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Disc Medicine, Inc.NasdaqGM:IRON Stock Report

Market Cap US$2.7b
Share Price
n/a
1Y14.4%
7D-0.8%
1D0.5%
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
Valuation4/6
Future Growth2/6
Past Performance0/6
Financial Health4/6
Dividends0/6

Rewards

Trading at 69.5% below our estimate of its fair value

Revenue is forecast to grow 67.08% per year

Analysts in good agreement that stock price will rise by 48.4%

Risk Analysis

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

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


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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$69.53
52 Week HighUS$99.50
52 Week LowUS$40.00
Beta2.05
1 Month Change-12.88%
3 Month Change-1.79%
1 Year Change14.38%
3 Year Change42.16%
5 Year Changen/a
Change since IPO249.57%

Recent News & Updates

Recent updates

Seeking Alpha • Jul 21

Going Deeper On Disc Medicine

Summary Disc Medicine (IRON) faces a pivotal 4Q26 with APOLLO Phase 3 data for bitopertin, following an FDA CRL that delayed the approval timeline. IRON appears slightly compelling, trading at ~$2.1 billion net of cash, with significant upside tied to bitopertin and DISC-0974 clinical milestones. Bitopertin's approval path is now aligned with the FDA, but Tanabe's dersimelagon could reach the EPP/XLP market first, adding competitive pressure. An updated analysis around Disc Medicine follows in the paragraphs below. 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
7D-0.8%0.6%-0.2%
1Y14.4%36.5%12.1%

Return vs Industry: IRON underperformed the US Biotechs industry which returned 36.5% over the past year.

Return vs Market: IRON exceeded the US Market which returned 12.1% over the past year.

Price Volatility

Is IRON's price volatile compared to industry and market?
IRON volatility
IRON Average Weekly Movement5.0%
Biotechs Industry Average Movement9.5%
Market Average Movement6.8%
10% most volatile stocks in US Market15.1%
10% least volatile stocks in US Market2.9%

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
2017165John 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$2.67b
Earnings (TTM)-US$245.89m
Revenue (TTM)n/a
0.0x
P/S Ratio
-10.9x
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$245.89m
Earnings-US$245.89m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-6.40
Gross Margin0.00%
Net Profit Margin0.00%
Debt/Equity Ratio9.2%

How did IRON perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/20 00:40
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
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 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.