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Disc Medicine IRON Significant Segment Expense Category — Commercial Expense

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Other financials

Income statement

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Operating income-$69.5M-74.0%
Net income-$63.5M-86.3%
EPS (diluted)-$1.65-61.8%

Balance sheet

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Cash & equivalents$88.9M-27.5%
Total debt$31.1M+1.4%
Total equity$688.4M+4.3%
Total assets$750.2M+5.8%

Cash flow

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Operating cash flow-$62.2M-50.4%
CapEx--100%
Free cash flow-$62.2M-47.4%

Valuation

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Market cap$2.97B+46.0%
Enterprise value$2.92B+50.2%

Returns & leverage

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Return on equity-35.8%+41.3pp
Debt / equity0.0×
Current ratio24×-13.6×

Where this comes from

Reported directly by Disc Medicine in its filing.

Tagged under the XBRL concept iron:CommercialExpense.

The source filing: Disc Medicine’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 8:33 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001193125-26-205192
Line itemThree Months Ended March 31, 2026Three Months Ended March 31, 2025
DISC-3405 program external expense(9,187)(1,668)
Other external research and development expense(2,165)(1,832)
Internal and other research and development expense(11,312)(6,748)
Commercial expense$(8,434)$(1,921)
General and administrative expense$(9,031)$(6,858)
Stock-based compensation expense$(11,946)$(6,363)
Other segment items*$6,020$5,861
Net loss$(63,504)$(34,085)

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Disc Medicine's significant segment expense category — commercial expense?
Disc Medicine (IRON) reported significant segment expense category — commercial expense of -$8.43M in Q1 2026.
How has Disc Medicine's significant segment expense category — commercial expense changed year-over-year?
Disc Medicine's significant segment expense category — commercial expense decreased by 339.0% year-over-year, from -$1.92M to -$8.43M.
What is the long-term trend for Disc Medicine's significant segment expense category — commercial expense?
Over 2 years (2023 to 2025), Disc Medicine's significant segment expense category — commercial expense has grown at a 284.4% compound annual growth rate (CAGR), from -$1.01M to -$14.88M.
What does significant segment expense category — commercial expense mean?
This metric represents the costs incurred by the company to support the market launch, promotion, and distribution of its therapeutic candidates. It reflects the investment in commercial infrastructure and activities necessary to transition from clinical development to product commercialization. Monitoring this expense helps investors assess the company's readiness and financial commitment to bringing its hematologic therapies to market.

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