Disc Medicine, Inc., together with its subsidiaries, a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. The company has assembled a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, primarily heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for the treatment of erythropoietic porphyrias, including erythropoietic protoporphyria, X-linked protoporphyria, and diamond-blackfan anemia; DISC-0974 for the treatment of anemia of myelofibrosis, and anemia of chronic kidney disease; and DISC-3405 for the treatment of polycythemia vera, and other hematologic disorders. It also develops preclinical programs include DISC-0998, for the treatment of anemia associated with inflammatory diseases. Disc Medicine, Inc. was founded in 2017 and is headquartered in Watertown, Massachusetts.
Pipeline Promise | Disc Medicine's bitopertin and DISC-0974 show potential in rare blood disorders, with NDA filing for bitopertin expected in late 2025 |
Market Opportunity | Expanded patient estimates for EPP/XLP and substantial anemia treatment market present significant revenue potential for Disc Medicine |
Catalysts Ahead | Key milestones include NDA filing, Phase 2 data readouts, and new trial initiations, potentially driving stock performance and valuation |
Analyst Optimism | Price targets range from $75 to $132, reflecting confidence in Disc Medicine's pipeline and market potential despite current unprofitability |
Metrics to compare | IRON | Sector Sector - Average of metrics from a broad group of related Healthcare sector companies | Relationship RelationshipIRONPeersSector | |
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P/E Ratio | −14.3x | −2.7x | −0.6x | |
PEG Ratio | 0.61 | 0.02 | 0.00 | |
Price/Book | 3.4x | 2.2x | 2.6x | |
Price / LTM Sales | - | 8.4x | 3.4x | |
Upside (Analyst Target) | 50.3% | 216.1% | 37.6% | |
Fair Value Upside | Unlock | 8.8% | 5.5% | Unlock |