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IRON
Disc Medicine, Incdistress 1/10 · well-funded / low risk$73.38-1%today-22% from 52w high
Hematology 1
Lead: erythropoietic protoporphyria · target Hemojuvelin
Revenue
pre-revenue
Liquidity
$730M
Runway
3.6 yrs
Shares 1y
+10%
Price & events
-6.2% over 6M
CatalystRating changeDilutionFinancingdashed = today
-1.3%
1D
-0.1%
1W
+4.2%
1M
+7.4%
3M
-3.9%
6M
+20.4%
1Y
+59.1%
2Y
-48.5%
5Y
-78.4%
All
Overview
- Market Cap
- $2.80B
- Enterprise Value
- $2.74B
- Volume
- 11.32K
- 52 Week Range
- $55.95 – $94.11
- Total Shares
- 38.20M
- Float Shares
- 32.75M
- Short %
- 19.44%
- % Held by Insiders
- 7.78%
- % Held by Institutions
- 113.48%
- RVOL
- 0.02x
- Beta
- 2.07
Pipeline stages · 1 programs
DISC-1459
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
Pipeline · 6 trials · 5 upcoming
| Readout | Phase | Drug | Indication | Enroll | Status |
|---|---|---|---|---|---|
| 2026-09 Estimated 50% readout ~2026-10-16 | Phase 1/2 | DISC-0974 | Myelofibrosis; Anemia, Anemia, Myelofibrosis, Myelofibrosis Due to and Following Polycythemia Vera, Primary Myelofibrosis, Post-essential Thrombocythemia Myelofibrosis, Myelodysplastic Syndromes | — | recruiting |
| 2026-09 Estimated 50% readout ~2026-11-15 | Phase 3 | DISC-1459 | Erythropoietic Protoporphyria (EPP), X-Linked Protoporphyria (XLP) | — | active not recruiting |
| 2026-10 Estimated 50% readout ~2026-11-15 | Phase 2 | DISC-0974 | Inflammatory Bowel Disease (IBD), Anemia, Inflammatory Bowel Disease (IBD); Anemia | — | recruiting |
| 2027-02 Estimated 50% readout ~2027-03-18 | Phase 2 | DISC-3405 | Polycythemia Vera (PV) | — | recruiting |
| 2028-06 Estimated 50% readout ~2028-08-15 | Phase 2/3 | DISC-1459 | Erythropoietic Protoporphyria | — | enrolling by invitation |
Show all 6 trials · 1 more ▾
| Readout | Phase | Drug | Indication | Enroll | Status |
|---|---|---|---|---|---|
| 2025-10-09 | Phase 1 | DISC-0974 | Chronic Kidney Diseases, Anemia of Chronic Kidney Disease | 55 | completed |
Catalyst news & presentations · 21
- early 2027Guided 70%readoutPhase 3bitopertin · Topline data from confirmatory APOLLO studySEC 8-K
- Q4 2026Guided 70%readoutPhase 3bitopertin · Topline data from confirmatory Phase 3 APOLLO studySEC 8-K
- H2 2026Guided 55%readoutPhase 2DISC-0974 · Updated Phase 2 data in MF anemiaSEC 8-K
- 2026-08-06Estimated 45%earningsEarningsEarnings releaseyahoo
- 2026 ASCO Annual Meetingconferencedata presentationsecondaryRALLY-MF · Presents updated positive data from Phase 2 trialPR wire
- Q1 2026trial initiationsecondaryPhase 2DISC-0974 · Initiate Phase 2 study in IBD anemiaSEC 8-K
- March 2026enrollment completesecondaryPhase 3bitopertin · Enrollment completion of APOLLO study, earlier than expectedSEC 8-K
- 2026-02-13crlbitopertin · FDA issued Complete Response Letter for bitopertin NDA in erythropoietic protoporphyriaSEC 8-K
- by end of January 2026PDUFAPDUFAbitopertin · FDA action on bitopertin NDASEC 8-K
- by year endtrial initiationsecondaryPhase 1DISC-3405 · Initiate Phase 1b study in SCDSEC 8-K
- second half of 2025regulatory submissionFiled (NDA/BLA)bitopertin · Submit NDA under accelerated approval pathwaySEC 8-K
- H2 2025readoutPhase 1DISC-0974 · Data from higher doses and multiple dose cohorts of phase 1b studySEC 8-K
- 2025-10-16rolling reviewbitopertin · Received CNPV from FDA, enabling rolling review and shortened review time.SEC 8-K
- 2025-09-29regulatory submissionFiled (NDA/BLA)bitopertin · Submitted NDA for accelerated approvalSEC 8-K
- mid-2025trial initiationsecondaryPhase 3bitopertin · Initiate APOLLO clinical trial of bitopertin in EPP and XLP.SEC 8-K
- H1 2025trial initiationsecondaryPhase 2DISC-3405 · Initiate phase 2 studySEC 8-K
- mid-2025trial initiationsecondaryPhase 3bitopertin · Potential initiation of confirmatory study in EPPSEC 8-K
- Q1 2025regulatory submissionFiled (NDA/BLA)bitopertin · Provide update on confirmatory APOLLO trial design and NDA submission plansSEC 8-K
- 2025-01-21fda agreementbitopertin · FDA aligned on APOLLO trial design: co-primary endpoints of average monthly time in sunlight without pain and percent change in PPIX; 60 mg dose, 6-month duration, age 12+, ~150 patientsSEC 8-K
- 2024-11-04fda agreementbitopertin · FDA agreed on all proposed attributes for APOLLO trial, including primary endpoint of average monthly sunlight time without pain, 60 mg dose, 6-month duration, patients 12+, and potential for accelerated approval using PPIX reduction as surrogate.SEC 8-K
- October 25, 2024 at 2024 ASN Kidney Weekconferencedata presentationsecondaryPhase 1DISC-0974 · Presented positive interim SAD cohort data from ongoing Phase 1b trial.SEC 8-K
Approved drugs (0)
- none — clinical-stage
Capital structure — dilution & financing
🔒 Top holders — Pro
Institutional ownership + quarter-over-quarter accumulation/trimming.
Upgrade to ProWall St ratings
strong buy · target $102 (+38% upside) · 11 analysts
- 2026-06-16Morgan StanleyOverweight
- 2026-06-10WedbushOutperform
- 2026-05-14Morgan StanleyOverweight
- 2026-03-02Wells FargoOverweight
- 2026-02-27Truist SecuritiesBuy
- 2026-02-17BMO CapitalOutperform
Competitors — Hemojuvelin
- none identified
Recent news
- 2026-07-23 - GlobeNewswire
- 2026-07-23Disc Medicine Investor News: If You Have Suffered Losses in - GlobeNewswire
- 2026-07-23Disc Medicine Investor News: If You Have Suffered Losses in - GlobeNewswire
- 2026-07-22Price to earnings forward of Disc Medicine, Inc. – NASDAQ:IRON - TradingView
- 2026-07-21Going Deeper On Disc Medicine (NASDAQ:IRON) - Seeking Alpha
- 2026-07-21ELWT Investor News: If You Have Suffered Losses in Elauwit - GlobeNewswire
- 2026-07-21Disc Medicine, Inc. (IRON) Stock Analysis: Biotech Innovator With 36.52% Upside Potential - DirectorsTalk Interviews
- 2026-07-19(IRON) as a Liquidity Pulse for Institutional Tactics - Stock Traders Daily
Not financial advice. Data: ClinicalTrials.gov, SEC EDGAR, FINRA, Nasdaq, Yahoo.