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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$2.9B
38M shares
52-week range
$40.00 – $99.50
56% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
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| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 |
| Cost of revenue | $322.0K | $0 | $0 | $0 | $0 | $0 |
| Gross profit | −$322.0K | $0 | $0 | $0 | $0 | $0 |
| Gross margin | — | — | — | — | — | — |
| R&D | $28.2M | $25.2M | $33.4M | $69.3M | $96.7M | $170.6M |
| Operating income | −$34.0M | −$30.9M | −$47.5M | −$91.1M | −$129.7M | −$236.0M |
| EBITDA | −$33.7M | −$33.8M | −$46.7M | −$76.2M | −$108.3M | −$207.9M |
| Net income | −$40.8M | −$36.0M | −$46.8M | −$76.4M | −$109.4M | −$212.2M |
| Net margin | — | — | — | — | — | — |
| EPS (diluted) | -27.02 | -44.88 | -45.05 | -3.42 | -3.96 | -6.01 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3M | $-6.96 | $-7.67–$-6.01 | 9 |
| 2027 | $32M | $-7.37 | $-8.75–$-6.28 | 8 |
| 2028 | $137M | $-5.74 | $-7.82–$-3.65 | 10 |
| 2029 | $327M | $-2.96 | $-4.50–$-1.97 | 4 |
Forward consensus · source: Financial Modeling Prep
Disc Medicine Inc is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for hematologic diseases. It aims to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for erythropoietic porphyrias (EPs), including erythropoietic protoporphyria (EPP), X-linked protoporphyria (XLP), and Diamond-Blackfan Anemia (DBA); DISC-0974 for the treatment of anemia of myelofibrosis (MF) and anemia of chronic kidney disease (CKD); and DISC-3405 for the treatment of polycythemia vera (PV) and other hematologic disorders. In addition, the Company's preclinical programs include DISC-0998.
www.discmedicine.comNo one on the platform currently holds IRON.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 31,820 | $2.0M |
No one on the platform has traded IRON yet.
| +2.71% |
| $5.0B |
| — |
| CGONCG Oncology Inc. | $72.78 | +1.13% | $6.4B | — |
| LEGNLegend Biotech Corporation | $28.74 | +0.19% | $5.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$IRON conveyed its annual meeting results, with shareholders electing three new directors, approving executive compensation on a non‑binding
View on StockTwits ↗$MLTX trades at meaningfully lower multiples of analyst consensus versus 6 peers with near term Phase 3 data reads. $DFTX reported solid Phase 3 data as well. Note: Share price & market cap are intra-day 6/22/26. We Googled "Sonelokimab patent expiration" & the results suggested MLTX's IP is good thru FY40 yet analyst consensus drops in FY35 from FY34. Any guidance on MLTX would be appreciated? We thought MLTX reported disappointing data at the end of Q325. $IRON & $AMLX trade at the highest multiples in this peer group. $KOD trades at the 2nd lowest multiple in this specific peer group.
View on StockTwits ↗$IRON Disc Medicine Presents Positive Clinical Updates at the 2026 European Hematology Association Annual Meeting WATERTOWN, Mass., June 12, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, today announces updated data from multiple clinical programs to be presented at the EHA Annual Meeting in Stockholm, Sweden. Data from the RALLY-MF trial of DISC-0974 in patients with MF and anemia, to be presented in an oral session today, demonstrate meaningful, durable overall anemia responses across all patient subgroups, regardless of baseline transfusion status or concomitant JAK inhibitor use. Updated data from the HELIOS open-label extension trial of bitopertin in EPP, to be presented in a poster session tomorrow, June 13, show sustained reductions in PPIX, significant improvement in light tolerance measures, and favorable longer-term safety in patients treated with bitopertin.
View on StockTwits ↗$IRON Disc Medicine (Nasdaq: $IRON): FDA Type A Meeting Keeps Bitopertin Alive After CRL https://www.merlintrader.com/disc-medicine-june2026-deepdive/
View on StockTwits ↗$IRON Disc Medicine Provides Update from FDA Type A Meeting for Bitopertin in Erythropoietic Protoporphyria https://ir.discmedicine.com/news-releases/news-release-details/disc-medicine-provides-update-fda-type-meeting-bitopertin • Aligned with the FDA that the Phase 3 APOLLO study, if successful, can serve as the basis for CRL response and could potentially support a traditional approval • On track for expected CRL response submission by end of 2026
View on StockTwits ↗$PUMP $FLEX $IRON $IRDM $FORM 3 winners and 2 losers. Winners > losers
View on StockTwits ↗$IRON Disc Medicine presents updated data from the RALLY-MF Phase 2 trial of DISC-0974 in anemia of MF at the ASCO Annual Meeting in Chicago, IL In this updated data set, treatment with DISC-0974 shows substantial reductions in hepcidin and increases in iron levels translating to positive impact on clinically meaningful measures of anemia across a broad range of patient types. Demonstrated meaningful, durable overall anemia responses across all patient subgroups, regardless of baseline transfusion status. Anemia response was seen independent of concomitant JAK inhibitor therapy use.
View on StockTwits ↗$IRON Disc Medicine launches expanded access program for bitopertin for EPP patients Co announces the launch of an expanded access program (EAP) for bitopertin for eligible patients with erythropoietic protoporphyria (EPP) and X-linked protoporphyria (XLP) in the U.S. Bitopertin is being evaluated for the treatment of EPP and XLP in patients age 12 and above in the ongoing double-blind, placebo-controlled Phase 3 APOLLO study. Data from APOLLO is expected in Q4 2026, after which a CRL response will be submitted with an FDA decision expected by mid-2027. EAPs are intended to serve as a potential pathway for patients with serious conditions to gain access to an investigational medical treatment outside of clinical trials.
View on StockTwits ↗https://marketbeat.com/a/8674541/ $IRON Disc Medicine Eyes Mid-2026 Bitopertin Approval as EPP Trial Demand Surges
View on StockTwits ↗$IRON pretty solid data for DISC-0974 with the RALLY-MF study. https://www.asco.org/abstracts-presentations/258911
View on StockTwits ↗$IRON Disc Medicine Announces Multiple Presentations Across Portfolio at the European Hematology Association (EHA) 2026 Congress https://ir.discmedicine.com/news-releases/news-release-details/disc-medicine-announces-multiple-presentations-across-3
View on StockTwits ↗$IRON bitopertin P3 result in Q4. Will be interesting to see whether bitopertin's reduction of PPIX levels results in greater patient time in the sun. Cautiously optimistic.
View on StockTwits ↗$IRON Share Price: $67.58 Contract Selected: Oct 16, 2026 $80 Calls Buy Zone: $4.15 – $5.12 Target Zone: $7.46 – $9.11 Potential Upside: 70% ROI Time to Expiration: 162 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$IRON Disc Medicine Reports First Quarter 2026 Financial Results and Provides Business Update. Strong financial position ending Q1 with approximately $730 million in cash, cash equivalents, and marketable securities, providing runway into 2029. https://ir.discmedicine.com/news-releases/news-release-details/disc-medicine-reports-first-quarter-2026-financial-results-and
View on StockTwits ↗$PUMP, $FLEX some $IRON, maybe $IRDM to get your $FORM correctly. ;)
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.