Disc Medicine After The CRL: Risk Now Rests On APOLLO [Seeking Alpha]
Disc Medicine, Inc. (IRON)
Company Research
Source: Seeking Alpha
The upcoming Phase 3 APOLLO trial, with improved endpoints and longer duration, is critical for linking PPIX reduction to real lifestyle improvement in EPP patients. IRON remains well-capitalized with $616 million in cash and minimal debt, providing ample runway to complete APOLLO and withstand near-term volatility. I maintain a "Hold" rating due to lingering endpoint subjectivity risks and high sensitivity of valuation to APOLLO trial outcomes expected in 4Q26. Tara Moore/DigitalVision via Getty Images Thesis As you know by now from the 21% stock slide, the FDA has issued a CRL to Disc Medicine Inc. ( IRON ) for bitopertin. However, on the surface, it appears to be more of a regulatory disagreement and not about whether This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expr
Show less
Read more
Impact Snapshot
Event Time:
IRON
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
IRON alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
IRON alerts
High impacting Disc Medicine, Inc. news events
Weekly update
A roundup of the hottest topics
IRON
News
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Disc Medicine, Inc.- IRONGlobeNewswire
- Disc Medicine (NASDAQ:IRON) was given a new $110.00 price target on by analysts at Stifel Nicolaus.MarketBeat
- Disc Medicine (NASDAQ:IRON) was given a new $125.00 price target on by analysts at Cantor Fitzgerald.MarketBeat
- Disc Medicine (NASDAQ:IRON) was given a new $75.00 price target on by analysts at Morgan Stanley.MarketBeat
- Disc Medicine (NASDAQ:IRON) had its price target lowered by analysts at Wells Fargo & Company from $109.00 to $78.00. They now have an "overweight" rating on the stock.MarketBeat
IRON
Earnings
- 11/6/25 - Miss
IRON
Sec Filings
- 2/18/26 - Form 144
- 2/17/26 - Form 4
- 2/17/26 - Form 4
- IRON's page on the SEC website