Disc Medicine (NASDAQ:IRON) CFO Jean Franchi Sells 4,075 Shares

Disc Medicine, Inc. (NASDAQ:IRON) CFO Jean Franchi sold 4,075 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total value of $256,154.50. Following the completion of the transaction, the chief financial officer owned 78,424 shares of the company’s stock, valued at approximately $4,929,732.64. This represents a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Disc Medicine Price Performance

IRON traded down $1.39 during midday trading on Friday, reaching $61.96. 202,534 shares of the company’s stock were exchanged, compared to its average volume of 739,927. Disc Medicine, Inc. has a 1-year low of $30.82 and a 1-year high of $99.50. The stock has a market capitalization of $2.34 billion, a PE ratio of -11.55 and a beta of 0.88. The company has a debt-to-equity ratio of 0.05, a current ratio of 23.45 and a quick ratio of 23.45. The business’s 50-day moving average price is $77.24 and its 200 day moving average price is $75.12.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Truist Financial boosted their price target on Disc Medicine from $86.00 to $114.00 and gave the stock a “buy” rating in a report on Monday, November 10th. Wedbush reduced their target price on shares of Disc Medicine from $110.00 to $88.00 and set an “outperform” rating on the stock in a report on Tuesday. UBS Group reiterated an “overweight” rating on shares of Disc Medicine in a report on Thursday, January 15th. Weiss Ratings reissued a “sell (d-)” rating on shares of Disc Medicine in a research note on Wednesday, January 21st. Finally, TD Cowen reaffirmed a “buy” rating on shares of Disc Medicine in a research note on Friday, December 19th. Eleven equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $104.82.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in IRON. ANTIPODES PARTNERS Ltd purchased a new stake in Disc Medicine during the fourth quarter valued at about $33,000. Aster Capital Management DIFC Ltd acquired a new position in shares of Disc Medicine in the 3rd quarter valued at about $38,000. KBC Group NV acquired a new position in shares of Disc Medicine in the 4th quarter valued at about $80,000. CWM LLC grew its holdings in shares of Disc Medicine by 213.5% during the 2nd quarter. CWM LLC now owns 1,044 shares of the company’s stock worth $55,000 after purchasing an additional 711 shares during the period. Finally, Avanza Fonder AB increased its position in Disc Medicine by 54.0% during the 3rd quarter. Avanza Fonder AB now owns 1,668 shares of the company’s stock worth $110,000 after purchasing an additional 585 shares in the last quarter. 83.70% of the stock is owned by hedge funds and other institutional investors.

More Disc Medicine News

Here are the key news stories impacting Disc Medicine this week:

• Positive Sentiment: Cantor Fitzgerald starts/maintains a buy on IRON, providing at least one buy-side analyst endorsement that could support the stock if pipeline news turns constructive. Disc Medicine (IRON) Receives a Buy from Cantor Fitzgerald
• Neutral Sentiment: Company says it will pursue standard U.S. approval after the FDA denied a fast‑track designation — this keeps the program alive but typically implies a longer, less certain pathway than a fast review. Disc Medicine eyes standard US approval for drug after FDA denies fast-track nod
• Neutral Sentiment: Reported short‑interest data shows zero shares (and a 0.0 days‑to‑cover) — likely a data/reporting anomaly and not meaningful evidence of reduced shorting pressure. (No article link available.)
• Negative Sentiment: Regulatory setback — multiple news pieces report an FDA Complete Response Letter on the lead bitopertin program and analysts are downgrading prospects for APOLLO; this is the primary near‑term negative catalyst driving reevaluation of the company’s valuation. Disc Medicine: Downgrading As CRL Puts APOLLO Study Into Question Disc Medicine (IRON) Valuation Check After FDA Complete Response Letter On Lead Bitopertin Program
• Negative Sentiment: Shareholder litigation risk — Pomerantz LLP has opened an investigation on behalf of investors, which raises the potential for future lawsuits or disclosures that could pressure the stock. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Disc Medicine, Inc.- IRON
• Negative Sentiment: Insider selling — the CFO disclosed multiple recent sales (tens of thousands of dollars) and other insiders (including John Quisel) have sold shares recently; concentrated insider sales can spook investors about near‑term outlook or liquidity needs. SEC Filing – Insider Transactions Disc Medicine Insider Sells $347,678.66 in Stock John Quisel Sells 13,264 Shares of Disc Medicine
• Negative Sentiment: Analyst cuts and price‑target reductions — HC Wainwright lowered multi‑quarter and multi‑year EPS forecasts and Wells Fargo trimmed its price target (and BMO lowered expectations), increasing downward pressure on the stock’s consensus outlook. MarketBeat IRON – analyst note summary BMO Lowers Expectations for Disc Medicine Wells Fargo Lowers Disc Medicine Price Target

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.