Insider Selling: Disc Medicine (NASDAQ:IRON) CFO Sells 7,081 Shares of Stock

Disc Medicine, Inc. (NASDAQ:IRON) CFO Jean Franchi sold 7,081 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $65.47, for a total value of $463,593.07. Following the completion of the sale, the chief financial officer owned 71,343 shares in the company, valued at $4,670,826.21. This trade represents a 9.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Disc Medicine Price Performance

Shares of NASDAQ:IRON traded down $1.13 on Thursday, hitting $63.35. The stock had a trading volume of 788,480 shares, compared to its average volume of 757,057. 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 company has a market capitalization of $2.39 billion, a price-to-earnings ratio of -11.84 and a beta of 0.88. Disc Medicine, Inc. has a twelve month low of $30.82 and a twelve month high of $99.50. The firm’s 50 day moving average price is $77.84 and its 200-day moving average price is $75.21.

Disc Medicine News Roundup

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

• Positive Sentiment: Management said it will pursue a traditional U.S. approval pathway for bitopertin after the FDA denied a new fast‑track designation — provides a clear next regulatory route rather than program abandonment. Read More.
• Positive Sentiment: Some sell‑side firms (Cantor Fitzgerald, Stifel) maintained constructive ratings (buy/overweight), which can support institutional interest despite lower near‑term targets. Read More. Read More.
• Positive Sentiment: Coverage noting strategic shifts in development approach may reassure investors that management is re‑scoping programs to address regulator concerns. Read More.
• Neutral Sentiment: Market commentary and a valuation check piece are parsing the CRL and longer‑run economics; these are informational and may prolong volatile trading until clarity on resubmission/timing arrives. Read More.
• Neutral Sentiment: Investor call/transcript on the CRL is available — analysts and investors are parsing requested data and timelines; timing uncertainty is the key takeaway. Read More.
• Neutral Sentiment: Latest short‑interest print is effectively noise (reported as zero/insignificant in the most recent data), so today’s move looks driven by event trading and rebalancing rather than a conventional squeeze. (market data)
• Negative Sentiment: HC Wainwright sharply lowered EPS forecasts across 2026–2030 and multiple firms trimmed price targets (Wells Fargo, BMO among others), signaling reduced near‑term valuation and raising downside risk until regulatory clarity. Read More. Read More.
• Negative Sentiment: Several insiders, including the CEO and other executives, sold stock in mid‑February — raises investor concern about insider conviction even though sales can be routine or pre‑planned. Read More. Read More.
• Negative Sentiment: Pomerantz LLP launched an investor investigation related to the CRL, adding potential litigation/headline risk that can pressure the stock until resolved. Read More.
• Negative Sentiment: Reporting suggests FDA advisers expressed skepticism about the submission, increasing the chance of extra data requests or delays — the principal near‑term risk driver. Read More.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on IRON shares. Truist Financial boosted their price objective on Disc Medicine from $86.00 to $114.00 and gave the stock a “buy” rating in a research note on Monday, November 10th. Stifel Nicolaus cut their price target on Disc Medicine from $125.00 to $110.00 and set a “buy” rating for the company in a report on Tuesday. Cantor Fitzgerald decreased their price objective on shares of Disc Medicine from $153.00 to $125.00 and set an “overweight” rating on the stock in a report on Tuesday. Morgan Stanley set a $75.00 price objective on shares of Disc Medicine in a research report on Tuesday. Finally, Wells Fargo & Company decreased their price target on shares of Disc Medicine from $109.00 to $78.00 and set an “overweight” rating on the stock in a research note on Tuesday. Eleven investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $104.82.

Institutional Trading of Disc Medicine

Several hedge funds have recently added to or reduced their stakes in the business. Arizona State Retirement System lifted its holdings in Disc Medicine by 1.8% during the third quarter. Arizona State Retirement System now owns 6,654 shares of the company’s stock worth $440,000 after acquiring an additional 120 shares in the last quarter. China Universal Asset Management Co. Ltd. raised its position in shares of 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 purchasing an additional 138 shares during the period. Ameritas Investment Partners Inc. raised its position in shares of 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 purchasing an additional 206 shares during the period. Police & Firemen s Retirement System of New Jersey lifted its holdings in shares of Disc Medicine by 3.3% during the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 6,716 shares of the company’s stock valued at $533,000 after purchasing an additional 215 shares in the last quarter. Finally, Avanza Fonder AB increased its stake in Disc Medicine by 14.1% during the 4th quarter. Avanza Fonder AB now owns 1,903 shares of the company’s stock worth $151,000 after purchasing an additional 235 shares in the last quarter. Institutional investors and hedge funds own 83.70% of the company’s stock.

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.