disc medicine is a hematology company harnessing new insights in hepcidin biology to address ineffective red blood cell production (erythropoiesis) in hematologic diseases. focused on the hepcidin pathway, the master regulator of iron metabolism, disc is advancing first-in-class therapies to transform the treatment of hematologic diseases.
Company profile
Ticker
IRON
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
FS Development Corp., Gemini Therapeutics, Inc. /DE
SEC CIK
Corporate docs
Subsidiaries
Disc Medicine Opco, Inc. • Disc Medicine Securities Corp. • Gemini Therapeutics Sub, Inc.. ...
IRS number
851613057
IRON stock data
Latest filings (excl ownership)
8-K
Disc Medicine Reports Second Quarter 2023 Financial Results and Provides Business Update
11 Aug 23
10-Q
2023 Q2
Quarterly report
11 Aug 23
8-K
Disc Medicine Announces Proposed Public Offering
16 Jun 23
424B5
Prospectus supplement for primary offering
14 Jun 23
8-K
Other Events
12 Jun 23
424B5
Prospectus supplement for primary offering
12 Jun 23
8-K
Submission of Matters to a Vote of Security Holders
9 Jun 23
8-K
Patients reported significant improvements in sunlight tolerance and measures of quality-of-life
9 Jun 23
10-Q
2023 Q1
Quarterly report
15 May 23
8-K
Disc Medicine Reports First Quarter 2023 Financial Results and Provides Business Update
15 May 23
Latest ownership filings
4
Change in insider ownership
18 Sep 23
144
Notice of proposed sale of securities
15 Sep 23
144
Notice of proposed sale of securities
14 Sep 23
4
Joanne Bryce
13 Sep 23
4
Joanne Bryce
5 Sep 23
4
William Jacob Savage
22 Aug 23
4
Kevin Bitterman
17 Aug 23
3/A
Kevin Bitterman
17 Aug 23
4
Change in insider ownership
16 Aug 23
4
William Jacob Savage
16 Aug 23
Financial summary
| Quarter (USD) | Jun 23 | Mar 23 | Dec 22 | Sep 22 | |
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| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | |
|---|---|---|---|---|
| Revenue | ||||
| Cost of revenue | ||||
| Operating income | ||||
| Operating margin | ||||
| Net income | ||||
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| Cash on hand | ||||
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| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 377.72 mm | 377.72 mm | 377.72 mm | 377.72 mm | 377.72 mm | 377.72 mm |
| Cash burn (monthly) | (no burn) | (no burn) | 5.78 mm | 5.63 mm | 4.24 mm | 5.63 mm |
| Cash used (since last report) | n/a | n/a | 15.72 mm | 15.32 mm | 11.55 mm | 15.32 mm |
| Cash remaining | n/a | n/a | 362.00 mm | 362.40 mm | 366.17 mm | 362.40 mm |
| Runway (months of cash) | n/a | n/a | 62.7 | 64.4 | 86.3 | 64.4 |
Institutional ownership, Q2 2023
| 13F holders | Current |
|---|---|
| Total holders | 98 |
| Opened positions | 56 |
| Closed positions | 8 |
| Increased positions | 18 |
| Reduced positions | 11 |
| 13F shares | Current |
|---|---|
| Total value | 861.90 bn |
| Total shares | 31.59 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Atlas Venture Life Science Advisors | 3.46 mm | $153.70 bn |
| Access Industries Management | 3.35 mm | $165.35 mm |
| Ai Dmi | 3.14 mm | $74.77 mm |
| Orbimed Advisors | 2.27 mm | $100.77 bn |
| Atlas Venture Fund X | 2.24 mm | $3.02 mm |
| Bain Capital Life Sciences Opportunities III | 1.99 mm | $47.38 mm |
| Bain Capital Life Sciences Investors | 1.33 mm | $59.17 bn |
| Adage Capital Partners GP, L.L.C. | 1.16 mm | $51.62 bn |
| Novo Holdings A/S | 1.09 mm | $48.43 bn |
| Perceptive Advisors | 742.84 k | $32.98 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 16 Sep 23 | Atlas Venture Fund X | Common Stock | Sell | Dispose S | No | No | 53.22 | 2,115 | 112.56 k | 1,593,785 |
| 15 Sep 23 | Atlas Venture Fund X | Common Stock | Sell | Dispose S | No | No | 53.16 | 260,894 | 13.87 mm | 1,595,900 |
| 14 Sep 23 | Atlas Venture Fund X | Common Stock | Sell | Dispose S | No | No | 53.05 | 94,440 | 5.01 mm | 1,856,794 |
| 11 Sep 23 | Joanne Bryce | Common Stock | Option exercise | Acquire M | No | No | 9.86 | 2,500 | 24.65 k | 3,760 |
| 11 Sep 23 | Joanne Bryce | Stock Option Common Stock | Option exercise | Dispose M | No | No | 9.86 | 2,500 | 24.65 k | 76,745 |
| 1 Sep 23 | Joanne Bryce | Common Stock | Sell | Dispose S | No | Yes | 52.99 | 1,000 | 52.99 k | 1,260 |
| 1 Sep 23 | Joanne Bryce | Common Stock | Option exercise | Acquire M | No | Yes | 2.65 | 1,000 | 2.65 k | 2,260 |
| 1 Sep 23 | Joanne Bryce | Stock Option Common Stock | Option exercise | Dispose M | No | Yes | 2.65 | 1,000 | 2.65 k | 3,753 |
| 21 Aug 23 | William Jacob Savage | Common Stock | Option exercise | Acquire M | No | No | 2.65 | 3,000 | 7.95 k | 3,000 |
| 21 Aug 23 | William Jacob Savage | Stock Option Common Stock | Option exercise | Dispose M | No | No | 2.65 | 3,000 | 7.95 k | 17,326 |
News
5 Value Stocks To Watch In The Healthcare Sector
4 Sep 23
Where Disc Medicine Stands With Analysts
14 Aug 23
HC Wainwright & Co. Maintains Buy on Disc Medicine, Raises Price Target to $70
14 Aug 23
Disc Medicine Q2 EPS $(0.74) Beats $(0.86) Estimate
11 Aug 23
Why Franklin Covey Shares Are Trading Higher By 25%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
29 Jun 23