| Catalyst | Drug/Treatment | Stage | Probability of Approval | Description | Drug Type | Therapeutic Area | Source |
|---|---|---|---|---|---|---|---|
NDA Submission example | bitopertin Erythropoietic protoporphyria (EPP) | NDA | — | Small Molecules | Rare Diseases | ||
NDA Submission example | bitopertin Erythropoietic protoporphyria (EPP) | NDA | — | Small Molecules | Rare Diseases | ||
NDA Submission example | bitopertin Erythropoietic protoporphyria (EPP) | NDA | — | Small Molecules | Rare Diseases |
Recent Updates
Recently added Catalysts
Disc Medicine, Inc.$67.99
+0.42 (+0.62%)
B 63Pipeline Score Fair Value Biotech · Clinical
Market Cap
2.55 B
EPS
-6.62
P/E Ratio
-
Value Trade
23.27 M
SEC Financials
Q1 2026Dilution Risk
R&D Expenses
45.90 M
Operating CF
-62.24 M
Total Assets
750.21 M
Total Liabilities
61.78 M
Equity
688.43 M
D/E Ratio
12,345
-3.5 %
Week
-3.84 %
1 Month
6.4 %
3 Month
-26.04 %
6 Month
-38.36 %
5 Year
-34.81 %
All Time
Cash Data
Cash Position
730.16 M
Monthly Burn
20.75 M
Runway
34 mo
Burn Trend
SEC Filing
May 5, 2026
Overview
Volume
184.47 K
52 Week Range
40.00 - 99.50
% held by Insiders
27.63 %
% held by Institutions
91.37 %
Enterprise Value
1.85 B
Total Shares
37.73 M
Short %
21.7 %
Float Shares
31.20 M
Company Description
locked
Upcoming Catalyst
Drug Pipeline Intelligence
B63
Pipeline Score $4.6B
Pipeline ValueFair Value
Valuation Signal4
Drugs Scored1.8x
rNPV / MCap Top 89%
Small Cap (rank 101 of 905)
Percentile RankDisc Medicine, Inc. holds a solid B-grade pipeline (63/100), with $7.1B risk-adjusted pipeline value, led by DISC-0974 in Chronic Kidney Diseases (Phase 1), across $138B in total addressable markets.
Showing 1 of 1 assets
| Drug | Indication | Phase | NCT ID | PTRS | rNPV | Status | Enrollment | Velocity | Design | Completion | ML Signal | Last Change |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DISC-0974 Small molecule | Inflammatory Bowel Disease (IBD) | Phase 2 | NCT07368972 | 60% | $6.5B | RECRUITING | 21 | AVERAGE | B (64) | Mar 1, 2027 | LOW_RISK | LOW May 26, 2026 |
Clinical Trial Results
| Drug Name | Indications | Phase | Date | Trial Results Summary | Title | Source |
|---|---|---|---|---|---|---|
bitopertin | erythropoietic protoporphyria (EPP),anemia of myelofibrosis (MF),anemia of non-dialysis-dependent chronic kidney disease (NDD-CKD),polycythemia vera (PV) | Phase 2 | 2025-08-08 | |||
bitopertin | erythropoietic protoporphyria (EPP),anemia of myelofibrosis (MF),anemia of non-dialysis-dependent chronic kidney disease (NDD-CKD),polycythemia vera (PV) | Phase 2 | 2025-08-08 | |||
bitopertin | erythropoietic protoporphyria (EPP),anemia of myelofibrosis (MF),anemia of non-dialysis-dependent chronic kidney disease (NDD-CKD),polycythemia vera (PV) | Phase 2 | 2025-08-08 |
Inside Trades
YEARLY INSIDER TRANSACTIONS
Sector Avg.
INSIDERS
SOLDINSIDERS
BOUGHT
SOLDINSIDERS
BOUGHT
POSITIVE SENTIMENT Based on 22 Insiders Transactions
Hedge Funds
Shares Held
HEDGE FUNDS
SOLDHEDGE FUNDS
BOUGHT
SOLDHEDGE FUNDS
BOUGHT
POSITIVE SENTIMENT Based on 27 hedge funds in the last quarter
18 buying (3 new)·9 selling (1 exited)·2 unchanged
Hedge Funds invested in IRON
| HedgeFund Name ( 3 ) | % of Portfolio | Current MV - | Shares Owned - | Activity Avg Price $0 |
|---|---|---|---|---|
Example Capital Management | 2.5 % | 15.00 M | 250.00 K | |
Example Capital Management | 2.5 % | 15.00 M | 250.00 K | |
Example Capital Management | 2.5 % | 15.00 M | 250.00 K |
Biotech Analyst Ratings
Symbol
Firm
Rating
Action
Price Target
Upside
date
IRON
Example Securities
Buy
Initiated
$150.00
+25%
2026-01-15
IRON
Example Securities
Buy
Initiated
$150.00
+25%
2026-01-15
IRON
Example Securities
Buy
Initiated
$150.00
+25%
2026-01-15
IRON Stock Forecast & Analyst Consensus
BUY
Analyst Ratings
Buy65.0%
Hold25.0%
Sell10.0%
Price Target Trend
Average$24.00
Low$18.00
High$32.00
IRON Institutional Ownership Trends
Current Insider %
5.20%
—+0.00%
Current Institutional %
62.40%
—+0.00%
Total Ownership
67.60%
Insider + Institutional
Data Points
1
1 Ticker(s)
Option Chain Statistics
| Expiration | Volume | Open Interest | Implied Volatility Calls | Implied Volatility Puts | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Calls | Puts | Put-Call Ratio | Calls | Puts | Put-Call Ratio | IV | OiWaIv | VWaIv | IV | OiWaIv | VWaIv | |
| 2026-07-17 | 0 | 0.00 | 0 | 0 | - | - | - | - | - | - | ||
| 2026-07-17 | 0 | 0.00 | 0 | 0 | - | - | - | - | - | - | ||
| 2026-07-17 | 0 | 0.00 | 0 | 0 | - | - | - | - | - | - | ||
Option Chain
| Calls | Strike | Puts | ||||
|---|---|---|---|---|---|---|
| Last Price | Volume | Open Interest | Last Price | Volume | Open Interest | |
| No data available | ||||||
Open interest
Today's Open Interest
1.00 M
Put-Call Ratio
1.1
Put Open Interest
480.00 K
Call Open Interest
520.00 K
Open Interest Avg (30-day)
900,000
Today vs Open Interest Avg (30-day)
11.11%
Option Volume
Today's Volume
750.00 K
Put-Call Ratio
0.95
Put Volume
360.00 K
Call Volume
390.00 K
Volume Avg (30-day)
800,000
Today vs Volume Avg (30-day)
-6.25%
Latest Disc Medicine, Inc. (IRON) News & Alerts
-
Demo Biotech Announces Positive Phase 3 Results
Competitive Position
How IRON ranks across every disease it competes in| Indication | Rank | Phase | Best Drug | Top 3 Competitors | Market $B | LoA | Position |
|---|---|---|---|---|---|---|---|
| Irritable Bowel Syndrome | #3 of 6 | DISC-0974 | ARDX ABBV TAK | $1.44B | 0.98 | ||
| Polycythemia Vera | #4 of 6 | DISC-3405 | PTGX MRK IONS | $8.5B | 0.99 | ||
| Anemia | #5 of 8 | DISC-0974 | BMY AKBA TAK | $0.77B | 0.99 | ||
| Rare Metabolic Disorders | #7 of 30 | DISC-1459 | AZN SNY TVTX | $21.15B | 0.99 | ||
| Crohn's Disease | #9 of 15 | DISC-0974 | SNY LLY ABBV | $12.67B | 0.98 | ||
| Myeloproliferative Neoplasms | #11 of 14 | DISC-0974 | BMY ABBV NVS | — | 0.99 | ||
| Sickle Cell Disease | #11 of 12 | DISC-3405 | NVO NVS SNY | $4.23B | 0.98 | ||
| Myelodysplastic Syndromes | #15 of 33 | DISC-0974 | BMY ABBV TAK | $2.5B | 0.99 |