NASDAQ$IRON

Disc Medicine Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported financial results for the first quarter ending March 31, 2023, and provided a business update.

Disc Medicine reported its Q1 2023 financial results, highlighting ongoing clinical studies for bitopertin and DISC-0974, in-licensing of anti-TMPRSS6 monoclonal antibodies, and a completed $62.5 million financing. The company's cash and cash equivalents were $236.4 million as of March 31, 2023, expected to fund operations into 2025.

  • Continued enrollment in Phase 2 clinical studies for bitopertin (BEACON and AURORA), with topline data expected by the end of 2023.
  • Ongoing Phase 1b/2 studies of DISC-0974 in patients with anemia of chronic kidney disease and myelofibrosis, with interim data expected by the end of 2023.
  • In-licensed anti-TMPRSS6 monoclonal antibodies from Mabwell Therapeutics, with a Phase 1 trial expected to start in the second half of 2023.
  • Completed a $62.5 million financing led by Bain Capital Life Sciences.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$1.20

Previous: -$10.67+88.8%
Capital Expenditures

$29K

Previous: $100K-71.0%
Free Cash Flow

-$35.5M

Previous: -$13.8M-157.2%
Net Income

-$22.8M

Previous: -$9.85M-131.2%
Operating Income

-$25.1M

Previous: -$9.96M-152.3%
Cash & Equivalents

$236M

Previous: $119M+98.6%
Total Assets

$244M

Previous: $124M+96.1%
Stock-Based Comp

$1.02M

Previous: $332K+208.4%

Revenue & EPS history

Disc Medicine · Revenue · Quarterly

$0

Q1 2023

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.4%

Avg return

Earnings day

-1.7%

Avg return

5 days after

+3.9%

Avg return

30 days after

56%

10 / 18 earnings

Positive

+14.6%

Q3 2021

Best reaction

-12.4%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+1.3%-3.8%-10.2%
Q3 2025-1.6%-2.5%+5.6%
Q2 2025-3.4%+0.1%+3.0%
Q1 2025+2.3%+3.8%+14.1%
Q4 2024+0.1%+1.6%-3.9%
Q3 2024-5.3%-10.7%-3.5%
Q1 2024+3.5%+8.5%+33.3%
Q4 2023-8.7%-9.2%-56.8%
Q3 2023+1.7%+8.1%+27.8%
Q2 2023+0.3%+1.9%-1.2%
Q1 2023+0.6%+1.8%+47.6%
Q4 2022-0.6%+0.7%+48.4%
Q3 2022-0.6%-4.7%-2.4%
Q2 2022-12.4%-10.9%-31.8%
Q1 2022+3.6%+10.1%+8.6%
Q4 2021-3.2%-7.7%-11.0%
Q3 2021+14.6%-5.6%-12.6%
Q2 2021+0.2%-12.8%+15.3%

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