Why is IRON up?
Up 4.2% today, while its biotech peers are down 1.4%; no story names it yet.
Fell on Nov 5
Down 5.8% on Nov 5, a down day for the market: the S&P 500 fell 4%, 86% of stocks fell, and biotech stocks a median 6.3%.
- Its Nov 5 results:
IRON's Quality Score rose 1 point on Tue, Nov 10, to 5. Its price is now higher than a year ago.
Follow IRON's trial news. Pro members can get an alert when Disc Medicine files news, and see its trials, share raises, and its CEO's filings.
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Up 4.2% today, while its biotech peers are down 1.4%; no story names it yet.
Fell on Nov 5
Down 5.8% on Nov 5, a down day for the market: the S&P 500 fell 4%, 86% of stocks fell, and biotech stocks a median 6.3%.
| Holding it back | A $243M loss |
| Latest filing | 8-K, Nov 5 |
TodayNo story names it yet.
Disc Medicine surge 60% on positive Phase 3 trial for rare sunlight disorder
IRON closed +38.9% that day on 15.8x normal volume.
Thu Nov 12: Stifel Healthcare Conference 2026Investor conference · date confirmed.
Expected to report Thu Feb 25, before the open
3 more dates ahead: conferences, for Pro members.
About 14 quarters
Director Kevin Bitterman sold 41,825 shares on Oct 21, under a planned sale. 27 more insider trades this year.
Decision dates and advisory committee meetings the companies have announced in their filings, soonest first and small companies first.
Below Averagefor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
IRON is #79 of 281 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 79 |
Free cash flow over four quarters: IRON -$190M, PTGX $109M, ACAD $82.0M.
Expected to report Thu Feb 25, before the open (in 107 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
A loss of $1.53 a share, from $1.77.
“The decrease was primarily due to lower research and development expenses resulting from costs incurred in the prior-year period that did not recur in the current period, partially offset by continued investment in advancing our pipeline and higher personnel-related costs.”
IRON's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
“The decrease in R&D expenses was primarily driven by a $10.0 million milestone payment and drug manufacturing in the comparative period that did not recur in the current period.”
From its results filing (SEC filing · Nov 5)
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Nov 5, 2026 | -0.3% | -5.8% | not yet |
| Jul 30, 2026 | +0.7% | +7.5% | +7.1% |
| May 5, 2026 | +0.5% | -0.1% | +2.4% |
RSI 64.3, MACD above signal, above both averages. Not scored.
One insider sold $1.9M across 1 filing in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: IRON is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
Disc Medicine Inc is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for hematologic diseases. It aims to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for erythropoietic porphyrias (EPs), including erythropoietic protoporphyria (EPP), X-linked protoporphyria (XLP), and Diamond-Blackfan Anemia (DBA); DISC-0974 for the treatment of anemia of myelofibrosis (MF) and anemia of chronic kidney disease (CKD); and DISC-3405 for the treatment of polycythemia vera (PV) and other hematologic disorders. In addition, the Company's preclinical programs include DISC-0998.
IRON scores 5 today, which Breakaway calls Below Average. It is #79 of 281 in Biotech by Quality Score, with 6 of 14 chart checks firing. Down 5.8% on Nov 5, a down day for the market: the S&P 500 fell 4%, 86% of stocks fell, and biotech stocks a median 6.3%. Cash lasts about 14 quarters at its spending (to Sep 30). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
IRON scores 5 today, which Breakaway calls Below Average (0 to 5). That is #79 of 281 in Biotech by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind IRON's 5.
One insider sold $1.9M across 1 filing in the last 6 months. No open-market buys on record. The newest is Kevin Bitterman, Director, who sold $1.9M on Sep 11.
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Insider and Congress trades, the chart, and the financials, in one score.
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