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Disc Medicine, Inc.NasdaqGM:IRON Stock Report

Market Cap US$2.7b
Share Price
US$70.79
US$101.55
30.3% undervalued intrinsic discount
1Y37.2%
7D4.1%
1D
Portfolio Value
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Disc Medicine, Inc.

NasdaqGM:IRON Stock Report

Market Cap: US$2.7b

Disc Medicine (IRON) Stock Overview

A clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. More details

IRON fundamental analysis
Snowflake Score
Valuation2/6
Future Growth2/6
Past Performance0/6
Financial Health5/6
Dividends0/6

Rewards

Trading at 63.2% below our estimate of its fair value

Revenue is forecast to grow 64.25% per year

Risk Analysis

Makes less than USD$1m in revenue ($0)

Currently unprofitable and not forecast to become profitable over the next 3 years


IRON Community Fair Values

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Disc Medicine, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Disc Medicine
Historical stock prices
Current Share PriceUS$70.79
52 Week HighUS$99.50
52 Week LowUS$40.00
Beta2.1
1 Month Change5.45%
3 Month Change21.70%
1 Year Change37.16%
3 Year Change34.92%
5 Year Changen/a
Change since IPO255.91%

Recent News & Updates

Seeking Alpha • Jun 17

Disc Medicine: The CRL Has Created A Cleaner Bull Case

Summary Disc Medicine (IRON) offers a differentiated hematology platform with late-stage assets, robust cash reserves, and a clear regulatory path for bitopertin. APOLLO Phase 3 trial for bitopertin in EPP/XLP is fully enrolled; data expected Q4 2026, with FDA approval decision anticipated by mid-2027. Disc's $730M cash runway extends through 2029, supporting multiple pivotal readouts without near-term dilution risk. I remain bullish on IRON due to its multi-asset pipeline, strong balance sheet, and potential to create shareholder value beyond a single binary event. Read the full article on Seeking Alpha
Analysis Article • Jun 17

Disc Medicine (IRON) Stock Could Be 64% Below Fair Value After EHA Trial Update

Disc Medicine (IRON) stock is in focus after the company reported updated clinical data at the EHA Annual Meeting in Stockholm, highlighting results from its RALLY MF and HELIOS trials in hematologic disorders. See our latest analysis for Disc Medicine. At a share price of $69.83, Disc Medicine has seen a 90 day share price return of 18.02%, while the year to date share price return is down 11.71% and the 1 year total shareholder return is 39.41%. If fresh trial data has your attention, this...

Recent updates

Seeking Alpha • Jun 17

Disc Medicine: The CRL Has Created A Cleaner Bull Case

Summary Disc Medicine (IRON) offers a differentiated hematology platform with late-stage assets, robust cash reserves, and a clear regulatory path for bitopertin. APOLLO Phase 3 trial for bitopertin in EPP/XLP is fully enrolled; data expected Q4 2026, with FDA approval decision anticipated by mid-2027. Disc's $730M cash runway extends through 2029, supporting multiple pivotal readouts without near-term dilution risk. I remain bullish on IRON due to its multi-asset pipeline, strong balance sheet, and potential to create shareholder value beyond a single binary event. Read the full article on Seeking Alpha
Analysis Article • Jun 17

Disc Medicine (IRON) Stock Could Be 64% Below Fair Value After EHA Trial Update

Disc Medicine (IRON) stock is in focus after the company reported updated clinical data at the EHA Annual Meeting in Stockholm, highlighting results from its RALLY MF and HELIOS trials in hematologic disorders. See our latest analysis for Disc Medicine. At a share price of $69.83, Disc Medicine has seen a 90 day share price return of 18.02%, while the year to date share price return is down 11.71% and the 1 year total shareholder return is 39.41%. If fresh trial data has your attention, this...
Seeking Alpha • Jan 21

Disc Medicine: Potential Promise Amid Uncertainty

Summary The stock of Disc Medicine, Inc. has almost completely recovered from the shares getting cut in half last spring. This clinical staged company is advancing several candidates in its pipeline, including its lead candidate now in Phase 3 development. The company's balance sheet is in good shape and Disc Medicine is well-thought of in the analyst firm community. An updated analysis around IRON stock follows in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article • Jan 02

Disc Medicine, Inc. (NASDAQ:IRON) Shares Could Be 29% Below Their Intrinsic Value Estimate

Key Insights Disc Medicine's estimated fair value is US$89.30 based on 2 Stage Free Cash Flow to Equity Disc Medicine...
Seeking Alpha • Oct 06

Disc Medicine: Achieving Functional Endpoint More Important

Summary Disc Medicine's lead molecule, bitopertin, failed to meet key functional endpoints in phase 2 trials for Erythropoietic Porphyrias, causing a significant drop in stock price. Despite reducing protoporphyrin IX levels, bitopertin did not improve sunlight tolerance, making it ineffective for EPP patients. With a market cap of $1.49bn and $500mn in cash, Disc Medicine has a cash runway of over 10 quarters but faces high risks. Given the failure of bitopertin in its lead indication, I am not interested in investing in Disc Medicine stock at this time. Read the full article on Seeking Alpha
Analysis Article • Aug 13

Disc Medicine (NASDAQ:IRON) Is In A Good Position To Deliver On Growth Plans

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Seeking Alpha • Jun 14

Disc Medicine: Hematological Disorders Treatment Advances With DISC-0974 Progress

Summary Disc Medicine, Inc. released positive results from the phase 2 AURORA study, using bitopertin for the treatment of patients with EPP and XLP. Potential FDA feedback to initiate a pivotal study using bitopertin for the treatment of patients with EPP and XLP expected in the 2nd half of 2024. Results from the phase 1/2 study, using DISC-0974 for the treatment of patients with NDD-CKD, expected in the 2nd half of 2024. Initial pharmacokinetic and pharmacodynamic data from the phase 1 healthy volunteer study for iron overload disorders expected in Q2 of 2024. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Disc Medicine: What's Behind The Huge Rally

Summary Disc Medicine, Inc. has seen a strong rally in its stock after positive open-label data from its lead heme biosynthesis program, bitopertin. Results from a placebo-controlled trial, expected in early 2024, will validate bitopertin's efficacy and could lead to a registrational trial in late 2024 or early 2025. Disc Medicine has a cash runway until 2026, but its domestic peak-sales potential is somewhat limited. A full investment analysis around Disc Medicine follows in the paragraphs below. Read the full article on Seeking Alpha

Shareholder Returns

IRONUS BiotechsUS Market
7D4.1%1.3%1.4%
1Y37.2%31.4%25.7%

Return vs Industry: IRON exceeded the US Biotechs industry which returned 31.1% over the past year.

Return vs Market: IRON exceeded the US Market which returned 25.1% over the past year.

Price Volatility

Is IRON's price volatile compared to industry and market?
IRON volatility
IRON Average Weekly Movement5.3%
Biotechs Industry Average Movement10.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Stable Share Price: IRON has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: IRON's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2017154John Quiselwww.discmedicine.com

Disc Medicine, Inc., together with its subsidiaries, a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. The company has assembled a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, primarily heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for the treatment of erythropoietic porphyrias, including erythropoietic protoporphyria, X-linked protoporphyria, and diamond-blackfan anemia; DISC-0974 for the treatment of anemia of myelofibrosis, and anemia of chronic kidney disease; and DISC-3405 for the treatment of polycythemia vera, and other hematologic disorders.

Disc Medicine, Inc. Fundamentals Summary

How do Disc Medicine's earnings and revenue compare to its market cap?
IRON fundamental statistics
Market capUS$2.70b
Earnings (TTM)-US$241.60m
Revenue (TTM)n/a
0.0x
P/S Ratio
-11.2x
P/E Ratio

Is IRON overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IRON income statement (TTM)
RevenueUS$0
Cost of RevenueUS$0
Gross ProfitUS$0
Other ExpensesUS$241.60m
Earnings-US$241.60m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-6.32
Gross Margin0.00%
Net Profit Margin0.00%
Debt/Equity Ratio4.3%

How did IRON perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/20 07:29
End of Day Share Price 2026/06/18 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Disc Medicine, Inc. is covered by 18 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Evan SeigermanBMO Capital Markets Equity Research
Kristen KluskaCantor Fitzgerald & Co.
Douglas TsaoH.C. Wainwright & Co.