Disc Medicine (NASDAQ:IRON) COO Jonathan Yen-Wen Yu Sells 3,231 Shares of Stock

Disc Medicine, Inc. (NASDAQ:IRON) COO Jonathan Yen-Wen Yu sold 3,231 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total transaction of $203,100.66. Following the completion of the sale, the chief operating officer directly owned 54,324 shares in the company, valued at approximately $3,414,806.64. This represents a 5.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Disc Medicine Stock Performance

Shares of NASDAQ:IRON traded up $9.62 during midday trading on Tuesday, reaching $65.57. The company had a trading volume of 3,584,371 shares, compared to its average volume of 661,348. The stock has a market cap of $2.48 billion, a P/E ratio of -12.26 and a beta of 0.88. The company’s 50 day moving average price is $78.41 and its 200 day moving average price is $75.28. The company has a current ratio of 23.45, a quick ratio of 23.45 and a debt-to-equity ratio of 0.05. Disc Medicine, Inc. has a 52-week low of $30.82 and a 52-week high of $99.50.

Hedge Funds Weigh In On Disc Medicine

Several hedge funds have recently modified their holdings of IRON. ANTIPODES PARTNERS Ltd acquired a new position in shares of Disc Medicine in the fourth quarter valued at approximately $33,000. Aster Capital Management DIFC Ltd bought a new position in Disc Medicine in the third quarter worth approximately $38,000. CWM LLC raised its position 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 last quarter. KBC Group NV bought a new position in Disc Medicine in the 4th quarter valued at $80,000. Finally, Avanza Fonder AB boosted its position in Disc Medicine by 54.0% during the third quarter. Avanza Fonder AB now owns 1,668 shares of the company’s stock worth $110,000 after purchasing an additional 585 shares during the period. Institutional investors own 83.70% of the company’s stock.

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.

Wall Street Analyst Weigh In

IRON has been the subject of several analyst reports. UBS Group reaffirmed an “overweight” rating on shares of Disc Medicine in a research note on Thursday, January 15th. Cantor Fitzgerald dropped their price objective on shares of Disc Medicine from $153.00 to $125.00 and set an “overweight” rating on the stock in a research report on Tuesday. Weiss Ratings restated a “sell (d-)” rating on shares of Disc Medicine in a research report on Wednesday, January 21st. Stifel Nicolaus dropped their price target on Disc Medicine from $125.00 to $110.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Wells Fargo & Company dropped their price target on Disc Medicine from $109.00 to $78.00 and set an “overweight” rating on the stock in a research report on Tuesday. Eleven investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Disc Medicine presently has an average rating of “Moderate Buy” and a consensus price target of $104.82.

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.