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Insider Selling: Disc Medicine (NASDAQ:IRON) CFO Sells $256,154.50 in Stock

https://www.marketbeat.com/instant-alerts/insider-selling-disc-medicine-nasdaqiron-cfo-sells-25615450-in-stock-2026-02-19/
Disc Medicine's CFO, Jean Franchi, sold 4,075 shares of company stock for a total of $256,154.50 on February 17th, reducing her stake by nearly 5%. This sale occurred amidst mixed market sentiment for IRON, including an FDA denial of fast-track designation for their lead drug bitopertin, which will extend approval timelines, and analyst price target adjustments. Despite some negative developments, institutional investors have shown strong buying interest in the company.

Assessing Disc Medicine (IRON) Valuation After Recent Share Price Weakness

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-iron/disc-medicine/news/assessing-disc-medicine-iron-valuation-after-recent-share-pr
Disc Medicine (IRON) has experienced recent share price weakness, with a 1-day decline of 2% and larger drops over the past week and month, although longer-term returns remain positive. The company's Price-to-Book (P/B) ratio of 4.2x is below peers but above the broader US biotech industry, indicating a nuanced market valuation for its clinical-stage pipeline. A Discounted Cash Flow (DCF) model suggests a fair value significantly higher than the current trading price, posing a question about market caution versus model optimism.

Disc Medicine CCO Stephenson sells $347k in shares

https://m.investing.com/news/insider-trading-news/disc-medicine-cco-stephenson-sells-347k-in-shares-93CH-4509986?ampMode=1
Disc Medicine's Chief Commercial Officer, Pamela Stephenson, sold 5,531 shares of company stock for $347,678 to cover tax withholding obligations. This transaction comes amidst recent news regarding the FDA's Complete Response Letter for Disc Medicine's EPP treatment, bitopertin, which has led to adjusted price targets from analysts.

Disc Medicine (NASDAQ:IRON) COO Sells $203,100.66 in Stock

https://www.marketbeat.com/instant-alerts/disc-medicine-nasdaqiron-coo-sells-20310066-in-stock-2026-02-17/
Disc Medicine's COO, Jonathan Yen-Wen Yu, sold 3,231 shares of IRON stock for $203,100.66, reducing his position by 5.61%. This transaction occurred as the stock experienced a significant ~17.2% rise in mid-day trading on heavy volume. The company faces mixed sentiment due to the FDA declining a fast-track approval for bitopertin, leading to analyst price target cuts, although some maintain positive ratings on the traditional approval pathway.

Khara, Disc Medicine chief legal officer, sells $179k in shares

https://www.investing.com/news/insider-trading-news/khara-disc-medicine-chief-legal-officer-sells-179k-in-shares-93CH-4509989
Rahul Khara, Chief Legal Officer of Disc Medicine, Inc. (NASDAQ:IRON), sold 2,853 shares of common stock for $179,339 on February 17, 2026, to cover tax obligations. This transaction follows a nearly 9% weekly and 17.4% year-to-date decline in IRON shares, which currently trade above Khara's transaction price. Analysts maintain optimistic price targets despite the stock trading at a potential premium and recent FDA setbacks for Disc Medicine's EPP treatment, bitopertin, requiring additional Phase 3 data.
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Disc Medicine’s Stock Dips as FDA Approves Pending Concerns

https://stockstotrade.com/news/disc-medicine-inc-iron-news-2026_02_17/
Disc Medicine Inc.'s stock experienced a significant dip and then a recovery following an FDA Complete Response Letter regarding its drug bitopertin, despite an earlier breakthrough therapy designation. Initially plummeting by 25%, the stock later rebounded 12.28% after the company communicated that the FDA concerns were manageable. Wells Fargo maintains an "Overweight" rating with a $109 target, expecting a 1.5-year delay but eventual approval.

Disc Medicine (NASDAQ:IRON) Price Target Cut to $78.00 by Analysts at Wells Fargo & Company

https://www.marketbeat.com/instant-alerts/disc-medicine-nasdaqiron-price-target-cut-to-7800-by-analysts-at-wells-fargo-company-2026-02-17/
Wells Fargo & Company has reduced its price target for Disc Medicine (NASDAQ:IRON) to $78.00 from $109.00, while maintaining an "overweight" rating, implying a potential upside of 30.37%. Despite this reduction and significant insider selling amounting to $22.4 million in the last quarter, analyst sentiment remains largely positive with a "Moderate Buy" consensus and an average price target of $112.82. The company, which is a clinical-stage biotechnology firm with a $2.26 billion market cap, also saw increased institutional investment in the fourth quarter.

Disc Medicine, Inc. (IRON) Stock Report: Analyst Consensus Predicts 84.84% Upside Potential

https://www.directorstalkinterviews.com/disc-medicine-inc-iron-stock-report-analyst-consensus-predicts-84-84-upside-potential/4121240271
Disc Medicine, Inc. (IRON) is a clinical-stage biopharmaceutical company focused on developing treatments for hematologic diseases, with a current stock price of $55.95 and a market capitalization of $2.11 billion. Despite being unprofitable with significant negative free cash flow due to its R&D focus, analysts maintain a strong "buy" consensus with a target price range of $75.00 to $128.00, suggesting an 84.84% upside potential. The company's promising pipeline, including candidates like bitopertin and DISC-0974, is seen as its most significant asset, offering a high-risk, high-reward opportunity for long-term investors.

Disc Medicine outlines FDA CRL for bitopertin, aims to complete APOLLO and respond by late 2026

https://www.tradingview.com/news/tradingview:955eabe2cfdd0:0-disc-medicine-outlines-fda-crl-for-bitopertin-aims-to-complete-apollo-and-respond-by-late-2026/
Disc Medicine received a Complete Response Letter (CRL) from the FDA for bitopertin, primarily citing concerns about the sufficiency of PPIX as a surrogate biomarker. The company plans to address the CRL by completing enrollment for its Phase 3 APOLLO trial by March 2026, with topline data expected in Q4 2026. Disc Medicine aims for an updated FDA decision by mid-2027 and confirms it is well-capitalized through the APOLLO readout.

TimesSquare Capital Management LLC Purchases Shares of 182,170 Disc Medicine, Inc. $IRON

https://www.marketbeat.com/instant-alerts/filing-timessquare-capital-management-llc-purchases-shares-of-182170-disc-medicine-inc-iron-2026-02-16/
TimesSquare Capital Management LLC has acquired a new position of 182,170 shares in Disc Medicine, Inc. (NASDAQ:IRON), valued at approximately $12.04 million, representing about 0.52% of the company. This comes amid mixed signals for Disc Medicine, including a positive balance sheet with $791 million in cash, but also regulatory setbacks with an FDA Complete Response Letter and recent insider selling. Analysts generally maintain a "Moderate Buy" rating for IRON with an average target price of $119.45, although future success hinges on the Phase 3 APOLLO trial results expected in Q4 2026.
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Disc Medicine Rare Disease Drug Picked for Faster Regulatory Review Is Rejected by the FDA

https://medcitynews.com/2026/02/disc-medicine-fda-rejection-bitopertin-blood-disorder-porphyria-rare-disease-cnpv-iron/
The FDA has rejected Disc Medicine's accelerated approval application for bitopertin, a drug for the rare blood disorder erythropoietic protoporphyria, requesting more clinical trial data. This decision is surprising as bitopertin was part of a new FDA pilot program designed to expedite reviews for critical therapies. The company is currently conducting a Phase 3 study, and a resubmission with positive results could lead to a regulatory decision in mid-2027, highlighting concerns about the consistency of the FDA's review process.

Disc Medicine Receives Complete Response Letter from FDA for Bitopertin for the Treatment of EPP

https://www.bitget.com/amp/news/detail/12560605199409
Disc Medicine announced that the FDA issued a Complete Response Letter (CRL) for the New Drug Application (NDA) for bitopertin for erythropoietic protoporphyria (EPP), seeking results from the ongoing Phase 3 APOLLO study. The FDA acknowledged that previous studies showed bitopertin significantly lowers PPIX, but found no direct association between PPIX changes and sunlight exposure endpoints in those trials. Disc Medicine plans to continue pursuing approval, expecting topline data from the APOLLO study in Q4 2026, which could support traditional approval.

Disc Medicine (IRON) Shares Plunge by 39% to $43.99

https://www.gurufocus.com/news/8616345/disc-medicine-iron-shares-plunge-by-39-to-4399
Disc Medicine (IRON) shares have dropped significantly by 39% to $43.99, reflecting substantial market pressure. Despite this, the clinical-stage biopharmaceutical company, focused on hematologic diseases, maintains a strong balance sheet and a target price of $120.83, indicating potential upside. The company faces inherent risks typical of the biotechnology sector, including clinical trial outcomes and regulatory approvals.

Disc Medicine (NASDAQ:IRON) Trading Down 40% - What's Next?

https://www.marketbeat.com/instant-alerts/disc-medicine-nasdaqiron-trading-down-40-whats-next-2026-02-13/
Disc Medicine (NASDAQ:IRON) shares plummeted 40% on Friday, trading significantly below its moving averages, despite a "Moderate Buy" consensus rating from analysts with an average price target of $119.45. The sharp decline occurred on heavy intraday trading volume, while corporate insiders have been net sellers in the recent quarter, including significant sales by the CEO. Institutional investors and hedge funds, however, have shown mixed activity, with some increasing their stakes in the company.

Disc Medicine receives complete response letter from FDA for bitopertin for the treatment of EPP

https://www.marketscreener.com/news/disc-medicine-receives-complete-response-letter-from-fda-for-bitopertin-for-the-treatment-of-epp-ce7e5ddad180f424
Disc Medicine announced that it received a complete response letter (CRL) from the FDA regarding its New Drug Application for bitopertin, intended to treat erythropoietic protoporphyria (EPP). The FDA indicated that the application could not be approved in its current form. Bitopertin is Disc Medicine's lead product candidate for erythropoietic porphyrias.
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Disc Medicine stock plunges after FDA issues Complete Response Letter

https://www.investing.com/news/stock-market-news/disc-medicine-stock-plunges-after-fda-issues-complete-response-letter-93CH-4506613
Disc Medicine Inc. (NASDAQ:IRON) shares plummeted over 21% after the FDA issued a Complete Response Letter for its EPP treatment bitopertin, requesting data from the ongoing Phase 3 APOLLO study before approval. The FDA acknowledged bitopertin's ability to lower PPIX levels but noted previous trials lacked sufficient correlation between PPIX reduction and sunlight exposure endpoints. The company now anticipates completing the APOLLO trial with topline data in Q4 2026 and an updated FDA decision by mid-2027, maintaining a cash runway into 2029.

FDA Issues Complete Response Letter for Disc Medicine’s Bitopertin, Awaiting APOLLO Study Results for Potential Approval

https://www.quiverquant.com/news/FDA+Issues+Complete+Response+Letter+for+Disc+Medicine%E2%80%99s+Bitopertin%2C+Awaiting+APOLLO+Study+Results+for+Potential+Approval
The FDA has issued a Complete Response Letter (CRL) for Disc Medicine's New Drug Application for bitopertin, a treatment for erythropoietic protoporphyria (EPP), despite acknowledging that prior trials showed the drug lowers PPIX levels. The agency requires results from the ongoing Phase 3 APOLLO study for potential traditional approval, with topline data expected in Q4 2026. Disc Medicine remains committed to pursuing approval, anticipating a resubmission after APOLLO results and potentially an FDA decision by mid-2027, and holds strong financial reserves to support ongoing development.

FDA delays decision on rare disease drug, pushing verdict to 2027

https://www.stocktitan.net/news/IRON/disc-medicine-receives-complete-response-letter-from-fda-for-gj7a1iryj0xv.html
Disc Medicine (NASDAQ:IRON) received a Complete Response Letter (CRL) from the FDA for its rare disease drug, bitopertin, for erythropoietic protoporphyria (EPP). The FDA acknowledged the drug's effectiveness in lowering a biomarker but desired more evidence linking this to patient sunlight exposure, pushing the potential approval decision to mid-2027 after the completion of the Phase 3 APOLLO study in Q4 2026. Despite the delay, Disc Medicine maintains a strong cash position with a runway into 2029.

Disc Medicine (IRON) Drops 22% After FDA Response on Bitopertin

https://www.gurufocus.com/news/8616713/disc-medicine-iron-drops-22-after-fda-response-on-bitopertin
Disc Medicine's shares plummeted by 22% after the FDA issued a Complete Response Letter for its bitopertin application, requesting additional data from the phase 3 APOLLO trial. The company, focused on hematologic diseases, is currently clinical-stage with no revenue and operates with high volatility despite strong liquidity. The FDA's decision highlights the regulatory hurdles typical for biopharmaceutical firms.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Disc Medicine, Inc.- IRON

https://www.prnewswire.com/news-releases/investor-alert-pomerantz-law-firm-investigates-claims-on-behalf-of-investors-of-disc-medicine-inc--iron-302687012.html
Pomerantz LLP is investigating potential securities fraud claims against Disc Medicine, Inc. (NASDAQ: IRON) on behalf of investors. This investigation follows a Reuters report on January 15, 2026, indicating a delay in the review timeline for a Disc drug due to safety and efficacy concerns flagged by FDA scientists, which led to a 7.84% drop in Disc's stock price. The firm encourages affected investors to contact them regarding potential class action involvement.
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Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Disc Medicine, Inc. (IRON) And Encourages Shareholders to Reach Out

https://www.accessnewswire.com/newsroom/en/business-and-professional-services/bronstein-gewirtz-and-grossman-llc-initiates-an-investigation-in-1130953
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against Disc Medicine, Inc. (NASDAQ:IRON) following a reported delay in a drug's review timeline due to safety and efficacy concerns flagged by the U.S. Food and Drug Administration. This news led to a significant drop in Disc Medicine's stock price, and the firm is encouraging shareholders who purchased the company's securities to reach out and assist with the investigation. The firm operates on a contingency fee basis and seeks to recover investor capital and ensure corporate accountability.

Disc Medicine, Inc. (IRON) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Contact the Firm to Learn More About the Investigation

https://www.accessnewswire.com/newsroom/en/business-and-professional-services/disc-medicine-inc.-iron-investigation-bronstein-gewirtz-and-gros-1130951
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of investors who purchased Disc Medicine, Inc. (NASDAQ: IRON) securities. This investigation follows a Reuters report on January 15, 2026, indicating a delay in a Disc Medicine drug's review timeline due to safety and efficacy concerns flagged by the U.S. Food and Drug Administration, which caused a significant drop in the company's stock price. The firm is encouraging affected investors to contact them to learn more and potentially assist in the investigation.

Disc Medicine, Inc. (NASDAQ:IRON) Given Average Rating of "Moderate Buy" by Brokerages

https://www.marketbeat.com/instant-alerts/disc-medicine-inc-nasdaqiron-given-average-rating-of-moderate-buy-by-brokerages-2026-02-08/
Disc Medicine, Inc. (NASDAQ:IRON) has received an average rating of "Moderate Buy" from thirteen brokerages, with a consensus one-year price target of $119.45. Despite this positive sentiment from analysts, the company's insiders have recently sold a significant number of shares, totaling approximately $24.97 million in the last quarter, reducing insider ownership to 3.64%. The company also reported an earnings per share miss for the last quarter and is forecasted to have a full-year EPS of -4.07.

Atle Fund Management AB Purchases 21,038 Shares of Disc Medicine, Inc. $IRON

https://www.marketbeat.com/instant-alerts/filing-atle-fund-management-ab-purchases-21038-shares-of-disc-medicine-inc-iron-2026-02-01/
Atle Fund Management AB significantly increased its stake in Disc Medicine (NASDAQ:IRON) by 85.3% in Q3, purchasing 21,038 shares to own a total of 45,690 shares valued at about $3.02 million. This comes despite substantial insider selling, with CEO John D. Quisel selling 40,000 shares for $3.72 million and total insider sales reaching nearly $25 million in the last 90 days. The company, which is unprofitable with an expected EPS of -4.07, currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $119.45.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Disc Medicine, Inc.- IRON

https://www.prnewswire.com/news-releases/investor-alert-pomerantz-law-firm-investigates-claims-on-behalf-of-investors-of-disc-medicine-inc--iron-302672186.html
Pomerantz LLP is investigating Disc Medicine, Inc. (NASDAQ: IRON) on behalf of investors for potential securities fraud or unlawful business practices. This investigation follows a Reuters report on January 15, 2026, indicating that Disc's drug development faced review delays due to safety and efficacy concerns flagged by the U.S. Food and Drug Administration. Following this news, Disc's stock price dropped by 7.84%, closing at $71.04 per share.
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Disc Medicine, Inc. (IRON) Stock Analysis: Biotech Innovator With A 57% Upside Potential

https://www.directorstalkinterviews.com/disc-medicine-inc-iron-stock-analysis-biotech-innovator-with-a-57-upside-potential/4121236931
Disc Medicine, Inc. (IRON) is a clinical-stage biopharmaceutical company focused on hematologic diseases, with a current market cap of $2.93 billion. Analysts have issued 12 buy ratings and an average target price of $122.08, suggesting a significant upside potential of 57.45%. The company's pipeline includes treatments for erythropoietic porphyrias, diamond-blackfan anemia, and anemia related to myelofibrosis and chronic kidney disease, positioning it for growth through innovation despite current negative earnings.

Report of FDA Drug Approval Delay is 'Likely Noise': Analyst

https://www.streetwisereports.com/article/2026/01/27/report-of-fda-drug-approval-delay-is-likely-noise-analyst.html
An H.C. Wainwright & Co. report suggests that claims of a delayed FDA approval for Disc Medicine Inc.'s (IRON:NASDAQ) bitopertin are "likely noise" due to internal FDA controversies rather than issues with the drug itself. Analyst Douglas Tsao maintains confidence in the drug's approval for erythropoietic protoporphyria (EPP) and X-linked protoporphyria (XLP), citing a 66% implied upside to the price target. The report attributes the delay allegations to Reuters shedding light on the FDA's Commissioner's National Priority Voucher (CNPV) program and increased workload, not concerns about bitopertin's efficacy or abuse potential.

Pomerantz LLP Investigates Securities Fraud Claims Against Disc Medicine

https://intellectia.ai/news/stock/pomerantz-llp-investigates-securities-fraud-claims-against-disc-medicine
Pomerantz LLP is investigating Disc Medicine due to potential securities fraud after a drug under development faced a delay in FDA review due to safety and efficacy concerns, leading to a 7.84% stock drop. The law firm is advising affected investors about potential legal action, indicating the possibility of a class-action lawsuit. Despite this, some Wall Street analysts maintain positive outlooks and price targets for Disc Medicine's stock.

Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Disc Medicine, Inc. (IRON) And Encourages Investors to Reach Out

https://www.accessnewswire.com/newsroom/en/business-and-professional-services/bronstein-gewirtz-and-grossman-llc-initiates-an-investigation-in-1130940
Bronstein, Gewirtz & Grossman, LLC has initiated an investigation into Disc Medicine, Inc. (NASDAQ:IRON) following a report by Reuters on January 15, 2026, which stated that a drug under development by Disc faced a delay in its review timeline due to safety and efficacy concerns flagged by the U.S. Food and Drug Administration. This news led to a 7.84% drop in Disc Medicine's stock price. The firm is encouraging investors who purchased Disc Medicine securities to reach out and assist with the investigation.

Disc Medicine (NASDAQ:IRON) Insider Rahul Khara Sells 1,000 Shares of Stock

https://www.marketbeat.com/instant-alerts/disc-medicine-nasdaqiron-insider-rahul-khara-sells-1000-shares-of-stock-2026-01-21/
Disc Medicine insider Rahul Khara sold 1,000 shares of the company's stock on January 20th at an average price of $69.74, totaling $69,740. This transaction reduced his position by 2.58% to 37,793 shares. The company's stock traded up 1.2% to $74.89 on Wednesday, and analysts have a "Moderate Buy" rating with an average target price of $119.45.
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The Bull Case For Disc Medicine (IRON) Could Change Following FDA Review Delay And New HR Chief Appointment

https://www.sahmcapital.com/news/content/the-bull-case-for-disc-medicine-iron-could-change-following-fda-review-delay-and-new-hr-chief-appointment-2026-01-21
Disc Medicine (IRON) recently experienced a two-week delay in the FDA's review of its rare disease candidate, bitopertin, due to questions regarding efficacy and data integrity. Concurrently, the company appointed Lisa Amaya Price as Chief Human Resources Officer, indicating a focus on strengthening its organizational structure for potential commercialization. This delay intensifies the binary risk associated with bitopertin's approval, making the timing, labeling, and any additional data requests crucial for the company's investment narrative.

The Bull Case For Disc Medicine (IRON) Could Change Following FDA Review Delay And New HR Chief Appointment

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-iron/disc-medicine/news/the-bull-case-for-disc-medicine-iron-could-change-following-1
Disc Medicine (IRON) is facing a critical juncture after the FDA delayed its review of bitopertin due to questions about efficacy and potential abuse, though the delay was modest. Concurrently, the company appointed a Chief Human Resources Officer, signaling preparations for a potential product launch. This dual development highlights increased regulatory scrutiny and the company's organizational strengthening, intensifying focus on the upcoming FDA decision's impact on its stock and long-term strategy.

Assessing Disc Medicine (IRON) Valuation After FDA Review Delay And Heightened Regulatory Focus

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-iron/disc-medicine/news/assessing-disc-medicine-iron-valuation-after-fda-review-dela
Disc Medicine (IRON) is under scrutiny after the FDA extended its review of bitopertin due to concerns about trial data integrity and potential abuse risk. Despite recent share price cooling, long-term holders have seen significant gains. The stock's valuation shows a mixed picture, trading at US$70.93 against an average analyst target of US$122 and a DCF-estimated fair value of US$571.45, prompting questions about potential mispricing or over-optimistic models for the loss-making biotech.

Disc Medicine and Sanofi reportedly face delays for FDA national priority review vouchers

http://www.msn.com/en-us/health/other/disc-medicine-and-sanofi-reportedly-face-delays-for-fda-national-priority-review-vouchers/ar-AA1UgPe5?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1
This article reports on potential delays for Disc Medicine and Sanofi in obtaining FDA national priority review vouchers. The specific reasons for the delays or the impact on the companies are not detailed in this snippet.

Short Interest in Disc Medicine, Inc. (NASDAQ:IRON) Grows By 53.8%

https://www.marketbeat.com/instant-alerts/short-interest-in-disc-medicine-inc-nasdaqiron-grows-by-538-2026-01-16/
Disc Medicine, Inc. (NASDAQ:IRON) experienced a significant 53.8% increase in short interest in December, reaching 3,790,158 shares. This represents approximately 10.4% of the company's stock sold short, with a short-interest ratio of 4.8 days. Despite recent insider selling totaling $24.9 million, analysts generally maintain a "Moderate Buy" consensus rating with a target price of $119.45.
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Disc Medicine Analyst Remains Confident In Rare Disease Drug Despite FDA Action

https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/01/49974571/disc-medicine-analyst-remains-confident-in-rare-disease-drug-despite-fda-action
H.C. Wainwright analyst Douglas Tsao maintains a Buy rating on Disc Medicine (NASDAQ: IRON) with a $118 price target, despite the FDA postponing its decision on the rare disease drug bitopertin. Concerns were raised about the statistical reliability of "pain-free time in the sun" as a secondary endpoint and potential for misuse, but Tsao believes these are minor issues and still anticipates approval for the drug. The analyst suggests that any delay, even if a Complete Response Letter (CRL) were issued, would be modest.

Klein Hersh Recruits CHRO for Disc Medicine

https://huntscanlon.com/klein-hersh-recruits-chro-for-disc-medicine/
Klein Hersh, a life sciences and healthcare executive search firm, has successfully placed Lisa Amaya Price as the new chief human resources officer for Disc Medicine, Inc. Ms. Amaya Price brings over 25 years of HR and organizational leadership experience, which will be crucial as Disc Medicine moves towards commercialization and expands its workforce. Her role will focus on attracting, developing, and retaining talent to support the company's growth in developing treatments for serious hematologic diseases.

FDA Shows Caution, Delays Trump-Backed Fast-Track Drugs Over Risks

https://www.benzinga.com/news/fda/26/01/49932425/fda-shows-caution-delays-trump-backed-fast-track-drugs-over-risks
The FDA has reportedly delayed reviews of several drugs under the Commissioner’s National Priority Voucher (CNPV) program, which was designed to fast-track approvals. These delays are due to agency scientists raising concerns about safety, efficacy, and trial data. The drugs affected include treatments from Disc Medicine, Sanofi, Boehringer Ingelheim, and Eli Lilly, with regulatory experts finding the caution reassuring given the program's originally aggressive timelines.

How Disc Medicine’s New HR Chief and Bitopertin Review Could Shape IRON’s Commercial Readiness

https://www.sahmcapital.com/news/content/how-disc-medicines-new-hr-chief-and-bitopertin-review-could-shape-irons-commercial-readiness-2026-01-14
Disc Medicine has appointed Lisa Amaya Price as Chief Human Resources Officer, signaling a strategic move towards commercialization as its bitopertin new drug application undergoes US FDA review. This hire aims to scale the company's workforce and culture, providing operational support for a potential launch. While the core investment narrative still relies on regulatory approvals and clinical execution, the new HR leadership is seen as reducing operational execution risk during a sensitive period for the company's valuation.

How Disc Medicine’s New HR Chief and Bitopertin Review Could Shape IRON’s Commercial Readiness

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-iron/disc-medicine/news/how-disc-medicines-new-hr-chief-and-bitopertin-review-could
Disc Medicine (NASDAQGM:IRON) has appointed Lisa Amaya Price as its Chief Human Resources Officer, signaling the company's preparation for commercialization as its bitopertin new drug application undergoes FDA review. While this hire strengthens operational readiness by supporting scaling and culture, it does not immediately alter the core regulatory and clinical catalysts. Investors should remain aware that despite the positive internal infrastructure development, there is still operational risk and varied fair value estimations for the stock.
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Disc Medicine, Inc. (NASDAQ:IRON) Given Average Rating of "Moderate Buy" by Brokerages

https://www.marketbeat.com/instant-alerts/disc-medicine-inc-nasdaqiron-given-average-rating-of-moderate-buy-by-brokerages-2026-01-14/
Disc Medicine, Inc. (NASDAQ:IRON) has received a consensus "Moderate Buy" rating from thirteen analysts, with an average 1-year price target of $119.45. Despite this positive sentiment from analysts, the company has seen heavy insider selling, totaling $31.23 million in shares over the past 90 days. Disc Medicine remains unprofitable, with a recent quarterly EPS of -$1.77.

IRON - Disc Medicine Inc Latest Stock News & Market Updates

https://www.stocktitan.net/news/IRON/
This page provides the latest news and updates for Disc Medicine Inc (NASDAQ: IRON), a clinical-stage biopharmaceutical company focused on hematologic disorders. Recent news includes a new Chief Human Resources Officer appointment, outlined 2026 objectives and milestones, upcoming presentations at major healthcare conferences, and positive Phase 2 data for their drug DISC-0974. The company also reported Q3 2025 financial results and details of a public offering to extend its financial runway.

Disc Medicine appoints Lisa Amaya Price as chief human resources officer

https://ng.investing.com/news/company-news/disc-medicine-appoints-lisa-amaya-price-as-chief-human-resources-officer-93CH-2285829
Disc Medicine has appointed Lisa Amaya Price as its Chief Human Resources Officer, a strategic move as the company approaches the potential commercialization of its hematologic disease treatments. Amaya Price brings over 25 years of HR and leadership experience, having previously worked at Deciphera, LGC Group, Scholar Rock, Takeda, and Biogen. The company, valued at approximately $3 billion, simultaneously announced an inducement equity award for Amaya Price and highlighted its strong financial flexibility and positive analyst outlook despite not yet being profitable.

FDA weighs new blood disorder drug as small biotech sets a pivotal 2026

https://www.stocktitan.net/news/IRON/disc-medicine-highlights-recent-achievements-and-key-business-jpws4wsr7trh.html
Disc Medicine (NASDAQ:IRON) has detailed its 2026 objectives, focusing on the potential FDA approval and commercial launch of bitopertin for EPP, which is under accelerated review thanks to a Commissioner’s National Priority Voucher (CNPV). The company also anticipates significant Phase 2 data updates for its DISC-0974 and DISC-3405 programs in the latter half of 2026. With $791 million in cash and equivalents at the close of 2025, Disc Medicine has funding secured until 2029 to support its ongoing clinical trials and potential market entry.

Disc Medicine Appoints Lisa Amaya Price, MBA as Chief Human Resources Officer

https://www.citybiz.co/article/792444/disc-medicine-appoints-lisa-amaya-price-mba-as-chief-human-resources-officer/
Disc Medicine, Inc., a clinical-stage biopharmaceutical company, has appointed Lisa Amaya Price, MBA, as its new Chief Human Resources Officer. With over 25 years of experience in HR and organizational leadership, Ms. Amaya Price will play a crucial role in building and scaling the company's workforce as it moves towards commercialization. Her expertise will help attract, develop, and retain talent to support Disc Medicine's long-term success.
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Disc Medicine (IRON) Appoints New Chief Human Resources Officer

https://www.gurufocus.com/news/4107027/disc-medicine-iron-appoints-new-chief-human-resources-officer
Disc Medicine (IRON) has announced the appointment of Lisa Amaya Price as its new Chief Human Resources Officer, bringing over 25 years of HR and organizational leadership experience to the company. Disc Medicine is a clinical-stage biopharmaceutical company focused on treatments for hematologic diseases, with a $2.98 billion market capitalization. Despite having no current revenue, the company exhibits a strong balance sheet with high liquidity and low debt, though it faces typical biotechnology sector risks and challenges in profitability.

Disc Medicine appoints Lisa Amaya Price as chief human resources officer

https://au.investing.com/news/company-news/disc-medicine-appoints-lisa-amaya-price-as-chief-human-resources-officer-93CH-4202809
Disc Medicine (NASDAQ:IRON) has appointed Lisa Amaya Price as Chief Human Resources Officer as the company prepares for the potential commercialization of its hematologic disease treatments. Amaya Price brings over 25 years of HR experience and will play a central role in scaling the organization. The company, currently valued at $3 billion, shows strong financial flexibility with more cash than debt and a high current ratio, despite not being profitable in the last year.

Disc Medicine Appoints Lisa Amaya Price, MBA as Chief Human Resources Officer

https://www.marketscreener.com/news/disc-medicine-appoints-lisa-amaya-price-mba-as-chief-human-resources-officer-ce7e58dad080f127
Disc Medicine, Inc. has appointed Lisa Amaya Price, MBA, as its new Chief Human Resources Officer. Ms. Amaya Price brings over 25 years of HR and leadership experience, including roles at commercial-stage companies and within the life science sector. Her appointment is crucial as Disc Medicine moves towards commercialization, focusing on attracting and retaining talent to support its growth.

Disc Medicine Appoints Lisa Amaya Price, MBA as Chief Human Resources Officer

https://finance.yahoo.com/news/disc-medicine-appoints-lisa-amaya-213000051.html
Disc Medicine Inc. has appointed Lisa Amaya Price, MBA, as its new Chief Human Resources Officer. Ms. Amaya Price brings over 25 years of HR and organizational leadership experience, including roles at Deciphera and LGC Group, to the clinical-stage biopharmaceutical company. Her appointment is crucial as Disc Medicine moves towards commercialization, focusing on attracting, developing, and retaining talent to support its growth.

Disc Medicine prepares for potential 2026 bitopertin FDA decision

https://www.tipranks.com/news/company-announcements/disc-medicine-prepares-for-potential-2026-bitopertin-fda-decision
Disc Medicine (IRON) achieved significant milestones in 2025, including securing priority FDA review for bitopertin and strengthening its financial position. The company's 2026 plans include seeking FDA approval and launching bitopertin for erythropoietic protoporphyria, while continuing to advance other pipeline candidates like DISC-0974 and DISC-3405. An analyst has rated IRON stock as a Buy with a $120.00 price target, though TipRanks’ AI Analyst, Spark, assigns a Neutral rating due to pre-revenue financials and cash burn, balanced by a strong balance sheet and upcoming regulatory catalysts.
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