
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT
- About
Disc Medicine Inc. (IRON)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: IRON (3-star) is a STRONG-BUY. BUY since 46 days. Profits (14.41%). Updated daily EoD!
1 Year Target Price $99.27
1 Year Target Price $99.27
8 | Strong Buy |
3 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 125.68% | Avg. Invested days 44 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.11B USD | Price to earnings Ratio - | 1Y Target Price 99.27 |
Price to earnings Ratio - | 1Y Target Price 99.27 | ||
Volume (30-day avg) 11 | Beta 2.5 | 52 Weeks Range 30.82 - 68.73 | Updated Date 08/15/2025 |
52 Weeks Range 30.82 - 68.73 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.46 |
Earnings Date
Report Date 2025-08-07 | When - | Estimate -1.12 | Actual -1.58 |
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 1491915078 | Price to Sales(TTM) - |
Enterprise Value 1491915078 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA -7.56 | Shares Outstanding 34765600 | Shares Floating 29070284 |
Shares Outstanding 34765600 | Shares Floating 29070284 | ||
Percent Insiders 10.61 | Percent Institutions 99.29 |
Upturn AI SWOT
Disc Medicine Inc.
Company Overview
History and Background
Disc Medicine, Inc. is a clinical-stage biopharmaceutical company focused on the discovery and development of novel treatments for patients suffering from serious hematologic diseases. Founded in 2017, Disc Medicine is committed to creating transformative therapies that address unmet medical needs in hematology.
Core Business Areas
- Hematology: Focuses on developing treatments for diseases affecting the blood and blood-forming organs, such as anemia.
Leadership and Structure
The company is led by a management team with experience in drug development and commercialization. The organizational structure is typical of a biotech company, with departments focused on research, development, clinical trials, and business operations.
Top Products and Market Share
Key Offerings
- Bitopertin (formerly RG101): Bitopertin is an oral, selective GlyT1 inhibitor. Disc Medicine is evaluating Bitopertin in a clinical trial. The competitors for this product are other companies developing therapies for erythropoietic protoporphyria (EPP). Market share is not yet applicable, as the product is still in development.
- DISC-0974: DISC-0974 is an anti-HJV antibody designed to block HJV-BMP interactions. DISC-0974 is being evaluated in Phase 1 trials. The competitors for this product are other companies developing therapies for anemia. Market share is not yet applicable, as the product is still in development.
Market Dynamics
Industry Overview
The biopharmaceutical industry is highly competitive and characterized by rapid technological advancements. Companies are constantly seeking to develop new and improved therapies for various diseases.
Positioning
Disc Medicine is positioned as an innovator in the hematology space, focusing on developing novel treatments for underserved patient populations. Their competitive advantage lies in their expertise in iron metabolism and hematologic disorders.
Total Addressable Market (TAM)
The TAM for anemia and related hematologic disorders is substantial, estimated to be in the billions of dollars. Disc Medicine is aiming to capture a significant portion of this market with its innovative therapies. Accurate TAM requires specific disease TAM breakdown.
Upturn SWOT Analysis
Strengths
- Novel drug candidates
- Strong scientific expertise in hematology
- Experienced management team
- Targeting unmet medical needs
Weaknesses
- Limited commercial infrastructure
- Dependence on clinical trial success
- High cash burn rate
- Competition from larger pharmaceutical companies
Opportunities
- Potential for breakthrough therapies
- Partnerships with larger pharmaceutical companies
- Expansion into new indications
- Acquisition of complementary technologies
Threats
- Clinical trial failures
- Regulatory hurdles
- Competition from existing therapies
- Changes in healthcare reimbursement policies
Competitors and Market Share
Key Competitors
- GILD
- BMY
- SNY
Competitive Landscape
Disc Medicine competes with established pharmaceutical companies and other biotech firms in the hematology space. Its success will depend on its ability to differentiate its products and demonstrate clinical superiority.
Growth Trajectory and Initiatives
Historical Growth: Limited Historical Data, rapid growth from 2017
Future Projections: Future growth is dependent on the successful development and commercialization of its pipeline products. Analyst estimates vary.
Recent Initiatives: Focus on advancing Bitopertin and DISC-0974 through clinical trials, expanding pipeline through internal discovery and collaborations.
Summary
Disc Medicine is a promising clinical-stage biotech company focused on hematology. While the company faces risks associated with drug development, its novel approach and experienced team position it for potential success. Clinical trial results and regulatory approvals will be key catalysts for future growth. They need to watch out for larger pharma companies entering similar spaces.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Press releases
- Analyst reports
- Corporate Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market share estimates are based on available information and may not be precise. Investment decisions should be based on individual research and due diligence.
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.