What is Disc Medicine's market cap?

Disc Medicine (IRON) has a market capitalization of $3.0B and trades on NASDAQ.

Who are Disc Medicine's competitors?

Disc Medicine's key competitors include Keros Therapeutics, Protagonist Therapeutics, Agios Pharmaceuticals, and others. These companies compete in similar markets and product categories.

Who does Disc Medicine partner with?

Disc Medicine's notable partners include AbbVie, Roche, Mabwell Therapeutics, and others.

Where is Disc Medicine headquartered?

Disc Medicine is headquartered in United States of America and employs approximately 74 people. It has been publicly traded since 2021.

Disc Medicine (IRON) Stock Fundamentals & Financials

Disc Medicine is a clinical-stage biopharmaceutical company focused on developing novel treatments for serious hematologic diseases.

Market cap

$2.97B+40.0%

Net income-$241.6M-107%

Free cash flow-$201.3M-95.5%

EPS (diluted)-$6.62-68.9%

Trailing twelve months · change vs. prior year

Earnings

Q2 2026 report

July 30, 2026

EPS-$1.54Beat by $0.17

Read the full report

Next report

Nov 5, 2026 (in 3 months)

Revenue estimate$1.9M

EPS estimate-$1.64

Financials

Q1 2026

Income statement

See full

Operating income-$69.5M-74.0%

Net income-$63.5M-86.3%

EPS (diluted)-$1.65-61.8%

Balance sheet

See full

Cash & equivalents$88.9M-27.5%

Total debt$31.1M+1.4%

Total equity$688.4M+4.3%

Total assets$750.2M+5.8%

Cash flow

See full

Operating cash flow-$62.2M-50.4%

CapEx--100%

Free cash flow-$62.2M-47.4%

Valuation & ratios

Valuation

See full

Market cap$2.97B+40.0%

Enterprise value$2.92B+49.7%

Returns & leverage

See full

Return on equity-35.8%+41.3pp

Debt / equity0×0.0×

Current ratio24×-13.6×

Competitors

By market cap

Bristol-Myers Squibb$131.04B+43.6%

Vertex Pharmaceuticals$122.68B+24.1%

BridgeBio Pharma$16.2B+89.3%

Protagonist Therapeutics$9.5B+183%

Disc Medicine$3.0B+45.5%

Beam Therapeutics$2.8B+52.0%

Agios Pharmaceuticals$1.9B-13.0%

Keros Therapeutics$211.2M-63.9%

By revenue growth

BridgeBio Pharma+355%

Beam Therapeutics+158%

Agios Pharmaceuticals+141%

Protagonist Therapeutics+34.8%

Vertex Pharmaceuticals+10.2%

Bristol-Myers Squibb+3.1%

By net margin

Vertex Pharmaceuticals35.0%+42.6pp

Protagonist Therapeutics29.4%+4.5pp

Bristol-Myers Squibb18.87%+8.4pp

BridgeBio Pharma-125.85%+405pp

Agios Pharmaceuticals-418.24%-2,010pp

Beam Therapeutics-742.72%+338pp

Profile

Disc Medicine is a clinical-stage biopharmaceutical company focused on developing novel treatments for serious hematologic diseases. The company targets fundamental biological pathways associated with red blood cell formation and function, specifically heme biosynthesis and iron homeostasis. Its lead programs aim to address high unmet needs in rare conditions such as erythropoietic porphyrias, myelofibrosis, and polycythemia vera.

Competitive position

A clinical-stage innovator with a portfolio of human-genetically validated targets in red blood cell biology and multiple Phase 2/3 programs.

GeographiesUnited States, Global

Customer segmentsRare disease patients, Specialized healthcare providers

Business modelR&D intensive, Biopharmaceutical licensing

SuppliersContract Development and Manufacturing Organizations (CDMOs), Contract Research Organizations (CROs), Academic and institutional research partners

CustomersSpecialty pharmacies, Hospitals, Hematology clinics

CountryUnited States of America

Listed2021

Employees74.0

CEOJohn D. Quisel

SectorHealthcare

IndustryBiotechnology

Websitediscmedicine.com

FilingsSEC EDGAR

FAQ

What is Disc Medicine's market cap?: Disc Medicine (IRON) has a market capitalization of $3.0B and trades on NASDAQ.
Who are Disc Medicine's competitors?: Disc Medicine's key competitors include Keros Therapeutics, Protagonist Therapeutics, Agios Pharmaceuticals, and others. These companies compete in similar markets and product categories.
Who does Disc Medicine partner with?: Disc Medicine's notable partners include AbbVie, Roche, Mabwell Therapeutics, and others.
Where is Disc Medicine headquartered?: Disc Medicine is headquartered in United States of America and employs approximately 74 people. It has been publicly traded since 2021.