Jonathan Yen-Wen Yu Sells 3,231 Shares of Disc Medicine (NASDAQ:IRON) Stock

Disc Medicine, Inc. (NASDAQ:IRON) COO Jonathan Yen-Wen Yu sold 3,231 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total transaction of $203,100.66. Following the completion of the transaction, the chief operating officer directly owned 54,324 shares in the company, valued at $3,414,806.64. This represents a 5.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.

Disc Medicine Stock Down 1.7%

Shares of NASDAQ:IRON opened at $64.48 on Thursday. The company has a market cap of $2.43 billion, a price-to-earnings ratio of -12.05 and a beta of 0.88. The firm’s 50-day simple moving average is $77.84 and its 200-day simple moving average is $75.21. The company has a quick ratio of 23.45, a current ratio of 23.45 and a debt-to-equity ratio of 0.05. Disc Medicine, Inc. has a fifty-two week low of $30.82 and a fifty-two week high of $99.50.

Disc Medicine News Roundup

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.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on IRON shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Disc Medicine in a report on Wednesday, January 21st. Raymond James Financial restated a “market perform” rating on shares of Disc Medicine in a report on Thursday, January 15th. Cantor Fitzgerald dropped their target price on shares of Disc Medicine from $153.00 to $125.00 and set an “overweight” rating for the company in a report on Tuesday. Wells Fargo & Company cut 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, UBS Group restated an “overweight” rating on shares of Disc Medicine in a research report on Thursday, January 15th. Eleven equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $104.82.

Hedge Funds Weigh In On Disc Medicine

Several hedge funds and other institutional investors have recently modified their holdings of IRON. Arizona State Retirement System grew its holdings in shares of Disc Medicine by 1.8% during the 3rd quarter. Arizona State Retirement System now owns 6,654 shares of the company’s stock worth $440,000 after purchasing an additional 120 shares during the period. China Universal Asset Management Co. Ltd. grew its stake in Disc Medicine by 2.0% during the third quarter. China Universal Asset Management Co. Ltd. now owns 7,094 shares of the company’s stock worth $469,000 after buying an additional 138 shares during the period. Ameritas Investment Partners Inc. grew its stake in Disc Medicine by 8.9% during the second quarter. Ameritas Investment Partners Inc. now owns 2,515 shares of the company’s stock worth $133,000 after buying an additional 206 shares during the period. Police & Firemen s Retirement System of New Jersey increased its position in shares of Disc Medicine by 3.3% in the fourth quarter. Police & Firemen s Retirement System of New Jersey now owns 6,716 shares of the company’s stock worth $533,000 after acquiring an additional 215 shares in the last quarter. Finally, Avanza Fonder AB raised its stake in shares of Disc Medicine by 14.1% in the 4th quarter. Avanza Fonder AB now owns 1,903 shares of the company’s stock valued at $151,000 after acquiring an additional 235 shares during the period. 83.70% of the stock is owned by institutional investors and hedge funds.

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.