{"filing":{"accession_number":"0001193125-26-429105","cik":"0001816736","ticker":"IRON","company_name":"Disc Medicine, Inc.","form":"8-K","filing_date":"2026-10-22","report_date":"2026-10-19","primary_document":"d457786d8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1816736/000119312526429105/d457786d8k.htm"},"events":[{"id":37338,"run_id":34421,"accession_number":"0001193125-26-429105","anchor_item_number":"2.02","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.93,"summary":"Disc Medicine announced and priced an underwritten public offering of 6,000,000 shares of common stock at $75.00 per share, raising approximately $450 million in gross proceeds (with expected net proceeds of approximately $422.4 million), plus a 30-day underwriter option to purchase an additional 900,000 shares. This registered equity issuance is material to existing shareholders due to dilution and represents a significant capital raise for the clinical-stage biopharmaceutical company.","company_name":"Disc Medicine, Inc.","ticker":"IRON","filing_date":"2026-10-22","form":"8-K","submitted_at":null,"items":[{"id":42019,"accession_number":"0001193125-26-429105","item_number":"1.01","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.25,"reasoning":"This disclosure describes an underwritten public offering of 6,000,000 shares of common stock at $75.00 per share, with expected net proceeds of approximately $422.4 million (or $485.9 million with full option exercise). While the Item 1.01 caption refers to \"Material Definitive Agreement,\" the substance is an equity offering, not a debt issuance. The company is raising capital through the sale of common stock, not creating a direct financial obligation like a bond or loan. This is a dilutive equity issuance that should be classified as `dilutive_issuance` rather than `debt_issuance`.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:12:43.258911+00:00","company_name":"","ticker":null,"filing_date":""},{"id":42020,"accession_number":"0001193125-26-429105","item_number":"2.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"The Item 2.02 disclosure announces a preliminary cash position ($682.8 million as of September 30, 2026), but the substantive event disclosed in the attached exhibits is a $450 million registered public offering of common stock priced at $75 per share (6 million shares), with an additional 900,000-share option granted to underwriters. This is a material registered equity issuance that dilutes existing shareholders and raises capital for the clinical-stage biopharmaceutical company. The exhibits (EX-99.1 and EX-99.2) document the announcement and pricing of this offering, which is the primary material event triggering the 8-K filing.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:12:43.258911+00:00","company_name":"","ticker":null,"filing_date":""},{"id":42021,"accession_number":"0001193125-26-429105","item_number":"8.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"Disc Medicine announced and priced a $450 million underwritten public offering of common stock (6 million shares at $75/share) with a 30-day underwriter option for an additional 900,000 shares. This is a registered direct equity issuance that will dilute existing shareholders. The exhibits show the commencement (October 19) and pricing (October 20) of the offering, which is material to investors assessing capital structure and ownership dilution.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:12:43.258911+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":42019,"accession_number":"0001193125-26-429105","item_number":"1.01","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.25,"reasoning":"This disclosure describes an underwritten public offering of 6,000,000 shares of common stock at $75.00 per share, with expected net proceeds of approximately $422.4 million (or $485.9 million with full option exercise). While the Item 1.01 caption refers to \"Material Definitive Agreement,\" the substance is an equity offering, not a debt issuance. The company is raising capital through the sale of common stock, not creating a direct financial obligation like a bond or loan. This is a dilutive equity issuance that should be classified as `dilutive_issuance` rather than `debt_issuance`.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:12:43.258911+00:00","company_name":"Disc Medicine, Inc.","ticker":"IRON","filing_date":"2026-10-22"},{"id":42020,"accession_number":"0001193125-26-429105","item_number":"2.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"The Item 2.02 disclosure announces a preliminary cash position ($682.8 million as of September 30, 2026), but the substantive event disclosed in the attached exhibits is a $450 million registered public offering of common stock priced at $75 per share (6 million shares), with an additional 900,000-share option granted to underwriters. This is a material registered equity issuance that dilutes existing shareholders and raises capital for the clinical-stage biopharmaceutical company. The exhibits (EX-99.1 and EX-99.2) document the announcement and pricing of this offering, which is the primary material event triggering the 8-K filing.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:12:43.258911+00:00","company_name":"Disc Medicine, Inc.","ticker":"IRON","filing_date":"2026-10-22"},{"id":42021,"accession_number":"0001193125-26-429105","item_number":"8.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"Disc Medicine announced and priced a $450 million underwritten public offering of common stock (6 million shares at $75/share) with a 30-day underwriter option for an additional 900,000 shares. This is a registered direct equity issuance that will dilute existing shareholders. The exhibits show the commencement (October 19) and pricing (October 20) of the offering, which is material to investors assessing capital structure and ownership dilution.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:12:43.258911+00:00","company_name":"Disc Medicine, Inc.","ticker":"IRON","filing_date":"2026-10-22"}]}