D

    Disc Medicine Inc. (IRON)

    Official site

    HEALTHCARE • BIOTECHNOLOGY • NASDAQ

    $78.65
    -1.38 (-1.72%)

    Market Cap: $3.07B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    65%(15/23)
    Avg Surprise
    -2.76%
    Streak
    3 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$-1.74
    Range$-2.14 - $-1.47
    9 analysts
    EPS RevisionsNo revisions (7d)No revisions (30d)
    EPS Estimate Drift
    90d ago$-1.85-6.5%
    60d ago$-1.86-6.8%
    30d ago$-1.86-6.8%
    7d ago$-1.74+0.2%
    Current$-1.74
    Revenue Consensus
    $0
    Range$0 - $0
    10 analysts
    Dec 31, 2026
    EPS Consensus$-1.44
    Range$-2.80 - $-0.17
    9 analysts
    Revenue Consensus
    $-50000
    Range$-50000 - $-50000
    11 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$-1.44---
    Sep 26EST
    		-$-1.74---
    Jun 26
    		$-1.54$-1.58+2.53%Beat+2.5%
    Mar 26
    		$-1.65$-1.73+4.62%Beat-61.8%
    Dec 25
    		$-1.62$-1.69+4.14%Beat-65.3%
    Sep 25
    		$-1.77$-1.46-21.23%Miss-98.9%
    Jun 25
    		$-1.58$-1.17-35.04%Miss-53.4%
    Mar 25
    		$-1.02$-1.07+4.67%Beat+6.4%
    Dec 24
    		$-0.98$-1.10+11.20%Beat-8.9%
    Sep 24
    		$-0.89$-1.05+15.24%Beat-53.4%
    Jun 24
    		$-1.03$-1.10+6.36%Beat-39.2%
    Mar 24
    		$-1.09$-0.99-10.10%Miss+9.2%
    Dec 23
    		$-0.90$-0.78-15.38%Miss+26.2%
    Sep 23
    		$-0.58$-0.80+27.50%Beat-625.0%
    Jun 23
    		$-0.74$-0.89+16.85%Beat+53.8%
    Mar 23
    		$-1.20$-0.66-81.82%Miss+65.7%
    Dec 22
    		$-1.22$-0.76-60.53%Miss+70.2%
    Sep 22
    		$-0.08$-0.09+11.11%Beat+98.1%
    Jun 22
    		$-1.60$-2.00+20.00%Beat+57.9%
    Mar 22
    		$-3.50$-3.01-16.28%Miss+40.7%
    Dec 21
    		$-4.10$-4.97+17.50%Beat-102.0%
    Sep 21
    		$-4.30$-4.73+9.09%Beat-10650.0%
    Jun 21
    		$-3.80$-4.00+5.00%Beat-
    Mar 21
    		$-5.90$-3.65-61.64%Miss-
    Dec 20
    		$-2.03N/A+82.80%Beat-
    Sep 20
    		$-0.04$0.00N/AMiss-
    Jun 20
    		$0.00$0.00N/ABeat-

    Key Metrics

    Valuation
    P/E Ratio-11.95EV/EBITDA-7.56x
    Price/FCFN/AFCF YieldN/A
    Profitability
    Profit Margin0.00%Operating Margin0.00%
    ROE-39.10%ROIC-38.28%
    Financial Health
    Debt/Equity0.09xInterest Coverage-75.81x
    Current Ratio24.14xQuick Ratio24.14x
    Trading Statistics
    Beta2.06Avg Volume378.44K
    52-Week High$99.5052-Week Low$40.00

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$80.64
    SMA 20$79.85
    SMA 50$77.02
    SMA 200$74.25
    EMA 10$80.41
    EMA 20$79.63
    EMA 50$77.02
    EMA 200$72.09

    MACD

    Line: 1.21Signal: 1.43Hist: -0.21

    ADX

    ADX: 15.5+DI: 19.7-DI: 23.1

    Aroon & PSAR

    Aroon Up88.0
    Aroon Down4.0
    PSAR$76.45

    Bollinger Bands

    Upper Band$83.04
    Lower Band$76.66
    %B Position800%(Upper)
    Band Width0.31

    RSI (14-Day)

    Neutral
    48.9

    Momentum Oscillators

    Stoch %K64.9
    Stoch %D77.6
    Williams %R-54.3
    ROC (10d)-1.7%
    Momentum-1.40
    CCI (20d)-44.2
    MFI (14d)45.4

    Volatility Measures

    ATR (14d)$2.91(3.7%)
    StdDev (20d)1.60
    Hist Vol26.3%(Moderate)

    Volume Flow

    VWAP$78.89
    OBV5.9M
    AD Line-975.0K
    CMF (20d)-0.049

    Volume Metrics

    Avg Vol (20d)382.7K
    Vol Ratio2.3x(High)
    VWMA (20d)$79.86

    Pivot Points

    R3$84.83
    R2$83.76
    R1$81.90
    Pivot Point$80.83
    S1$78.97
    S2$77.90
    S3$76.04

    Advanced Oscillators

    TSI14.60
    Ultimate Osc50.0
    KST54.89

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$0$0$-19,884,127$0$0$0$0$0$0$0$0$0
    Cost of Revenue$0$0$89,000$0$0$0$9,000$0$0$0$25,000$0
    Gross Profit$0$0$-89,000$0$0$0$-9,000$0$0$0$-25,000$0
    Operating Expenses$65.08M$69.52M$66.97M$67.70M$61.41M$39.95M$34.55M$32.86M$30.85M$31.46M$29.71M$18.96M
    R&D$46.93M$45.90M$46.22M$50.33M$46.32M$27.76M$24.80M$24.68M$23.48M$23.70M$22.57M$14.42M
    SG&A$18.14M$23.62M$20.75M$17.36M$15.09M$12.18M$9.75M$8.17M$7.37M$7.76M$7.15M$4.54M
    Operating Income$-65,075,000$-69,524,000$-66,970,000$-67,696,000$-61,410,000$-39,946,000$-34,550,000$-32,856,000$-30,852,000$-31,462,000$-29,714,000$-18,958,000
    Interest Income$6.53M$6.89M$7.41M$6.41M$7.06M$6.88M$5.84M$6.36M$4.57M$4.52M$4.68M$4.84M
    Interest Expense$908,000$844,000$883,000$917,000$910,000$897,000$0$0$0$0$0$0
    Income Before Tax$-59,463,000$-63,453,000$-60,443,000$-62,219,000$-55,195,000$-33,966,000$-29,281,000$-26,485,000$-26,292,000$-26,944,000$-23,547,000$-14,102,000
    Income Tax Expense$69,000$51,000$88,000$102,000$52,000$119,000$176,000$114,000$60,000$5,000$32,000$20,000
    Net Income$-59,532,000$-63,504,000$-60,531,000$-62,321,000$-55,247,000$-34,085,000$-29,457,000$-26,599,000$-26,352,000$-26,949,000$-23,579,000$-14,122,000
    EBITDA$-65,486,000$-70,482,000$-68,515,000$-69,366,000$-63,878,000$-42,456,000$-36,750,000$-35,332,000$-31,351,000$-31,437,000$-28,199,000$-18,920,000
    EBIT$-65,087,000$-69,502,000$-66,972,000$-67,714,000$-61,342,000$-39,949,000$-34,547,000$-32,847,000$-30,865,000$-31,463,000$-28,224,000$-18,945,000
    * Some calculated fields are derived from available data when not provided by source

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    News

    Disc Medicine faces class action over FDA rejection and stock drop after misleading info claims

    Disc Medicine is facing a class action lawsuit following the FDA's rejection of its drug application, which caused a 22% drop in its stock price. The lawsuit alleges that Disc Medicine misled investors, and The Rosen Law Firm is investigating to help shareholders recover losses. Affected investors are encouraged to join the class action without upfront fees.

    Pluang•8/24/26•
    Bearish

    Rosen Law Firm Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON

    The Rosen Law Firm is investigating potential securities claims against Disc Medicine, Inc. (NASDAQ: IRON) after the U.S. FDA issued a Complete Response Letter for its bitopertin program, causing a 22% stock price drop. The firm encourages investors who purchased Disc Medicine securities to join a prospective class action to recover losses. Rosen Law Firm highlights its track record in securities class actions and invites affected investors to contact them for more information.

    PR Newswire•8/23/26•
    Bearish

    Will FDA Bitopertin Rejection and New Legal Probe Change Disc Medicine's (IRON) Narrative?

    Disc Medicine (IRON) faces new scrutiny after the FDA rejected its bitopertin program and a law firm began investigating potential securities claims. The company's investment narrative now heavily relies on its heme-focused pipeline, particularly upcoming APOLLO Phase 3 results, to justify ongoing losses, while also navigating new legal and disclosure risks. Investors are advised to consider these factors, as the stock may still be trading above its fair value despite recent retreats.

    Sahm•8/21/26•
    Bearish

    Handelsbanken Fonder AB Buys Shares of 12,700 Disc Medicine, Inc. $IRON

    Handelsbanken Fonder AB has acquired 12,700 shares of Disc Medicine, Inc. (NASDAQ:IRON) valued at approximately $929,000, as revealed in its latest SEC filing. This acquisition is part of broader institutional investor activity, with institutional ownership now at 83.70%. Despite some insider selling, analysts maintain a "Moderate Buy" rating for Disc Medicine, with a consensus target price of $106.50, and the company recently reported a narrower-than-expected quarterly loss.

    MarketBeat•8/20/26•
    Somewhat-Bullish

    Disc Medicine CEO John Quisel sells $2.6m in shares

    Disc Medicine CEO John D. Quisel sold 33,000 shares of the company's common stock for over $2.6 million on August 17, 2026, as part of a pre-arranged trading plan. Concurrently, he exercised options to acquire an equal number of shares. This follows recent positive clinical trial data and regulatory alignment for Disc Medicine's investigational treatments, leading to reiterated "Overweight" and "Buy" ratings from analysts, despite an InvestingPro analysis suggesting the stock is overvalued.

    Investing.com•8/19/26•
    Neutral

    Frequently Asked Questions About IRON

    Does IRON pay dividends?
    Disc Medicine Inc. (IRON) does not currently pay a regular dividend.
    What is IRON's market cap?
    Disc Medicine Inc. (IRON) has a market capitalization of $3.07B with a current stock price of $78.65.

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