Disc Medicine (NASDAQ:IRON) CFO Jean Franchi Sells 4,075 Shares

Disc Medicine, Inc. (NASDAQ:IRON) CFO Jean Franchi sold 4,075 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $62.86, for a total transaction of $256,154.50. Following the completion of the sale, the chief financial officer directly owned 78,424 shares of the company’s stock, valued at $4,929,732.64. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Disc Medicine Stock Down 1.8%

Disc Medicine stock traded down $1.13 on Thursday, hitting $63.35. 788,480 shares of the stock traded hands, compared to its average volume of 757,057. 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 firm has a market cap of $2.39 billion, a P/E ratio of -11.84 and a beta of 0.88. The business’s fifty day simple moving average is $77.84 and its 200 day simple moving average is $75.21. Disc Medicine, Inc. has a 1 year low of $30.82 and a 1 year high of $99.50.

Disc Medicine News Summary

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.

Institutional Trading of Disc Medicine

Several large investors have recently modified their holdings of the business. ANTIPODES PARTNERS Ltd acquired a new position in Disc Medicine in the 4th quarter valued at $33,000. Aster Capital Management DIFC Ltd purchased a new position in Disc Medicine in the 3rd quarter valued at about $38,000. CWM LLC grew its position in shares of Disc Medicine by 213.5% during the second quarter. CWM LLC now owns 1,044 shares of the company’s stock worth $55,000 after buying an additional 711 shares in the last quarter. KBC Group NV bought a new stake in shares of Disc Medicine in the 4th quarter valued at approximately $80,000. Finally, Avanza Fonder AB raised its holdings in shares of Disc Medicine by 54.0% during the third quarter. Avanza Fonder AB now owns 1,668 shares of the company’s stock worth $110,000 after purchasing an additional 585 shares during the period. 83.70% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have issued reports on IRON shares. Morgan Stanley set a $75.00 price target on shares of Disc Medicine in a report on Tuesday. Weiss Ratings restated a “sell (d-)” rating on shares of Disc Medicine in a report on Wednesday, January 21st. Raymond James Financial reiterated a “market perform” rating on shares of Disc Medicine in a report on Thursday, January 15th. Wells Fargo & Company cut their price target on shares of Disc Medicine from $109.00 to $78.00 and set an “overweight” rating on the stock in a report on Tuesday. Finally, UBS Group reiterated an “overweight” rating on shares of Disc Medicine in a research report on Thursday, January 15th. Eleven investment 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. According to MarketBeat, Disc Medicine has an average rating of “Moderate Buy” and an average target price of $104.82.

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.