Disc Medicine, Inc.

NasdaqGM:IRON Stock Report

Market Cap: US$1.6b

Disc Medicine Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:IRON Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
24 Mar 25SellUS$310,483OrbiMed Advisors LLCCompany5,738US$54.11
21 Mar 25SellUS$2,831,987OrbiMed Advisors LLCCompany52,429US$54.02
12 Mar 25SellUS$16,965,596OrbiMed Advisors LLCCompany312,384US$55.05
11 Mar 25SellUS$12,436,089OrbiMed Advisors LLCCompany229,202US$55.01
18 Feb 25SellUS$87,874Jonathan YuIndividual1,610US$54.58
18 Feb 25SellUS$171,163Jean FranchiIndividual3,136US$54.58
18 Feb 25SellUS$89,402William SavageIndividual1,638US$54.58
18 Feb 25SellUS$63,367Rahul KharaIndividual1,161US$54.58
18 Feb 25SellUS$171,217Pamela StephensonIndividual3,137US$54.58
18 Feb 25SellUS$304,229John QuiselIndividual5,574US$54.58
17 Jun 24BuyUS$3,000,024OrbiMed Advisors LLCCompany83,334US$36.00
17 Jun 24BuyUS$8,000,028Atlas Venture L.P.Company222,223US$36.00

Insider Trading Volume

Insider Buying: IRON insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of IRON?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders174,0180.502%
General Public693,2512%
VC/PE Firms7,822,71622.6%
Institutions25,944,31074.9%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 40.1%.

Top Shareholders

Top 25 shareholders own 84.78% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.3%
Access Industries, Inc.
3,558,426US$162.7m0%3.06%
9.31%
FMR LLC
3,224,372US$147.5m72.8%0.01%
7.25%
Atlas Venture L.P.
2,509,456US$114.8m0%20.27%
6.77%
Wellington Management Group LLP
2,343,499US$107.2m67.9%0.02%
6.05%
BlackRock, Inc.
2,094,542US$95.8m12.6%no data
5.07%
Frazier Life Sciences Management, LP
1,754,834US$80.2m0%3.56%
4.32%
Paradigm Biocapital Advisors LP
1,497,720US$68.5m0%2.96%
4.09%
OrbiMed Advisors LLC
1,415,020US$64.7m-20.8%1.05%
4.03%
T. Rowe Price Group, Inc.
1,394,637US$63.8m23.2%0.01%
3.77%
The Vanguard Group, Inc.
1,305,046US$59.7m22.2%no data
3.52%
Janus Henderson Group plc
1,217,815US$55.7m62.4%0.02%
2.84%
Bain Capital Life Sciences Investors, LLC
983,500US$45.0m-45.2%7.02%
2.22%
State Street Global Advisors, Inc.
768,735US$35.2m-7.15%no data
1.98%
JP Morgan Asset Management
685,042US$31.3m12,700%no data
1.73%
Deerfield Management Company, L.P. Series C
600,515US$27.5m-41.3%0.59%
1.71%
Citadel Advisors LLC
591,271US$27.0m43.9%0.03%
1.47%
Saturn V Capital Management LP
509,406US$23.3m-0.32%12.24%
1.41%
TCG Crossover Management, LLC
486,957US$22.3m0%2.86%
1.36%
Geode Capital Management, LLC
472,706US$21.6m-0.42%no data
1.15%
Woodline Partners LP
396,600US$18.1m5.18%0.13%
1.03%
Armistice Capital LLC
356,000US$16.3m123%0.42%
1.01%
Adage Capital Management, L.P.
350,000US$16.0m-36.4%0.03%
1%
MPM BioImpact LLC
346,401US$15.8m11.1%2.51%
0.86%
Foresite Capital Management, LLC
299,069US$13.7m0%3.16%
0.58%
Logos Global Management, L.P.
200,000US$9.1m-78.6%1.37%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/15 19:02
End of Day Share Price 2025/05/15 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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 13 analysts. 10 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.