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Disc Medicine announces $178 million stock offering

EditorIsmeta Mujdragic
Published 06/14/2024, 11:04 AM
IRON
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WATERTOWN, Mass. - Disc Medicine, Inc. (NASDAQ: IRON), a biopharmaceutical company engaged in developing treatments for hematologic diseases, has set the price for its public stock offering at $36.00 per share. The company plans to offer 4,944,000 shares, anticipating gross proceeds of approximately $178 million before fees and expenses. The closing of the offering is scheduled for June 17, 2024, subject to customary conditions.

The offering is led by Frazier Life Sciences and Logos Capital, with contributions from a mix of new and existing investors such as Access Biotechnology, Adage Capital Partners LP, Atlas (NYSE:ATCO) Venture, Janus Henderson Investors, OrbiMed, Paradigm BioCapital, TCGX, and Wellington Management. Disc Medicine aims to allocate the net proceeds to advance the research and clinical development of its product candidates, alongside general corporate purposes and working capital.

Leerink Partners is the sole bookrunning manager for the transaction. The offering is pursuant to a shelf registration statement filed with the Securities and Exchange Commission (SEC), which became effective on November 29, 2023. Relevant documents, including the prospectus and prospectus supplement, will be available on the SEC's website and through Leerink Partners upon release.

Disc Medicine is committed to the discovery, development, and commercialization of novel therapies for serious hematologic conditions, focusing on red blood cell biology, heme biosynthesis, and iron homeostasis.

This news is based on a press release statement from Disc Medicine Inc.

In other recent news, Disc Medicine has been a focal point of several analysts' adjustments due to uncertainties surrounding its lead drug candidate, Bitopertin. BMO Capital Markets maintained its Outperform rating and adjusted the price target to $50.00. The firm cited concerns about Bitopertin's efficacy in treating erythropoietic protoporphyria (EPP) and the lack of significant improvements in patients' sunlight exposure time.

Stifel also adjusted its outlook on Disc Medicine, reducing the stock's price target from $104.00 to $71.00 but maintaining a Buy rating. Wedbush significantly adjusted the price target to $43.00 from $84.00, keeping an Outperform rating, following the announcement of topline results from the AURORA Phase 2 study of Bitopertin.

These recent developments have led to varied price targets and ratings from analyst firms, including Cantor Fitzgerald and Raymond James. Disc Medicine is expected to discuss potential endpoints for Phase 3 trials with the FDA in the second half of 2024, which could significantly influence Bitopertin's development pathway.

The company's pipeline also includes DISC-0974 and DISC-3405, targeting myelofibrosis anemia and iron-overload diseases respectively. Both drugs are showing potential in preliminary data, which is expected to boost investor confidence.

InvestingPro Insights

As Disc Medicine, Inc. (NASDAQ: IRON) navigates the complexities of public offerings and advancing its clinical portfolio, it's important for investors to consider the financial health and market performance of the company. InvestingPro data reveals a market capitalization of $968.1 million USD, indicating the size and scale of IRON in the biopharmaceutical industry. However, with a P/E ratio of -6.07 and an adjusted P/E ratio for the last twelve months as of Q1 2024 at -12.01, the metrics suggest that investors are dealing with a company that is not currently generating profits relative to its share price.

Despite the near-term challenges, Disc Medicine's stock has experienced a strong return over the last month, with a 22.99% increase in price total return. This could signal investor confidence in the company's future prospects or a reaction to recent developments within the company or its market segment. Moreover, with a price that is currently at 50.46% of its 52-week high, there may be potential for growth as the company continues to develop its treatments for hematologic diseases.

InvestingPro Tips provide additional context for investors considering Disc Medicine's future prospects. Notably, the company holds more cash than debt on its balance sheet, which can be a positive sign of financial stability and the ability to fund ongoing research and development without the immediate need for additional financing. Additionally, liquid assets exceed short-term obligations, further underlining the company's capacity to meet its short-term financial commitments.

For investors looking for a deeper dive into the financials and forecasts for Disc Medicine, InvestingPro offers more tips to guide their decision-making. Currently, there are 11 additional InvestingPro Tips available, which can be accessed at InvestingPro. To enhance the value of this service, use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

It is crucial for investors to stay informed about the company's performance and market position as Disc Medicine progresses towards its goals in the dynamic biopharmaceutical landscape.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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