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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
70.300
Open
67.650
VWAP
68.64
Vol
656.32K
Mkt Cap
2.61B
Low
67.370
Amount
45.05M
EV/EBITDA(TTM)
--
Total Shares
38.20M
EV
1.88B
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.
Show More

Events Timeline

(ET)
2026-05-05
08:40:00
Disc CEO Highlights Progress in Clinical Trials
select
2026-03-26 (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

PRnewswire
7.0
05-06PRnewswire
Rosen Law Firm Investigates Securities Claims for Disc Medicine Shareholders
  • Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Disc Medicine, Inc. (NASDAQ:IRON) due to allegations of materially 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 uncertainties in the New Drug Application prevented approval, resulting in a 22% drop in the company's stock price on the same day.
  • Class Action Preparation: The firm is preparing a class action lawsuit, allowing investors to participate in claims without any out-of-pocket fees, indicating the firm's commitment to recovering losses for affected investors.
  • Firm's Reputation: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, showcasing its strong capabilities and influence in the securities law field.
seekingalpha
9.5
05-05seekingalpha
Disc Medicine Q1 Earnings Beat Expectations Amid Restructuring
  • Earnings Performance: Disc Medicine reported a Q1 GAAP EPS of -$1.65, beating market expectations by $0.04, indicating some improvement in financial management despite ongoing losses.
  • Cash Reserves: As of March 31, 2026, the company held $730.2 million in cash, cash equivalents, and marketable securities, which is expected to fund operational plans into 2029, ensuring continued operational capability over the next few years.
  • Restructuring Plan: The company is undergoing a restructuring plan that involves a 20% workforce reduction aimed at lowering operational costs and improving efficiency, which may impact employee morale in the short term but is intended to enhance long-term survival and growth in a competitive market.
  • Regulatory Challenges: Disc Medicine faces challenges from the FDA's Complete Response Letter, casting doubt on the APOLLO study's prospects, which could affect future drug approval processes and increase uncertainty for investors.
Newsfilter
9.5
05-05Newsfilter
Disc Medicine Completes Enrollment in Phase 3 APOLLO Study
  • Clinical Trial Progress: Disc Medicine has completed enrollment of 183 patients in the Phase 3 APOLLO trial for EPP, with topline data expected in Q4 2026, a move that not only meets patient and physician demand but also lays the groundwork for future FDA submissions.
  • ASCO Presentation: At the upcoming ASCO Annual Meeting, Disc will present updated data from the Phase 2 trial of DISC-0974 in 61 patients with MF anemia, which is expected to enhance the company's influence in the oncology space and prepare for subsequent FDA meetings.
  • Strong Financial Position: As of March 31, 2026, Disc's cash and cash equivalents totaled approximately $730 million, projected to fund operations into 2029, demonstrating robust financial resilience that supports ongoing R&D initiatives.
  • Increased R&D Spending: The R&D expenses for Q1 2026 were $45.9 million, significantly up from $27.8 million in Q1 2025, reflecting strategic investments in advancing clinical trials and expanding the team, despite resulting in a net loss of $63.5 million.
Globenewswire
7.0
05-05Globenewswire
Disc Medicine Faces Securities Claims Investigation by Rosen Law Firm
  • Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Disc Medicine (NASDAQ: IRON) for allegedly issuing misleading business information, indicating significant legal risks that could impact stock prices and investor confidence.
  • FDA Rejection of NDA: On February 13, 2026, the FDA issued a Complete Response Letter rejecting Disc Medicine's new drug application for its bitopertin program, citing the need for additional evidence to resolve uncertainties, which led to a 22% drop in stock price that day, reflecting market concerns about the company's product prospects.
  • Class Action Preparation: The firm is preparing a class action lawsuit, allowing affected investors to seek compensation without any out-of-pocket costs, a move that may attract more investors and intensify the legal pressure on the company.
  • Law Firm's 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, showcasing its strength and experience in handling similar cases, which could significantly influence the legal outcomes for Disc Medicine.
PRnewswire
7.0
05-01PRnewswire
Pomerantz LLP Investigates Claims for Disc Medicine Investors
  • Securities Fraud Investigation: Pomerantz LLP is investigating claims on behalf of Disc Medicine, Inc. investors, focusing on whether the company and its executives engaged in securities fraud or other unlawful business practices, which could undermine investor confidence and lead to stock price volatility.
  • FDA Review Delay: On January 15, 2026, Disc's drug development faced a delay in review after FDA scientists flagged safety and efficacy concerns, resulting in a stock price drop of $6.04, or 7.84%, closing at $71.04, indicating 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 for bitopertin, stating that trials did not demonstrate efficacy related to sunlight exposure, causing the stock to plummet by $15.70, or 21.91%, to close at $55.95, reflecting investor disappointment in the drug's future.
  • Law Firm Background: Pomerantz LLP is recognized as a leading firm in corporate, securities, and antitrust class litigation, founded over 85 years ago, dedicated to fighting for the rights of victims of securities fraud and corporate misconduct, showcasing its authority and influence in the legal field.
PRnewswire
7.0
05-01PRnewswire
Rosen Law Firm Investigates Securities Claims for Disc Medicine
  • Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Disc Medicine (NASDAQ:IRON) for allegedly issuing misleading business information, and investors who purchased securities may be entitled to compensation without any out-of-pocket costs.
  • FDA Application Rejection: On February 13, 2026, the FDA issued a Complete Response Letter to Disc Medicine, stating that uncertainties in the new drug application prevented approval, resulting 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 lawsuit against Disc Medicine to recover investor losses, with investors encouraged to join the action through their website or by phone.
  • Law Firm Credentials: 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 strong reputation and success in this 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
427.08
Current PS
86.63
Overvalued PS
1934.68
Undervalued PS
-1080.52

Financials

AI Analysis
Annual
Quarterly

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Whales Holding IRON

A
Access Industries, Inc.
Holding
IRON
+65.91%
3M Return
P
Perceptive Advisors LLC
Holding
IRON
+16.35%
3M Return
A
Artal Group S.A.
Holding
IRON
+14.33%
3M Return
N
Nantahala Capital Management, LLC
Holding
IRON
+12.24%
3M Return
V
Vestal Point Capital, LP
Holding
IRON
+9.90%
3M Return
D
Deerfield Management Company, L.P.
Holding
IRON
+8.87%
3M Return

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Frequently Asked Questions

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

The current price of IRON is 68.26 USD — it has increased 1.08

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 -69.52M USD, increased 74.04

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 -62236000.00 USD, increased 47.38

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

Disc Medicine Inc (IRON) has 155 emplpoyees as of May 09 2026.

What is Disc Medicine Inc (IRON) market cap?

Today IRON has the market capitalization of 2.61B USD.