5 big analyst AI moves: Apple lifted to Buy, AI chip bets reassessed
AI DMI LLC, a ten percent owner of Disc Medicine, Inc. (NASDAQ:IRON), sold 744,047 shares of common stock at a price of $80.47 on October 22, 2025, according to a Form 4 filing. The total value of the transaction amounted to $59,873,462. The stock, currently trading at $85.63, has shown remarkable strength with a 95% gain over the past year. According to InvestingPro analysis, IRON appears overvalued at current levels, with the RSI suggesting overbought conditions.
Following the sale, AI DMI LLC directly holds 2,814,379 shares of Disc Medicine.
Access Industries Holdings LLC, Access Industries Management, LLC, and Len Blavatnik may be deemed to beneficially own the securities held directly by AI DMI LLC. Blavatnik controls AIM and holds a majority of the outstanding voting interests in AIH. AIM controls AIH, and AIH indirectly controls all of the outstanding voting interests in AI DMI LLC.
In other recent news, Disc Medicine has announced the pricing of an upsized public offering valued at approximately $250 million. The company is selling 2,619,049 shares of common stock and pre-funded warrants to purchase 59,523 shares. This follows the commencement of a $220 million stock offering aimed at supporting the potential commercialization of bitopertin for erythropoietic protoporphyria and X-linked protoporphyria. Additionally, Disc Medicine has submitted a New Drug Application for bitopertin in erythropoietic protoporphyria, which has received a priority review voucher from the FDA. This voucher could significantly shorten the review period to 1-2 months, potentially leading to approval and commercialization in late 2025 or early 2026. Wells Fargo has reiterated its Overweight rating for Disc Medicine, maintaining a price target of $91.00. The FDA’s priority voucher highlights the significant potential of Disc Medicine’s product to address a major unmet medical need. These developments mark a period of significant activity and potential growth for the company.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.