Sofinnova Investments Inc. Grows Stake in Disc Medicine, Inc. $IRON

Posted by Brenda Bartman on Jun 16th, 2026

Sofinnova Investments Inc. raised its stake in shares of Disc Medicine, Inc. (NASDAQ:IRON – Free Report) by 719.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 111,010 shares of the company’s stock after buying an additional 97,457 shares during the quarter. Sofinnova Investments Inc.’s holdings in Disc Medicine were worth $8,815,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in IRON. JPMorgan Chase & Co. grew its holdings in Disc Medicine by 110.0% during the 4th quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock valued at $125,557,000 after buying an additional 828,248 shares in the last quarter. Jennison Associates LLC bought a new position in Disc Medicine in the 4th quarter valued at $42,252,000. Pictet Asset Management Holding SA grew its holdings in shares of Disc Medicine by 10,968.6% in the fourth quarter. Pictet Asset Management Holding SA now owns 394,374 shares of the company’s stock worth $31,317,000 after purchasing an additional 390,811 shares during the last quarter. Vestal Point Capital LP raised its stake in shares of Disc Medicine by 257.1% during the third quarter. Vestal Point Capital LP now owns 500,000 shares of the company’s stock valued at $33,040,000 after acquiring an additional 360,000 shares in the last quarter. Finally, Assenagon Asset Management S.A. raised its position in Disc Medicine by 3,329.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 357,836 shares of the company’s stock valued at $28,416,000 after purchasing an additional 347,403 shares in the last quarter. Hedge funds and other institutional investors own 83.70% of the company’s stock.

Insiders Place Their Bets

In other news, insider William Jacob Savage sold 5,731 shares of the business’s stock in a transaction dated Monday, April 13th. The shares were sold at an average price of $66.38, for a total transaction of $380,423.78. Following the transaction, the insider owned 79,480 shares of the company’s stock, valued at approximately $5,275,882.40. The trade was a 6.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Jean M. Franchi sold 6,257 shares of the business’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $69.24, for a total transaction of $433,234.68. Following the transaction, the chief financial officer directly owned 64,333 shares in the company, valued at approximately $4,454,416.92. The trade was a 8.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 12,388 shares of company stock valued at $841,258 in the last ninety days. Insiders own 3.76% of the company’s stock.

Disc Medicine Price Performance

Shares of NASDAQ IRON opened at $70.09 on Tuesday. The firm has a market cap of $2.67 billion, a PE ratio of -10.59 and a beta of 0.93. The firm has a fifty day moving average of $68.26 and a 200 day moving average of $72.26. The company has a debt-to-equity ratio of 0.04, a quick ratio of 24.00 and a current ratio of 24.00. Disc Medicine, Inc. has a one year low of $40.00 and a one year high of $99.50.

Disc Medicine (NASDAQ:IRON – Get Free Report) last released its earnings results on Tuesday, May 5th. The company reported ($1.65) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.62) by ($0.03). As a group, research analysts predict that Disc Medicine, Inc. will post -6.74 EPS for the current fiscal year.

Wall Street Analyst Weigh In

IRON has been the topic of a number of recent research reports. Morgan Stanley reiterated an “overweight” rating and set a $85.00 price objective on shares of Disc Medicine in a research note on Monday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Disc Medicine in a research report on Monday, April 20th. Wells Fargo & Company lifted their target price on shares of Disc Medicine from $78.00 to $79.00 and gave the stock an “overweight” rating in a research note on Monday, March 2nd. Truist Financial decreased their price objective on shares of Disc Medicine from $114.00 to $83.00 and set a “buy” rating for the company in a research note on Friday, February 27th. Finally, Wedbush restated an “outperform” rating and set a $88.00 price objective on shares of Disc Medicine in a research note on Wednesday, June 10th. Ten research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Disc Medicine has an average rating of “Moderate Buy” and a consensus target price of $105.80.

View Our Latest Report on Disc Medicine

Disc Medicine Profile

(Free Report)

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company’s pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.