Disc Medicine (NASDAQ:IRON) Insider Rahul Khara Sells 5,000 Shares of Stock

Disc Medicine, Inc. (NASDAQ:IRON) insider Rahul Khara sold 5,000 shares of the stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $80.00, for a total transaction of $400,000.00. Following the completion of the sale, the insider directly owned 52,324 shares of the company’s stock, valued at $4,185,920. This trade represents a 8.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Rahul Khara also recently made the following trade(s):

• On Friday, June 26th, Rahul Khara sold 851 shares of Disc Medicine stock. The shares were sold at an average price of $75.00, for a total transaction of $63,825.00.
• On Monday, June 29th, Rahul Khara sold 1,649 shares of Disc Medicine stock. The stock was sold at an average price of $75.00, for a total transaction of $123,675.00.
• On Thursday, June 18th, Rahul Khara sold 7,500 shares of Disc Medicine stock. The stock was sold at an average price of $70.22, for a total transaction of $526,650.00.

Disc Medicine Price Performance

Shares of Disc Medicine stock opened at $77.44 on Friday. The business has a 50-day moving average of $73.59 and a 200-day moving average of $69.79. The company has a debt-to-equity ratio of 0.09, a current ratio of 24.14 and a quick ratio of 24.14. The company has a market capitalization of $2.96 billion, a PE ratio of -11.77 and a beta of 1.00. Disc Medicine, Inc. has a 1-year low of $40.00 and a 1-year high of $99.50.

Disc Medicine (NASDAQ:IRON) last released its quarterly earnings results on Thursday, July 30th. The company reported ($1.54) EPS for the quarter, topping the consensus estimate of ($1.71) by $0.17. As a group, equities analysts forecast that Disc Medicine, Inc. will post -6.62 EPS for the current fiscal year.

Institutional Trading of Disc Medicine

Several hedge funds have recently made changes to their positions in the stock. BlackRock Inc. acquired a new position in Disc Medicine during the 2nd quarter valued at about $180,502,000. JPMorgan Chase & Co. increased its stake in shares of Disc Medicine by 110.0% in the fourth quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock valued at $125,557,000 after purchasing an additional 828,248 shares during the period. BVF Inc. IL bought a new stake in shares of Disc Medicine during the fourth quarter valued at approximately $51,616,000. Jennison Associates LLC acquired a new position in shares of Disc Medicine during the fourth quarter worth approximately $42,252,000. Finally, Perceptive Advisors LLC bought a new position in Disc Medicine in the 4th quarter worth approximately $35,794,000. Institutional investors own 83.70% of the company’s stock.

Disc Medicine News Summary

Here are the key news stories impacting Disc Medicine this week:

• Positive Sentiment: HC Wainwright raised its price target for Disc Medicine from $118 to $120 and maintained a Buy rating. The target implies substantial potential upside from the stock’s recent trading level. Benzinga report
• Positive Sentiment: The analyst modestly improved its FY2026 EPS forecast to a loss of $6.64 from a loss of $6.72, its fourth-quarter 2026 forecast to a loss of $1.74 from $1.75, and its FY2028 forecast to a loss of $4.62 from $4.64. These revisions suggest slightly better near-term expectations, although Disc Medicine remains unprofitable.
• Neutral Sentiment: HC Wainwright’s estimates remain broadly aligned with the market outlook, including projected losses of $1.71 per share for Q3 2026 and $6.47 for FY2027. The firm expects Disc Medicine to become profitable in FY2029, with projected EPS of $1.03, followed by $7.34 in FY2030.
• Negative Sentiment: The analyst lowered its FY2027 EPS forecast to a loss of $6.47 from $6.13, FY2029 EPS to $1.03 from $1.06, and FY2030 EPS to $7.34 from $7.40. The reductions temper the otherwise positive impact of the $120 price target. MarketBeat analyst estimates
• Negative Sentiment: Insider Rahul Khara sold 5,000 shares at an average price of $80, worth approximately $400,000. He retained 52,324 shares, so the transaction is not necessarily a signal of a change in the company’s outlook, but insider selling can pressure sentiment. SEC insider filing
• Negative Sentiment: Rosen Law Firm said it is investigating potential securities claims alleging that Disc Medicine may have issued materially misleading business information. The announcements do not establish wrongdoing, but they introduce legal and reputational uncertainty for shareholders. Rosen Law Firm investigation notice

Wall Street Analyst Weigh In

IRON has been the subject of a number of research analyst reports. Morgan Stanley boosted their price target on Disc Medicine from $80.00 to $85.00 and gave the company an “overweight” rating in a report on Monday, June 15th. Wall Street Zen upgraded Disc Medicine from a “sell” rating to a “hold” rating in a research note on Saturday, August 1st. Wedbush reaffirmed an “outperform” rating and issued a $88.00 price objective on shares of Disc Medicine in a report on Wednesday, June 10th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Disc Medicine in a research note on Friday, July 17th. Finally, HC Wainwright increased their target price on shares of Disc Medicine from $118.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday. Ten analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $106.00.

Disc Medicine Company Profile

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company’s pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.