IRON — Disc Medicine, Inc.

Nasdaq · Health Care · Pharmaceuticals · CIK 1816736 ·
Last close
$68.12
Market Cap
$2.60B
52W High
$72.82
52W Low
$57.72
ADV30
438,733
Next earnings
Disc Medicine, Inc., together with its subsidiaries, a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. The company has assembled a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, primarily heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for the treatment of erythropoietic porphyrias, including erythropoietic protoporphyria, X-linked protoporphyria, and diamond-blackfan anemia; DISC-0974 for the treatment of anemia of myelofibrosis, and anemia of chronic kidney disease; and DISC-3405 for the treatment of polycythemia vera, and other hematologic disorders. It also develops preclinical programs include DISC-0998, for the treatment of anemia associated with inflammatory diseases. The company was founded in 2017 and is headquartered in Watertown, Massachusetts.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 0 -69,524,000 -63,504,000 750,213,000 88,913,000 61,784,000
Dec 2025 0 -66,970,000 -60,531,000 806,879,000 91,145,000 67,053,000
Sep 2025 0 -67,696,000 -62,321,000 630,456,000 140,664,000 57,066,000
Jun 2025 0 -61,410,000 -55,247,000 665,061,000 127,337,000 50,896,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$-180,393,000
Investing CF
$-394,299,000
Financing CF
$473,407,000
CapEx
$-933,000
Dividends Paid
Buybacks
EPS Diluted TTM
$-5.26
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-510,186,000
Inventory
Receivables
ST Investments
$700,007,000
EBIT TTM
$-208,216,000
Pretax Income TTM
$-211,823,000
Interest Exp TTM
$3,607,000
Analysts
12

Annual Trend (SEC EDGAR, last 5y)

Revenues vs Net Income (last 5y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 0 -236,022,000 -212,184,000 806,879,000 67,053,000 -180,393,000
Dec 2024 0 -129,720,000 -109,357,000 496,773,000 53,186,000 -93,926,000
Dec 2023 0 -91,125,000 -76,429,000 367,996,000 22,875,000 -73,462,000
Dec 2022 0 -47,475,000 -46,827,000 200,205,000 23,605,000 -42,252,000
Dec 2021

TTM Snapshot

Revenues TTM
$0
NetIncome TTM
$-26,352,000
OpCashFlow TTM
$0
Assets (Latest)
$496,773,000
Forward EPS
$-7.50

Peers — same industry

TickerNameMarket CapLastDaily %
ELVN Enliven Therapeutics, Inc. $2.59B $42.53
IDYA IDEAYA Biosciences, Inc. $2.58B $29.35
ARQT Arcutis Biotherapeutics, Inc. $2.64B $21.11
IMNM Immunome Inc. $2.48B $21.91
MLYS Mineralys Therapeutics, Inc. $2.47B $29.99

News headlines (Yahoo Finance, 1h cache)

Disc Medicine Eyes Mid-2026 Bitopertin Approval as EPP Trial Demand Surges
2026-05-26 04:04 · Yahoo
Disc Medicine Announces Multiple Presentations Across Portfolio at the European Hematology Association (EHA) 2026 Congress
2026-05-12 13:30 · Yahoo
Disc Medicine to Participate in Upcoming Investor Conferences
2026-05-11 12:30 · Yahoo
A Look At Disc Medicine (IRON) Valuation After Legal Probes And FDA Complete Response Letter
2026-05-06 22:14 · Yahoo
Disc Medicine Reports First Quarter 2026 Financial Results and Provides Business Update
2026-05-05 12:30 · Yahoo
Disc Medicine Insider Sells $380K in Stock Amid 70% One-Year Surge
2026-04-21 17:13 · Yahoo
Disc Medicine Announces Oral Presentation of Data from RALLY-MF Phase 2 Trial of DISC-0974 in Patients with Myelofibrosis and Anemia at the American Society of Clinical Oncology (ASCO) Annual Meeting
2026-04-21 14:00 · Yahoo
Disc Medicine Announces Completion of Enrollment of Phase 3 APOLLO Trial of Bitopertin in Erythropoietic Protoporphyria
2026-03-26 20:30 · Yahoo
Evaluating Disc Medicine (IRON) After Recent Share Moves And Conflicting Valuation Signals
2026-03-11 00:18 · Yahoo
What 3 recent FDA rejections reveal about shifts inside the agency
2026-03-04 07:55 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.