Disc Medicine (NASDAQ:IRON) Price Target Lowered to $100.00 at BMO Capital Markets

Disc Medicine (NASDAQ:IRON) had its price target cut by BMO Capital Markets from $120.00 to $100.00 in a report issued on Tuesday, Marketbeat.com reports. They currently have an outperform rating on the stock.

IRON has been the topic of several other reports. Raymond James Financial restated a “market perform” rating on shares of Disc Medicine in a research report on Thursday, January 15th. Stifel Nicolaus initiated coverage on shares of Disc Medicine in a report on Monday, November 3rd. They set a “buy” rating and a $125.00 target price on the stock. UBS Group reaffirmed an “overweight” rating on shares of Disc Medicine in a research report on Thursday, January 15th. Morgan Stanley reissued an “overweight” rating and set a $120.00 price target on shares of Disc Medicine in a research report on Thursday, January 8th. Finally, Wedbush restated an “outperform” rating on shares of Disc Medicine in a report on Thursday, January 15th. Eleven analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $104.82.

Disc Medicine Stock Performance

Disc Medicine stock opened at $65.57 on Tuesday. Disc Medicine has a fifty-two week low of $30.82 and a fifty-two week high of $99.50. The stock’s 50 day simple moving average is $78.41 and its two-hundred day simple moving average is $75.28. 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 stock has a market cap of $2.48 billion, a price-to-earnings ratio of -12.26 and a beta of 0.88.

Insider Activity

In other Disc Medicine news, CEO John D. Quisel sold 40,000 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $93.05, for a total transaction of $3,722,000.00. Following the completion of the sale, the chief executive officer directly owned 171,828 shares in the company, valued at approximately $15,988,595.40. The trade was a 18.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider William Jacob Savage sold 13,093 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $91.22, for a total value of $1,194,343.46. Following the transaction, the insider directly owned 75,702 shares in the company, valued at $6,905,536.44. The trade was a 14.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 273,605 shares of company stock valued at $24,193,736 over the last three months. Corporate insiders own 3.64% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Logos Global Management LP grew its stake in shares of Disc Medicine by 13.3% during the 4th quarter. Logos Global Management LP now owns 510,000 shares of the company’s stock valued at $40,499,000 after purchasing an additional 60,000 shares during the period. Burkehill Global Management LP purchased a new position in shares of Disc Medicine in the fourth quarter worth approximately $3,970,000. Abel Hall LLC bought a new stake in Disc Medicine during the fourth quarter valued at approximately $353,000. Lazard Asset Management LLC purchased a new stake in Disc Medicine during the fourth quarter valued at approximately $4,610,000. Finally, Jain Global LLC purchased a new stake in Disc Medicine during the fourth quarter valued at approximately $581,000. 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: 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.

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.