IRON — Disc Medicine, Inc.
—
Nasdaq ·
Health Care ·
Pharmaceuticals ·
CIK 1816736 ·
Last close
$70.21
Market Cap
$2.68B
52W High
$72.83
52W Low
$57.72
ADV30
476,804
Next earnings
2026-08-06
Quarterly Fundamentals
Revenues vs Net Income (last 4 Q)
Assets vs Liabilities (last 4 Q)
| Period | Revenues | GrossProfit | OpIncome | NetIncome | Assets | Cash | Liabilities |
|---|---|---|---|---|---|---|---|
| Mar 2026 | 0 | — | -69,524,000 | -63,504,000 | 750,213,000 | 88,913,000 | 61,784,000 |
| Dec 2025 | 0 | — | -66,970,000 | -60,531,000 | 806,879,000 | 91,145,000 | 67,053,000 |
| Sep 2025 | 0 | — | -67,696,000 | -62,321,000 | 630,456,000 | 140,664,000 | 57,066,000 |
| Jun 2025 | 0 | — | -61,410,000 | -55,247,000 | 665,061,000 | 127,337,000 | 50,896,000 |
Cashflow TTM (yfinance, fills SEC gap)
Operating CF
$-180,393,000
Investing CF
$-394,299,000
Financing CF
$473,407,000
CapEx
$-933,000
Dividends Paid
—
Buybacks
—
EPS Diluted TTM
$-5.26
As of
2026-05-10
Balance + Analyst (yfinance extras)
Retained Earnings
$-510,186,000
Inventory
—
Receivables
—
ST Investments
$700,007,000
EBIT TTM
$-208,216,000
Pretax Income TTM
$-211,823,000
Interest Exp TTM
$3,607,000
Analysts
12
Annual Trend (SEC EDGAR, last 4y)
Revenues vs Net Income (last 4y)
| FY end | Revenues | OpIncome | NetIncome | Assets | Liabilities | Equity | OCF |
|---|---|---|---|---|---|---|---|
| Dec 2025 | 0 | -236,022,000 | -212,184,000 | 806,879,000 | 67,053,000 | — | -180,393,000 |
| Dec 2024 | 0 | -129,720,000 | -109,357,000 | 496,773,000 | 53,186,000 | — | -93,926,000 |
| Dec 2023 | 0 | -91,125,000 | -76,429,000 | 367,996,000 | 22,875,000 | — | -73,462,000 |
| Dec 2022 | 0 | -47,475,000 | -46,827,000 | 200,205,000 | 23,605,000 | — | -42,252,000 |
TTM Snapshot
Revenues TTM
$0
NetIncome TTM
$-26,352,000
OpCashFlow TTM
$0
Assets (Latest)
$496,773,000
Forward EPS
$-7.59
Max Pain — expiry 2026-07-17 (volume-derived — Yahoo OI feed degraded)
max pain strike: $70.00 · spot: $70.21 · call volume: 2,029 · put volume: 1
Expected Move to 2026-07-17:
±$6.83
(9.73%) —
implied range
$63.38 –
$77.04
· ATM straddle on $70.00 strike
Peers — same industry
| Ticker | Name | Market Cap | Last | Daily % |
|---|---|---|---|---|
| RARE | Ultragenyx Pharmaceutical Inc. | $2.65B | $26.91 | — |
| SUPN | SUPERNUS PHARMACEUTICALS, INC. | $2.53B | $43.58 | — |
| ALMS | ALUMIS INC. | $2.85B | $23.05 | — |
| VERA | Vera Therapeutics, Inc. | $2.51B | $35.01 | — |
| KNSA | Kiniksa Pharmaceuticals International, plc | $2.51B | $54.21 | — |
News headlines (Yahoo Finance, 1h cache)
Disc Medicine Presents Positive Clinical Updates at the 2026 European Hematology Association (EHA) Annual Meeting
2026-06-12 12:30 · Yahoo
Disc Medicine Provides Update from FDA Type A Meeting for Bitopertin in Erythropoietic Protoporphyria
2026-06-09 12:30 · Yahoo
Disc Medicine Presents Updated Positive Data from RALLY-MF Phase 2 Trial in Patients with Myelofibrosis (MF) and Anemia at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting
2026-06-02 12:00 · Yahoo
How Investors May Respond To Disc Medicine (IRON) Expanding Pre-Approval Access To Bitopertin For Porphyria Patients
2026-06-01 14:07 · Yahoo
Disc Medicine Launches Expanded Access Program for Bitopertin for EPP Patients
2026-06-01 12:30 · Yahoo
Disc Medicine Eyes Mid-2026 Bitopertin Approval as EPP Trial Demand Surges
2026-05-26 04:04 · Yahoo
Disc Medicine Announces Multiple Presentations Across Portfolio at the European Hematology Association (EHA) 2026 Congress
2026-05-12 13:30 · Yahoo
Disc Medicine to Participate in Upcoming Investor Conferences
2026-05-11 12:30 · Yahoo
A Look At Disc Medicine (IRON) Valuation After Legal Probes And FDA Complete Response Letter
2026-05-06 22:14 · Yahoo
Disc Medicine Reports First Quarter 2026 Financial Results and Provides Business Update
2026-05-05 12:30 · Yahoo
Recent Insider Activity
No insider activity indexed for this ticker.