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Disc Medicine
Disc Medicine (IRON) investor relations material
Disc Medicine Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Advanced bitopertin program for EPP, with Phase 3 APOLLO study enrollment to complete in March 2026 and topline data expected Q4 2026.
Initial Phase 2 data for DISC-0974 in myelofibrosis anemia showed meaningful responses across all patient subgroups.
Progressed Phase 2 study of DISC-3405 in polycythemia vera and initiated Phase 1b in sickle cell disease, with data from both expected in 2H 2026.
Financial highlights
Ended Q4 2025 with $791.2 million in cash, cash equivalents, and marketable securities, up from $489.9 million at end of 2024.
Net loss for 2025 was $212.2 million, compared to $109.4 million in 2024, driven by higher operating costs.
R&D expenses rose to $170.6 million in 2025 from $96.7 million in 2024, reflecting portfolio progression and milestone payments.
SG&A expenses increased to $65.4 million in 2025 from $33.0 million in 2024, mainly due to increased headcount and commercialization infrastructure.
Outlook and guidance
Cash runway expected to fund operations into 2029.
Topline data from APOLLO Phase 3 for bitopertin expected Q4 2026; FDA decision anticipated by mid-2027.
Initial data from DISC-3405 studies in PV and SCD expected in 2H 2026.
Initial data from Phase 2 study of DISC-0974 in IBD and anemia expected in 2027.
How will APOLLO data address CRL's PPIX concern?
Impact of DISC-0974's JAK inhibitor independence?
SG&A increase given bitopertin CRL timeline?
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Next Disc Medicine earnings date
TD Cowen 46th Annual Health Care Conference3 Mar, 2026
Disc Medicine
Next Disc Medicine earnings date
TD Cowen 46th Annual Health Care Conference3 Mar, 2026
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Frequently asked questions
Disc Medicine Inc. is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of innovative treatments for severe hematologic disorders. Founded as Gemini Therapeutics Inc before evolving into its current form, the company has a pipeline that includes therapies aimed at erythropoietic porphyrias (including erythropoietic protoporphyria and X-linked protoporphyria), Diamond-Blackfan Anemia, anemia of myelofibrosis, chronic kidney disease, and polycythemia vera among others. Disc Medicine's preclinical programs also target anemia associated with inflammatory diseases. The company is headquartered in Watertown, Massachusetts, and its shares are listed on the NASDAQ.
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