Overview

* Disc Medicine ( IRON ) Q3 net loss and EPS miss analyst expectations

* Company submitted NDA for bitopertin, received priority review voucher

* Disc Medicine's ( IRON ) cash position extends runway into 2029 after public offering

Outlook

* Disc Medicine ( IRON ) expects potential US approval of bitopertin in late 2025 or early 2026

Result Drivers

* R&D expenses were $50.3 million for the three months ended September 30, 2025, as compared to $24.7 million for the three months ended September 30, 2024

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Net Miss -$62.32 -$52.10

Income mln mln (8

Analysts

)

Q3 Basic Miss -$1.77 -$1.51

EPS (11

Analysts

)

Q3 Miss -$67.70 -$55.50

Operatin mln mln (8

g Income Analysts

)

Q3 $67.70

Operatin mln

g

Expenses

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the biotechnology & medical research peer group is "buy"

* Wall Street's median 12-month price target for Disc Medicine Inc ( IRON ) is $115.00, about 23.2% above its November 5 closing price of $88.31

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)