Disc Medicine (NASDAQ:IRON) Insider Sells $204,672.16 in Stock

Disc Medicine, Inc. (NASDAQ:IRON) insider William Jacob Savage sold 3,256 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $62.86, for a total transaction of $204,672.16. Following the sale, the insider directly owned 92,589 shares in the company, valued at $5,820,144.54. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

William Jacob Savage also recently made the following trade(s):

• On Monday, December 15th, William Jacob Savage sold 13,093 shares of Disc Medicine stock. The shares were sold at an average price of $91.22, for a total value of $1,194,343.46.

Disc Medicine Trading Up 17.2%

NASDAQ:IRON traded up $9.62 during mid-day trading on Tuesday, hitting $65.57. 3,584,371 shares of the company’s stock were exchanged, compared to its average volume of 661,348. Disc Medicine, Inc. has a fifty-two week low of $30.82 and a fifty-two week high of $99.50. The company has a current ratio of 23.45, a quick ratio of 23.45 and a debt-to-equity ratio of 0.05. The company has a 50 day simple moving average of $78.41 and a 200-day simple moving average of $75.28. The firm has a market capitalization of $2.48 billion, a P/E ratio of -12.26 and a beta of 0.88.

Hedge Funds Weigh In On Disc Medicine

Several institutional investors have recently made changes to their positions in IRON. RA Capital Management L.P. boosted its holdings in shares of Disc Medicine by 25.3% in the fourth quarter. RA Capital Management L.P. now owns 1,976,132 shares of the company’s stock worth $156,925,000 after buying an additional 399,026 shares during the period. Vanguard Group Inc. raised its holdings in Disc Medicine by 22.1% in the 4th quarter. Vanguard Group Inc. now owns 1,767,680 shares of the company’s stock valued at $140,371,000 after acquiring an additional 319,621 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in Disc Medicine by 28.0% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,698,005 shares of the company’s stock valued at $134,839,000 after purchasing an additional 371,576 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in Disc Medicine by 110.0% in the fourth quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock worth $125,557,000 after purchasing an additional 828,248 shares in the last quarter. Finally, State Street Corp increased its stake in shares of Disc Medicine by 13.6% in the 4th quarter. State Street Corp now owns 1,187,991 shares of the company’s stock valued at $94,338,000 after buying an additional 142,394 shares during the period. 83.70% of the stock is owned by institutional investors.

More Disc Medicine News

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

• Positive Sentiment: Management announced it will pursue a traditional U.S. approval pathway for bitopertin after the FDA declined the new fast‑track route — provides a clear regulatory path rather than abandoning the program. Read More.
• Positive Sentiment: Several sell‑side analysts kept constructive ratings (outperform/overweight) despite trimming price targets, which can support buying interest from institutional holders. Read More. Read More. Read More.
• Neutral Sentiment: Company held an investor call/transcript covering the FDA Complete Response Letter and next steps; investors are parsing details on timing and additional data requests. Read More.
• Neutral Sentiment: Analyst and market commentary is mixed — some note increased near‑term regulatory risk while others emphasize remaining upside if APOLLO/other trials read out favorably. Read More.
• Neutral Sentiment: Reported short‑interest data is noisy/insignificant in the latest print, so part of today’s move appears driven by event trading and position rebalancing rather than a conventional short squeeze. (Company filings/market data)
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and associated headline pressure. Read More.
• Negative Sentiment: Coverage reports the FDA rejection was accompanied by skepticism from key advisers, amplifying uncertainty about the data package and timelines for resubmission. That increases the odds of delays or additional data requirements. Read More.
• Negative Sentiment: Multiple firms cut price targets today — even where ratings stayed positive — reflecting a lower near‑term valuation baseline until regulatory clarity is restored. Read More.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. Stifel Nicolaus dropped their target price on shares of Disc Medicine from $125.00 to $110.00 and set a “buy” rating for the company in a research report on Tuesday. Wells Fargo & Company decreased their price objective on shares of Disc Medicine from $109.00 to $78.00 and set an “overweight” rating for the company in a research note on Tuesday. Raymond James Financial reaffirmed a “market perform” rating on shares of Disc Medicine in a research report on Thursday, January 15th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Disc Medicine in a report on Wednesday, January 21st. Finally, BMO Capital Markets lowered their price target on shares of Disc Medicine from $120.00 to $100.00 and set an “outperform” rating on the stock in a research report on Tuesday. Eleven equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Disc Medicine presently has an average rating of “Moderate Buy” and an average target price of $104.82.

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.