Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IRON
SELLDisc Medicine, Inc. · Healthcare · United States · $2.8B · Avg Vol: $51M/d
COMPANY DESCRIPTION
Disc Medicine is a clinical-stage biopharmaceutical company focused on discovering and developing novel treatments for patients with serious hematologic diseases. It targets rare blood disorders with unmet medical needs, leveraging a deep understanding of hematopoiesis and iron metabolism pathways. The company's pipeline includes multiple clinical-stage assets, aiming to be a leader in specific therapeutic areas like myelodysplastic syndromes and porphyrias.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | — | — | — | 32.2M | — |
| EPS | -20.52 | -3.42 | -3.96 | -6.01 | — | -6.47 | -7.16 | -7.59 | — |
| Shares | 38.2M | 24.4M | 29.9M | 37.9M | -0.8% | 38.2M | — | — | — |
| Debt | 1.3M | 2.1M | 30.0M | 31.0M | 185.4% | 31.1M | — | — | — |
| Equity | 176.6M | 345.1M | 443.6M | 739.8M | 61.2% | — | — | — | — |
| Op CF | -42.3M | -73.5M | -93.9M | -180.4M | — | -201.3M | — | — | — |
| Inv CF | -0.2M | -89.0K | -292.3M | -394.3M | — | — | — | — | — |
| Fin CF | 149.0M | 239.4M | 218.3M | 473.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of IRON are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IRON | Disc Medicine, Inc.(you) | $2.8B | 23 | SELL |
| CLDX | Celldex Therapeutics, Inc. | $2.8B | 24 | SELL |
| RARE | Ultragenyx Pharmaceutical Inc. | $2.6B | 26 | SELL |
| NKTR | Nektar Therapeutics | $2.4B | 22 | SELL |
| ALMS | Alumis Inc. | $3.6B | 22 | SELL |
| RCUS | Arcus Biosciences, Inc. | $3.6B | 22 | SELL |
| KOD | Kodiak Sciences Inc. | $2.6B | 27 | SELL |
| TARS | Tarsus Pharmaceuticals, Inc. | $2.6B | 28 | SELL |
| BEAM | Beam Therapeutics Inc. | $2.6B | 17 | STRONG SELL |
| IMNM | Immunome, Inc. | $2.5B | 17 | STRONG SELL |
Peer medians: ROE -25.5% · P/E 27.6x · Gross margin 50.6%