Disc Medicine, Inc./$IRON
1D1W1MYTD1Y5YMAX
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
$2.6B
-
-$6.56
2.07
-
Price and volume
Market cap
$2.6B
Beta
2.07
52-week high
$99.50
52-week low
$40.00
Average daily volume
436K
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
4.08
Price to tangible book (TTM)
4.08
Price to free cash flow (TTM)
-13.014
Free cash flow yield (TTM)
-7.68%
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%
Bulls say / Bears say
DISC-0974 showed encouraging Phase 2 activity in myelofibrosis anemia, including a 56% major anemia response rate and 72% overall response rate across evaluable patients, with similar results across transfusion cohorts and regardless of background JAK-inhibitor use. (Disc Medicine)
DISC-3405 delivered an important clinical validation signal in polycythemia vera: initial RESTORE-PV results indicated increased hepcidin, lower serum iron, controlled hematocrit, reduced phlebotomy, and symptom improvement, potentially supporting a differentiated treatment profile. (Disc Medicine)
The company has multiple near-term catalysts across its pipeline: APOLLO data for bitopertin, additional DISC-0974 results and an FDA End-of-Phase-2 interaction, plus DISC-3405 development milestones. Q2 ended with approximately $717.7 million in cash and marketable securities, which management says funds operations into 2029. (Disc Medicine)
Bitopertin remains an approval-risk story: the FDA issued a Complete Response Letter, and any resubmission depends on positive Phase 3 APOLLO results expected in Q4 2026, with a potential FDA decision only by mid-2027. (Disc Medicine)
The company remains pre-commercial and loss-making, reporting a $59.5 million net loss in Q2 2026 and $123.0 million for the first half; continued clinical, manufacturing, and commercialization spending could pressure cash despite the stated runway into 2029. (Disc Medicine)
IRON faces substantial clinical concentration and execution risk: DISC-0974 and DISC-3405 are still in Phase 2 or earlier, while their pivotal-development potential depends on upcoming data and regulatory interactions rather than established efficacy in registrational trials. (Disc Medicine)
Data summarised monthly by Lightyear AI. Last updated on 11 Sept 2026.
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IRON News
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ROSEN, SKILLED INVESTOR COUNSEL, Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON
Newsfile Corp1 week ago
ROSEN, SKILLED INVESTOR COUNSEL, Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON
Newsfile Corp2 weeks ago
ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON
Newsfile Corp3 weeks ago
Funds containing IRON
AllUSDGBPEUR
Fund name | Fund size | $IRON weighting |
|---|---|---|
iShares Nasdaq US Biotechnology$BTEC | $1.2B | 0.18% |
iShares Nasdaq US Biotechnology£BTEK | £865M | 0.18% |
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.07% |
iShares MSCI World Small Cap$WSML | $9B | 0.02% |
iShares MSCI World Small Cap€IUSN | €7.8B | 0.02% |
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