Disc Medicine Inc. (IRON)

Nov 7, 2026

Wall Street Zen has upgraded Disc Medicine (NASDAQ:IRON) from a "sell" to a "hold" rating, aligning with a broader "Moderate Buy" consensus from other analysts. Several firms, including Cantor Fitzgerald and Wells Fargo, also raised their price targets for the stock. This upgrade follows Disc Medicine reporting a narrower-than-expected quarterly loss of $1.53 per share, beating analyst estimates.

Nov 5, 2026

Disc Medicine announced strong third-quarter 2026 financial results, including approximately $683 million in cash and a public offering that extended its cash runway into 2030. The company reported positive Phase 3 APOLLO trial results for bitopertin in erythropoietic protoporphyria (EPP), with an NDA resubmission planned by the end of 2026. Additionally, Disc Medicine provided updates on its selcodebart and DISC-3405 programs, with further data presentations expected at the 68th American Society of Hematology annual meeting in December 2026.

Oct 29, 2026

Disc Medicine (NASDAQ:IRON) is anticipated to release its Q3 2026 earnings before market open on Thursday, November 5th, with analysts forecasting a loss of $1.63 per share and $1.88 million in revenue. The company previously exceeded estimates in Q2 with a loss of $1.54 per share. IRON shares have seen a 4.1% increase to $83.20, while analysts generally maintain a "Moderate Buy" rating with an average price target of $122.70, despite recent insider share sales totaling approximately $13.6 million.