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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
71.845
Open
70.670
VWAP
70.81
Vol
456.92K
Mkt Cap
2.74B
Low
68.820
Amount
32.35M
EV/EBITDA(TTM)
--
Total Shares
38.16M
EV
1.89B
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
02:47 AMGlobenewswire
Rosen Law Firm Investigates Securities Claims for Disc Medicine Shareholders
  • Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Disc Medicine (NASDAQ: IRON) due to allegations of issuing materially misleading business information, indicating possible investor losses.
  • FDA Denial of NDA: 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, which resulted in a 22% drop in the company's stock price on the same day.
  • Class Action Preparation: The Rosen Law Firm is preparing a class action against Disc Medicine, allowing investors to seek compensation without any out-of-pocket fees, demonstrating the firm's commitment to protecting investor rights.
  • Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, showcasing its strong track record and expertise in the field of securities litigation.
NASDAQ.COM
8.0
04-17NASDAQ.COM
Surge in Options Trading Volume for MBIA and Disc Medicine
  • MBIA Options Volume: MBIA Inc. has seen an options trading volume of 2,971 contracts today, equating to approximately 297,100 shares, which represents 119.8% of its average daily trading volume, indicating heightened market interest in MBI.
  • High-Frequency Trading Insight: Notably, the $6 strike put option expiring on May 15, 2026, has traded 1,000 contracts today, representing about 100,000 underlying shares of MBI, suggesting investor expectations of potential price declines in the future.
  • Disc Medicine Options Activity: Disc Medicine Inc. recorded an options trading volume of 6,004 contracts, representing approximately 600,400 shares, which is 117.5% of its average daily trading volume, reflecting active trading sentiment towards IRON.
  • Bullish Call Options: Particularly, the $65 strike call option expiring on April 17, 2026, has seen a trading volume of 2,002 contracts today, representing about 200,200 shares of IRON, indicating investor optimism regarding the stock's future price increase.
PRnewswire
7.0
04-16PRnewswire
Pomerantz LLP Investigates Claims on Behalf of Disc Medicine Investors
  • 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 severely undermine investor confidence.
  • FDA Review Delay: On January 15, 2026, Disc's drug development faced a delay in review due to safety and efficacy concerns raised by FDA scientists, resulting in a stock price drop of $6.04, or 7.84%, closing at $71.04, reflecting market apprehension about the company's future.
  • Complete Response Letter: On February 13, 2026, Disc announced that the FDA issued a Complete Response Letter for its new drug application for bitopertin, stating that trials did not demonstrate an association between PPIX levels and sunlight exposure, causing the stock to plummet by $15.70, or 21.91%, to $55.95, exacerbating investor anxiety.
  • Law Firm Background: Pomerantz LLP is recognized as a premier firm in corporate, securities, and antitrust class litigation, having fought for the rights of victims of securities fraud for over 85 years, demonstrating a strong commitment to protecting investor interests.
Newsfilter
7.0
04-16Newsfilter
Disc Medicine Faces FDA Investigation Risks Following CRL
  • FDA Response Impact: Disc Medicine received a Complete Response Letter from the FDA regarding its bitopertin program, resulting in a 21.9% drop in stock price, indicating the company's inadequate risk communication which may undermine investor confidence and future financing capabilities.
  • Additional Data Requirements: The FDA's request for further data to support traditional approval of bitopertin means that Disc's drug launch timeline will be pushed back to 2027, potentially affecting the company's long-term revenue outlook.
  • Clinical Trial Challenges: Disc faces recruitment challenges in clinical trials for EPP due to the extremely small patient population, which will further extend drug development timelines and complicate future financing efforts.
  • Increased Financing Risks: With no other projects near regulatory stages, Disc may need to pursue additional financing to support the resubmission of bitopertin, which could dilute existing shareholders' stakes and exacerbate loss risks.
Globenewswire
7.0
04-15Globenewswire
Rosen Law Firm Investigates Securities Claims for Disc Medicine Shareholders
  • Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Disc Medicine (NASDAQ: IRON) for allegedly issuing materially misleading business information, indicating significant legal risks that could undermine shareholder confidence.
  • FDA Response Impact: On February 13, 2026, the FDA issued a Complete Response Letter to Disc Medicine, rejecting its new drug application and causing a 22% drop in stock price on the same day, reflecting market concerns about the company's product prospects.
  • Class Action Preparation: The firm is preparing a class action lawsuit against Disc Medicine, allowing investors to seek compensation without upfront costs, which may encourage more affected shareholders to participate and increase legal pressure on the company.
  • Law Firm Background: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its strength and experience in handling similar cases.
PRnewswire
7.0
04-14PRnewswire
Rosen Law Firm Investigates Securities Claims for Disc Medicine Shareholders
  • Securities Claims Investigation: The Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Disc Medicine, Inc. (NASDAQ:IRON) due to allegations of misleading business information, aiming to protect investor rights and seek compensation.
  • FDA Application Rejection: 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, which caused the company's stock price to drop by 22% on the same day.
  • Class Action Preparation: The Rosen Law Firm is preparing a class action lawsuit, allowing affected investors to potentially receive compensation through a contingency fee arrangement without upfront costs, demonstrating the firm's commitment to addressing investor losses.
  • Firm's Strength: The Rosen Law Firm specializes in securities class actions, having recovered over $438 million for investors in 2019 alone, and was ranked first by ISS Securities Class Action Services in 2017, showcasing its extensive experience and success in the field.
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.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for IRON
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Valuation Metrics

The current forward P/E ratio for Disc Medicine Inc (IRON.O) is 0.00, 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
0.00
Overvalued PE
-7.99
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
0.00
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
432.50
Current PS
89.00
Overvalued PS
1951.48
Undervalued PS
-1086.47

Financials

AI Analysis
Annual
Quarterly

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Whales Holding IRON

A
Access Industries, Inc.
Holding
IRON
+44.99%
3M Return
A
Artal Group S.A.
Holding
IRON
+19.34%
3M Return
P
Perceptive Advisors LLC
Holding
IRON
+15.99%
3M Return
V
Vestal Point Capital, LP
Holding
IRON
+12.47%
3M Return
L
Logos Global Management, L.P.
Holding
IRON
+11.12%
3M Return
S
Sofinnova Investment, Inc.
Holding
IRON
+9.18%
3M Return

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Frequently Asked Questions

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

The current price of IRON is 71.77 USD — it has increased 3.34

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 April 19 2026.

What is Disc Medicine Inc (IRON) market cap?

Today IRON has the market capitalization of 2.74B USD.