Wedbush Issues Pessimistic Forecast for Disc Medicine (NASDAQ:IRON) Stock Price

Disc Medicine (NASDAQ:IRON) had its price target cut by analysts at Wedbush from $110.00 to $88.00 in a research note issued to investors on Tuesday, Marketbeat reports. The firm presently has an “outperform” rating on the stock. Wedbush’s price objective points to a potential upside of 36.48% from the stock’s previous close.

A number of other research analysts have also recently commented on IRON. Raymond James Financial restated a “market perform” rating on shares of Disc Medicine in a research note on Thursday, January 15th. Wells Fargo & Company upped their price target on Disc Medicine from $91.00 to $109.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. UBS Group reissued an “overweight” rating on shares of Disc Medicine in a report on Thursday, January 15th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Disc Medicine in a report on Wednesday, January 21st. Finally, TD Cowen reiterated a “buy” rating on shares of Disc Medicine in a research report on Friday, December 19th. Eleven investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $104.82.

Disc Medicine Price Performance

Shares of IRON stock opened at $64.48 on Tuesday. Disc Medicine has a 12 month low of $30.82 and a 12 month high of $99.50. The company has a market capitalization of $2.43 billion, a P/E ratio of -12.05 and a beta of 0.88. The stock has a 50 day moving average of $77.84 and a two-hundred day moving average of $75.21. The company has a current ratio of 23.45, a quick ratio of 23.45 and a debt-to-equity ratio of 0.05.

Insider Buying and Selling at Disc Medicine

In related news, insider Rahul Khara sold 2,853 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total value of $179,339.58. Following the completion of the transaction, the insider owned 52,173 shares in the company, valued at $3,279,594.78. The trade was a 5.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO John D. Quisel sold 13,264 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total value of $833,775.04. Following the completion of the transaction, the chief executive officer owned 226,064 shares in the company, valued at $14,210,383.04. The trade was a 5.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 273,605 shares of company stock valued at $24,193,736 over the last three months. Insiders own 3.64% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in IRON. JPMorgan Chase & Co. boosted its position in shares of Disc Medicine by 110.0% in the 4th quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock worth $125,557,000 after purchasing an additional 828,248 shares during the last quarter. BVF Inc. IL bought a new position in Disc Medicine during the fourth quarter worth about $51,616,000. Jennison Associates LLC bought a new stake in shares of Disc Medicine in the 4th quarter valued at about $42,252,000. Perceptive Advisors LLC acquired a new stake in shares of Disc Medicine in the 4th quarter valued at approximately $35,794,000. Finally, RA Capital Management L.P. boosted its stake in Disc Medicine by 25.3% during the 4th quarter. RA Capital Management L.P. now owns 1,976,132 shares of the company’s stock worth $156,925,000 after acquiring an additional 399,026 shares during the last quarter. Institutional investors and hedge funds own 83.70% of the company’s stock.

Key Disc Medicine News

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

• Positive Sentiment: Disc will pursue a traditional U.S. approval pathway for bitopertin after the FDA declined the new fast‑track route — this gives management a concrete regulatory path forward rather than abandoning the program. Read More.
• Positive Sentiment: Cantor Fitzgerald initiated/maintained a positive stance and Stifel Nicolaus stuck with a buy rating, which can support institutional demand despite headline volatility. Read More.
• Neutral Sentiment: Management hosted an investor discussion/transcript addressing the FDA Complete Response Letter — investors are parsing details on requested data, resubmission timeline and implications for ongoing trials (APOLLO). The call reduces information asymmetry but does not yet remove regulatory risk. Read More.
• Neutral Sentiment: Analyst commentary is mixed: some emphasize lingering regulatory risk and timing, while others point to upside if APOLLO or other data are favorable — expect divergent price targets and trading around trial news. Read More.
• Negative Sentiment: Reports indicate the FDA rejection was coupled with skepticism from external advisers, increasing the likelihood of additional data requests or delay for approval — a material near‑term negative for valuation. Read More.
• Negative Sentiment: Multiple insiders — including the CEO and other senior officers — disclosed sales of shares on Feb 17 (and a pattern of recent sales by some insiders), which the market often interprets as a negative signal about near‑term outlook. Read More.
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and added headline pressure that can weigh on the stock until resolved. Read More.
• Negative Sentiment: Several firms trimmed price targets today (even where ratings stayed positive), reflecting a lower near‑term valuation baseline until regulatory clarity is restored. That likely cements downward pressure on the stock in the short term. Read More.

About Disc Medicine

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.