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IRON Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
62.335
Open
62.200
VWAP
60.81
Vol
318.20K
Mkt Cap
2.29B
Low
60.000
Amount
19.35M
EV/EBITDA(TTM)
--
Total Shares
38.16M
EV
1.53B
EV/OCF(TTM)
--
P/S(TTM)
--
Disc Medicine, Inc. is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases. The Company's pipeline includes bitopertin for the treatment of erythropoietic porphyrias (Eps), including erythropoietic protoporphyria (EPP) and 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 (formerly MWTX-003) for the treatment of polycythemia vera (PV) and other hematologic disorders. In addition, its preclinical programs also include DISC-0998, for the treatment of anemia associated with inflammatory diseases. Bitopertin is the lead product candidate in the Company's heme biosynthesis modulation portfolio. It is developing DISC-3405, a monoclonal antibody against Transmembrane Serine Protease 6 that it licensed from Mabwell Therapeutics, Inc.
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Events Timeline

(ET)
2026-03-26
16:40:00
Disc Medicine Completes Recruitment for Pivotal Phase 3 EPP Trial
select
2026-03-03 (ET)
2026-03-03
07:50:00
FDA Tightens Accelerated Approval Pathway, Rejects Regenxbio and Disc Medicine
select
link
2026-02-26 (ET)
2026-02-26
08:40:00
Disc CEO Confirms Progress on Bitopertin Program
select

News

Globenewswire
7.0
03-27Globenewswire
Rosen Law Firm Investigates Potential Securities Claims Against Disc Medicine
  • Securities Claims Investigation: Rosen Law Firm has announced an investigation into Disc Medicine (NASDAQ: IRON) for potentially issuing materially misleading business information, which may entitle shareholders to compensation if they purchased the company's securities.
  • FDA Response Letter Impact: On February 13, 2026, the U.S. FDA issued a Complete Response Letter to Disc Medicine, stating that it could not approve the new drug application due to uncertainties requiring additional evidence, resulting in a 22% drop in the company's stock price on that day.
  • Class Action Preparation: The Rosen Law Firm is preparing a class action to recover investor losses, with no out-of-pocket fees or costs for participants through a contingency fee arrangement, making it accessible for affected shareholders.
  • Law Firm Background: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, being ranked first by ISS Securities Class Action Services in 2017, highlighting its successful track record and resource advantages in this field.
Globenewswire
7.0
03-27Globenewswire
Disc Medicine Under Investigation for Possible Securities Fraud
  • Stock Price Plunge: Disc Medicine's stock price plummeted by $15.70, or 21.91%, to close at $55.95 on February 13, 2026, inflicting significant losses on investors and reflecting extreme market pessimism regarding the company's future prospects.
  • FDA Rejection: The U.S. FDA issued a Complete Response Letter for the New Drug Application of bitopertin on February 13, 2026, stating that clinical trials failed to demonstrate the drug's efficacy, leading to a collapse in investor confidence and a sharp decline in stock value.
  • Regulatory Issues Intensify: Between January and February 2026, Disc Medicine faced a series of adverse regulatory disclosures, with the FDA indicating that clinical data did not meet approval standards, further exacerbating market concerns about the company's future.
  • Legal Action Initiated: The Portnoy Law Firm has launched an investigation into Disc Medicine and may file a class action on behalf of investors, highlighting the urgent need for legal recourse due to corporate wrongdoing that has caused significant financial harm.
Newsfilter
9.0
03-26Newsfilter
Disc Medicine Completes Enrollment in Phase 3 APOLLO Study of Bitopertin
  • Study Size Expansion: The APOLLO study's participant count increased from the original 150 to 183 due to patient and physician demand, reflecting the urgent need for new treatment options and potentially accelerating Bitopertin's market introduction.
  • Rapid Enrollment Completion: Disc Medicine completed enrollment in the APOLLO study in less than a year, demonstrating strong patient interest in Bitopertin, which may enhance the company's reputation in the hematologic disease treatment sector.
  • Clinical Trial Design: The APOLLO study is a double-blind, placebo-controlled Phase 3 trial primarily assessing average monthly total time in sunlight without pain and changes in whole blood metal-free PPIX after six months, with results expected in Q4 2026.
  • Future Regulatory Engagement: Following the APOLLO study results, Disc plans to submit a complete response letter to the FDA, with a decision anticipated by mid-2027, which will significantly impact Bitopertin's market prospects.
PRnewswire
7.0
03-25PRnewswire
Disc Medicine Faces Investigation Over Disclosure Failures Amid 21.9% Stock Drop
  • Investigation Launched: Levi & Korsinsky, LLP is investigating whether Disc Medicine, Inc. failed to timely disclose critical information to investors prior to the FDA's Complete Response Letter, resulting in a 21.9% stock drop on February 13, 2026.
  • Disclosure Obligations: Under SEC regulations, public companies are required to disclose material information promptly, and Disc's failure to indicate regulatory risks for its lead product candidate may constitute a legal violation.
  • Market Reaction: Following the FDA's Complete Response Letter, Disc Medicine's stock plummeted, indicating that the market was inadequately informed about the regulatory risks, leading to significant investor losses.
  • Regulatory Risk Analysis: The investigation will focus on what information Disc Medicine had regarding the FDA's concerns about its bitopertin application and when this knowledge was obtained, which could impact the company's future market valuation and investor confidence.
Globenewswire
7.0
03-24Globenewswire
Disc Medicine Under Investigation for Securities Fraud
  • Securities Fraud Investigation: Pomerantz LLP is investigating claims on behalf of investors in Disc Medicine, Inc., focusing on whether the company and its executives engaged in securities fraud or other unlawful business practices, which could significantly impact the company's reputation and stock price.
  • FDA Review Delay: On January 15, 2026, a drug under development by Disc faced a delay in its review timeline due to safety and efficacy concerns raised by FDA scientists, resulting in a 7.84% drop in stock price to $71.04 per share, reflecting market apprehension regarding the company's prospects.
  • New Drug Application Rejection: On February 13, 2026, Disc announced that the FDA issued a Complete Response Letter for its New Drug Application, stating that trials did not demonstrate the drug's effectiveness related to sunlight exposure, causing a 21.91% decline in stock price to $55.95 per share, indicating a severe loss of investor confidence in the company's future.
  • Potential Legal Consequences: As a prominent securities litigation firm, Pomerantz LLP's involvement may lead to significant legal and financial repercussions for Disc, prompting investors to closely monitor developments to assess potential losses and compensation.
Globenewswire
7.0
03-24Globenewswire
Rosen Law Firm Investigates Securities Claims for Disc Medicine Shareholders
  • Securities Claims Investigation: Rosen Law Firm announces an investigation into potential securities claims on behalf of Disc Medicine, Inc. (NASDAQ: IRON) shareholders due to allegations of materially misleading business information impacting shareholder rights.
  • FDA Response Impact: On February 13, 2026, the U.S. FDA issued a Complete Response Letter to Disc Medicine, rejecting its new drug application due to uncertainties requiring additional evidence, resulting in a 22% stock price drop on the same day.
  • Class Action Preparation: The Rosen Law Firm is preparing a class action to seek compensation for affected investors, with no out-of-pocket fees required, thus lowering the barrier for participation in the lawsuit.
  • Law Firm Background: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, demonstrating its strong capabilities and extensive experience in securities litigation.
Wall Street analysts forecast IRON stock price to rise
13 Analyst Rating
Wall Street analysts forecast IRON stock price to rise
13 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
100.00
Averages
120.20
High
154.00
Current: 0.000
sliders
Low
100.00
Averages
120.20
High
154.00
Wells Fargo
Derek Archila
Overweight
maintain
$78 -> $79
AI Analysis
2026-03-02
Reason
Wells Fargo
Derek Archila
Price Target
$78 -> $79
AI Analysis
2026-03-02
maintain
Overweight
Reason
Wells Fargo analyst Derek Archila raised the firm's price target on Disc Medicine to $79 from $78 and keeps an Overweight rating on the shares. The firm believes there is a good chance Disc Medicine can resolve bitopertin's complete response letter with the ongoing Phase 3 APOLLO trial and that the outcome of the upcoming Type A meeting will provide that clarity. Wells is positively biased into the update which is likely in mid-to-late April.
Stifel
Buy
maintain
$110 -> $111
2026-02-27
Reason
Stifel
Price Target
$110 -> $111
2026-02-27
maintain
Buy
Reason
Stifel raised the firm's price target on Disc Medicine to $111 from $110 and keeps a Buy rating on the shares.
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Valuation Metrics

The current forward P/E ratio for Disc Medicine Inc (IRON.O) is -11.69, compared to its 5-year average forward P/E of -11.00. For a more detailed relative valuation and DCF analysis to assess Disc Medicine Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-11.00
Current PE
-11.69
Overvalued PE
-8.00
Undervalued PE
-14.01

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-6.97
Current EV/EBITDA
-10.06
Overvalued EV/EBITDA
-4.87
Undervalued EV/EBITDA
-9.07

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
466.56
Current PS
169.28
Overvalued PS
2054.53
Undervalued PS
-1121.40

Financials

AI Analysis
Annual
Quarterly

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Whales Holding IRON

A
Access Industries, Inc.
Holding
IRON
+73.96%
3M Return
V
Vestal Point Capital, LP
Holding
IRON
+1.57%
3M Return
A
Artal Group S.A.
Holding
IRON
+0.12%
3M Return
P
Perceptive Advisors LLC
Holding
IRON
-0.06%
3M Return
B
BVF Partners L.P.
Holding
IRON
-1.91%
3M Return
F
Frazier Life Sciences Management, LP
Holding
IRON
-2.08%
3M Return

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Frequently Asked Questions

What is Disc Medicine Inc (IRON) stock price today?

The current price of IRON is 60.09 USD — it has decreased -3.1

What is Disc Medicine Inc (IRON)'s business?

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases. The Company's pipeline includes bitopertin for the treatment of erythropoietic porphyrias (Eps), including erythropoietic protoporphyria (EPP) and 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 (formerly MWTX-003) for the treatment of polycythemia vera (PV) and other hematologic disorders. In addition, its preclinical programs also include DISC-0998, for the treatment of anemia associated with inflammatory diseases. Bitopertin is the lead product candidate in the Company's heme biosynthesis modulation portfolio. It is developing DISC-3405, a monoclonal antibody against Transmembrane Serine Protease 6 that it licensed from Mabwell Therapeutics, Inc.

What is the price predicton of IRON Stock?

Wall Street analysts forecast IRON stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IRON is120.20 USD with a low forecast of 100.00 USD and a high forecast of 154.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Disc Medicine Inc (IRON)'s revenue for the last quarter?

Disc Medicine Inc revenue for the last quarter amounts to -66.97M USD, increased 93.84

What is Disc Medicine Inc (IRON)'s earnings per share (EPS) for the last quarter?

Disc Medicine Inc. EPS for the last quarter amounts to -43320000.00 USD, increased 54.59

How many employees does Disc Medicine Inc (IRON). have?

Disc Medicine Inc (IRON) has 155 emplpoyees as of March 29 2026.

What is Disc Medicine Inc (IRON) market cap?

Today IRON has the market capitalization of 2.29B USD.