Rahul Khara Sells 2,853 Shares of Disc Medicine (NASDAQ:IRON) Stock

Disc Medicine, Inc. (NASDAQ:IRON) insider Rahul Khara sold 2,853 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $62.86, for a total value of $179,339.58. Following the completion of the transaction, the insider directly owned 52,173 shares of the company’s stock, valued at $3,279,594.78. This represents a 5.18% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Rahul Khara also recently made the following trade(s):

• On Tuesday, January 20th, Rahul Khara sold 1,000 shares of Disc Medicine stock. The stock was sold at an average price of $69.74, for a total value of $69,740.00.
• On Friday, January 2nd, Rahul Khara sold 6,500 shares of Disc Medicine stock. The shares were sold at an average price of $78.69, for a total value of $511,485.00.

Disc Medicine Stock Performance

Shares of IRON stock opened at $64.48 on Thursday. The company’s fifty day moving average price is $77.84 and its 200-day moving average price is $75.21. The stock has a market cap of $2.43 billion, a PE ratio of -12.05 and a beta of 0.88. The company has a current ratio of 23.45, a quick ratio of 23.45 and a debt-to-equity ratio of 0.05. Disc Medicine, Inc. has a 12 month low of $30.82 and a 12 month high of $99.50.

Key Disc Medicine News

Here are the key news stories impacting Disc Medicine this week:

• Positive Sentiment: Disc will pursue a traditional U.S. approval pathway for bitopertin after the FDA declined the new fast‑track route — this gives management a concrete regulatory path forward rather than abandoning the program. Read More.
• Positive Sentiment: Cantor Fitzgerald initiated/maintained a positive stance and Stifel Nicolaus stuck with a buy rating, which can support institutional demand despite headline volatility. Read More.
• Neutral Sentiment: Management hosted an investor discussion/transcript addressing the FDA Complete Response Letter — investors are parsing details on requested data, resubmission timeline and implications for ongoing trials (APOLLO). The call reduces information asymmetry but does not yet remove regulatory risk. Read More.
• Neutral Sentiment: Analyst commentary is mixed: some emphasize lingering regulatory risk and timing, while others point to upside if APOLLO or other data are favorable — expect divergent price targets and trading around trial news. Read More.
• Negative Sentiment: Reports indicate the FDA rejection was coupled with skepticism from external advisers, increasing the likelihood of additional data requests or delay for approval — a material near‑term negative for valuation. Read More.
• Negative Sentiment: Multiple insiders — including the CEO and other senior officers — disclosed sales of shares on Feb 17 (and a pattern of recent sales by some insiders), which the market often interprets as a negative signal about near‑term outlook. Read More.
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and added headline pressure that can weigh on the stock until resolved. Read More.
• Negative Sentiment: Several firms trimmed price targets today (even where ratings stayed positive), reflecting a lower near‑term valuation baseline until regulatory clarity is restored. That likely cements downward pressure on the stock in the short term. Read More.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. KVP Capital Advisors LP bought a new stake in Disc Medicine in the 4th quarter worth about $4,626,000. XTX Topco Ltd bought a new position in Disc Medicine during the 4th quarter valued at about $1,834,000. VARCOV Co. purchased a new stake in shares of Disc Medicine during the 4th quarter valued at about $423,000. Vestal Point Capital LP grew its stake in shares of Disc Medicine by 47.0% in the fourth quarter. Vestal Point Capital LP now owns 735,000 shares of the company’s stock worth $58,366,000 after acquiring an additional 235,000 shares during the period. Finally, Virtus Investment Advisers LLC grew its stake in shares of Disc Medicine by 34.2% in the fourth quarter. Virtus Investment Advisers LLC now owns 2,897 shares of the company’s stock worth $230,000 after acquiring an additional 739 shares during the period. 83.70% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

IRON has been the topic of a number of analyst reports. Cantor Fitzgerald dropped their price target on Disc Medicine from $153.00 to $125.00 and set an “overweight” rating on the stock in a research report on Tuesday. TD Cowen reiterated a “buy” rating on shares of Disc Medicine in a research note on Friday, December 19th. Morgan Stanley set a $75.00 target price on Disc Medicine in a report on Tuesday. Wells Fargo & Company reduced their price target on Disc Medicine from $109.00 to $78.00 and set an “overweight” rating for the company in a report on Tuesday. Finally, BMO Capital Markets lowered their price target on Disc Medicine from $120.00 to $100.00 and set an “outperform” rating for the company in a research report on Tuesday. Eleven investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Disc Medicine presently has an average rating of “Moderate Buy” and an average price target of $104.82.

Disc Medicine Company Profile

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company’s pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.