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.
![Disc Medicine logo](/files/LOGO/1816736-IRON.png)
Company profile
Ticker
IRON
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Sector
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
Submission of Matters to a Vote of Security Holders
14 Jun 24
8-K
Disc Medicine Announces Underwritten Offering
14 Jun 24
424B5
Prospectus supplement for primary offering
14 Jun 24
8-K
Disc Medicine Presents Positive Clinical Data Across Portfolio at the European Hematology Association (EHA) 2024 Congress
14 Jun 24
10-Q
2024 Q1
Quarterly report
9 May 24
8-K
Disc Medicine Reports First Quarter 2024 Financial Results and Provides Business Update
9 May 24
ARS
2023 FY
Annual report to shareholders
1 May 24
DEF 14A
Definitive proxy
1 May 24
DEFA14A
Additional proxy soliciting materials
1 May 24
8-K
Regulation FD Disclosure
2 Apr 24
Latest ownership filings
4
John D Quisel
10 Jul 24
4
William Richard White
3 Jul 24
SC 13G
Frazier Life Sciences Public Fund, L.P.
25 Jun 24
4
Kevin Bitterman
20 Jun 24
4
Mona Ashiya
20 Jun 24
4
Change in insider ownership
20 Jun 24
SC 13D/A
ORBIMED ADVISORS LLC
20 Jun 24
4
Len Blavatnik
20 Jun 24
SC 13D/A
AI DMI LLC
20 Jun 24
4
William Richard White
14 Jun 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Revenue | |||||
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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) | 342.85 mm | 342.85 mm | 342.85 mm | 342.85 mm | 342.85 mm | 342.85 mm |
Cash burn (monthly) | 5.92 mm | (no burn) | 10.49 mm | 8.12 mm | 11.20 mm | 5.97 mm |
Cash used (since last report) | 22.90 mm | n/a | 40.55 mm | 31.41 mm | 43.31 mm | 23.07 mm |
Cash remaining | 319.95 mm | n/a | 302.30 mm | 311.44 mm | 299.54 mm | 319.78 mm |
Runway (months of cash) | 54.0 | n/a | 28.8 | 38.3 | 26.7 | 53.6 |
Institutional ownership, Q1 2024
47.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 37 |
Opened positions | 15 |
Closed positions | 58 |
Increased positions | 9 |
Reduced positions | 4 |
13F shares | Current |
---|---|
Total value | 55.77 bn |
Total shares | 11.67 mm |
Total puts | 59.90 k |
Total calls | 27.30 k |
Total put/call ratio | 2.2 |
Largest owners | Shares | Value |
---|---|---|
Access Industries Management | 3.35 mm | $165.35 mm |
Ai Dmi | 3.35 mm | $161.97 mm |
Atlas Venture Fund X | 1.40 mm | $92.50 mm |
Bain Capital Life Sciences Opportunities III | 1.33 mm | $0.00 |
BML Investment Partners | 524.75 k | $708.00 k |
FS Development | 487.03 k | $657.00 k |
Lightstone Ventures | 317.79 k | $429.00 k |
First Turn Management | 252.67 k | $15.73 bn |
Victory Capital Management | 213.06 k | $13.27 bn |
Jennison Associates | 193.24 k | $12.03 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
8 Jul 24 | John D Quisel | Common Stock | Option exercise | Acquire M | No | No | 1.01 | 3,000 | 3.03 k | 72,065 |
8 Jul 24 | John D Quisel | Stock Option Common Stock | Option exercise | Dispose M | No | No | 1.01 | 3,000 | 3.03 k | 238,211 |
1 Jul 24 | William Richard White | Common Stock | Sell | Dispose S | No | Yes | 46.4486 | 74 | 3.44 k | 0 |
1 Jul 24 | William Richard White | Common Stock | Sell | Dispose S | No | Yes | 45.9159 | 109 | 5.00 k | 74 |
1 Jul 24 | William Richard White | Common Stock | Sell | Dispose S | No | Yes | 45.0706 | 18 | 811.27 | 183 |
1 Jul 24 | William Richard White | Common Stock | Option exercise | Acquire M | No | Yes | 9.86 | 201 | 1.98 k | 201 |
1 Jul 24 | William Richard White | Stock Option Common Stock | Option exercise | Dispose M | No | Yes | 9.86 | 201 | 1.98 k | 2,809 |
17 Jun 24 | Ai Dmi | Common Stock | Grant | Acquire A | No | No | 36 | 416,667 | 15.00 mm | 3,558,426 |
17 Jun 24 | Orbimed Advisors | Common Stock | Buy | Acquire P | Yes | No | 36 | 10,986 | 395.50 k | 235,391 |
17 Jun 24 | Orbimed Advisors | Common Stock | Buy | Acquire P | Yes | No | 36 | 43,944 | 1.58 mm | 941,569 |
News
HC Wainwright & Co. Reiterates Buy on Disc Medicine, Maintains $70 Price Target
10 Jul 24
BMO Capital Reiterates Outperform on Disc Medicine, Raises Price Target to $70
17 Jun 24
S&P 500 Edges Lower; RH Shares Plunge After Q1 Results
14 Jun 24
Why AMMO Shares Are Trading Lower By Over 19%? Here Are Other Stocks Moving In Friday's Mid-Day Session
14 Jun 24
12 Health Care Stocks Moving In Friday's Intraday Session
14 Jun 24
Press releases
Disc Medicine Announces Underwritten Offering of Common Stock
14 Jun 24
Disc Medicine Presents Positive Clinical Data Across Portfolio at the European Hematology Association (EHA) 2024 Congress
14 Jun 24
Disc Medicine Announces Multiple Presentations Across Portfolio at the European Hematology Association (EHA) 2024 Congress
14 May 24