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Home›Companies›Disc Medicine Inc. (IRON)

Disc Medicine Inc.

IRON

Held by 11 specialist biotech funds

High ConvergenceHigh short interest · No specialist buying

11 funds opened new positions. Next phase2 readout (DISC-0974): Sep 2026. Short interest: 16.9% of float.

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Data sourced from SEC EDGAR and ClinicalTrials.gov. Not investment advice.

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BiotechnologyCEO: John D. QuiselIPO: 2020Website ↗

Disc Medicine, Inc., a clinical-stage biotechnology company, engages in discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases. It builds a portfolio of therapeutic candidates that address a spectrum of hematologic diseases by targeting fundamental biological pathways of red blood cell biology, primarily heme biosynthesis and iron homeostasis. The company is based in Watertown, Massachusetts.

Score Holdings Short Interest Catalysts Insiders Research

Signal Score

6.5/10

11 funds opened new positions●●

No recent insider activity●●

Phase2 readout expected Sep 2026●●

Held by 11 specialist funds●●

See how each signal contributes— fund overlap, insider activity, catalyst timing, short interest (free trial)

Conviction + Catalyst

11 specialist funds hold IRON with a Phase 2 in 139 days for DISC-0974 (Myelofibrosis; Anemia, Anemia, Myelofibrosis)

+4 more upcoming catalysts

Deerfield Management RTW Investments OrbiMed Advisors Perceptive Advisors Rock Springs Capital RA Capital Management Baker Bros. Advisors Cormorant Asset Management BVF Partners Eventide Asset Management Boxer Capital

Fund Holdings

11 fund convergence

Deerfield ManagementHeld 7Q ↓

RTW InvestmentsNew

OrbiMed AdvisorsHeld 7Q ↓

Perceptive AdvisorsNew

Rock Springs Capital

RA Capital ManagementHeld 4Q ↑

Baker Bros. AdvisorsHeld 5Q ↑

Cormorant Asset Management

BVF PartnersNew

Eventide Asset ManagementHeld 4Q ↑

Position history (shares)

Deerfield Management

7Q

OrbiMed Advisors

7Q

Perceptive Advisors

4Q

RA Capital Management

4Q

Baker Bros. Advisors

5Q

Eventide Asset Management

4Q

AI Signal

IRON Signal: High-Conviction Specialist Convergence Ahead of Dense Catalyst Calendar

Baker Bros.' $14M addition to a $17.9M position signals conviction in DISC Medicine's erythroid biology platform ahead of five major readouts spanning Sept 2026–June 2028, with near-term shots on goal in myelofibrosis/anemia (Sept '26) and EPP (Oct '26). The convergence of 9 specialist biotech funds—including Cormorant, RA Capital, and Perceptive—indicates high-conviction thesis alignment, though the 77% position increase ahead of phase 2/3 data suggests confidence in de-risking rather than near-term dilution concerns.

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7 quarters

Position Trend

Aug 14, 2025

$241.3M

5 funds

Nov 14, 2025

$301.1M

5 funds

Feb 13, 2026

$31.4M

1 fund

Feb 17, 2026

$398.8M

7 funds

+226518% total institutional value over 19 quarters

Short Interest

High short interest

Short Shares

5.54M

Change

+1.4%

Days to Cover

13.8

% of Float

16.9%

Settlement

Apr 30, 2026

Short interest over 6 periods

Catalysts

Phase 2Q3 2026DISC-0974Myelofibrosis; Anemia, Anemia, MyelofibrosisNCT05320198

Phase 3Q3 2026PlaceboErythropoietic Protoporphyria (EPP), X-Linked Protoporphyria (XLP)NCT06910358

Phase 2Q4 2026DISC-0974Inflammatory Bowel Disease (IBD), Anemia, Inflammatory Bowel Disease (IBD); AnemiaNCT07368972

Phase 2Q1 2027DISC-3405Polycythemia Vera (PV)NCT06985147

Phase 3Q2 2028DISC-1459Erythropoietic ProtoporphyriaNCT05883748

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Activist Filings

SC 13GRA Capital Management5.9%Jan 7, 2026

SC 13D/AOrbiMed Advisors4.5%Mar 12, 2025

Position Details

Deerfield ManagementDECREASEFeb 17, 2026

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Insider Signals

No insider purchases or sales detected in the past 90 days.

Also Held by These Funds

ACRV1 fund ALGS1 fund NUVL1 fund PHVS1 fund PRLD1 fund TSHA1 fund XENE1 fund GLUE1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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