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Upturn AI SWOT - About
Disc Medicine Inc. (IRON)
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Upturn Advisory Summary
10/23/2025: IRON (3-star) is a STRONG-BUY. BUY since 95 days. Simulated Profits (57.70%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
11 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $106.55
1 Year Target Price $106.55
| 8 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 211.06% | Avg. Invested days 51 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.26B USD | Price to earnings Ratio - | 1Y Target Price 106.55 |
Price to earnings Ratio - | 1Y Target Price 106.55 | ||
Volume (30-day avg) 11 | Beta 2.5 | 52 Weeks Range 30.82 - 95.95 | Updated Date 10/23/2025 |
52 Weeks Range 30.82 - 95.95 | Updated Date 10/23/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.46 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -17.95% | Return on Equity (TTM) -26.36% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1670610164 | Price to Sales(TTM) - |
Enterprise Value 1670610164 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA -7.56 | Shares Outstanding 37384630 | Shares Floating 28851956 |
Shares Outstanding 37384630 | Shares Floating 28851956 | ||
Percent Insiders 10.63 | Percent Institutions 99.67 |
Upturn AI SWOT
Disc Medicine Inc.
Company Overview
History and Background
Disc Medicine, Inc. is a clinical-stage biotechnology company focused on the discovery and development of novel therapies for patients suffering from hematologic diseases. Founded in 2017, the company is dedicated to addressing diseases of erythropoiesis, heme biosynthesis, and iron metabolism.
Core Business Areas
- Erythropoiesis: Focus on developing therapies to treat anemia and other red blood cell disorders by targeting fundamental pathways of red blood cell production.
- Heme Biosynthesis: Developing drugs to address rare genetic diseases caused by defects in heme biosynthesis, which can lead to significant morbidity.
- Iron Metabolism: Investigating and developing treatments targeting iron homeostasis for various indications.
Leadership and Structure
Disc Medicine is led by a team of experienced biotech executives and scientists. Jonathan Yu is the current CEO. The organizational structure includes research and development, clinical operations, and commercial teams.
Top Products and Market Share
Key Offerings
- Bitopertin: Bitopertin, previously developed by Roche, is now being developed by Disc Medicine as DISC-3405 for treatment of erythropoietic protoporphyria (EPP). This is an orphan drug designation targeted towards patients with a rare and debilitating disease. There are few competitors for the niche indication.
- DISC-0974: DISC-0974 is an investigational oral small molecule inhibitor of matriptase-2 (TMPRSS6). It's intended to modulate hepcidin production for the potential treatment of anemia of chronic disease. Competitors are larger pharmaceutical companies with competing products aimed at anemia management.
Market Dynamics
Industry Overview
The biotechnology industry is highly competitive and rapidly evolving. It includes companies focused on drug discovery, development, and commercialization. This market includes both rare disease and general population disease treatments.
Positioning
Disc Medicine is a clinical-stage biotech company focused on hematologic diseases. Its competitive advantages include its specialized expertise in erythropoiesis, heme biosynthesis, and iron metabolism, as well as its portfolio of novel therapies in development.
Total Addressable Market (TAM)
The TAM for hematologic disease treatments is estimated to be in the billions of dollars, depending on the specific indications. Disc Medicine is focused on segments within this larger market, including rare diseases and anemia of chronic disease, each of which have substantial market potential. The specific TAM for DISC-3405 and DISC-0974 would depend on the number of affected individuals and the cost of the treatments.
Upturn SWOT Analysis
Strengths
- Strong pipeline of novel therapies
- Experienced management team
- Focus on unmet medical needs
- Proprietary technology platform
- Orphan Drug designation for some products allows for extended market exclusivity and tax breaks.
Weaknesses
- Clinical-stage company with no currently approved products
- High cash burn rate
- Reliance on successful clinical trial outcomes
- Susceptibility to regulatory hurdles
- Small revenue from collaborations.
Opportunities
- Successful clinical trial readouts
- Potential for partnerships and collaborations
- Expansion into new therapeutic areas
- Acquisition by a larger pharmaceutical company
- Increasing demand for targeted therapies
Threats
- Clinical trial failures
- Competition from other biotech and pharmaceutical companies
- Regulatory setbacks
- Changes in reimbursement policies
- Intellectual property disputes
Competitors and Market Share
Key Competitors
- SNY
- BMY
- VRTX
- CRSP
Competitive Landscape
Disc Medicine competes with large pharmaceutical companies and other biotech companies in the hematology space. Its advantages include a targeted approach to erythropoiesis, heme biosynthesis, and iron metabolism. Its disadvantage is that is doesn't have a product yet and is reliant on clinical data to get approvals.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in the company's progress in advancing its pipeline of drug candidates.
Future Projections: Future growth depends on successful clinical trials and regulatory approvals for its lead compounds. Analyst estimates would vary based on these factors.
Recent Initiatives: Recent initiatives may include initiating new clinical trials, presenting data at scientific conferences, and securing financing to support its operations.
Summary
Disc Medicine is a clinical-stage biotech company with a promising pipeline focused on hematologic diseases. Its strengths lie in its targeted approach and experienced management team, but it faces the typical challenges of a biotech company without approved products, including high cash burn and reliance on successful clinical trials. The company needs to secure financing and navigate regulatory hurdles effectively. Success in clinical trials is crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Analyst reports
- Industry databases
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data may not be precise. Seek professional financial advice before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Disc Medicine Inc.
Exchange NASDAQ | Headquaters Watertown, MA, United States | ||
IPO Launch date 2020-08-12 | CEO, President & Director Dr. John D. Quisel Esq., J.D., Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 125 | Website https://www.discmedicine.com |
Full time employees 125 | Website https://www.discmedicine.com | ||
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. Disc Medicine, Inc. was founded in 2017 and is headquartered in Watertown, Massachusetts.
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