Key Points
- Insider sale: Rahul Khara sold 2,853 shares on Feb. 17 at an average $62.86 for ~$179,340, reducing his holding by 5.18% to 52,173 shares; he also sold 1,000 shares on Jan. 20 and 6,500 shares on Jan. 2.
- Stock metrics: NASDAQ:IRON opened at $65.57, trades in a 12‑month range of $30.82–$99.50, has a market cap of about $2.48 billion and a negative PE of -12.26, with 50/200‑day SMAs near $78.41/$75.28.
- Regulatory & market backdrop: The FDA rejected a fast‑track route for bitopertin so Disc will pursue a traditional U.S. approval path, prompting mixed analyst reactions (mostly buy ratings but trimmed targets) and a Pomerantz investor investigation that introduces potential litigation risk.
Disc Medicine, Inc. (NASDAQ:IRON - Get Free Report) insider Rahul Khara sold 2,853 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total transaction of $179,339.58. Following the completion of the transaction, the insider owned 52,173 shares of the company's stock, valued at $3,279,594.78. This represents a 5.18% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.
Rahul Khara also recently made the following trade(s):
- On Tuesday, January 20th, Rahul Khara sold 1,000 shares of Disc Medicine stock. The stock was sold at an average price of $69.74, for a total transaction of $69,740.00.
- On Friday, January 2nd, Rahul Khara sold 6,500 shares of Disc Medicine stock. The shares were sold at an average price of $78.69, for a total transaction of $511,485.00.
Disc Medicine Price Performance
NASDAQ IRON opened at $65.57 on Wednesday. Disc Medicine, Inc. has a 12 month low of $30.82 and a 12 month high of $99.50. The firm has a market capitalization of $2.48 billion, a PE ratio of -12.26 and a beta of 0.88. The company's 50 day simple moving average is $78.41 and its 200 day simple moving average is $75.28. The company has a debt-to-equity ratio of 0.05, a current ratio of 23.45 and a quick ratio of 23.45.
Analyst Ratings Changes
Several analysts have recently weighed in on IRON shares. Truist Financial upped their price objective on Disc Medicine from $86.00 to $114.00 and gave the company a "buy" rating in a report on Monday, November 10th. Cantor Fitzgerald cut their price target on shares of Disc Medicine from $153.00 to $125.00 and set an "overweight" rating for the company in a report on Tuesday. Morgan Stanley set a $75.00 price objective on shares of Disc Medicine in a research note on Tuesday. Weiss Ratings reissued a "sell (d-)" rating on shares of Disc Medicine in a research note on Wednesday, January 21st. Finally, Stifel Nicolaus reduced their target price on shares of Disc Medicine from $125.00 to $110.00 and set a "buy" rating for the company in a report on Tuesday. Eleven analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $104.82.
Read Our Latest Stock Analysis on Disc Medicine
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently made changes to their positions in IRON. ANTIPODES PARTNERS Ltd purchased a new stake in shares of Disc Medicine in the 4th quarter valued at approximately $33,000. Aster Capital Management DIFC Ltd purchased a new position in Disc Medicine during the third quarter valued at approximately $38,000. KBC Group NV purchased a new position in Disc Medicine during the fourth quarter valued at approximately $80,000. CWM LLC increased its stake in Disc Medicine by 213.5% in the 2nd quarter. CWM LLC now owns 1,044 shares of the company's stock valued at $55,000 after buying an additional 711 shares during the period. Finally, Avanza Fonder AB lifted its position in Disc Medicine by 54.0% in the 3rd quarter. Avanza Fonder AB now owns 1,668 shares of the company's stock worth $110,000 after buying an additional 585 shares in the last quarter. 83.70% of the stock is currently owned by institutional investors and hedge funds.
Disc Medicine News Roundup
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.
About Disc Medicine
(
Get Free Report)
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.
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