Disc Medicine, Inc. $IRON Shares Purchased by Opaleye Management Inc.

Opaleye Management Inc. boosted its holdings in shares of Disc Medicine, Inc. (NASDAQ:IRON) by 103.1% in the second quarter, Holdings Channel reports. The firm owned 855,000 shares of the company’s stock after purchasing an additional 434,000 shares during the quarter. Disc Medicine comprises about 5.7% of Opaleye Management Inc.’s portfolio, making the stock its 4th biggest holding. Opaleye Management Inc. owned about 0.22% of Disc Medicine worth $62,535,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in IRON. State of Wyoming acquired a new position in shares of Disc Medicine in the 2nd quarter worth approximately $25,000. ANTIPODES PARTNERS Ltd acquired a new stake in Disc Medicine in the 4th quarter valued at $33,000. Allworth Financial LP acquired a new stake in Disc Medicine in the 2nd quarter valued at $46,000. Nykredit A S bought a new stake in Disc Medicine in the second quarter valued at $103,000. Finally, Persistent Asset Partners Ltd acquired a new position in Disc Medicine during the fourth quarter worth $141,000. 83.70% of the stock is owned by institutional investors and hedge funds.

Disc Medicine Price Performance

Disc Medicine stock opened at $74.14 on Friday. The business’s fifty day moving average is $77.92 and its two-hundred day moving average is $70.85. The company has a debt-to-equity ratio of 0.09, a quick ratio of 24.14 and a current ratio of 24.14. The firm has a market cap of $2.85 billion, a P/E ratio of -11.27 and a beta of 0.97. Disc Medicine, Inc. has a 52 week low of $40.00 and a 52 week high of $99.50.

Disc Medicine (NASDAQ:IRON) last announced its earnings results on Thursday, July 30th. The company reported ($1.54) earnings per share for the quarter, beating analysts’ consensus estimates of ($1.71) by $0.17. Equities research analysts forecast that Disc Medicine, Inc. will post -6.61 earnings per share for the current fiscal year.

Key Stories Impacting Disc Medicine

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

• Positive Sentiment: Positive Phase 2 RESTORE-PV results: DISC-3405 increased hepcidin, lowered serum iron, maintained hematocrit below 45%, improved symptoms, and substantially reduced phlebotomy needs in patients with polycythemia vera. Among 13 patients completing 26 weeks, average phlebotomies fell from 4.0 to 0.6, while 61.5% remained phlebotomy-free. The drug was generally well tolerated. Disc Medicine Reports Positive Phase 2 RESTORE-PV Data
• Positive Sentiment: Analyst support strengthened: Wedbush reaffirmed its “outperform” rating and raised or maintained a $100 price target, implying meaningful upside from recent trading levels. Other firms, including Morgan Stanley, Cantor Fitzgerald, BMO Capital Markets, and Jefferies, also maintain positive ratings. Benzinga analyst report
• Positive Sentiment: Disc Medicine also highlighted positive data from its RALLY-MF trial of selcodebart in myelofibrosis anemia and expects additional program updates by year-end, supporting the broader pipeline narrative. Disc Medicine Presents RESTORE-PV Results
• Neutral Sentiment: Reported short interest was zero shares, indicating no meaningful evidence of short-covering or bearish short positioning. The figure may reflect incomplete or anomalous data.
• Negative Sentiment: Director Kevin Bitterman sold 1,689 shares for approximately $135,000 under a pre-arranged Rule 10b5-1 plan. While scheduled selling reduces its signal, broader recent insider activity has consisted entirely of sales. Kevin Bitterman Insider Sale
• Negative Sentiment: A law firm announced an investigation into potential securities claims involving allegedly misleading company disclosures. This is only an allegation, but it adds headline and litigation risk. Disc Medicine Investor Investigation
• Negative Sentiment: DISC-3405 remains investigational, and the RESTORE-PV study involved only 40 participants. Investors still face clinical, regulatory, financing, and commercialization risks before the results can translate into revenue.

Insider Activity at Disc Medicine

In other Disc Medicine news, insider Rahul Khara sold 5,000 shares of the firm’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $80.00, for a total value of $400,000.00. Following the completion of the sale, the insider owned 52,324 shares in the company, valued at approximately $4,185,920. This trade represents a 8.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Kevin Bitterman sold 1,689 shares of the firm’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $79.96, for a total transaction of $135,052.44. Following the completion of the sale, the director owned 13,427 shares of the company’s stock, valued at $1,073,622.92. The trade was a 11.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 209,797 shares of company stock worth $15,934,791 in the last quarter. Insiders own 3.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on IRON shares. HC Wainwright reissued a “buy” rating and set a $120.00 price objective on shares of Disc Medicine in a report on Thursday. Cantor Fitzgerald reiterated an “overweight” rating on shares of Disc Medicine in a research report on Tuesday, September 1st. Jefferies Financial Group reissued a “buy” rating and set a $128.00 price target on shares of Disc Medicine in a report on Thursday. Weiss Ratings restated a “sell (d-)” rating on shares of Disc Medicine in a research report on Friday, July 17th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Disc Medicine in a research note on Thursday. 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.com, the company currently has an average rating of “Moderate Buy” and an average price target of $109.55.

Disc Medicine 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.