Pamela Stephenson Sells 5,531 Shares of Disc Medicine (NASDAQ:IRON) Stock

Disc Medicine, Inc. (NASDAQ:IRON) insider Pamela Stephenson sold 5,531 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total value of $347,678.66. Following the completion of the sale, the insider owned 80,998 shares in the company, valued at approximately $5,091,534.28. The trade was a 6.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

Disc Medicine Stock Up 17.2%

NASDAQ:IRON traded up $9.62 during trading hours on Tuesday, hitting $65.57. The company’s stock had a trading volume of 3,584,371 shares, compared to its average volume of 661,348. The stock has a fifty day moving average of $78.41 and a 200-day moving average of $75.28. The company has a current ratio of 23.45, a quick ratio of 23.45 and a debt-to-equity ratio of 0.05. The stock has a market capitalization of $2.48 billion, a P/E ratio of -12.26 and a beta of 0.88. Disc Medicine, Inc. has a 52-week low of $30.82 and a 52-week high of $99.50.

Disc Medicine News Summary

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

• Positive Sentiment: Management announced it will pursue a traditional U.S. approval pathway for bitopertin after the FDA declined the new fast‑track route — provides a clear regulatory path rather than abandoning the program. Read More.
• Positive Sentiment: Several sell‑side analysts kept constructive ratings (outperform/overweight) despite trimming price targets, which can support buying interest from institutional holders. Read More. Read More. Read More.
• Neutral Sentiment: Company held an investor call/transcript covering the FDA Complete Response Letter and next steps; investors are parsing details on timing and additional data requests. Read More.
• Neutral Sentiment: Analyst and market commentary is mixed — some note increased near‑term regulatory risk while others emphasize remaining upside if APOLLO/other trials read out favorably. Read More.
• Neutral Sentiment: Reported short‑interest data is noisy/insignificant in the latest print, so part of today’s move appears driven by event trading and position rebalancing rather than a conventional short squeeze. (Company filings/market data)
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and associated headline pressure. Read More.
• Negative Sentiment: Coverage reports the FDA rejection was accompanied by skepticism from key advisers, amplifying uncertainty about the data package and timelines for resubmission. That increases the odds of delays or additional data requirements. Read More.
• Negative Sentiment: Multiple firms cut price targets today — even where ratings stayed positive — reflecting a lower near‑term valuation baseline until regulatory clarity is restored. Read More.

Analyst Ratings Changes

Several analysts have recently commented on IRON shares. Stifel Nicolaus reduced their price target on Disc Medicine from $125.00 to $110.00 and set a “buy” rating for the company in a report on Tuesday. UBS Group reissued an “overweight” rating on shares of Disc Medicine in a research report on Thursday, January 15th. Morgan Stanley set a $75.00 target price on shares of Disc Medicine in a research note on Tuesday. Truist Financial boosted their target price on shares of Disc Medicine from $86.00 to $114.00 and gave the company a “buy” rating in a report on Monday, November 10th. Finally, Raymond James Financial restated a “market perform” rating on shares of Disc Medicine in a report on Thursday, January 15th. Eleven investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $104.82.

Institutional Investors Weigh In On Disc Medicine

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. ANTIPODES PARTNERS Ltd acquired a new position in Disc Medicine during the fourth quarter worth $33,000. Aster Capital Management DIFC Ltd acquired a new stake in Disc Medicine during the third quarter valued at approximately $38,000. KBC Group NV bought a new stake in shares of Disc Medicine in the 4th quarter worth about $80,000. CWM LLC grew its holdings in shares of Disc Medicine by 213.5% during the second quarter. CWM LLC now owns 1,044 shares of the company’s stock worth $55,000 after purchasing an additional 711 shares during the last quarter. Finally, Avanza Fonder AB lifted its holdings in Disc Medicine by 54.0% during the 3rd quarter. Avanza Fonder AB now owns 1,668 shares of the company’s stock worth $110,000 after buying an additional 585 shares in the last quarter. Hedge funds and other institutional investors own 83.70% of the company’s stock.

About Disc Medicine

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.