Disc Medicine

IRON

Market cap $2.12B

Overview Fund Activity

61.03 USD

+0.69

1.14%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

61.03

0.00

0%

1 day

1.14%

5 days

1.82%

1 month

3.72%

3 months

21.94%

6 months

19.04%

Year to date

-2.27%

1 year

28.89%

5 years

-83.19%

10 years

-83.19%

About: Disc Medicine Inc is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for hematologic diseases. It aims to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for erythropoietic porphyrias (EPs) including erythropoietic protoporphyria (EPP), X-linked protoporphyria (XLP), and Diamond-Blackfan Anemia (DBA); DISC-0974 for the treatment of anemia of myelofibrosis (MF) and anemia of chronic kidney disease (CKD); and DISC-3405 for the treatment of polycythemia vera (PV) and other hematologic disorders. In addition, the Company's preclinical programs include DISC-0998.

Employees: 84

Healthcare Biotechnology

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2,002% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $1.11M

92% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 36

13% more funds holding in top 10

Funds holding in top 10: 8 [Q1] → 9 (+1) [Q2]

9% more capital invested

Capital invested by funds: $1.65B [Q1] → $1.8B (+$155M) [Q2]

2.46% more ownership

Funds ownership: 95.9% [Q1] → 98.37% (+2.46%) [Q2]

4% less funds holding

Funds holding: 157 [Q1] → 150 (-7) [Q2]

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$86

41% upside

Avg. target

$98

61% upside

High target

$118

93% upside

3 analyst ratings

3 positive

100%

0 neutral

0%

0 negative

0%

Morgan Stanley Sean Laaman	$90	Overweight Maintained	18 Aug 2025
Truist Securities Danielle Brill	$86	Buy Initiated	21 Jul 2025
HC Wainwright & Co. Douglas Tsao	$118	Buy Reiterated	3 Jul 2025

See Analyst Rankings

Financial journalist opinion

Disc Medicine, Inc. (IRON) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference (Transcript)

Disc Medicine, Inc. (NASDAQ:IRON ) Morgan Stanley 23rd Annual Global Healthcare Conference September 10, 2025 1:05 PM EDT Company Participants John Quisel - CEO, President & Director Conference Call Participants Sean Laaman - Morgan Stanley, Research Division Presentation Sean Laaman Head of Healthcare Research & Equity Analyst Good afternoon, everyone, and welcome to Morgan Stanley Global Healthcare Conference. I'm Sean Laaman, U.S. Head of SMid-Cap Biotech Equity Research here at the firm.

Disc Medicine, Inc. (IRON) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference (Transcript)

The Motley Fool

Disc Medicine (IRON) Q2 Loss Widens 109%

Disc Medicine (IRON -1.79%), a clinical-stage biopharmaceutical company advancing treatments for hematologic diseases, released its second quarter 2025 earnings on August 7, 2025. Reflecting investments in critical clinical programs, the period showed progress on pipeline milestones but highlighted accelerating losses associated with ramping up for late-stage trials and potential commercialization.

Disc Medicine (IRON) Q2 Loss Widens 109%

Disc Medicine Appoints Nadim Ahmed to its Board of Directors

WATERTOWN, Mass., July 14, 2025 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, today announced the appointment of Nadim Ahmed to its Board of Directors. Mr. Ahmed is currently the President and Chief Executive Officer of Cullinan Therapeutics.

Disc Medicine Appoints Nadim Ahmed to its Board of Directors

Disc Medicine Presents Positive Clinical Data Updates Across Portfolio at the European Hematology Association (EHA) 2025 Annual Congress

WATERTOWN, Mass., June 12, 2025 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, today spotlights 5 posters presented at the EHA 2025 annual meeting in Milan, Italy. This year's presentations included data from HELIOS, an ongoing open-label extension study of bitopertin in EPP, which showed favorable long-term efficacy and safety with sustained protoporphyrin IX (PPIX) reductions, improvement in quality of life, and improved liver biomarkers. Disc is advancing development and registrational activities for bitopertin in EPP, with plans to submit an NDA in H2 2025. The company has initiated APOLLO, a confirmatory clinical trial of bitopertin in adults and adolescents with EPP. Disc recently launched a campaign to raise awareness of EPP among physicians, patients, and caregivers with emphasis on the causative role of PPIX accumulation in the disease. Learn more at PPIXisWhy.com.

Disc Medicine Presents Positive Clinical Data Updates Across Portfolio at the European Hematology Association (EHA) 2025 Annual Congress

Disc Medicine to Participate in Upcoming Investor Conferences

WATERTOWN, Mass., May 28, 2025 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, announced today that company management will participate in fireside chats at two upcoming investor conferences:

Disc Medicine to Participate in Upcoming Investor Conferences

Disc Medicine Announces Multiple Presentations Across Portfolio at the European Hematology Association (EHA) 2025 Congress

WATERTOWN, Mass., May 14, 2025 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, today announced that it will present data from multiple programs in its hematology portfolio at the upcoming European Hematology Association (EHA) 2025 Congress, which will be held in Milan, Italy on June 12-15, 2025.

Disc Medicine Announces Multiple Presentations Across Portfolio at the European Hematology Association (EHA) 2025 Congress

Disc Medicine Reports First Quarter 2025 Financial Results and Provides Business Update

WATERTOWN, Mass., May 07, 2025 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, today reported financial results for the first quarter ended March 31, 2025, and provided a recap of recent program and corporate developments.

Disc Medicine Reports First Quarter 2025 Financial Results and Provides Business Update

Disc Medicine: Forging Ahead In Hematology

Disc Medicine's strong financial position, with $489.9 million in cash and securities, ensures funding through 2028, reducing near-term financing risks. Lead asset Bitopertin shows promise in treating rare hematologic diseases, with a clear regulatory path and potential accelerated approval by H2 2025. Diversified pipeline includes DISC-0974 for anemia and DISC-3405 for iron overload, offering multiple paths to success in hematologic drug development.

Disc Medicine: Forging Ahead In Hematology

Zacks Investment Research

All You Need to Know About Disc Medicine, Inc. (IRON) Rating Upgrade to Buy

Disc Medicine, Inc. (IRON) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

All You Need to Know About Disc Medicine, Inc. (IRON) Rating Upgrade to Buy

Zacks Investment Research

Wall Street Analysts Predict a 68.78% Upside in Disc Medicine, Inc. (IRON): Here's What You Should Know

The consensus price target hints at a 68.8% upside potential for Disc Medicine, Inc. (IRON). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Predict a 68.78% Upside in Disc Medicine, Inc. (IRON): Here's What You Should Know

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