IRON — Stock Film
STOCK FILMSCENE 1/11IRON · $70.06
Stock Expert AI presents
IRON
Disc Medicine, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Disc Medicine, Inc. What it actually does.

Develop novel treatments for serious hematologic diseases. Target fundamental biological pathways of red blood cell biology. Now — the numbers.

on the stock market since 2020
165 employees
$2.7B market value
Revenue last year:
$0
The loss that same year:
$212.2M
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company is still in the product-building phase: its spending runs far above its sales. That only changes once the product starts selling at scale.

THE SALES TREND
The sales picture, year by year.

Red columns mark years that ended in a loss.

$0
2021
2022
2023
2024
$0
2025
In the vault right now:
$791.2M
DEBT: $1.9M
At this pace, that money lasts about 3.7 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
4 / 8
EXPECTATIONS MET OR BEATEN
4
Nov 2024
Jul 2026
4 TIMES IN THE LAST 8 QUARTERS
A mixed scorecard.
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
44
weak

Clearly below the class average.

FINANCIAL STRENGTH
65
strong

The cash pile is strong; debt and other items pull the grade toward the middle.

VALUATION
50
average

The price isn’t cheap next to earnings — that’s why this grade sits in the middle.

GROWTH
20
very weak

Clearly below the class average.

PRICE MOMENTUM
67
strong

Clearly above the class average — a step short of the very top.

WORTH WATCHING

Growth: Sales growth trails the sector average.

Business Quality: Profit power and business quality trail similar companies in the sector.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 26% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/1
Strong cash, light debt

There is $791.2M in the vault; even if every debt were paid off, $789.3M would remain.

1
THE RISKS · 1/3
Small sales, big loss

A loss of $212.2M against $0 in annual sales.

2
THE RISKS · 2/3
A wildly swinging price

This stock swings about 2 times as much as the market average. Big rallies — and big drops — can both happen fast.

3
THE RISKS · 3/3
Executives lean toward selling

Over the last 12 months, executives reported 136 sells against just 44 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
B
54 / 100 · MoonshotScore

On our five-subject report card, IRON sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: IRON is a high-risk stock — not yet profitable, and its future rides on its product catching on.

Analysts’ average target sits above today’s price, yet the valuation grade (50/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →

Not covered, because the filings we hold do not carry it: the revenue breakdown.

This was a film — not investment advice.
Data: FMP & company filings
Sep 12, 2026 · stockexpertai.com · Stock Film