IRON

Disc Medicine Inc

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59.030

+0.44(0.751%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

60.3675

Open

58.740

VWAP

59.24

Vol

369.89K

Mkt Cap

2.05B

Low

58.0557

Amount

21.91M

EV/EBITDA(TTM)

Total Shares

24.72M

1.42B

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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Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q4

FY2026Q1

-1.480

+66.29%

-1.512

+54.31%

-1.595

+56.37%

Estimates Revision

The market is revising Downward the revenue expectations for Disc Medicine, Inc. (IRON) for FY2026, with the revenue forecasts being adjusted by -6.11% over the past three months. During the same period, the stock price has changed by 27.36%.

Revenue Estimates for FY2026

Revise Downward

-6.11%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+1.28%

In Past 3 Month

Stock Price

Go Up

+27.36%

In Past 3 Month

10 Analyst Rating

58.61% Upside

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 is 93.63 USD with a low forecast of 75.00 USD and a high forecast of 120.00 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.

10 Buy

0 Hold

0 Sell

Strong Buy

58.61% Upside

Current: 59.030

Low

75.00

Averages

93.63

High

120.00

58.61% Upside

Current: 59.030

Low

75.00

Averages

93.63

High

120.00

Truist

initiated

$86

2025-07-21

Reason

Truist

Price Target

$86

2025-07-21

initiated

Reason

Truist initiated coverage of Disc Medicine with a Buy rating and $86 price target. Disc Medicine is a compelling stock to own due to key value drivers that include lead de-risked asset, bitopertin in rare genetic disorder erythropoietic protoporphyria, potential blockbuster anemia agent, DISC-0974, and DISC-3405 in blood disorder polycythemia vera, the analyst tells investors in a research note. The firm sees significant upside potential by the second half of 2026 for accelerated approval of bito, and positive confirmatory data by early-27, and also thinks risk/reward for 0974 is favorable with large upside potential.

Morgan Stanley

initiated

$85

2025-07-03

Reason

Morgan Stanley

Price Target

$85

2025-07-03

initiated

Reason

Morgan Stanley assumed coverage of Disc Medicine with an Overweight rating and $85 price target. The near-term focus is on bitopertin with the new drug application submission under the accelerated approval pathway in 2H25 and DISC-0974 data expected in December, the analyst tells investors in a research note. The firm models a 2026 launch for bitopertin and $1.3B in unadjusted U.S. peak sales for bitopertin.

Raymond James

initiated

$89

2025-06-10

Reason

Raymond James

Price Target

$89

2025-06-10

initiated

Reason

Raymond James resumed coverage of Disc Medicine with a Strong Buy rating and $89 price target as part of a broader research note on selection Biotech names. Risk/reward skews favorably across the sector, though while companies with high PoS - probability of success - lead assets allow for higher conviction, highly attractive skews on less de-risked assets may deliver the most outsized returns, the analyst tells investors in a research note. For the company, the firm believes that as the first disease-modifying agent to treat EPP/XLP, Disc Medicine can deliver on $1B ore more in bitopertin sales with about 30%-35% penetration of the initial 6K focus EPP population, Raymond James added.

BMO Capital

Outperform

maintain

$112 -> $120

2025-05-12

Reason

BMO Capital

Price Target

$112 -> $120

2025-05-12

maintain

Outperform

Reason

BMO Capital raised the firm's price target on Disc Medicine to $120 from $112 and keeps an Outperform rating on the shares. The myelofibrosis, MF, anemia key opinion leader event gives a comprehensive look at the treatment landscape and how Disc Medicine remains early but differentiated, the analyst tells investors in a research note. Following the event and the firm's recent Phase 3 INDEPENDENCE luspaterecpt data preview, BMO is more encouraged by DISC-0974's value and its positioning in MF anemia as DISC-0974 has shown potential to be used as a monotherapy, the firm added.

Cantor Fitzgerald

Kristen Kluska

Buy

Maintains

$99 → $132

2025-03-18

Reason

Cantor Fitzgerald

Kristen Kluska

Price Target

$99 → $132

2025-03-18

Maintains

Buy

Reason

Cantor Fitzgerald analyst Kristen Kluska raised the firm's price target on Disc Medicine to $132 from $99 and keeps an Overweight rating on the shares. Disc Medicine plans to file a new drug application for oral GlyT1 inhibitor, bitopertin in erythropoietic protoporphyria and X-linked protoporphyria, rare heme diseases where patients experience debilitating pain when exposed to sunlight/ artificial light, in the second half of 2025, the analyst tells investors in a research note. The firm sees peak sales of $900M in the U.S. in 2035, up from its previous estimate of $430M.

Morgan Stanley

Jeffrey Hung

Buy

Initiates

$85

2025-03-07

Reason

Morgan Stanley

Jeffrey Hung

Price Target

$85

2025-03-07

Initiates

Buy

Reason

Morgan Stanley analyst Vikram Purohit assumed coverage of Disc Medicine with an Overweight rating and $85 price target. The potentially faster than expected path for bitopertin to market in erythropoietic protoporphyria is a clear positive, and DISC-0974 and DISC-3405 represent intriguing upside drivers ahead of key data in the second half of 2025 and 2026, the analyst tells investors in a research note.

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Valuation Metrics

The current forward P/E ratio for Disc Medicine Inc (IRON.O) is -9.36, compared to its 5-year average forward P/E of -10.96. 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.

N/A

5Y Average PE

-10.96

Current PE

-9.36

Overvalued PE

-7.81

Undervalued PE

-14.10

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.

N/A

5Y Average EV/EBITDA

-6.63

Current EV/EBITDA

-7.47

Overvalued EV/EBITDA

-4.76

Undervalued EV/EBITDA

-8.50

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.

N/A

5Y Average PS

74.76

Current PS

5940.26

Overvalued PS

739.88

Undervalued PS

-590.37