Jean Franchi Sells 7,081 Shares of Disc Medicine (NASDAQ:IRON) Stock

Disc Medicine, Inc. (NASDAQ:IRON) CFO Jean Franchi sold 7,081 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $65.47, for a total transaction of $463,593.07. Following the completion of the sale, the chief financial officer owned 71,343 shares in the company, valued at $4,670,826.21. This represents a 9.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Disc Medicine Stock Down 3.1%

Shares of NASDAQ IRON opened at $61.36 on Friday. Disc Medicine, Inc. has a 52-week low of $30.82 and a 52-week high of $99.50. The company has a debt-to-equity ratio of 0.05, a quick ratio of 23.45 and a current ratio of 23.45. The stock has a market cap of $2.32 billion, a P/E ratio of -11.47 and a beta of 0.88. The firm has a 50 day moving average price of $76.63 and a 200 day moving average price of $75.14.

Hedge Funds Weigh In On Disc Medicine

Hedge funds have recently made changes to their positions in the business. RA Capital Management L.P. raised its holdings in shares of Disc Medicine by 25.3% in the fourth quarter. RA Capital Management L.P. now owns 1,976,132 shares of the company’s stock valued at $156,925,000 after purchasing an additional 399,026 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of Disc Medicine by 22.1% during the 4th quarter. Vanguard Group Inc. now owns 1,767,680 shares of the company’s stock worth $140,371,000 after buying an additional 319,621 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its stake in shares of Disc Medicine by 28.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,698,005 shares of the company’s stock worth $134,839,000 after buying an additional 371,576 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in shares of Disc Medicine by 110.0% in the 4th quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock valued at $125,557,000 after acquiring an additional 828,248 shares in the last quarter. Finally, Wellington Management Group LLP increased its position in shares of Disc Medicine by 7.7% in the fourth quarter. Wellington Management Group LLP now owns 1,518,274 shares of the company’s stock valued at $120,566,000 after acquiring an additional 108,197 shares during the last quarter. 83.70% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have weighed in on IRON shares. Weiss Ratings reiterated a “sell (d-)” rating on shares of Disc Medicine in a report on Wednesday, January 21st. Wedbush decreased their price objective on Disc Medicine from $110.00 to $88.00 and set an “outperform” rating for the company in a research report on Tuesday. Wells Fargo & Company dropped their target price on shares of Disc Medicine from $109.00 to $78.00 and set an “overweight” rating on the stock in a report on Tuesday. Truist Financial lifted their price target on shares of Disc Medicine from $86.00 to $114.00 and gave the company a “buy” rating in a research note on Monday, November 10th. Finally, Stifel Nicolaus lowered their price objective on shares of Disc Medicine from $125.00 to $110.00 and set a “buy” rating for the company in a research report on Tuesday. Eleven analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $104.82.

Key Headlines Impacting Disc Medicine

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

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.