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Disc Medicine, Inc. (IRON)

Healthcare | Biotechnology | Watertown, United States | NasdaqGM
75.98 USD -0.61 (-0.796%) ⇩ (July 13, 2026, 4 p.m. EDT)
After hours: 74.80 -1.18 (-1.180%) ⇩ (July 13, 2026, 7:42 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 5:33 a.m. EDT

Disc Medicine presents a classic biotech gamble where analyst optimism clashes with deteriorating financials. Despite a Strong Buy consensus and a 21% gain in the trailing twelve months, the company remains in a cash-burning state with negative free cash flow and losses across the board. The recent FDA Complete Response Letter and legal probes add significant regulatory overhang, yet the stock has recovered significantly from its 2022 lows. Options activity reflects this tension, with implied volatility spiking in November and December as traders hedge against potential further setbacks while maintaining upside exposure at higher strikes. While the technicals show the price holding above key moving averages, the lack of dividends and persistent earnings deficits suggest this is a speculative vehicle rather than a core holding.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.037295
AutoETS0.037510
AutoARIMA0.037511
MSTL0.037960
MSTL_660.053071
MSTL_1050.084427
MSTL_66_1050.136125

Forecast horizon: 60 days | Selected: AutoTheta

Forecast Reliability
Score 27%
H-stat 3.36
Ljung-Box p 0.000
Jarque-Bera p 0.001
Excess Kurtosis 0.94
Attribute Value
Sector Healthcare
Debt to Equity Ratio 4.512
Market Cap 2,902,366,720
Forward P/E -10.02
Beta 2.07
Website https://www.discmedicine.com

As of July 11, 2026, 5:33 a.m. EDT: Speculators are positioning for high volatility with elevated implied volatility in November and December expirations. Call open interest clusters at 85 and 95 strikes suggest upside hopes, while heavy put open interest at 50 and 70 strikes indicates significant downside hedging. Unusual call volume at the 55 strike in November suggests aggressive bullish speculation, contrasting with the defensive put positioning at lower levels.


Info Dump

Attribute Value
52 Week Change 0.32646346
Address1 321 Arsenal Street
Address2 Suite 101
All Time High 572.55
All Time Low 15.0
Ask 95.44
Ask Size 2
Audit Risk 9
Average Analyst Rating 1.1 - Strong Buy
Average Daily Volume10 Day 980,960
Average Daily Volume3 Month 571,180
Average Volume 571,180
Average Volume10Days 980,960
Beta 2.069
Bid 54.77
Bid Size 2
Board Risk 7
Book Value 18.026
City Watertown
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 8
Country United States
Crypto Tradeable 0
Currency USD
Current Price 75.98
Current Ratio 24.002
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 76.64
Day Low 72.37
Debt To Equity 4.512
Display Name Disc Medicine
Earnings Timestamp 1,777,984,200
Earnings Timestamp End 1,786,019,400
Earnings Timestamp Start 1,786,019,400
Ebitda -264,398,000
Ebitda Margins 0.0
Enterprise To Ebitda -8.333
Enterprise Value 2,203,269,888
Eps Current Year -7.16222
Eps Forward -7.58556
Eps Trailing Twelve Months -6.64
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 70.1516
Fifty Day Average Change 5.8283997
Fifty Day Average Change Percent 0.083082914
Fifty Two Week Change Percent 32.646347
Fifty Two Week High 99.5
Fifty Two Week High Change -23.519997
Fifty Two Week High Change Percent -0.23638187
Fifty Two Week Low 40.0
Fifty Two Week Low Change 35.980003
Fifty Two Week Low Change Percent 0.8995001
Fifty Two Week Range 40.0 - 99.5
Financial Currency USD
First Trade Date Milliseconds 1,597,239,000,000
Float Shares 32,753,045
Forward Eps -7.58556
Forward P E -10.0164
Free Cashflow -121,395,752
Full Exchange Name NasdaqGM
Full Time Employees 154
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.0
Has Pre Post Market Data 1
Held Percent Insiders 0.07782
Held Percent Institutions 1.13378
Implied Shares Outstanding 38,199,089
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 2,902,366,720
Market State PREPRE
Max Age 86,400
Message Board Id finmb_641326926
Most Recent Quarter 1,774,915,200
Net Income To Common -241,603,008
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 2,925,668,226
Number Of Analyst Opinions 11
Open 76.64
Operating Cashflow -201,252,992
Operating Margins 0.0
Overall Risk 7
Payout Ratio 0.0
Phone 617 674 9274
Post Market Change -1.1800003
Post Market Change Percent -1.5530406
Post Market Price 74.8
Post Market Time 1,783,986,129
Previous Close 76.59
Price Eps Current Year -10.608443
Price Hint 2
Price To Book 4.215023
Profit Margins 0.0
Quick Ratio 23.446
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.07692
Region US
Regular Market Change -0.609993
Regular Market Change Percent -0.79644
Regular Market Day High 76.64
Regular Market Day Low 72.37
Regular Market Day Range 72.37 - 76.64
Regular Market Open 76.64
Regular Market Previous Close 76.59
Regular Market Price 75.98
Regular Market Time 1,783,972,801
Regular Market Volume 489,822
Return On Assets -0.22674999
Return On Equity -0.35825002
Sand P52 Week Change 0.20847368
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 5
Shares Outstanding 38,199,089
Shares Percent Shares Out 0.1666
Shares Short 6,363,314
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 5,999,027
Short Name Disc Medicine, Inc.
Short Percent Of Float 0.19440001
Short Ratio 9.01
Source Interval 15
State MA
Symbol IRON
Target High Price 128.0
Target Low Price 79.0
Target Mean Price 101.54545
Target Median Price 100.0
Total Cash 730,158,016
Total Cash Per Share 19.115
Total Debt 31,061,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -6.64
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 74.14358
Two Hundred Day Average Change 1.8364258
Two Hundred Day Average Change Percent 0.024768507
Type Disp Equity
Volume 489,822
Website https://www.discmedicine.com
Zip 2,472