Pamela Stephenson Sells 5,531 Shares of Disc Medicine (NASDAQ:IRON) Stock

Disc Medicine, Inc. (NASDAQ:IRON) insider Pamela Stephenson sold 5,531 shares of Disc Medicine stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total transaction of $347,678.66. Following the completion of the transaction, the insider owned 80,998 shares in the company, valued at approximately $5,091,534.28. This trade represents a 6.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Disc Medicine Trading Down 1.7%

IRON stock 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 company has a quick ratio of 23.45, a current ratio of 23.45 and a debt-to-equity ratio of 0.05. The business has a fifty day simple moving average of $77.84 and a 200-day simple moving average of $75.21. Disc Medicine, Inc. has a 52 week low of $30.82 and a 52 week high of $99.50.

Institutional Trading of Disc Medicine

A number of hedge funds have recently made changes to their positions in the company. RA Capital Management L.P. boosted its stake 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 valued at $156,925,000 after purchasing an additional 399,026 shares during the period. Vanguard Group Inc. lifted 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 worth $140,371,000 after buying an additional 319,621 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in Disc Medicine by 28.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,698,005 shares of the company’s stock worth $134,839,000 after buying an additional 371,576 shares in the last quarter. JPMorgan Chase & Co. boosted its position in Disc Medicine by 110.0% in the 4th quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock valued at $125,557,000 after buying an additional 828,248 shares during the last quarter. Finally, Wellington Management Group LLP grew its stake in shares of Disc Medicine by 7.7% during the fourth quarter. Wellington Management Group LLP now owns 1,518,274 shares of the company’s stock valued at $120,566,000 after acquiring an additional 108,197 shares in the last quarter. Hedge funds and other institutional investors own 83.70% of the company’s stock.

Analysts Set New Price Targets

IRON has been the topic of a number of research reports. TD Cowen restated a “buy” rating on shares of Disc Medicine in a report on Friday, December 19th. BMO Capital Markets cut their price target on shares of Disc Medicine from $120.00 to $100.00 and set an “outperform” rating on the stock in a report on Tuesday. Wedbush decreased their price objective on shares of Disc Medicine from $110.00 to $88.00 and set an “outperform” rating for the company in a research note on Tuesday. Morgan Stanley set a $75.00 target price on shares of Disc Medicine in a research note on Tuesday. Finally, Stifel Nicolaus decreased their price target 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. Eleven investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Disc Medicine presently has an average rating of “Moderate Buy” and a consensus target price of $104.82.

Key Stories Impacting Disc Medicine

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.

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.