Nama Insights

Disc Medicine (IRON)

Healthcare · Biotechnology · NASDAQ

Disc Medicine (IRON) is a Healthcare company in the Biotechnology industry. It has a market capitalization of $3.50B and a free-cash-flow yield of -6.5%. Nama's AI scorecard rates it Sell, 4.2 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Sell · 4.2/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Trailing · -29.7% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Can't Tell
A figure the screen needs is missing, so it can't tell.
Off its high
-20.7%
How far the last close sits under the highest price of the past five years.
Market cap$3.50B
Trailing P/E—
Price / book4.7
Price / sales—
FCF yield-6.5%
Dividend yield—
Gross margin0.0%
Operating margin0.0%
Net margin0.0%
Revenue growth (YoY)—
Revenue growth (3-yr annual)—
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta2.1
ExchangeNASDAQ
SectorHealthcare
IndustryBiotechnology

IRON earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate -$1.73). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 -$1.53 -$1.71 +10.5% —
Q2 2026 Jul 30, 2026 -$1.54 -$1.77 +13.0% $0
Q1 2026 May 5, 2026 -$1.65 -$1.73 +4.6% $0
Q4 2025 Feb 26, 2026 -$1.62 -$1.70 +4.7% $0

IRON analyst price target

Median target $122.00 from 12 analysts, ranging $92.00 – $170.00.

Biotechnology peers

TickerCompanyMarket capP/E
VRTX Vertex Pharmaceuticals $138.71B 28.8
MRNA Moderna $101.48B —
REGN Regeneron Pharmaceuticals $93.55B 16.4
ARGX argenx $58.31B 32.4
ONC BeOne Medicines $46.30B 51.7
RVMD Revolution Medicines $41.59B —
RPRX Royalty Pharma $38.70B 12.7
GMAB Genmab A/S $32.98B 38.9
Explore live IRON data on Nama Insights →

IRON FAQ

Is IRON a buy?
Nama's AI scorecard currently rates Disc Medicine Sell (4.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does IRON report earnings?
Disc Medicine's next scheduled report is on Feb 25, 2027. Analysts expect EPS of -$1.73.
What is the IRON price target?
The median analyst price target from 12 analysts is $122.00, with a range of $92.00 – $170.00.
Is IRON Shariah compliant?
Nama's AAOIFI-style screen reads Disc Medicine as Can't Tell. A figure the screen needs is missing, so it can't tell.