Disc MedicineIRON
IRON
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
381% more call options, than puts
Call options by funds: $1.6M | Put options by funds: $333K
139% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 31
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
6.58% more ownership
Funds ownership: 89.3% [Q4 2024] → 95.89% (+6.58%) [Q1 2025]
3% more funds holding
Funds holding: 152 [Q4 2024] → 156 (+4) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 8 (+0) [Q1 2025]
2% less capital invested
Capital invested by funds: $1.68B [Q4 2024] → $1.65B (-$35.2M) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$89
66%
upside
Avg. target
$114
112%
upside
High target
$132
146%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Raymond James Michael Freeman | 66%upside $89 | Strong Buy Reinstated | 11 Jun 2025 |
BMO Capital Evan Seigerman | 123%upside $120 | Outperform Maintained | 12 May 2025 |
Cantor Fitzgerald Kristen Kluska | 146%upside $132 | Overweight Maintained | 18 Mar 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
3 days ago
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.
Neutral
GlobeNewsWire
2 weeks ago
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:
Neutral
GlobeNewsWire
1 month ago
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.
Neutral
GlobeNewsWire
1 month ago
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.
Positive
Seeking Alpha
2 months ago
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.
Positive
Zacks Investment Research
3 months ago
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.
Positive
Zacks Investment Research
3 months ago
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.
Neutral
GlobeNewsWire
3 months ago
Disc Medicine Reports Fourth Quarter and Full Year 2024 Financial Results and Provides Business Update
WATERTOWN, Mass., Feb. 27, 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 fourth quarter and full year ended December 31, 2024, and provided a recap of recent program and corporate developments.
Neutral
GlobeNewsWire
3 months ago
Disc Medicine to Participate in Upcoming Investor Conferences
WATERTOWN, Mass., Feb. 26, 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 present at three upcoming investor conferences:
Positive
Zacks Investment Research
4 months ago
Disc Medicine, Inc. (IRON) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
Disc Medicine, Inc. (IRON) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
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