IRON

IRON · Disc Medicine Inc. Common Stock

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AI Market Commentary

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Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 13, 2026

Disc Medicine faces valuation scrutiny and whale activity. Recent commentary questions whether Disc Medicine's stock price fully reflects its market position relative to competitors. Additionally, the stock appeared on a list of healthcare names showing significant large-scale trading activity. The stock is currently trading near its 52-week low, which provides context for these recent market observations.

this person other insiders at IRON

Insiders & Stakes

AI DMI LLC
10% Owner
2,814,379
Shares held
Novo Holdings A/S
10% Owner
1,090,772
Shares held
Quisel John D
Chief Executive Officer
262,064
Shares held
Braden Michael Leonard
10% Owner
247,500
Shares held
Atlas Venture Fund X, L.P.
10% Owner
198,326
Shares held
ORBIMED ADVISORS LLC
Director
186,541
Shares held
Ashiya Mona
Director
186,541
Shares held
Stephenson Pamela
Chief Commercial Officer
80,998
Shares held
Savage William Jacob
Chief Medical Officer
79,480
Shares held
Franchi Jean M.
Chief Financial Officer
64,333
Shares held
Yu Jonathan Yen-Wen
Chief Business Officer
54,324
Shares held
Khara Rahul
General Counsel
52,324
Shares held
Bryce Joanne
Chief Financial Officer
23,665
Shares held
Piekos Brian
CFO
17,615
Shares held
MacDonald Brian Richard
Chief Innovation Officer
12,276
Shares held
Bitterman Kevin
Director
0
Shares held
White William Richard0
Shares held

Transaction History

Quisel John D▲ Buy$36K
Bitterman Kevin▲ Buy$326K
Bitterman Kevin▲ Buy$389K
Bitterman Kevin▲ Buy$509K
Bitterman Kevin▼ Sell$1.9M
Bitterman Kevin▼ Sell$73K
Bitterman Kevin▼ Sell$61K
Bitterman Kevin▼ Sell$1K
Bitterman Kevin▼ Sell$225K
Bitterman Kevin▼ Sell$187K
Bitterman Kevin▼ Sell$4K
Bitterman Kevin▼ Sell$2.1M
Bitterman Kevin▼ Sell$1.8M
Bitterman Kevin▼ Sell$41K
Bitterman Kevin▼ Sell$810
Bitterman Kevin▼ Sell$729
Bitterman Kevin▼ Sell$162
Bitterman Kevin▼ Sell$6K
Bitterman Kevin▼ Sell$5K
Bitterman Kevin▼ Sell$80
Yu Jonathan Yen-Wen▲ Buy$119K
Yu Jonathan Yen-Wen▼ Sell$731K
Yu Jonathan Yen-Wen▲ Buy$4K
Yu Jonathan Yen-Wen▼ Sell$25K
Quisel John D▲ Buy$446K
Quisel John D▼ Sell$656K
Quisel John D▼ Sell$1.0M
Quisel John D▼ Sell$949K
Yu Jonathan Yen-Wen▲ Buy$11K
Yu Jonathan Yen-Wen▼ Sell$66K
Khara Rahul▲ Buy$73K
Khara Rahul▼ Sell$400K
Quisel John D▲ Buy$252K
Quisel John D▲ Buy$100K
Quisel John D▼ Sell$721K
Quisel John D▼ Sell$1.3M
Quisel John D▼ Sell$487K
Yu Jonathan Yen-Wen▼ Sell$8K
Yu Jonathan Yen-Wen▲ Buy$1K
Khara Rahul▲ Buy$24K
Khara Rahul▼ Sell$124K
Khara Rahul▲ Buy$13K
Yu Jonathan Yen-Wen▲ Buy$4K
Yu Jonathan Yen-Wen▼ Sell$22K
Khara Rahul▼ Sell$64K
Yu Jonathan Yen-Wen▲ Buy$131K
Yu Jonathan Yen-Wen▼ Sell$705K
Khara Rahul▲ Buy$110K
Khara Rahul▼ Sell$113K
Khara Rahul▼ Sell$36K
Quisel John D▼ Sell$1.6M
Quisel John D▼ Sell$673K
Quisel John D▲ Buy$335K
Khara Rahul▼ Sell$378K
Quisel John D▼ Sell$111K
Yu Jonathan Yen-Wen▲ Buy$52K
Yu Jonathan Yen-Wen▲ Buy$132K
Yu Jonathan Yen-Wen▼ Sell$801K
Yu Jonathan Yen-Wen▼ Sell$487K
Franchi Jean M.▼ Sell$433K
Savage William Jacob▼ Sell$233K
Savage William Jacob▼ Sell$147K
Franchi Jean M.▼ Sell$28K
Savage William Jacob▼ Sell$288K
Savage William Jacob▼ Sell$198K
Franchi Jean M.▼ Sell$24K
Franchi Jean M.▼ Sell$221K
Franchi Jean M.▼ Sell$243K
Savage William Jacob▼ Sell$205K
Yu Jonathan Yen-Wen▼ Sell$203K
Quisel John D▼ Sell$834K
Franchi Jean M.▼ Sell$256K
Khara Rahul▼ Sell$179K
Stephenson Pamela▼ Sell$348K
Khara Rahul▲ Buy$0
Savage William Jacob▲ Buy$0
Yu Jonathan Yen-Wen▲ Buy$0
Franchi Jean M.▲ Buy$0
Quisel John D▲ Buy$0
Stephenson Pamela▲ Buy$0
Khara Rahul▲ Buy$14K
Khara Rahul▼ Sell$70K
Khara Rahul▼ Sell$92K
Khara Rahul▲ Buy$88K
Khara Rahul▼ Sell$27K
Khara Rahul▼ Sell$393K
Savage William Jacob▲ Buy$28K
Savage William Jacob▲ Buy$2K
Savage William Jacob▲ Buy$1K
Quisel John D▲ Buy$12K
Bitterman Kevin▼ Sell$19K
Bitterman Kevin▼ Sell$14K
Bitterman Kevin▼ Sell$36K
Bitterman Kevin▼ Sell$3.3M
Bitterman Kevin▼ Sell$1.7M
Bitterman Kevin▼ Sell$1.3M
Bitterman Kevin▼ Sell$2.6M
Bitterman Kevin▼ Sell$361K
Bitterman Kevin▼ Sell$1.4M
Bitterman Kevin▼ Sell$1.0M
Bitterman Kevin▼ Sell$145K
Bitterman Kevin▲ Buy$95K
Bitterman Kevin▼ Sell$643K
Savage William Jacob▼ Sell$330K
Savage William Jacob▼ Sell$28K
Savage William Jacob▼ Sell$837K
Bitterman Kevin▼ Sell$189K
Bitterman Kevin▼ Sell$785K
Bitterman Kevin▼ Sell$323K
Bitterman Kevin▼ Sell$168K
Bitterman Kevin▼ Sell$186K
Bitterman Kevin▼ Sell$129K
Bitterman Kevin▼ Sell$1.5M
Bitterman Kevin▼ Sell$357K
Bitterman Kevin▼ Sell$605K
Bitterman Kevin▼ Sell$143K
Quisel John D▲ Buy$394K
Quisel John D▼ Sell$220K
Quisel John D▼ Sell$1.5M
Quisel John D▼ Sell$400K
Quisel John D▼ Sell$1.6M
Yu Jonathan Yen-Wen▼ Sell$799K
Yu Jonathan Yen-Wen▼ Sell$691K
Yu Jonathan Yen-Wen▼ Sell$666K
Yu Jonathan Yen-Wen▼ Sell$385K
Yu Jonathan Yen-Wen▲ Buy$80K
AI DMI LLC▼ Sell$59.9M
Bitterman Kevin▼ Sell$96K
Bitterman Kevin▼ Sell$96K
Bitterman Kevin▼ Sell$258K
Bitterman Kevin▼ Sell$258K
Bitterman Kevin▼ Sell$443K
Bitterman Kevin▼ Sell$1.2M
Bitterman Kevin▼ Sell$1.2M
Bitterman Kevin▼ Sell$202K
Bitterman Kevin▼ Sell$202K
Bitterman Kevin▼ Sell$915K
Bitterman Kevin▼ Sell$915K
Bitterman Kevin▼ Sell$41K
Bitterman Kevin▼ Sell$443K
Bitterman Kevin▼ Sell$41K
Bitterman Kevin▼ Sell$110K
Bitterman Kevin▼ Sell$1.5M
Bitterman Kevin▼ Sell$204K
Bitterman Kevin▼ Sell$561K
Bitterman Kevin▼ Sell$858K
Bitterman Kevin▼ Sell$1.8M
Bitterman Kevin▼ Sell$907K
Bitterman Kevin▼ Sell$960K
Bitterman Kevin▼ Sell$774K
Bitterman Kevin▼ Sell$460K
Quisel John D▲ Buy$10K
Bitterman Kevin▼ Sell$140K
Bitterman Kevin▼ Sell$440K
Bitterman Kevin▼ Sell$1.5M
Bitterman Kevin▼ Sell$24K
Bitterman Kevin▼ Sell$518K
Bitterman Kevin▼ Sell$797K
Bitterman Kevin▼ Sell$1.8M
Bitterman Kevin▼ Sell$41K
Franchi Jean M.▼ Sell$120K
Franchi Jean M.▼ Sell$115K
Quisel John D▲ Buy$343K
Quisel John D▼ Sell$1.7M
Quisel John D▼ Sell$202K
Quisel John D▲ Buy$51K
Quisel John D▼ Sell$286K
Savage William Jacob▲ Buy$292K
Savage William Jacob▲ Buy$24K
Franchi Jean M.▼ Sell$105K
Savage William Jacob▼ Sell$150K
Savage William Jacob▼ Sell$334K
Savage William Jacob▼ Sell$105K
Quisel John D▲ Buy$7K
Ashiya Mona▼ Sell$164K
Ashiya Mona▼ Sell$41K
ORBIMED ADVISORS LLC▼ Sell$164K
ORBIMED ADVISORS LLC▼ Sell$106K
Ashiya Mona▼ Sell$106K
ORBIMED ADVISORS LLC▼ Sell$41K
ORBIMED ADVISORS LLC▼ Sell$71K
Ashiya Mona▼ Sell$184K
Ashiya Mona▼ Sell$285K
Ashiya Mona▼ Sell$71K
ORBIMED ADVISORS LLC▼ Sell$184K
ORBIMED ADVISORS LLC▼ Sell$285K
Ashiya Mona▼ Sell$51K
Ashiya Mona▼ Sell$79K
Ashiya Mona▼ Sell$20K
ORBIMED ADVISORS LLC▼ Sell$51K
ORBIMED ADVISORS LLC▼ Sell$79K
ORBIMED ADVISORS LLC▼ Sell$20K
Ashiya Mona▼ Sell$730K
Ashiya Mona▼ Sell$1.1M
Ashiya Mona▼ Sell$282K
ORBIMED ADVISORS LLC▼ Sell$730K
ORBIMED ADVISORS LLC▼ Sell$1.1M
ORBIMED ADVISORS LLC▼ Sell$282K
Ashiya Mona▼ Sell$2.3M
Ashiya Mona▼ Sell$584K

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