Insider Selling: Disc Medicine (NASDAQ:IRON) CEO Sells $833,775.04 in Stock

Disc Medicine, Inc. (NASDAQ:IRON) CEO John Quisel sold 13,264 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $62.86, for a total value of $833,775.04. Following the completion of the sale, the chief executive officer directly owned 226,064 shares of the company’s stock, valued at approximately $14,210,383.04. This trade represents a 5.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Disc Medicine Trading Down 1.8%

Shares of Disc Medicine stock opened at $63.35 on Friday. The company has a market capitalization of $2.39 billion, a P/E ratio of -11.84 and a beta of 0.88. The stock has a fifty day simple moving average of $77.24 and a 200 day simple moving average of $75.12. Disc Medicine, Inc. has a 12-month low of $30.82 and a 12-month high of $99.50. 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 News Roundup

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

• Positive Sentiment: Management said it will pursue a traditional U.S. approval pathway for lead drug bitopertin after the FDA declined a fast‑track route, giving investors a clearer regulatory path rather than abandoning the program. Disc Medicine eyes standard US approval for drug after FDA denies fast-track nod
• Positive Sentiment: Several sell‑side firms (Cantor Fitzgerald, Stifel) have maintained constructive ratings (buy/overweight) even as some trimmed targets, which can support institutional interest and limit downside. Disc Medicine (IRON) Receives a Buy from Cantor Fitzgerald Stifel Nicolaus Sticks to Its Buy Rating for Disc Medicine (IRON)
• Neutral Sentiment: Market commentary and valuation checks are active as investors parse the FDA Complete Response Letter and implications for timing — some outlets ran valuation pieces and transcripts of the company investor call. Disc Medicine (IRON) Valuation Check After FDA Complete Response Letter On Lead Bitopertin Program
• Neutral Sentiment: Reported short‑interest prints are noisy/insignificant in the latest data, so today’s move looks driven largely by event‑driven trading and position rebalancing rather than a classic short‑squeeze dynamic.
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and adding headline pressure that can deter buyers. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Disc Medicine, Inc.- IRON
• Negative Sentiment: Multiple insiders sold sizable blocks this week (CEO, CFO, COO and others), which investors often interpret as negative signal about near‑term outlook even though insiders still hold meaningful equity. John Quisel Sells 13,264 Shares of Disc Medicine (NASDAQ:IRON) Stock
• Negative Sentiment: HC Wainwright and other firms cut near‑ and long‑term EPS forecasts and several shops trimmed price targets, lowering the near‑term valuation baseline until regulatory clarity and data timelines are resolved.

Hedge Funds Weigh In On Disc Medicine

Several large investors have recently modified their holdings of the business. Arizona State Retirement System lifted its stake in shares of Disc Medicine by 1.8% during the 3rd quarter. Arizona State Retirement System now owns 6,654 shares of the company’s stock valued at $440,000 after buying an additional 120 shares in the last quarter. China Universal Asset Management Co. Ltd. raised its holdings in Disc Medicine by 2.0% during the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 7,094 shares of the company’s stock valued at $469,000 after acquiring an additional 138 shares during the period. Ameritas Investment Partners Inc. lifted its position in shares of Disc Medicine by 8.9% during the second quarter. Ameritas Investment Partners Inc. now owns 2,515 shares of the company’s stock worth $133,000 after acquiring an additional 206 shares in the last quarter. Police & Firemen s Retirement System of New Jersey boosted its holdings in shares of Disc Medicine by 3.3% in the fourth quarter. Police & Firemen s Retirement System of New Jersey now owns 6,716 shares of the company’s stock worth $533,000 after acquiring an additional 215 shares during the period. Finally, Avanza Fonder AB grew its position in shares of Disc Medicine by 14.1% in the fourth quarter. Avanza Fonder AB now owns 1,903 shares of the company’s stock valued at $151,000 after purchasing an additional 235 shares in the last quarter. Hedge funds and other institutional investors own 83.70% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Disc Medicine in a research note on Wednesday, January 21st. Truist Financial increased their price target on Disc Medicine from $86.00 to $114.00 and gave the company a “buy” rating in a research report on Monday, November 10th. Morgan Stanley set a $75.00 price target on Disc Medicine in a report on Tuesday. BMO Capital Markets cut their price objective on Disc Medicine from $120.00 to $100.00 and set an “outperform” rating on the stock in a research report on Tuesday. Finally, Stifel Nicolaus decreased their target price on Disc Medicine from $125.00 to $110.00 and set a “buy” rating for the company in a research report on Tuesday. Eleven equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Disc Medicine currently has a consensus rating of “Moderate Buy” and an average price target of $104.82.

Disc Medicine Company Profile

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.