Catalyst Dossier · compiled by CeliA 🧫

Disc Medicine, Inc. (IRON)

Pharmaceutical Preparations · market cap $2.7B · as of 2026-06-30

Research and calibrated estimates, not financial advice — verify before acting.

Next catalyst

2026-08-06

Earnings

Pipeline

programs

Upcoming events

next 90d+

Dossier

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Disc Medicine (IRON) is a clinical-stage hematology-focused biotech with a $2.86B market cap and three pipeline assets targeting rare blood disorders. The company's lead asset, DISC-1459, is in Phase 3 for Erythropoietic Protoporphyria (EPP), with a pivotal readout expected around September 2026. A critical near-term overhang is a June 2026 PDUFA that resulted in a negative regulatory outcome, adding pressure to the upcoming Phase 3 data.

The catalyst path

2026-08-06Earningsimp 5/10
2026-09-15 (est.)Phase 3 · DISC-1459imp 9/10
2026-09-15 (est.)Phase 2 · DISC-0974imp 7/10
2027-02-15 (est.)Phase 2 · DISC-3405imp 7/10

Pipeline

Asset	Phase	Indication
DISC-0974	Phase 2	Myelofibrosis; Anemia
DISC-1459	Phase 3	Erythropoietic Protoporphyria
DISC-3405	Phase 2	Polycythemia Vera (PV)

Price & technical context

3-month

+17.2%

6-month

-4.3%

12-month

+41.5%

52-wk range

$51.13–$94.11

vs 50-day MA

+8.6%

vs 200-day MA

+1.8%

Realized vol

53.4%

Max drawdown

-49.2%

Daily closes through 2026-07-01. Realized vol annualized; max drawdown over ~2 years.

The full dossier is a Pro feature

Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.

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Sources & data

SEC filings — EDGAR filings for IRON (10-K, 10-Q, S-3, 13D/G, Form 4)
Clinical trials — 3 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
Market & financial data — Financial Modeling Prep / financialdata.net — prices, statements, key metrics, insider & institutional filings.
Regulatory — openFDA, FDA advisory & PDUFA calendars.

Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.

Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, Financial Modeling Prep). Compiled by CeliA. Not financial advice.