Disc Medicine, Inc.

NasdaqGM:IRON Stock Report

Market Cap: US$2.9b

Disc Medicine Dividends and Buybacks

Dividend criteria checks 0/6

Disc Medicine does not have a record of paying a dividend.

Key information

n/a

Dividend yield

-7.8%

Buyback Yield

Total Shareholder Yield-7.8%
Future Dividend Yieldn/a
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

Recent updates

Seeking Alpha • Jul 21

Going Deeper On Disc Medicine

Summary Disc Medicine (IRON) faces a pivotal 4Q26 with APOLLO Phase 3 data for bitopertin, following an FDA CRL that delayed the approval timeline. IRON appears slightly compelling, trading at ~$2.1 billion net of cash, with significant upside tied to bitopertin and DISC-0974 clinical milestones. Bitopertin's approval path is now aligned with the FDA, but Tanabe's dersimelagon could reach the EPP/XLP market first, adding competitive pressure. An updated analysis around Disc Medicine follows in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article • Jun 17

Disc Medicine (IRON) Stock Could Be 64% Below Fair Value After EHA Trial Update

Disc Medicine (IRON) stock is in focus after the company reported updated clinical data at the EHA Annual Meeting in Stockholm, highlighting results from its RALLY MF and HELIOS trials in hematologic disorders. See our latest analysis for Disc Medicine. At a share price of $69.83, Disc Medicine has seen a 90 day share price return of 18.02%, while the year to date share price return is down 11.71% and the 1 year total shareholder return is 39.41%. If fresh trial data has your attention, this...
Seeking Alpha • Jan 21

Disc Medicine: Potential Promise Amid Uncertainty

Summary The stock of Disc Medicine, Inc. has almost completely recovered from the shares getting cut in half last spring. This clinical staged company is advancing several candidates in its pipeline, including its lead candidate now in Phase 3 development. The company's balance sheet is in good shape and Disc Medicine is well-thought of in the analyst firm community. An updated analysis around IRON stock follows in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article • Jan 02

Disc Medicine, Inc. (NASDAQ:IRON) Shares Could Be 29% Below Their Intrinsic Value Estimate

Key Insights Disc Medicine's estimated fair value is US$89.30 based on 2 Stage Free Cash Flow to Equity Disc Medicine...
Seeking Alpha • Oct 06

Disc Medicine: Achieving Functional Endpoint More Important

Summary Disc Medicine's lead molecule, bitopertin, failed to meet key functional endpoints in phase 2 trials for Erythropoietic Porphyrias, causing a significant drop in stock price. Despite reducing protoporphyrin IX levels, bitopertin did not improve sunlight tolerance, making it ineffective for EPP patients. With a market cap of $1.49bn and $500mn in cash, Disc Medicine has a cash runway of over 10 quarters but faces high risks. Given the failure of bitopertin in its lead indication, I am not interested in investing in Disc Medicine stock at this time. Read the full article on Seeking Alpha
Analysis Article • Aug 13

Disc Medicine (NASDAQ:IRON) Is In A Good Position To Deliver On Growth Plans

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Seeking Alpha • Jun 14

Disc Medicine: Hematological Disorders Treatment Advances With DISC-0974 Progress

Summary Disc Medicine, Inc. released positive results from the phase 2 AURORA study, using bitopertin for the treatment of patients with EPP and XLP. Potential FDA feedback to initiate a pivotal study using bitopertin for the treatment of patients with EPP and XLP expected in the 2nd half of 2024. Results from the phase 1/2 study, using DISC-0974 for the treatment of patients with NDD-CKD, expected in the 2nd half of 2024. Initial pharmacokinetic and pharmacodynamic data from the phase 1 healthy volunteer study for iron overload disorders expected in Q2 of 2024. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Disc Medicine: What's Behind The Huge Rally

Summary Disc Medicine, Inc. has seen a strong rally in its stock after positive open-label data from its lead heme biosynthesis program, bitopertin. Results from a placebo-controlled trial, expected in early 2024, will validate bitopertin's efficacy and could lead to a registrational trial in late 2024 or early 2025. Disc Medicine has a cash runway until 2026, but its domestic peak-sales potential is somewhat limited. A full investment analysis around Disc Medicine follows in the paragraphs below. Read the full article on Seeking Alpha

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if IRON's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if IRON's dividend payments have been increasing.

Dividend Yield vs Market

Disc Medicine Dividend Yield vs Market
How does IRON dividend yield compare to the market?
SegmentDividend Yield
Company (IRON)n/a
Market Bottom 25% (US)1.3%
Market Top 25% (US)4.1%
Industry Average (Biotechs)2.2%
Analyst forecast (IRON) (up to 3 years)n/a

Notable Dividend: Unable to evaluate IRON's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate IRON's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.

Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate IRON's payout ratio to determine if its dividend payments are covered by earnings.

Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as IRON has not reported any payouts.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/24 23:06
End of Day Share Price 2026/07/24 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Disc Medicine, Inc. is covered by 18 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Evan SeigermanBMO Capital Markets Equity Research
Kristen KluskaCantor Fitzgerald & Co.
Douglas TsaoH.C. Wainwright & Co.