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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
71.850
Open
71.620
VWAP
70.64
Vol
1.56M
Mkt Cap
2.70B
Low
69.290
Amount
110.37M
EV/EBITDA(TTM)
--
Total Shares
38.20M
EV
1.98B
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)
2026-06-02
08:10:00
Disc Medicine Updates DISC-0974 Trial Data
select
2026-05-05 (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

Globenewswire
7.0
03:47 AMGlobenewswire
Disc Medicine Faces Securities Claims Investigation
  • Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Disc Medicine (NASDAQ: IRON) for allegedly issuing materially misleading business information, allowing affected investors to seek compensation without upfront costs.
  • FDA Response Letter: On February 13, 2026, the FDA issued a Complete Response Letter to Disc Medicine, stating that uncertainties in their new drug application prevented approval, resulting in a 22% stock price drop on the same day, highlighting significant regulatory challenges.
  • Class Action Preparation: The firm is preparing a class action to recover investor losses, encouraging investors to join through their website or toll-free number, which underscores their commitment to safeguarding investor rights amid potential corporate misconduct.
  • Firm's Reputation: Rosen Law Firm is recognized for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and influence in the legal landscape for investor protection.
NASDAQ.COM
8.0
06-17NASDAQ.COM
Goldman Sachs and Broadcom Options Trading Volume Surge
  • Goldman Sachs Options Volume: As of today, Goldman Sachs options volume reached 33,776 contracts, equivalent to approximately 3.4 million shares, representing a significant 143.3% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
  • Specific Goldman Sachs Options: Among Goldman Sachs options, the $1300 strike call option expiring on July 17, 2026, has seen 3,174 contracts traded today, representing about 317,400 underlying shares, reflecting investor enthusiasm for this price level.
  • Broadcom Options Volume: Broadcom's options also show robust activity, with a total of 434,977 contracts traded, equivalent to approximately 43.5 million shares, which is 132.2% of its average daily trading volume over the past month, suggesting continued market confidence in Broadcom.
  • Specific Broadcom Options: For Broadcom, the $400 strike call option expiring on June 17, 2026, has recorded a trading volume of 26,180 contracts today, representing around 2.6 million underlying shares, indicating bullish expectations from investors at this price point.
Globenewswire
7.0
06-15Globenewswire
Rosen Law Firm Investigates Securities Claims for Disc Medicine Shareholders
  • Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Disc Medicine, Inc. (NASDAQ: IRON) for allegedly issuing misleading business information, indicating legal risks that could impact shareholder returns.
  • FDA Response Letter: On February 13, 2026, the FDA issued a Complete Response Letter to Disc Medicine, rejecting its new drug application due to uncertainties requiring additional evidence, which led to a 22% drop in the company's stock price on the same day, reflecting market concerns about its product prospects.
  • Class Action Preparation: The Rosen Law Firm is preparing a class action lawsuit against Disc Medicine, allowing affected investors to seek compensation without any out-of-pocket fees, potentially providing legal support to help recover losses.
  • Law Firm Background: The Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, demonstrating its strong capabilities and successful track record in securities litigation, which investors should consider when selecting legal counsel.
PRnewswire
7.0
06-14PRnewswire
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 misleading business information, aiming to protect investor rights and seek compensation.
  • FDA Response Letter Impact: On February 13, 2026, the FDA issued a Complete Response Letter to Disc Medicine, rejecting its new drug application, which caused the company's stock price to plummet 22% on the same day, reflecting market concerns about its product prospects.
  • Class Action Preparation: The Rosen Law Firm is preparing a class action lawsuit, allowing investors to participate without any out-of-pocket fees, aiming to recover losses incurred due to the company's misleading information.
  • Law Firm Background: The Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, demonstrating its strong capabilities and successful track record in the securities litigation field.
NASDAQ.COM
9.0
06-12NASDAQ.COM
Disc Medicine Showcases Clinical Progress at EHA Annual Meeting
  • RALLY-MF Trial Results: In the Phase 2 RALLY-MF trial, over 55% of non-transfusion dependent patients achieved a major hemoglobin response within 12 weeks, demonstrating the efficacy of DISC-0974 in treating myelofibrosis and enhancing the company's competitive edge in hematological disorders.
  • Transfusion Independence Improvement: Among transfusion-dependent patients, 64% with low burden and 50% with high burden achieved transfusion independence, indicating significant potential for improving patient quality of life and possibly advancing further clinical development.
  • HELIOS Trial Outcomes: The HELIOS extension trial showed sustained reductions in protoporphyrin IX (PPIX) and significant improvements in light tolerance for patients on continuous 60 mg dosing over 2.5 years, indicating long-term safety and efficacy of Bitopertin in treating erythropoietic protoporphyria.
  • Upcoming Milestones: Disc expects to engage in end-of-Phase 2 discussions with the FDA for DISC-0974 by year-end and to report Phase 3 APOLLO trial results for Bitopertin in Q4 2026, potentially paving the way for traditional approval and furthering the company's strategic positioning in hematological therapies.
Newsfilter
9.5
06-12Newsfilter
Updated Clinical Data on DISC-0974 and Bitopertin
  • RALLY-MF Trial Results: In the RALLY-MF trial, DISC-0974 demonstrated significant anemia responses in 61 patients with myelofibrosis (MF) and anemia, with 55% of non-transfusion dependent patients achieving a hemoglobin increase of ≥1.5 g/dL within 12 weeks, indicating the drug's potential to improve patient quality of life.
  • HELIOS Trial Update: The HELIOS trial showed that patients treated with bitopertin experienced sustained reductions in PPIX levels and significant improvements in light tolerance, highlighting the long-term safety and efficacy of the drug in treating erythropoietic protoporphyria (EPP).
  • Future Development Plans: Disc Medicine plans to share initial data from DISC-3405 in patients with polycythemia vera in Q4 2026, marking the company's ongoing innovation and potential market expansion in hematologic disease treatments.
  • Management Conference Call: The company will host a conference call on June 15 to review highlights of the data presented at the EHA meeting and outline next steps, further enhancing investor confidence in the company's future growth.
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
Morgan Stanley
NULL
to
Overweight
maintain
$80 -> $85
AI Analysis
2026-06-15
New
Reason
Morgan Stanley
Price Target
$80 -> $85
AI Analysis
2026-06-15
New
maintain
NULL
to
Overweight
Reason
Morgan Stanley raised the firm's price target on Disc Medicine to $85 from $80 and keeps an Overweight rating on the shares after the company hosted a call to review the recent updated data for selcodebart presented at ASCO and EHA. The firm has raised its view of the odds of success for selcodebart to 50% from 40% and adjusted its market model to include both the non-transfusion-dependent and transfusion-dependent patients, instead of limiting it to the nTD population, the analyst tells investors.
Morgan Stanley
NULL -> Overweight
maintain
$75 -> $80
2026-05-14
Reason
Morgan Stanley
Price Target
$75 -> $80
2026-05-14
maintain
NULL -> Overweight
Reason
Morgan Stanley raised the firm's price target on Disc Medicine to $80 from $75 and keeps an Overweight rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for IRON
Unlock Now

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
415.82
Current PS
83.05
Overvalued PS
1899.79
Undervalued PS
-1068.14

Financials

AI Analysis
Annual
Quarterly

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Whales Holding IRON

D
Deerfield Management Company, L.P.
Holding
IRON
+20.88%
3M Return
A
Access Industries, Inc.
Holding
IRON
+19.89%
3M Return
N
Nantahala Capital Management, LLC
Holding
IRON
+17.19%
3M Return
A
Armistice Capital LLC
Holding
IRON
+17.03%
3M Return
B
BVF Partners L.P.
Holding
IRON
+14.24%
3M Return
P
Perceptive Advisors LLC
Holding
IRON
+12.49%
3M Return

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Frequently Asked Questions

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

The current price of IRON is 70.79 USD — it has increased 0.83

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 June 19 2026.

What is Disc Medicine Inc (IRON) market cap?

Today IRON has the market capitalization of 2.70B USD.