Disc Medicine (NASDAQ:IRON) Insider William Jacob Savage Sells 3,256 Shares

Disc Medicine, Inc. (NASDAQ:IRON) insider William Jacob Savage sold 3,256 shares of Disc Medicine stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total value of $204,672.16. Following the completion of the transaction, the insider owned 92,589 shares of the company’s stock, valued at approximately $5,820,144.54. The trade was a 3.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

William Jacob Savage also recently made the following trade(s):

• On Monday, December 15th, William Jacob Savage sold 13,093 shares of Disc Medicine stock. The stock was sold at an average price of $91.22, for a total value of $1,194,343.46.

Disc Medicine Stock Performance

Shares of NASDAQ:IRON opened at $65.57 on Wednesday. Disc Medicine, Inc. has a twelve month low of $30.82 and a twelve month high of $99.50. The firm has a market cap of $2.48 billion, a PE ratio of -12.26 and a beta of 0.88. The company has a debt-to-equity ratio of 0.05, a quick ratio of 23.45 and a current ratio of 23.45. The business has a fifty day moving average of $78.41 and a 200-day moving average of $75.28.

Analyst Ratings Changes

Several analysts have recently commented on IRON shares. Truist Financial increased their price target on shares of Disc Medicine from $86.00 to $114.00 and gave the company a “buy” rating in a research note on Monday, November 10th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Disc Medicine in a report on Wednesday, January 21st. Cantor Fitzgerald lowered their target price on Disc Medicine from $153.00 to $125.00 and set an “overweight” rating for the company in a research note on Tuesday. Morgan Stanley set a $75.00 target price on Disc Medicine in a research report on Tuesday. Finally, Wedbush cut their price target on Disc Medicine from $110.00 to $88.00 and set an “outperform” rating on the stock in a research note on Tuesday. Eleven research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $104.82.

Disc Medicine News Summary

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.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in IRON. JPMorgan Chase & Co. increased its holdings in Disc Medicine by 110.0% in the fourth quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock valued at $125,557,000 after purchasing an additional 828,248 shares during the last quarter. Jennison Associates LLC acquired a new position in shares of Disc Medicine during the 4th quarter worth about $42,252,000. RA Capital Management L.P. grew its position in shares of Disc Medicine by 25.3% during the 4th quarter. RA Capital Management L.P. now owns 1,976,132 shares of the company’s stock worth $156,925,000 after buying an additional 399,026 shares during the period. Pictet Asset Management Holding SA increased its stake in shares of Disc Medicine by 10,968.6% in the 4th quarter. Pictet Asset Management Holding SA now owns 394,374 shares of the company’s stock valued at $31,317,000 after acquiring an additional 390,811 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD raised its position in shares of Disc Medicine by 28.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,698,005 shares of the company’s stock valued at $134,839,000 after acquiring an additional 371,576 shares during the period. 83.70% of the stock is currently owned by institutional investors.

About Disc Medicine

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.