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Disc Medicine, Inc. (IRON)

Healthcare | Biotechnology | Watertown, United States | NasdaqGM
80.03 USD -2.52 (-3.053%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 80.03

Short-term:★★★☆☆Long-term:★★☆☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 5:44 a.m. EDT

Disc Medicine presents a classic biotech dilemma: a fortress balance sheet with ample cash reserves against a backdrop of severe long-term capital destruction. While the company sits comfortably above its 50- and 200-day moving averages and analysts project significant upside, the five-year price trajectory remains a catastrophic -80% decline. The lack of consecutive negative years at the end of the window offers a glimmer of recovery, but the cumulative loss suggests the market has not yet priced in a turnaround. Insider selling by executives contrasts sharply with the Strong Buy consensus, creating a sentiment disconnect. For investors, this is a high-risk speculation on a clinical pipeline rather than a value investment, given the persistent cash burn and negative returns on equity.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.051263
MSTL0.056559
AutoETS0.060893
AutoARIMA0.062396

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 39%
H-stat 5.51
Ljung-Box p 0.000
Jarque-Bera p 0.389
Excess Kurtosis -0.69
Attribute Value
Sector Healthcare
Debt to Equity Ratio 9.448
Market Cap 3,072,579,328
Forward P/E -11.02
Beta 2.06
Website https://www.discmedicine.com

As of Aug. 22, 2026, 5:44 a.m. EDT: Speculators are positioning for a binary outcome in late 2026 with elevated implied volatility exceeding 90%, while establishing heavy put walls at lower strikes (50, 70) for November/December expiration. Near-term call activity clusters around current price levels (65-75 strikes), indicating a floor expectation despite the deep put positioning.


Info Dump

Attribute Value
52 Week Change 0.3444625
Address1 321 Arsenal Street
Address2 Suite 101
All Time High 572.55
All Time Low 15.0
Ask 77.67
Ask Size 1
Audit Risk 9
Average Analyst Rating 1.1 - Strong Buy
Average Daily Volume10 Day 365,400
Average Daily Volume3 Month 522,343
Average Volume 522,343
Average Volume10Days 365,400
Beta 2.057
Bid 56.05
Bid Size 2
Board Risk 7
Book Value 16.799
City Watertown
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 8
Country United States
Crypto Tradeable 0
Currency USD
Current Price 80.03
Current Ratio 24.136
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 82.64
Day Low 79.77
Debt To Equity 9.448
Display Name Disc Medicine
Earnings Timestamp 1,785,414,600
Earnings Timestamp End 1,793,881,800
Earnings Timestamp Start 1,793,881,800
Ebitda -268,058,000
Ebitda Margins 0.0
Enterprise To Ebitda -9.373
Enterprise Value 2,512,445,184
Eps Current Year -6.67111
Eps Forward -7.26
Eps Trailing Twelve Months -6.59
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 76.6684
Fifty Day Average Change 3.3615952
Fifty Day Average Change Percent 0.0438459
Fifty Two Week Change Percent 34.44625
Fifty Two Week High 99.5
Fifty Two Week High Change -19.470001
Fifty Two Week High Change Percent -0.1956784
Fifty Two Week Low 40.0
Fifty Two Week Low Change 40.03
Fifty Two Week Low Change Percent 1.00075
Fifty Two Week Range 40.0 - 99.5
Financial Currency USD
First Trade Date Milliseconds 1,597,239,000,000
Float Shares 32,946,435
Forward Eps -7.26
Forward P E -11.023416
Free Cashflow -117,543,128
Full Exchange Name NasdaqGM
Full Time Employees 165
Fullday Change -2.52
Fullday Change Percent -3.0527
Fullday Price 80.03
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.0
Has Pre Post Market Data 1
Held Percent Insiders 0.07743
Held Percent Institutions 1.14309
Implied Shares Outstanding 38,392,844
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 3,072,579,328
Market State CLOSED
Max Age 86,400
Message Board Id finmb_641326926
Most Recent Quarter 1,782,777,600
Net Income To Common -245,888,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 3,171,632,842
Number Of Analyst Opinions 12
Open 81.79
Operating Cashflow -197,536,000
Operating Margins 0.0
Overall Risk 7
Payout Ratio 0.0
Phone 617 674 9274
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 80.03
Post Market Time 1,787,959,806
Previous Close 82.55
Price Eps Current Year -11.996504
Price Hint 2
Price To Book 4.763974
Profit Margins 0.0
Quick Ratio 23.641
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.07692
Region US
Regular Market Change -2.52
Regular Market Change Percent -3.0527
Regular Market Day High 82.64
Regular Market Day Low 79.77
Regular Market Day Range 79.77 - 82.64
Regular Market Open 81.79
Regular Market Previous Close 82.55
Regular Market Price 80.03
Regular Market Time 1,787,947,201
Regular Market Volume 665,566
Return On Assets -0.23963
Return On Equity -0.39082
Sand P52 Week Change 0.1966995
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 4
Shares Outstanding 38,392,844
Shares Percent Shares Out 0.1912
Shares Short 7,342,568
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 7,290,442
Short Name Disc Medicine, Inc.
Short Percent Of Float 0.22299999
Short Ratio 22.19
Source Interval 15
State MA
Symbol IRON
Target High Price 128.0
Target Low Price 79.0
Target Mean Price 101.58333
Target Median Price 100.0
Total Cash 717,745,984
Total Cash Per Share 18.695
Total Debt 60,862,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -6.59
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 74.302925
Two Hundred Day Average Change 5.7270737
Two Hundred Day Average Change Percent 0.07707737
Type Disp Equity
Volume 665,566
Website https://www.discmedicine.com
Zip 2,472