Disc Medicine, Inc. (NASDAQ:IRON) Receives $119.45 Average PT from Analysts

Disc Medicine, Inc. (NASDAQ:IRON) has been assigned a consensus recommendation of “Moderate Buy” from the thirteen ratings firms that are currently covering the company, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, one has issued a hold recommendation and eleven have issued a buy recommendation on the company. The average 1-year price objective among analysts that have issued ratings on the stock in the last year is $119.4545.

A number of brokerages have issued reports on IRON. Wedbush restated an “outperform” rating on shares of Disc Medicine in a research note on Thursday, January 15th. Wells Fargo & Company upped their target price on Disc Medicine from $91.00 to $109.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Weiss Ratings restated a “sell (d-)” rating on shares of Disc Medicine in a research note on Wednesday, January 21st. Raymond James Financial reiterated a “market perform” rating on shares of Disc Medicine in a research note on Thursday, January 15th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $120.00 price objective on shares of Disc Medicine in a report on Thursday, January 8th.

Disc Medicine Price Performance

Shares of IRON stock opened at $55.95 on Friday. Disc Medicine has a fifty-two week low of $30.82 and a fifty-two week high of $99.50. The company has a debt-to-equity ratio of 0.05, a quick ratio of 23.45 and a current ratio of 23.45. The firm has a market capitalization of $2.11 billion, a price-to-earnings ratio of -10.46 and a beta of 0.88. The stock’s 50-day simple moving average is $79.66 and its 200-day simple moving average is $75.15.

Insider Buying and Selling at Disc Medicine

In related news, Director Kevin Bitterman sold 754 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $91.47, for a total transaction of $68,968.38. Following the completion of the transaction, the director owned 14,013 shares of the company’s stock, valued at $1,281,769.11. This trade represents a 5.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Rahul Khara sold 1,000 shares of Disc Medicine stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $69.74, for a total value of $69,740.00. Following the transaction, the insider owned 37,793 shares of the company’s stock, valued at $2,635,683.82. The trade was a 2.58% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 245,470 shares of company stock valued at $22,425,170. 3.64% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Disc Medicine

A number of hedge funds and other institutional investors have recently made changes to their positions in IRON. FORA Capital LLC acquired a new position in shares of Disc Medicine in the 4th quarter valued at $544,000. The Manufacturers Life Insurance Company increased its holdings in Disc Medicine by 10.4% in the fourth quarter. The Manufacturers Life Insurance Company now owns 52,510 shares of the company’s stock valued at $4,072,000 after buying an additional 4,933 shares in the last quarter. Alyeska Investment Group L.P. acquired a new position in shares of Disc Medicine in the fourth quarter worth about $3,970,000. Siren L.L.C. boosted its stake in shares of Disc Medicine by 8.2% during the 4th quarter. Siren L.L.C. now owns 988,401 shares of the company’s stock worth $78,489,000 after acquiring an additional 75,000 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in shares of Disc Medicine by 9.0% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 247,039 shares of the company’s stock valued at $19,617,000 after acquiring an additional 20,384 shares during the period. Institutional investors and hedge funds own 83.70% of the company’s stock.

Key Stories Impacting Disc Medicine

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

• Positive Sentiment: FDA reviewers agreed that the AURORA and BEACON trials show bitopertin meaningfully lowers whole‑blood metal‑free PPIX — a validated biomarker signal that supports the drug’s mechanism and could underpin future approval if clinical linkage is shown. GlobeNewswire Release
• Positive Sentiment: Disc says the Phase 3 APOLLO trial is fully enrolled ahead of schedule, topline data are expected in Q4 2026, and the company believes APOLLO results could support traditional approval — a clear pathway to re‑engage regulators. GlobeNewswire Release
• Positive Sentiment: Balance sheet strength: Disc reported roughly $791M in cash and equivalents (12/31/25), giving runway into 2029 — reduces near‑term financing risk while APOLLO completes. GlobeNewswire Release
• Neutral Sentiment: Analyst commentary and coverage continue to show bullish long‑term targets (multiple firms with Buy/Overweight ratings and a median multi‑month target well above current levels), but those views hinge on APOLLO success. Globe and Mail
• Neutral Sentiment: Market mechanics: trading experienced LULD pauses and a spike in volume as the CRL news hit — expect elevated volatility until the company’s Feb. 17 investor call and subsequent filings.
• Negative Sentiment: Regulatory setback: the FDA issued a CRL — saying AURORA/BEACON showed PPIX lowering but did not demonstrate an association between PPIX change and sunlight‑exposure clinical endpoints; the agency wants APOLLO data before granting traditional approval, delaying any near‑term launch. Reuters Investing.com
• Negative Sentiment: Legal and governance pressure: a Pomerantz investor probe was announced into potential claims by IRON investors — increases litigation risk and potential distraction for management. PR Newswire
• Negative Sentiment: Insider selling and institutional rotation: recent datasets cited significant insider sales and mixed hedge‑fund flows — factors that can weigh on sentiment while the regulatory path is uncertain. Quiver Quant

About Disc Medicine

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.