IRON Disc Medicine Inc

$IRON They laid the trap nicely. They will do a second release with that number tomorrow PM. 🔥🔥🔥

$IRON 115% of the shares are owned by institutions. Shorts putting heavy pressure here because they are losing so much money. Should move over $100.00 today. JMO

$IRON Never made any revs, and taking big loses every quarter that so many losers buying and chasing in a bear market is foolish.

$IRON Offering Disc Medicine Announces Proposed $350 Million Public Offering of Common Stock and Pre-Funded Warrants "The proposed offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering."

$IRON — Disc Medicine's (IRON) stock surged on positive Phase 3 trial results for bitopertin, alongside a proposed securities offering. Recent analyses covered Disc Medicine's (IRON) significant stock price increase following the successful Phase 3 APOLLO trial results for bitopertin, a drug targeting erythropoietic protoporphyria (EPP). The trial met all primary and secondary endpoints, leading to hopes for FDA refiling and approval. The company also announced a proposed $350 million securities offering to fund further development. Market analysis noted the stock trading above its 50-day and 200-day SMAs, indicating a bullish trend, though the RSI neared overbought levels.

$IRON The offering paperwork is in progress. They made announcement so they could figure out actual offering price…. Thats when real hammer drops!!! This is only the beginning!!!!

$IRON not seen a stock fall on so many upgrades. First time seeing such a stock. I guess this never sees 100.

$IRON You saw no such during PM trading, and you think it will drop, NO. It means open market demand is high, hence, discounted pricing not a preferred option at this low PT, especially in light of now raised PTs by almost all top analysts converging this. See you in the 90’s to 100+

$IRON watching the 80-83 level. I suspect the offering will work against any upside moves. Looking for sustained move down to ride momentum

$IRON Disc Medicine Announces Success on All Primary and Secondary Endpoints in the Pivotal Phase 3 APOLLO Trial of Bitopertin in Adults and Adolescents with Erythropoietic Protoporphyria (EPP)

$IRON Disc Medicine, a clinical-stage blood-disease biotech: its 183-patient Phase 3 of bitopertin in EPP, a sunlight-pain disorder, cut blood PPIX 41.4% and added 12.2 pain-free hours in light in month 6 vs placebo. The FDA had issued a CRL on bitopertin and agreed APOLLO could serve as the basis for the response. Market value ~$2.18B at $56.84 (16:00 ET Oct 16, 2026); $717.7M cash and investments at June 30. Against: dizziness hit 50% on drug vs 11% on placebo. NDA resubmission by end-2026; FDA decision expected by mid-2027.

$IRON it probably settles in the $90 to $100+ region until PT’s are raised to reflect the phase 3 positive results

$IRON 🏥 Disc Medicine, Inc. reported positive pivotal Phase 3 APOLLO topline results for bitopertin in EPP, meeting all primary and secondary endpoints, and plans to resubmit an NDA by end-2026. Curated for market relevance

$IRON I wouldn’t take advice from anyone posting on a ticker 24/7. Who are you tying to convince? The board or yourself? An offering will bring selling pressure no matter how you slice it.

$IRON FYI last offering was last year……… so it has, can, and will happen… “Disc Medicine previously priced an upsized $250 million offering of common stock and pre-funded warrants at $84.00 per share in October 2025.” 🔥🔥🔥🔥🔥🔥🔥🔥

$IRON unless the short position changed over the last 14 days or so, then there is still room to run significantly here.

$IRON is dropping phase 3 news tomorrow morning Disc Medicine to Host Corporate Webcast to Discuss Topline Results from the APOLLO Phase 3 Trial of Bitopertin in Erythropoietic Protoporphyria (EPP) "today announced it will host a corporate webcast to discuss topline results from the APOLLO Phase 3 trial of bitopertin in EPP. The webcast will be held on Monday, October 19, 2026 at 8:00 a.m. ET."

$IRON Disc Medicine Announces Pricing of $450 Million Upsized Public Offering of Common Stock

$IRON Disc Medicine Announces Pricing of $450 Million Upsized Public Offering of Common Stock "Disc is selling 6,000,000 shares of common stock at a public offering price of $75.00 per share. In addition, Disc has granted the underwriters a 30-day option to purchase up to an additional 900,000 shares of its common stock at the public offering price, less underwriting discounts and commissions. The aggregate gross proceeds to Disc from this offering are expected to be $450 million, before deducting underwriting discounts and commissions and other offering expenses, assuming no exercise of the underwriters’ option to purchase additional shares. The offering is expected to close on October 22, 2026, subject to the satisfaction of customary closing conditions."

$IRON We did a deep dive on Disc Medicine. • EPP (sun-pain) pill passed Phase 3 after a Feb FDA rejection; stock +38.6% • Then a $350M share sale, ~12% of its value • CEO and a director sold before the readout • Next: refile by end-2026 Full report linked in the replies.