BMO Capital Markets Cuts Disc Medicine (NASDAQ:IRON) Price Target to $100.00

Disc Medicine (NASDAQ:IRON) had its target price decreased by BMO Capital Markets from $120.00 to $100.00 in a report published on Tuesday, MarketBeat reports. BMO Capital Markets currently has an outperform rating on the stock.

Several other equities analysts have also commented on the stock. TD Cowen reaffirmed a “buy” rating on shares of Disc Medicine in a research report on Friday, December 19th. Wells Fargo & Company upped their price objective on Disc Medicine from $91.00 to $109.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Wedbush reaffirmed an “outperform” rating on shares of Disc Medicine in a research report on Thursday, January 15th. UBS Group reiterated an “overweight” rating on shares of Disc Medicine in a report on Thursday, January 15th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Disc Medicine in a research note on Wednesday, January 21st. Eleven analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Disc Medicine currently has a consensus rating of “Moderate Buy” and a consensus price target of $104.82.

Disc Medicine Trading Down 1.8%

NASDAQ IRON opened at $63.35 on Tuesday. The company has a market cap of $2.39 billion, a P/E ratio of -11.84 and a beta of 0.88. Disc Medicine has a 12 month low of $30.82 and a 12 month high of $99.50. The company has a debt-to-equity ratio of 0.05, a current ratio of 23.45 and a quick ratio of 23.45. The company has a 50-day moving average of $77.24 and a 200-day moving average of $75.12.

Insider Buying and Selling

In other Disc Medicine news, insider William Jacob Savage sold 13,093 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $91.22, for a total transaction of $1,194,343.46. Following the transaction, the insider owned 75,702 shares in the company, valued at $6,905,536.44. The trade was a 14.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO John D. Quisel sold 40,000 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $93.05, for a total value of $3,722,000.00. Following the completion of the sale, the chief executive officer directly owned 171,828 shares of the company’s stock, valued at $15,988,595.40. The trade was a 18.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 284,761 shares of company stock valued at $24,913,484 over the last ninety days. Insiders own 3.64% of the company’s stock.

Institutional Trading of Disc Medicine

Several large investors have recently bought and sold shares of the company. ANTIPODES PARTNERS Ltd acquired a new position in shares of Disc Medicine during the fourth quarter worth $33,000. Aster Capital Management DIFC Ltd purchased a new stake in Disc Medicine during the 3rd quarter worth $38,000. CWM LLC lifted its holdings in Disc Medicine by 213.5% in the 2nd quarter. CWM LLC now owns 1,044 shares of the company’s stock worth $55,000 after buying an additional 711 shares in the last quarter. KBC Group NV purchased a new position in Disc Medicine in the 4th quarter valued at about $80,000. Finally, Avanza Fonder AB boosted its position in Disc Medicine by 54.0% in the 3rd quarter. Avanza Fonder AB now owns 1,668 shares of the company’s stock valued at $110,000 after buying an additional 585 shares during the last quarter. Institutional investors and hedge funds own 83.70% of the company’s stock.

Key Headlines Impacting Disc Medicine

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

• Positive Sentiment: Management said it will pursue a traditional U.S. approval pathway for lead drug bitopertin after the FDA declined a fast?track route, giving investors a clearer regulatory path rather than abandoning the program. Disc Medicine eyes standard US approval for drug after FDA denies fast-track nod
• Positive Sentiment: Several sell?side firms (Cantor Fitzgerald, Stifel) have maintained constructive ratings (buy/overweight) even as some trimmed targets, which can support institutional interest and limit downside. Disc Medicine (IRON) Receives a Buy from Cantor Fitzgerald Stifel Nicolaus Sticks to Its Buy Rating for Disc Medicine (IRON)
• Neutral Sentiment: Market commentary and valuation checks are active as investors parse the FDA Complete Response Letter and implications for timing — some outlets ran valuation pieces and transcripts of the company investor call. Disc Medicine (IRON) Valuation Check After FDA Complete Response Letter On Lead Bitopertin Program
• Neutral Sentiment: Reported short?interest prints are noisy/insignificant in the latest data, so today’s move looks driven largely by event?driven trading and position rebalancing rather than a classic short?squeeze dynamic.
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and adding headline pressure that can deter buyers. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Disc Medicine, Inc.- IRON
• Negative Sentiment: Multiple insiders sold sizable blocks this week (CEO, CFO, COO and others), which investors often interpret as negative signal about near?term outlook even though insiders still hold meaningful equity. John Quisel Sells 13,264 Shares of Disc Medicine (NASDAQ:IRON) Stock
• Negative Sentiment: HC Wainwright and other firms cut near? and long?term EPS forecasts and several shops trimmed price targets, lowering the near?term valuation baseline until regulatory clarity and data timelines are resolved.

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.