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Disc Medicine, Inc. (IRON)

Healthcare | Biotechnology | Watertown, United States | NasdaqGM
70.28 USD -1.13 (-1.582%) ⇩ (April 21, 2026, 10:31 a.m. EDT)

Short-term: ★☆☆☆☆ | Long-term: ☆☆☆☆☆ | Dividends: ☆☆☆☆☆
Hot Take | April 19, 2026, 1:19 a.m. EDT

Speculate against the FDA: Disc Medicine's technicals and options flow scream caution. With negative earnings, a high beta, and a 2.5x fund of 71.77, the stock is technically 'overbought' after a massive devaluation from the Complete Response Letter. The short-term catalyst is negative (FDA rejection risk, earnings miss), and the community is currently shorting to profit from this expected decline. Do not buy weakness here; the probability of a higher low or continuation of the downtrend favors the short side.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.205940
AutoARIMA0.207131
MSTL0.211220
AutoTheta0.217921

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 57%
H-stat 2.32
Ljung-Box p 0.000
Jarque-Bera p 0.133
Excess Kurtosis -0.38
Attribute Value
Sector Healthcare
Debt to Equity Ratio 4.193
Market Cap 2,681,889,280
Forward P/E -9.35
Beta 2.54
Website https://www.discmedicine.com

As of April 19, 2026, 1:19 a.m. EDT: Volatility is extremely skewed against upside moves: ATM Call IV is depressed (1.45–1.76) while ATM Put IV is elevated (3.16). This suggests investors are pricing in downside risk and earnings disappointment rather than an immediate breakout. Open Interest shows a heavy 'wall' of resistance at 75-80 strikes for calls, but the net volume/light OI ratio indicates a lack of aggressive bullish positioning. Put buyers are active at 55-65 strikes, anticipating the FDA and earnings event risk.


Info Dump

Attribute Value
52 Week Change 0.6225858
Address1 321 Arsenal Street
Address2 Suite 101
All Time High 572.55
All Time Low 15.0
Ask 89.89
Ask Size 2
Audit Risk 9
Average Daily Volume10 Day 337,610
Average Daily Volume3 Month 669,590
Average Volume 669,590
Average Volume10Days 337,610
Beta 2.537
Bid 50.48
Bid Size 2
Board Risk 7
Book Value 19.525
City Watertown
Compensation As Of Epoch Date 1,735,603,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 70.28
Current Ratio 21.94
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 71.505
Day Low 68.52
Debt To Equity 4.193
Display Name Disc Medicine
Earnings Timestamp 1,772,112,600
Earnings Timestamp End 1,778,157,000
Earnings Timestamp Start 1,778,157,000
Ebitda -234,888,992
Ebitda Margins 0.0
Enterprise To Ebitda -8.365
Enterprise Value 1,964,881,280
Eps Current Year -7.339
Eps Forward -7.51556
Eps Trailing Twelve Months -6.01
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 65.0253
Fifty Day Average Change 5.2546997
Fifty Day Average Change Percent 0.080810085
Fifty Two Week Change Percent 62.258575
Fifty Two Week High 99.5
Fifty Two Week High Change -29.220001
Fifty Two Week High Change Percent -0.29366836
Fifty Two Week Low 40.0
Fifty Two Week Low Change 30.279999
Fifty Two Week Low Change Percent 0.75699997
Fifty Two Week Range 40.0 - 99.5
Financial Currency USD
First Trade Date Milliseconds 1,597,239,000,000
Float Shares 32,905,042
Forward Eps -7.51556
Forward P E -9.351266
Free Cashflow -111,715,624
Full Exchange Name NasdaqGM
Full Time Employees 155
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 0.0
Has Pre Post Market Data 1
Held Percent Insiders 0.079380006
Held Percent Institutions 1.05321
Implied Shares Outstanding 38,160,065
Industry Biotechnology
Industry Disp Biotechnology
Industry Key biotechnology
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Last Split Date 1,672,358,400
Last Split Factor 1:30
Long Business Summary Disc Medicine, Inc., together with its subsidiaries, a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. The company has assembled a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, primarily heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for the treatment of erythropoietic porphyrias, including erythropoietic protoporphyria, X-linked protoporphyria, and diamond-blackfan anemia; DISC-0974 for the treatment of anemia of myelofibrosis, and anemia of chronic kidney disease; and DISC-3405 for the treatment of polycythemia vera, and other hematologic disorders. It also develops preclinical programs include DISC-0998, for the treatment of anemia associated with inflammatory diseases. The company was founded in 2017 and is headquartered in Watertown, Massachusetts.
Long Name Disc Medicine, Inc.
Market us_market
Market Cap 2,681,889,280
Market State REGULAR
Max Age 86,400
Message Board Id finmb_641326926
Most Recent Quarter 1,767,139,200
Net Income To Common -212,184,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 2,725,010,241
Number Of Analyst Opinions 12
Open 71.41
Operating Cashflow -180,392,992
Operating Margins 0.0
Overall Risk 7
Payout Ratio 0.0
Phone 617 674 9274
Previous Close 71.41
Price Eps Current Year -9.576236
Price Hint 2
Price To Book 3.5994878
Profit Margins 0.0
Quick Ratio 21.592
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change -1.1300049
Regular Market Change Percent -1.5824182
Regular Market Day High 71.505
Regular Market Day Low 68.52
Regular Market Day Range 68.52 - 71.505
Regular Market Open 71.41
Regular Market Previous Close 71.41
Regular Market Price 70.28
Regular Market Time 1,776,781,916
Regular Market Volume 56,870
Return On Assets -0.22549
Return On Equity -0.35860002
Sand P52 Week Change 0.34445214
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 4
Shares Outstanding 38,160,065
Shares Percent Shares Out 0.14310001
Shares Short 5,460,074
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 4,269,919
Short Name Disc Medicine, Inc.
Short Percent Of Float 0.1579
Short Ratio 9.32
Source Interval 15
State MA
Symbol IRON
Target High Price 128.0
Target Low Price 75.0
Target Mean Price 100.16667
Target Median Price 100.0
Total Cash 791,152,000
Total Cash Per Share 20.732
Total Debt 31,023,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -6.01
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 71.140976
Two Hundred Day Average Change -0.8609772
Two Hundred Day Average Change Percent -0.012102408
Type Disp Equity
Volume 56,870
Website https://www.discmedicine.com
Zip 2,472