Disc Medicine, Inc. (IRON)
NASDAQHealth CareBiotechnologySnapshot 2026-10-30
$80.84-2.41%
Close 2026-10-30 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-10-30
Research Workspace
Put IRON beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Biotechnology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityThis stock is volatile — it swings about 2% on a typical day and fell roughly 41% in its worst 12-month stretch.
View RiskBitopertin’s APOLLO trial success supports its path toward FDA resubmission. The latest quarter beat estimates, but revenue growth data are absent. IRON has no clean valuation multiple for comparison with peers. The price is roughly in line with forecast growth. The next-quarter miss probability is 33%, and the company remains unprofitable. The valuation read is provisional.
Trailing returns as of 2026-10-30. IRON is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering IRON (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for IRON in the last 4 months.
Continue this research
Compare IRON with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IRON Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put IRON next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance bitopertin through the APOLLO trial and FDA resubmission
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $80.84
The last 12 months of price, then the range of analyst 12-month targets from today’s $80.84.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Pivotal Phase 3 success on all endpoints materially advances bitopertin toward regulatory resubmission.
Advances: Maintain cash runway into 2029
A $450 million equity raise substantially supports runway, though dilution is a tradeoff.
Advances: Maintain cash runway into 2029
A $350M financing can extend runway, though warrants and dilution temper the benefit.
Advances: Advance clinical development and regulatory approval of bitopertin
Reported late-stage win for Roche drug may support bitopertin's clinical outlook, though details are limited.
Advances: Advance clinical development and regulatory approval of bitopertin
Options activity suggests confidence in bitopertin Phase 3 success.
Advances: Advance clinical programs DISC-0974 and DISC-3405 with key data readouts
Pipeline nearing key tests supports clinical program advancement.
Advances: Advance clinical programs DISC-0974 and DISC-3405 with key data readouts
Initial results support advancement of DISC-0974 clinical program.
Advances: Advance clinical programs DISC-0974 and DISC-3405 with key data readouts
Positive trial results support advancement of DISC-3405.
