Disc Medicine, Inc. IRON

65.24 (1.20) (1.81%) as of 25 Sep
Market cap
$2.6B
P/E
0.0×

Insider Decisions

Total sells 120.87
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell 3 1 4 2 7 1 2 — 6 2 4 3
Insider Ownership 27.23%

Capital & Financial Ratios

Market Cap 2,550.00
Revenue —
Net Income (245.89)
Free Cash Flow (197.54)
Net Debt (658.41)
Current Ratio 24.14
Debt/Equity 0.09
P/E ratio 0.00
P/S ratio 0.00
P/B ratio 3.93
Past 5Y EPS Growth 38.12%
This Y EPS Growth (5.14%)
Next Y EPS Growth (8.35%)
Next 5Y EPS Growth 4.75%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2023 Powerpack
2022 Powerpack
2021 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 360 490 791 718
Receivables — — — —
Inventory — — — —
Other — — — —
366 494 804 733
2023 2024 2025 Q'26
Payables 13 8 9 7
ST’ Debt — — — —
Other — — — —
21 23 37 30
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% 61.21%

Revenue

Year
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (62) (44) — — —
’25 (41) (48) (48) (43) (180)
’24 (34) (15) (17) (28) (94)
’23 (35) (13) (7) (18) (73)
’22 (14) (9) (10) (10) (42)
’22 — — — — (42)
’21 (15) (16) (16) 19 (28)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (62) (44) — — —
’25 (42) (48) (48) (43) (181)
’24 (34) (15) (17) (28) (94)
’23 (35) (13) (8) (18) (74)
’22 (14) (9) (10) (10) (42)
’22 — — — — (42)
’21 (15) (16) (16) 19 (28)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (1.65) (1.54) — — —
’25 (1.02) (1.58) (1.77) (1.62) (6.01)
’24 (1.09) (1.03) (0.89) (0.98) (3.96)
’23 (1.20) (0.74) (0.58) (0.97) (3.42)
’22 (10.66) (10.14) (16.82) (7.45) (45.05)
’22 — — — — (45.05)
’21 (5.90) (3.80) (4.30) (4.10) (40.97)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — 294.00 68.40 15.00 16.05 25.60 30.82

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — 378.00 572.55 93.00 66.61 77.60 99.50
High Price
— — — — — 33 46 74 84 155
Employees
— — — — — 0 0 0 0 0
Revenue/Emp
— — — — — — — — — —
Revenue
— — — — 0.00% 0.00% 0.00% — — —
Gross Margin
— — — — (41) (36) (47) (76) (109) (212)
EBT
— — — — 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
EBT Margin
— 0 — 0 (41) (36) (47) (76) (109) (212)
Net Income
— — — — 0 0 0 0 (5) (8)
Depreciation
— — — — 0.00 0.00 0.00 0.00 0.00 0.00
Revenue/Sh
— — — — (27.02) (40.97) (45.05) (3.42) (3.96) (6.01)
Earnings/Sh
— — — — (21.64) (31.36) (40.67) (3.29) (3.40) (5.11)
Cash Flow/Sh
— — — — (0.01) (0.08) (0.15) 0.00 (0.02) (0.03)
Capex/Sh
— — — — (21.65) (31.44) (40.81) (3.30) (3.42) (5.14)
Free CF/Sh
— — — — (14.46) (73.12) 169.97 15.47 16.07 20.96
Book Value/Sh
— — — — 2 1 1 22 28 35
Shares
— — — — — — — — — —
PE Ratio
— — — — — — — — — —
PS Ratio
— — — — — — — — — —
PB Ratio
— — — — — — — — — —
EV/Sales
— — — — — — — — — —
EV/FCF
— — — — (33) (28) (42) (73) (94) (180)
Op' Cash Flow
— — — — 0 0 0 0 (1) (1)
Capex
— — — — (33) (28) (42) (74) (94) (181)
FCF
— — — — (20) 77 176 344 470 767
Working Cap'
— — — — 10 5 1 — 28 29
Total Debt
— — — — 5 (83) (195) (360) (462) (762)
Net Debt
— — — — (22) (64) 177 345 444 740
Sh' Equity
— — — 0.00% (490.89%) (38.92%) (23.39%) (26.90%) (25.29%) (32.55%)
ROA
— — — — 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
ROIC
— — — — 186.80% 56.02% (26.52%) (29.30%) (27.73%) (35.86%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Disc Medicine, Inc. (IRON) key facts

  • Disc Medicine, Inc. (IRON) is a Biotechnology company in the Healthcare sector, listed on Nasdaq.
  • Disc Medicine, Inc. reported a net loss of $212.2 million, or a loss of $6.01 per share, for fiscal 2025.
  • As of September 25, 2026, IRON traded at $65.24, a market capitalization of $2.6 billion.
  • Return on equity was −35.9% and debt-to-equity 0.09.

Source: company filings (standardised) and stockrow calculations.

Disc Medicine, Inc. (IRON) Latest News

News by impact score

Fine-tune

9 Sep

4

Disc Medicine presented initial results from RESTORE-PV Phase 2 trial in polycythemia vera patients at the SOHO Annual Meeting. Phase 2 trial results in polycythemia vera can drive major shifts in company trajectory and investor sentiment.

30 Jul

3

Disc Medicine reported second quarter 2026 financial results and issued a business update. Quarterly financials and business updates typically provide moderate insight into operations without fundamentally shifting long-term trajectory.

12 Jun

4

Disc Medicine presented positive clinical updates at the 2026 European Hematology Association Annual Meeting. Positive clinical updates at a major hematology conference can materially lift valuation and investor sentiment for Disc Medicine.

9 Jun

4

Disc Medicine updated on FDA Type A meeting feedback for Bitopertin in Erythropoietic Protoporphyria. FDA feedback on Bitopertin directly advances company's lead asset in erythropoietic protoporphyria.

2 Jun

4

Disc Medicine presented updated positive data from its RALLY-MF Phase 2 trial in myelofibrosis patients with anemia at the 2026 ASCO Annual Meeting. Positive Phase 2 trial data in myelofibrosis and anemia advances pipeline prospects and investor outlook for Disc Medicine.

1 Jun

4

Disc Medicine expands pre-approval access to bitopertin for porphyria patients. Bitopertin access expansion advances regulatory positioning and potential revenue for Disc Medicine in porphyria.

3

Disc Medicine launches expanded access program for bitopertin targeting erythropoietic protoporphyria patients. Expanded access program for bitopertin advances EPP treatment availability indicating pipeline progress with moderate market implications.

26 May

4

Disc Medicine targets mid-2026 bitopertin approval amid surging EPP trial demand. Mid-2026 approval timeline plus rising EPP trial demand marks major regulatory and commercial progress for Disc Medicine.

12 May

3

Disc Medicine, Inc. (IRON) announces multiple presentations across its portfolio at the European Hematology Association (EHA) 2026 Congress. Portfolio presentations at a major hematology congress signal pipeline advancement and moderate investor interest.

6 May

4

Disc Medicine (IRON) valuation faces scrutiny after legal probes and an FDA complete response letter, highlighting risks to its pipeline and market position. Legal probes and FDA complete response letter signal major setbacks for Disc Medicine's drug approvals and investor confidence.

5 May

3

Disc Medicine, Inc. (IRON) reported first quarter 2026 financial results and provided a business update, highlighting key operational progress. Quarterly financial results with business update offer insights into pipeline advancement and cash position, moderately influencing investor sentiment and trajectory.

21 Apr

4

Disc Medicine, Inc. (IRON) announces an oral presentation of data from the RALLY-MF Phase 2 trial of DISC-0974 in patients with myelofibrosis and anemia at the ASCO Annual Meeting. Oral presentation of Phase 2 data at ASCO highlights promising results for DISC-0974, likely boosting investor sentiment and stock performance significantly.

26 Mar

4

Disc Medicine, Inc. (IRON) announces completion of enrollment in the Phase 3 APOLLO trial evaluating bitopertin for erythropoietic protoporphyria. Completion of Phase 3 enrollment de-risks bitopertin's development path toward regulatory approval and significantly boosts IRON's market prospects.

4 Mar

4

Three recent FDA complete response letters (CRLs) to Disc Medicine (IRON) and two other biotechs signal agency shifts under new leadership, including stricter data demands, novel endpoints scrutiny, and manufacturing reviews, delaying IRON's lead anemia drug approvals. FDA CRL halts Disc Medicine's key drug advancement, tanks stock price, and forces costly pivots amid uncertain resubmission timelines.

1 Mar

4

Disc Medicine, Inc. (IRON) CFO sold $720,000 worth of shares shortly after FDA rejection of a key regulatory submission for its lead anemia drug candidate. FDA rejection stalls Disc Medicine's pipeline advancement while CFO's substantial share sale signals insider doubt on recovery prospects.

26 Feb

4

Disc Medicine, Inc. (IRON) reported fourth quarter and full-year 2025 financial results and provided a business update. Full-year financial results and business updates signal major strategic progress, directly influencing stock performance and investor outlook.

25 Feb

4

Disc Medicine (IRON) stock swings amid volatility, but a fund's new $52 million investment signals strong conviction in the company. A $52 million fund investment amid stock swings boosts investor conviction and sentiment, potentially altering short-term trajectory.

4

Disc Medicine, Inc. (IRON) secures $20 million investment as FDA positions for potential Q4 catalyst. $20 million funding bolsters operations while FDA Q4 catalyst signals regulatory progress with major upside for stock performance.

23 Feb

4

Disc Medicine plans traditional FDA approval for bitopertin after EPP Complete Response Letter; APOLLO data due Q4. Pushing for traditional FDA approval post-CRL and Q4 APOLLO data readout mark major regulatory and clinical milestones with high potential to reshape IRON's trajectory.

19 Feb

4

FDA issued Complete Response Letter to Disc Medicine's lead bitopertin program, citing manufacturing data issues, prompting analysts to reassess IRON's valuation amid delayed approval and commercialization risks. FDA Complete Response Letter on lead bitopertin program creates major regulatory hurdle, delaying approval and significantly pressuring IRON's market performance and trajectory.

18 Feb

5

FDA accepted Bristol-Myers Squibb's protein degrader for review but rejected Disc Medicine's rare disease drug. FDA rejection of Disc Medicine's rare disease drug fundamentally undermines its pipeline and long-term market prospects.

17 Feb

4

Morgan Stanley says Disc Medicine (IRON) has multiple catalysts providing runway despite bitopertin delay. Morgan Stanley's bullish note on multiple catalysts outweighing bitopertin delay signals significant positive shift in investor sentiment and stock trajectory.

16 Feb

4

FDA issued a complete response letter to Disc Medicine’s New Drug Application for bitopertin, identifying deficiencies that must be addressed before resubmission and preventing immediate approval. FDA's CRL for bitopertin NDA delays approval timeline, erodes investor confidence, and threatens Disc Medicine's growth trajectory.

13 Feb

3

Disc Medicine, Inc. received a Complete Response Letter from the FDA regarding its application for Bitopertin, intended for the treatment of Erythropoietic Protoporphyria (EPP). The letter indicates that the FDA has not approved the drug at this time, and the company will need to address the concerns raised before resubmitting its application. The FDA's Complete Response Letter indicates regulatory challenges that could affect the company's product pipeline and market position.

28 Jan

4

Wall Street analysts project that Disc Medicine, Inc. (IRON) could see a price rally of 48.62%. The article outlines potential trading strategies for investors looking to capitalize on this anticipated growth, emphasizing the company's recent developments and market positioning. Analysts' projections indicate significant potential for price appreciation based on market sentiment and company developments.

16 Jan

4

Disc Medicine, Inc. (IRON) has received priority FDA review for Bitopertin, a significant step in advancing its commercial plans. This development is expected to enhance the company's market position and investor interest as it moves closer to potential product launch. Priority FDA review for Bitopertin is a major regulatory milestone that could significantly impact the company's future performance and market dynamics.

15 Jan

4

The FDA has delayed reviews for drugs from Disc Medicine, Inc. and Sanofi due to concerns regarding safety and efficacy. This decision raises uncertainties about the future of these products and their potential market performance. Regulatory delays can significantly impact product timelines and investor sentiment.

13 Jan

3

Disc Medicine, Inc. (IRON) is highlighted in a health care roundup discussing its recent developments and market performance. The company is focused on addressing unmet needs in hematology and has made strides in its clinical programs. Investors are closely monitoring its progress as it navigates the competitive landscape and regulatory environment. The overall sentiment around IRON reflects cautious optimism regarding its future prospects. The company's advancements in clinical programs may moderately influence its financial performance and competitive positioning.

3

Disc Medicine, Inc. (IRON) has experienced recent volatility in its stock price, prompting discussions about potential investment opportunities. Analysts are examining the company's discounted cash flow (DCF) valuation, which suggests a gap that may indicate undervaluation. The market's reaction to recent developments could influence investor sentiment and future performance, making it a focal point for potential investors. The DCF valuation gap and stock volatility may moderately influence investor sentiment and financial performance.

12 Jan

3

Disc Medicine, Inc. has appointed Lisa Amaya Price, MBA, as the new Chief Human Resources Officer. Price brings extensive experience in human resources and organizational development, having previously held leadership roles at various biotech and pharmaceutical companies. Her appointment is expected to enhance Disc Medicine's talent management and organizational strategy as the company continues to advance its clinical programs and growth initiatives. The appointment of a new Chief Human Resources Officer can moderately influence the company's operational effectiveness and employee engagement, impacting overall performance.

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