DISC MEDICINE INC.

NASDAQ: IRON (Disc Medicine, Inc.)

Last update: 2 days ago, 1:57AM

80.04

-10.40 (-11.50%)

Previous Close 90.44
Open 91.00
Volume 4,224,651
Avg. Volume (3M) 584,601
Market Cap 3,021,522,944
Price / Book 5.95
52 Weeks Range
30.82 (-61%) — 99.50 (24%)
Earnings Date 6 Nov 2025
Diluted EPS (TTM) -3.89
Total Debt/Equity (MRQ) 4.64%
Current Ratio (MRQ) 37.65
Operating Cash Flow (TTM) -101.70 M
Levered Free Cash Flow (TTM) -66.74 M
Return on Assets (TTM) -16.25%
Return on Equity (TTM) -23.33%

Market Trend

Short Term Medium Term
Industry Biotechnology (US) Bullish Mixed
Biotechnology (Global) Bullish Mixed
Stock Disc Medicine, Inc. Bullish Bullish

AIStockmoo Score

-0.9
Analyst Consensus 4.0
Insider Activity -3.5
Price Volatility -4.5
Technical Moving Averages 0.0
Technical Oscillators -0.5
Average -0.90

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Disc Medicine Inc is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for hematologic diseases. It aims to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for erythropoietic porphyrias (EPs) including erythropoietic protoporphyria (EPP), 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 for the treatment of polycythemia vera (PV) and other hematologic disorders. In addition, the Company’s preclinical programs include DISC-0998.

Sector Healthcare
Industry Biotechnology
Investment Style Small Core
% Held by Insiders 10.65%
% Held by Institutions 99.13%

Ownership

Name Date Shares Held
Atlas Venture Life Science Advisors, Llc 30 Sep 2025 2,142,617
52 Weeks Range
30.82 (-61%) — 99.50 (24%)
Price Target Range
108.00 (34%) — 153.00 (91%)
High 153.00 (Cantor Fitzgerald, 91.15%) Buy
Median 114.00 (42.43%)
Low 108.00 (Raymond James, 34.93%) Buy
Average 119.14 (48.85%)
Total 7 Buy
Avg. Price @ Call 87.90
Firm Date Target Price Call Price @ Call
Wells Fargo 16 Dec 2025 109.00 (36.18%) Buy 91.47
Truist Securities 10 Nov 2025 114.00 (42.43%) Buy 83.58
Stifel 03 Nov 2025 125.00 (56.17%) Buy 84.69
Morgan Stanley 30 Oct 2025 115.00 (43.68%) Buy 85.75
Cantor Fitzgerald 17 Oct 2025 153.00 (91.15%) Buy 89.94
Raymond James 17 Oct 2025 108.00 (34.93%) Buy 89.94
Wedbush 17 Oct 2025 110.00 (37.43%) Buy 89.94
Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
BITTERMAN KEVIN - 90.96 -184,877 -16,961,928
QUISEL JOHN D - 93.60 -40,000 -3,744,000
SAVAGE WILLIAM JACOB - 92.00 -13,093 -1,204,556
Aggregate Net Quantity -237,970
Aggregate Net Value ($) -21,910,484
Aggregate Avg. Buy ($) -
Aggregate Avg. Sell ($) 91.49
Name Holder Date Type Quantity Price Value ($)
BITTERMAN KEVIN Director 17 Dec 2025 Sell (-) 754 87.49 65,967
BITTERMAN KEVIN Director 16 Dec 2025 Sell (-) 68,923 91.47 6,304,387
SAVAGE WILLIAM JACOB Officer 15 Dec 2025 Automatic sell (-) 13,093 92.00 1,204,556
BITTERMAN KEVIN Director 15 Dec 2025 Sell (-) 62,693 92.00 5,767,756
BITTERMAN KEVIN Director 15 Dec 2025 Sell (-) 7,000 92.00 644,000
BITTERMAN KEVIN Director 15 Dec 2025 Option execute 7,000 - -
BITTERMAN KEVIN Director 12 Dec 2025 Sell (-) 45,507 91.85 4,179,818
QUISEL JOHN D Officer 11 Dec 2025 Automatic sell (-) 40,000 93.60 3,744,000
QUISEL JOHN D Officer 11 Dec 2025 Option execute 40,000 - -
Date Type Details
06 Dec 2025 Announcement Disc Medicine Presents Positive Initial Data from RALLY-MF Phase 2 Trial in Patients with Myelofibrosis (MF) and Anemia at the 67th American Society of Hematology (ASH) Annual Meeting
06 Nov 2025 Announcement Disc Medicine Reports Third Quarter 2025 Financial Results and Provides Business Update
03 Nov 2025 Announcement Disc Medicine Announces Presentation of Initial Data from RALLY-MF Phase 2 Trial in Patients with Myelofibrosis (MF) and Anemia at the 67th American Society of Hematology (ASH) Annual Meeting
31 Oct 2025 Announcement Disc Medicine to Participate in Upcoming Investor Conferences
21 Oct 2025 Announcement Disc Medicine Announces Pricing of $250 Million Upsized Public Offering of Common Stock and Pre-Funded Warrants
20 Oct 2025 Announcement Disc Medicine Announces Proposed Public Offering of Common Stock and Pre-Funded Warrants
20 Oct 2025 Announcement Disc Medicine Provides Update on Hematology Portfolio and Outlines Near-Term Business Objectives and Anticipated Milestones
17 Oct 2025 Announcement Disc Medicine to Present Data from Phase 1b Trial of DISC-0974 in Patients with Chronic Kidney Disease (CKD) and Anemia at 2025 American Society of Nephrology (ASN) Kidney Week
16 Oct 2025 Announcement Disc Medicine Announces Receipt of FDA Commissioner’s National Priority Voucher (CNPV) for Bitopertin in Erythropoietic Protoporphyria (EPP)
30 Sep 2025 Announcement Disc Medicine Announces Submission of New Drug Application (NDA) to US FDA for Accelerated Approval of Bitopertin for Patients with Erythropoietic Protoporphyria (EPP)

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