

Risk Profile

Risk Assessment: Of IRON's 35 recent filings, 2 were flagged as high-risk, 13 as medium-risk, and 20 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Disc Medicine, Inc. Financial Summary (10-Q, Nov 6, 2025)
MetricValue
RevenueN/A
Net Income-$151.653M
EPS-$1.77
Debt-to-Equity0.05
Cash Position$140.664M
Operating MarginN/A
Total Assets$630.456M
Total Debt$28.948M

Key Executives

  • William Savage
  • Jonathan G. Drachman
  • Jean Franchi
  • John Quisel
  • Len Blavatnik
  • Rahul Khara
  • Abigail P. Johnson

Industry Context

Disc Medicine operates in the highly competitive and capital-intensive biotechnology sector, focusing on developing therapeutics for hematologic diseases. The industry is characterized by long development cycles, significant R&D investment, and stringent regulatory hurdles. Success hinges on innovative science, effective clinical trial execution, and securing substantial funding to navigate the path to market approval.

Top Tags

operations (6) · disclosure (4) · corporate-filing (4) · financials (4) · 10-Q (4) · filing (4) · 8-K (3) · corporate-governance (3) · corporate-update (3) · amendment (3)

Key Numbers

Disc Medicine, Inc. Key Metrics
MetricValueContext
Net Loss (9 months ended Sep 30, 2025)$151.653MIncreased from $79.900 million in 2024, indicating significant cash burn.
Research and Development Expenses (9 months ended Sep 30, 2025)$124.416MMore than doubled from $71.874 million in 2024, reflecting increased pipeline investment.
Selling, General and Administrative Expenses (9 months ended Sep 30, 2025)$44.636MIncreased from $23.296 million in 2024.
Cash and Cash Equivalents (as of Sep 30, 2025)$140.664MDecreased from $192.434 million at Dec 31, 2024.
Marketable Securities (as of Sep 30, 2025)$475.256MIncreased from $297.447 million at Dec 31, 2024.
Proceeds from Common Stock Offering$234.003MNet of issuance costs, providing significant capital.
Proceeds from Pre-funded Warrants Offering$9.386MNet of issuance costs, contributing to capital.
Common Shares Outstanding (as of Sep 30, 2025)35,006,636Increased from 29,865,030 at Dec 31, 2024, indicating dilution.
Net Loss Per Share (Q3 2025)$1.77Increased from $0.89 in Q3 2024.
SEC File Number001-39438Identifies the company's filing history with the SEC.
IRS Employer Identification No.85-1612845Company's tax identification number.
Net Loss$49.8Mfor the three months ended June 30, 2025, increased from $40.2M in Q2 2024
Research and Development Expenses$42.5Mfor Q2 2025, up from $34.1M in Q2 2024
General and Administrative Expenses$10.1Mfor Q2 2025, up from $8.0M in Q2 2024
Cash and Cash Equivalents$350.5Mas of June 30, 2025, down from $400.2M at December 31, 2024

Forward-Looking Statements

  • {"claim":"FMR LLC will maintain a significant, passive stake in Disc Medicine, Inc. for the foreseeable future.","entity":"FMR LLC","targetDate":"2025-02-09","confidence":"high"}

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Frequently Asked Questions

What are the latest SEC filings for Disc Medicine, Inc. (IRON)?

Disc Medicine, Inc. has 47 recent SEC filings from Jan 2024 to Dec 2025, including 24 8-K, 6 10-Q, 6 SC 13G/A. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of IRON filings?

Across 47 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 44 neutral. The dominant sentiment is neutral.

Where can I find Disc Medicine, Inc. SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Disc Medicine, Inc. (IRON) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Disc Medicine, Inc.?

Key financial highlights from Disc Medicine, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for IRON?

The investment thesis for IRON includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Disc Medicine, Inc.?

Key executives identified across Disc Medicine, Inc.'s filings include William Savage, Jonathan G. Drachman, Jean Franchi, John Quisel, Len Blavatnik and 2 others.

What are the main risk factors for Disc Medicine, Inc. stock?

Of IRON's 35 assessed filings, 2 were flagged high-risk, 13 medium-risk, and 20 low-risk.

What are recent predictions and forward guidance from Disc Medicine, Inc.?

Recent forward-looking statements from Disc Medicine, Inc. include guidance on {"claim":"FMR LLC will maintain a significant, passive stake in Disc Medicine, Inc. for the foreseeable future.","entity.

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