Insider Selling: Disc Medicine (NASDAQ:IRON) CFO Sells $463,593.07 in Stock

Disc Medicine, Inc. (NASDAQ:IRON) CFO Jean Franchi sold 7,081 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $65.47, for a total value of $463,593.07. Following the completion of the transaction, the chief financial officer owned 71,343 shares in the company, valued at approximately $4,670,826.21. The trade was a 9.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Disc Medicine Stock Performance

Shares of IRON opened at $61.36 on Friday. The company has a market capitalization of $2.32 billion, a price-to-earnings ratio of -11.47 and a beta of 0.88. Disc Medicine, Inc. has a 52-week low of $30.82 and a 52-week high of $99.50. The company has a quick ratio of 23.45, a current ratio of 23.45 and a debt-to-equity ratio of 0.05. The stock has a 50 day moving average price of $76.63 and a 200 day moving average price of $75.24.

Key Stories Impacting Disc Medicine

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

• Positive Sentiment: Institutional buying — large funds (JPMorgan, BVF, Jennison, Perceptive, RA Capital) added or established sizable positions in Q4, showing continued institutional interest that can underpin liquidity and longer‑term support. MarketBeat IRON – institutional trading
• Positive Sentiment: Cantor Fitzgerald buy rating remains — at least one buy‑side analyst maintained/affirmed a constructive view, which may limit downside if pipeline updates turn positive. Disc Medicine (IRON) Receives a Buy from Cantor Fitzgerald
• Neutral Sentiment: Company will pursue standard U.S. approval after FDA denied a fast‑track designation — keeps the program alive but implies a longer, less certain path to market. Disc Medicine eyes standard US approval for drug after FDA denies fast-track nod
• Neutral Sentiment: Reported short‑interest shows zero shares / 0.0 days‑to‑cover — this is almost certainly a data/reporting anomaly and not meaningful evidence of changed short pressure. (No article link available.)
• Negative Sentiment: Regulatory setback — coverage highlights an FDA Complete Response Letter (CRL) that raises questions about the APOLLO study and the lead bitopertin program; this is the primary near‑term negative catalyst. Disc Medicine: Downgrading As CRL Puts APOLLO Study Into Question Valuation Check After FDA Complete Response Letter
• Negative Sentiment: Insider selling — CFO Jean Franchi disclosed multiple recent sales (e.g., 4,075 and 7,081 shares) and other insiders (including John Quisel) sold shares recently; concentrated insider selling can spook shorter‑term holders. SEC Filing – Insider Transactions Disc Medicine Insider Sells John Quisel Sells 13,264 Shares
• Negative Sentiment: Shareholder litigation risk — Pomerantz LLP has opened an investor investigation which raises the prospect of lawsuits or disclosures that could add legal and reputational risk. Pomerantz investor alert
• Negative Sentiment: Analyst cuts and target trims — HC Wainwright lowered multi‑quarter and multi‑year EPS forecasts and Wells Fargo and BMO reduced targets/expectations, increasing downward pressure on consensus valuation. MarketBeat IRON – analyst note summary BMO Lowers Expectations for Disc Medicine Wells Fargo Lowers Disc Medicine Price Target

Hedge Funds Weigh In On Disc Medicine

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. TimesSquare Capital Management LLC acquired a new position in shares of Disc Medicine during the third quarter worth about $12,038,000. Y Intercept Hong Kong Ltd boosted its holdings in Disc Medicine by 361.4% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 43,287 shares of the company’s stock valued at $2,860,000 after purchasing an additional 33,905 shares in the last quarter. Atle Fund Management AB increased its position in Disc Medicine by 85.3% during the 3rd quarter. Atle Fund Management AB now owns 45,690 shares of the company’s stock worth $3,019,000 after purchasing an additional 21,038 shares during the period. JPMorgan Chase & Co. raised its stake in shares of Disc Medicine by 11.1% during the 2nd quarter. JPMorgan Chase & Co. now owns 843,616 shares of the company’s stock worth $44,678,000 after buying an additional 84,278 shares in the last quarter. Finally, Assenagon Asset Management S.A. acquired a new stake in shares of Disc Medicine in the 3rd quarter valued at approximately $689,000. 83.70% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms recently issued reports on IRON. UBS Group restated an “overweight” rating on shares of Disc Medicine in a research note on Thursday, January 15th. Wells Fargo & Company lowered their target price on shares of Disc Medicine from $109.00 to $78.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. BMO Capital Markets cut their target price on shares of Disc Medicine from $120.00 to $100.00 and set an “outperform” rating on the stock in a report on Tuesday, February 17th. TD Cowen reiterated a “buy” rating on shares of Disc Medicine in a research note on Friday, December 19th. Finally, Truist Financial raised their price objective on shares of Disc Medicine from $86.00 to $114.00 and gave the stock a “buy” rating in a research report on Monday, November 10th. Eleven research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price 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.