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

Disc Medicine, Inc. (NASDAQ:IRON) CFO Jean Franchi sold 4,075 shares of Disc Medicine stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total value of $256,154.50. Following the transaction, the chief financial officer directly owned 78,424 shares of the company’s stock, valued at $4,929,732.64. The trade was a 4.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

Disc Medicine Price Performance

IRON stock opened at $61.36 on Friday. The firm has a 50 day moving average of $76.63 and a 200-day moving average of $75.14. The firm has a market capitalization of $2.32 billion, a P/E ratio of -11.47 and a beta of 0.88. Disc Medicine, Inc. has a 12 month low of $30.82 and a 12 month high of $99.50. The company has a current ratio of 23.45, a quick ratio of 23.45 and a debt-to-equity ratio of 0.05.

Disc Medicine News Roundup

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

• Positive Sentiment: Institutional buying — large funds (JPMorgan, BVF, Jennison, Perceptive, RA Capital) added or established sizable positions in Q4, showing continued institutional interest that can underpin liquidity and longer‑term support. MarketBeat IRON – institutional trading
• Positive Sentiment: Cantor Fitzgerald buy rating remains — at least one buy‑side analyst maintained/affirmed a constructive view, which may limit downside if pipeline updates turn positive. Disc Medicine (IRON) Receives a Buy from Cantor Fitzgerald
• Neutral Sentiment: Company will pursue standard U.S. approval after FDA denied a fast‑track designation — keeps the program alive but implies a longer, less certain path to market. Disc Medicine eyes standard US approval for drug after FDA denies fast-track nod
• Neutral Sentiment: Reported short‑interest shows zero shares / 0.0 days‑to‑cover — this is almost certainly a data/reporting anomaly and not meaningful evidence of changed short pressure. (No article link available.)
• Negative Sentiment: Regulatory setback — coverage highlights an FDA Complete Response Letter (CRL) that raises questions about the APOLLO study and the lead bitopertin program; this is the primary near‑term negative catalyst. Disc Medicine: Downgrading As CRL Puts APOLLO Study Into Question Valuation Check After FDA Complete Response Letter
• Negative Sentiment: Insider selling — CFO Jean Franchi disclosed multiple recent sales (e.g., 4,075 and 7,081 shares) and other insiders (including John Quisel) sold shares recently; concentrated insider selling can spook shorter‑term holders. SEC Filing – Insider Transactions Disc Medicine Insider Sells John Quisel Sells 13,264 Shares
• Negative Sentiment: Shareholder litigation risk — Pomerantz LLP has opened an investor investigation which raises the prospect of lawsuits or disclosures that could add legal and reputational risk. Pomerantz investor alert
• Negative Sentiment: Analyst cuts and target trims — HC Wainwright lowered multi‑quarter and multi‑year EPS forecasts and Wells Fargo and BMO reduced targets/expectations, increasing downward pressure on consensus valuation. MarketBeat IRON – analyst note summary BMO Lowers Expectations for Disc Medicine Wells Fargo Lowers Disc Medicine Price Target

Analyst Upgrades and Downgrades

IRON has been the subject of several research analyst reports. Truist Financial lifted their price objective on Disc Medicine from $86.00 to $114.00 and gave the company a “buy” rating in a research note on Monday, November 10th. UBS Group reiterated an “overweight” rating on shares of Disc Medicine in a research report on Thursday, January 15th. Raymond James Financial reissued a “market perform” rating on shares of Disc Medicine in a report on Thursday, January 15th. Wells Fargo & Company dropped their target price on shares of Disc Medicine from $109.00 to $78.00 and set an “overweight” rating for the company in a research report on Tuesday. Finally, BMO Capital Markets cut their price target on shares of Disc Medicine from $120.00 to $100.00 and set an “outperform” rating for the company in a research note on Tuesday. Eleven research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $104.82.

Institutional Trading of Disc Medicine

Several hedge funds and other institutional investors have recently bought and sold shares of the company. ANTIPODES PARTNERS Ltd bought a new position in Disc Medicine during the fourth quarter valued at approximately $33,000. Aster Capital Management DIFC Ltd purchased a new stake in shares of Disc Medicine in the 3rd quarter valued at $38,000. KBC Group NV purchased a new stake in shares of Disc Medicine in the 4th quarter valued at $80,000. CWM LLC grew its holdings in shares of Disc Medicine by 213.5% during the 2nd quarter. CWM LLC now owns 1,044 shares of the company’s stock valued at $55,000 after purchasing an additional 711 shares during the last quarter. Finally, Avanza Fonder AB raised its position in Disc Medicine by 54.0% in the 3rd 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. Hedge funds and other institutional investors 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.