Disc Medicine, Inc./$IRON
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Disc Medicine, Inc.
Disc Medicine Inc is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for hematologic diseases. It aims to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for erythropoietic porphyrias (EPs), including erythropoietic protoporphyria (EPP), X-linked protoporphyria (XLP), and Diamond-Blackfan Anemia (DBA); DISC-0974 for the treatment of anemia of myelofibrosis (MF) and anemia of chronic kidney disease (CKD); and DISC-3405 for the treatment of polycythemia vera (PV) and other hematologic disorders. In addition, the Company's preclinical programs include DISC-0998.
- Ticker
- $IRON
- Sector
- Health
- Primary listing
- NASDAQ
- Employees
- 165
- Headquarters
- Watertown, United States
- Website
- www.discmedicine.com
IRON Metrics
BasicAdvanced
$3.6B
-
-$6.56
2.05
-
Price and volume
Market cap
$3.6B
Beta
2.05
52-week high
$99.50
52-week low
$40.00
Average daily volume
1.2M
Financial strength
Current ratio
24.136
Quick ratio
23.641
Long term debt to equity
0.094
Total debt to equity
0.094
Interest coverage (TTM)
-75.57%
Profitability
EBITDA (TTM)
-268.058
Effective tax rate (TTM)
-0.13%
Management effectiveness
Return on assets (TTM)
-23.96%
Return on equity (TTM)
-39.08%
Valuation
Price to book
4.81
Price to tangible book (TTM)
4.81
Price to free cash flow (TTM)
-15.343
Free cash flow yield (TTM)
-6.52%
Free cash flow per share (TTM)
-5.269
Growth
Earnings per share change (TTM)
44.68%
3-year earnings per share growth (CAGR)
1.95%
What the Analysts think about IRON
Analyst ratings (Buy, Hold, Sell) for Disc Medicine, Inc. stock.
Analyst projections of the future price of Disc Medicine, Inc. stock.
Bulls say / Bears say
Bitopertin cleared a major hurdle: the 183-patient APOLLO Phase 3 met both co-primary and all secondary endpoints, including a placebo-adjusted 12.2-hour monthly gain in pain-free time outdoors at month six. The results give Disc a strong basis to resubmit its application. (Disc Medicine)
Selcodebart produced meaningful anaemia responses in Phase 2 across transfusion groups and whether patients were taking a JAK inhibitor. For example, 55% of patients who were not transfusion-dependent achieved a major response, supporting its potential as a second growth driver. (Disc Medicine)
DISC-3405 showed an encouraging early signal in polycythaemia vera: among 13 patients completing 26 weeks, average phlebotomies fell from 4.0 to 0.6, and 61.5% needed none during that period. This could offer patients an alternative to frequent blood removal if larger studies confirm the benefit. (Disc Medicine)
Bitopertin still needs regulatory approval. The FDA previously rejected the application because earlier trials did not establish that lowering PPIX predicted clinical benefit; APOLLO strengthens the case, but Disc still plans to resubmit and expects an FDA decision only by mid-2027. (SEC)
Evidence for the other programmes is still preliminary: the open-label RALLY-MF study had 50 patients in its response analysis, while the headline RESTORE-PV results came from 13 patients who completed 26 weeks. These small, uncontrolled groups may not predict results in larger trials. (Disc Medicine, Disc Medicine)
Disc has no product sales and continues to incur substantial losses; its Q2 2026 net loss was $59.5 million. Its roughly $718 million cash balance provides a long runway, but continued development spending leaves profitability dependent on successful approvals and future sales. (SEC, Disc Medicine)
Data summarised monthly by Lightyear AI. Last updated on 19 Oct 2026.
IRON Financial Performance
Revenues and expenses
IRON Earnings Performance
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Funds containing IRON
Fund name | Fund size | $IRON weighting |
|---|---|---|
iShares Nasdaq US Biotechnology£BTEK | $1.1B | 0.20% |
iShares Nasdaq US Biotechnology$BTEC | $1.1B | 0.20% |
SPDR Russell 2000 US Small Cap£R2SC | $5.3B | 0.10% |
SPDR Russell 2000 US Small Cap€R2US | $5.3B | 0.10% |
iShares MSCI World Small Cap£WLDS | $9B | 0.02% |
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