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Disc Medicine (IRON)

Company Profile

Company profile

Ticker

IRON

Exchange

Website

geminitherapeutics.com

Incorporated

Location

Fiscal year end

Sector

Professional, Scientific, and Technical Services > Research and Development in Biotechnology (except Nanobiotechnology)

Industry (SIC)

Pharmaceutical Preparations

Pfizer • Johnson & Johnson • Merck & Co. • Teva Pharmaceutical Industries Limited • Abbott Laboratories • Eli Lilly and • Bristol-Myers Squibb • Viatris • AbbVie • Bausch Health Companies ...

Former names

FS Development Corp., Gemini Therapeutics, Inc. /DE

SEC CIK

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Disc Medicine Opco, Inc. • Disc Medicine Securities Corp. ...

IRS number

851613057

IRON stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$83.50

Low target

$73.00

High target

$94.00

Latest filings (excl ownership)

View all

Registration of securities for employees

Disc Medicine Reports Fourth Quarter and Full Year 2024 Financial Results and Provides Business Update

Disc Medicine Announces Proposed Public Offering

Prospectus supplement for primary offering

Prospectus supplement for primary offering

Disc Medicine Announces Successful Type C Meeting with FDA for Bitopertin in Erythropoietic Protoporphyria (EPP) and Shares Plans for NDA Submission

Disc Medicine Highlights Recent Achievements Across Hematology Portfolio and Key Business Objectives and Milestones for 2025

Notice of effectiveness

Latest ownership filings

View all

Pamela Stephenson

William Jacob Savage

Jonathan Yen-Wen Yu

Jean M. Franchi

Bain Capital Life Sciences Opportunities III, LP

Pamela Stephenson

Financial summary

Financial statements Chart IRON financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
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)	192.67 mm	192.67 mm	192.67 mm	192.67 mm	192.67 mm	192.67 mm
Cash burn (monthly)	67.33 k	14.00 mm	11.52 mm	10.81 mm	9.19 mm	7.83 mm
Cash used (since last report)	154.17 k	32.05 mm	26.37 mm	24.75 mm	21.04 mm	17.92 mm
Cash remaining	192.52 mm	160.63 mm	166.30 mm	167.92 mm	171.63 mm	174.75 mm
Runway (months of cash)	2859.2	11.5	14.4	15.5	18.7	22.3

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

IRON institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	160	140	+14.3%
Opened positions	37	25	+48.0%
Closed positions	17	14	+21.4%
Increased positions	50	60	-16.7%
Reduced positions	45	26	+73.1%

13F shares	Current	Prev Q	Change
Total value	1.59 tn	1.28 tn	+23.8%
Total shares	38.49 mm	40.12 mm	-4.1%
Total puts	34.80 k	7.30 k	+376.7%
Total calls	54.30 k	7.40 k	+633.8%
Total put/call ratio	0.6	1.0	-35.0%

Largest owners	Shares	Value	Change
Ai Dmi	3.76 mm	$168.79 mm	0.0%
Access Industries Management	3.35 mm	$165.35 mm	0.0%
Atlas Venture Life Science Advisors	2.51 mm	$159.10 bn	0.0%
FMR	1.87 mm	$118.32 bn	+358.7%
BlackRock	1.86 mm	$117.91 bn	+0.5%
Orbimed Advisors	1.79 mm	$113.21 bn	0.0%
Frazier Life Sciences Management	1.75 mm	$111.26 bn	0.0%
Paradigm Biocapital Advisors	1.50 mm	$94.96 bn	0.0%
Atlas Venture Fund X	1.40 mm	$92.50 mm	0.0%
Wellington Management	1.40 mm	$88.47 bn	-24.2%

Largest transactions	Shares	Bought/sold	Change
FMR	1.87 mm	+1.46 mm	+358.7%
Bain Capital Life Sciences Investors	983.50 k	-812.24 k	-45.2%
Bain Capital Life Sciences Opportunities III	983.50 k	-812.24 k	-45.2%
Point72 Asset Management	13.44 k	-742.42 k	-98.2%
Logos Global Management	200.00 k	-735.00 k	-78.6%
JHG Janus Henderson	1.22 mm	+467.99 k	+62.4%
Wellington Management	1.40 mm	-444.82 k	-24.2%
Deerfield Management	600.52 k	-422.75 k	-41.3%
Perceptive Advisors	0.00	-387.02 k	EXIT
T. Rowe Price	1.39 mm	+262.69 k	+23.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

IRON insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
18 Feb 25	John D Quisel	Common Stock	Sell	Dispose S	No	No	54.58	5,574	304.23 k	154,828
18 Feb 25	Franchi Jean M.	Common Stock	Sell	Dispose S	No	No	54.58	3,136	171.16 k	69,530
18 Feb 25	Jonathan Yen-Wen Yu	Common Stock	Sell	Dispose S	No	No	54.58	1,610	87.87 k	40,555
18 Feb 25	William Jacob Savage	Common Stock	Sell	Dispose S	No	No	54.58	1,638	89.40 k	68,498
18 Feb 25	Rahul Khara	Common Stock	Sell	Dispose S	No	No	54.58	1,161	63.37 k	37,583

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

Morgan Stanley Assumes Disc Medicine at Overweight, Announces Price Target of $85

Morgan Stanley analyst Jeffrey Hung assumes Disc Medicine (NASDAQ:IRON) with a Overweight rating and announces Price Target of $85.

Scotiabank Maintains Sector Outperform on Disc Medicine, Raises Price Target to $75

Scotiabank analyst Greg Harrison maintains Disc Medicine (NASDAQ:IRON) with a Sector Outperform and raises the price target from $73 to $75.

Stifel Maintains Buy on Disc Medicine, Raises Price Target to $94

Stifel analyst Benjamin Burnett maintains Disc Medicine (NASDAQ:IRON) with a Buy and raises the price target from $90 to $94.

Reported Earlier, Disc Medicine Prices $225.5M Upsized Offering Of 3,918,182 Common Shares At $55 Each And 181,818 Warrants At $54.9999 Each

Scotiabank Maintains Sector Outperform on Disc Medicine, Raises Price Target to $73

Press releases

From Benzinga Pro

Disc Medicine Announces Pricing of $225.5 Million Upsized Public Offering of Common Stock and Pre-Funded Warrants

WATERTOWN, Mass., Jan. 22, 2025 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON) (Disc), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments

Disc Medicine Announces Proposed Public Offering of Common Stock and Pre-Funded Warrants

WATERTOWN, Mass., Jan. 21, 2025 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON) (Disc), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments

Disc Medicine Announces Successful Type C Meeting with FDA for Bitopertin in Erythropoietic Protoporphyria (EPP) and Shares Plans for NDA Submission

Pursuing accelerated approval for bitopertin in EPP with protoporphyrin IX (PPIX) reduction as the surrogate endpointPlanning to submit NDA under accelerated approval pathway in H2 2025 based on existing clinical data,

Disc Medicine to Host Conference Call on Type C Meeting for Bitopertin in Erythropoietic Protoporphyria (EPP)

Disc Medicine Reports Inducement Grant under Nasdaq Listing Rule 5635(C)(4)

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