Bitterman Kevin sold $1.9M of IRON

Disc Medicine reported Q3 GAAP EPS of -$1.53, beating estimates by $0.20. The company had $683M in cash and equivalents, and raised $486M in a public offering in October 2026, extending its cash runway.

Disc Medicine, Inc. (IRON) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Disc Medicine Reports Third Quarter 2026 Financial Results and Provides Business Update • Pivotal Phase 3 APOLLO trial of bitopertin in erythropoietic protoporphyria (EPP) successfully met all primary and secondary endpoints • Bitopertin NDA resubmission planned by e

Disc Medicine, Inc. (IRON) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Disc Medicine Announces Proposed $350 Million Public Offering of Common Stock and Pre-Funded Warrants October 19, 2026 WATERTOWN, Mass., Oct. 19, 2026 (GLOBE NEWSWIRE) — Disc Medicine, Inc. (NASDAQ: IRON) (Disc), a clinical-stage biopharmaceutical company focused on

Jefferies raised its price target for Disc Medicine (NASDAQ:IRON) to $149 from $128, citing positive Phase 3 results for bitopertin. The stock has surged 42.6% in a week. Multiple analysts have raised targets, with estimates for a $1B-$2B commercial opportunity. Disc Medicine plans to provide regulatory updates by year-end 2026.

Disc Medicine (IRON) stock fell 1.0% in pre-market trading after pricing a $450M public offering of 6M shares at $75 each, a discount to recent prices. The offering, with potential for additional shares, may dilute existing holders. Proceeds will fund clinical development and general corporate purposes. Analysts recently raised price targets following positive trial results, but insiders have been net sellers.

Disc Medicine (IRON) priced a $450M offering of 6M shares at $75/shr, with a 30-day option for 0.9M more. Proceeds will fund pipeline development, including Bitopertin for EPP and XLP. IRON closed at $79.48, down 0.79% overnight. Jefferies, Leerink, Morgan Stanley, and others are underwriters.