Disc Medicine, Inc.
Disc Medicine, Inc. (IRON): 5 pipeline candidates · 3 upcoming catalysts · ~34 mo cash runway · 9 clinical trials. Updated within the last hour.
BioSniper Score
6-factor signal · derived from public data
33.9 months
D/E 0.09 · 1% dilution
Lead: Phase 3
5 candidates
3 upcoming, next in ~105d
0 buys · 19 sells (180d)
A transparent, data-derived signal for Disc Medicine, Inc.across cash runway, pipeline maturity & breadth, catalyst momentum and clinical/regulatory footprint. Each factor traces to tracked public filings — not an investment recommendation.
Key Financials
Market Cap
$2.7B
Cash
$89.2M
Quarterly Burn
$62.2M
Runway
33.9 mo
Revenue
—
Cash Runway vs Catalysts
Tracked catalysts land within the current projected cash runway.
Pipeline (5 candidates)
| Drug | Phase |
|---|---|
| bitopertin | Phase 3 |
| disc-0974 | Phase 1 |
| disc-0998 | Phase 2 |
| disc-1459 | Phase 2 |
| disc-3405 | Phase 1 |
Upcoming Catalysts (3)
Clinical data readout — efficacy/safety results are a high-impact catalyst.
68.8% historical Phase 3 primary-endpoint success rate (n=362)
Clinical data readout — efficacy/safety results are a high-impact catalyst.
Clinical data readout — efficacy/safety results are a high-impact catalyst.
68.8% historical Phase 3 primary-endpoint success rate (n=362)
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
203
Total value held
$2.48B
| Holder | Shares | Value |
|---|---|---|
| fmr llc | 5,586,894 | $357.2M |
| vanguard capital management llc | 2,750,860 | $175.9M |
| ra capital management, l.p. | 2,450,221 | $156.7M |
| blackrock, inc. | 2,273,831 | $145.4M |
| woodline partners lp | 1,916,562 | $122.5M |
| wellington management group llp | 1,735,376 | $111.0M |
| state street corp | 1,698,244 | $108.6M |
| tcg crossover management, llc | 1,341,862 | $85.8M |
| bvf inc/il | 1,272,312 | $81.4M |
| orbimed advisors llc | 1,067,550 | $68.3M |
Showing top 10 of 203 institutional holders of Disc Medicine, Inc.. Sign up for the full 13F holder list and quarter-by-quarter ownership history.
Frequently asked questions
How many drug candidates are in Disc Medicine, Inc.'s pipeline?
Disc Medicine, Inc. (IRON) has 5 pipeline candidates tracked by BioSniper across SEC filings and clinical trial registrations.
What is Disc Medicine, Inc.'s lead drug candidate?
Disc Medicine, Inc.'s most advanced tracked candidate is bitopertin (Phase 3) for Erythropoietic protoporphyria (EPP), X-linked protoporphyria (XLP), and Diamond-Blackfan Anemia (DBA).
What is Disc Medicine, Inc.'s next catalyst?
Disc Medicine, Inc.'s next tracked catalyst is a Phase3_Topline event — "Phase 3 Topline: APOLLO: A Randomized, Double-Blind, Placebo-Controlled Study of Bitopertin to Evaluate the Efficacy," — expected October 1, 2026.
What is Disc Medicine, Inc.'s cash runway?
Based on its most recent reported cash balance and quarterly burn rate, Disc Medicine, Inc. has approximately 33.9 months of cash runway.
What is Disc Medicine, Inc.'s market capitalization?
Disc Medicine, Inc.'s market capitalization is approximately $2.7B.
Get the full picture on Disc Medicine, Inc.
Deep pipeline analysis, financial trends, AI-powered investment signals, and real-time catalyst alerts.