Disc Medicine (NASDAQ:IRON) COO Jonathan Yen-Wen Yu Sells 3,231 Shares

Disc Medicine, Inc. (NASDAQ:IRON) COO Jonathan Yen-Wen Yu sold 3,231 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $62.86, for a total value of $203,100.66. Following the sale, the chief operating officer owned 54,324 shares of the company’s stock, valued at $3,414,806.64. This trade represents a 5.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Disc Medicine Stock Performance

NASDAQ:IRON opened at $65.57 on Wednesday. The firm’s fifty day moving average price is $78.41 and its 200 day moving average price is $75.28. Disc Medicine, Inc. has a 1-year low of $30.82 and a 1-year high of $99.50. The company has a debt-to-equity ratio of 0.05, a current ratio of 23.45 and a quick ratio of 23.45. The firm has a market cap of $2.48 billion, a price-to-earnings ratio of -12.26 and a beta of 0.88.

Key Disc Medicine News

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.

Wall Street Analysts Forecast Growth

IRON has been the topic of a number of recent analyst reports. UBS Group reiterated an “overweight” rating on shares of Disc Medicine in a research note on Thursday, January 15th. Morgan Stanley set a $75.00 target price on Disc Medicine in a research report on Tuesday. BMO Capital Markets cut their target price on Disc Medicine from $120.00 to $100.00 and set an “outperform” rating for the company in a research note on Tuesday. Wells Fargo & Company decreased their price target on Disc Medicine from $109.00 to $78.00 and set an “overweight” rating on the stock in a research note on Tuesday. Finally, Stifel Nicolaus dropped their price objective on Disc Medicine from $125.00 to $110.00 and set a “buy” rating on the stock in a report 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 company’s stock. According to data from MarketBeat, Disc Medicine presently has an average rating of “Moderate Buy” and an average price target of $104.82.

Institutional Trading of Disc Medicine

A number of institutional investors have recently bought and sold shares of IRON. Arizona State Retirement System grew its holdings in Disc Medicine by 1.8% in the third quarter. Arizona State Retirement System now owns 6,654 shares of the company’s stock valued at $440,000 after purchasing an additional 120 shares during the last quarter. China Universal Asset Management Co. Ltd. boosted its position in shares of Disc Medicine by 2.0% in the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 7,094 shares of the company’s stock worth $469,000 after buying an additional 138 shares in the last quarter. Ameritas Investment Partners Inc. grew its stake in Disc Medicine by 8.9% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 2,515 shares of the company’s stock valued at $133,000 after acquiring an additional 206 shares during the last quarter. Police & Firemen s Retirement System of New Jersey grew its stake in Disc Medicine by 3.3% in the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 6,716 shares of the company’s stock valued at $533,000 after acquiring an additional 215 shares during the last quarter. Finally, Avanza Fonder AB increased its holdings in Disc Medicine by 14.1% during the 4th quarter. Avanza Fonder AB now owns 1,903 shares of the company’s stock valued at $151,000 after acquiring an additional 235 shares in the last quarter. 83.70% of the stock is currently owned by hedge funds and other institutional investors.

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.