
Disc Medicine, Inc.
NASDAQ•IRON
CEO: Dr. Donald William Nicholson Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2020-08-12
Disc Medicine, Inc., together with its subsidiaries, a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. The company has assembled a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, primarily heme biosynthesis and iron homeostasis. Its pipeline includes bitopertin for the treatment of erythropoietic porphyrias, including erythropoietic protoporphyria, X-linked protoporphyria, and diamond-blackfan anemia; DISC-0974 for the treatment of anemia of myelofibrosis, and anemia of chronic kidney disease; and DISC-3405 for the treatment of polycythemia vera, and other hematologic disorders. The company's preclinical programs include DISC-0998, for the treatment of anemia associated with inflammatory diseases. Disc Medicine, Inc. was founded in 2017 and is headquartered in Watertown, Massachusetts.
連絡先情報
時価総額
$2.11B
PER (TTM)
-10.9
34.3
配当利回り
--
52週高値
$99.50
52週安値
$30.82
52週レンジ
順位59Top 87.6%
2.2
F-Score
改良版 Piotroski 分析
5年ファンダメンタル
弱い • 2.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2021-2025
財務ダッシュボード
Q3 2025 データ
売上高
$0.00+0.00%
直近4四半期の推移
EPS
-$1.77+98.88%
直近4四半期の推移
フリーCF
-$47.83M+175.60%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Recent Equity Financing Secured Net cash provided by financing $256.7M for nine months; completed $210.9M offering post-period to bolster liquidity.
Bitopertin NDA Submitted Submitted NDA for accelerated bitopertin approval in EPP/XLP; awarded Commissioner's National Priority Voucher in October.
Research Spending Ramps Up Nine-month R&D expenses reached $124.4M, increasing $52.5M, supporting pipeline advancement efforts across programs.
リスク要因
Continued Operating Losses Expected Incurred $151.7M net loss for nine months; expects operating losses to continue indefinitely requiring substantial capital.
Material Internal Control Weakness Material weakness identified in ITGCs; management concluded internal controls over financial reporting were ineffective as of 9/30/2025.
Clinical Trials Success Uncertain No product candidates progressed past Phase 3; development success is highly uncertain, risking material failure or delays.
見通し
Future Capital Requirements High Expects expenses to increase significantly; may need additional equity or debt financing to fund operations into 2029.
Advance Iron Homeostasis Portfolio Planning Phase 2 trial for DISC-0974 in IBD in Q1 2026; initiating Phase 2 for DISC-3405 in PV in H1 2025.
Prepare For Bitopertin Launch Planning US approval and launch for bitopertin in late 2025 or early 2026, supported by CNPV timeline acceleration.
同業比較
売上高 (TTM)
$908.96M
ZLAB$441.63M
TVTX$435.83M
粗利益率 (最新四半期)
IDYA99.5%
TVTX99.0%
ARQT91.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| BLTE | $6.11B | -93.3 | -44.1% | 0.0% |
| IBRX | $5.86B | -16.1 | 62.8% | 0.0% |
| CDTX | $5.61B | -18.6 | -60.1% | 0.4% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
N/M
売上高の変動が大きい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年2月26日
EPS:-$1.71
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年11月6日|売上高: $0.00+0.0%|EPS: $-1.77+98.9%不明Form 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年8月7日|売上高: $0.00+0.0%|EPS: $-1.58+53.4%不明Form 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月7日|売上高: $0.00+0.0%|EPS: $-1.02-6.4%不明Form 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月27日|売上高: $0.00+0.0%|EPS: $-3.96-15.8%不明Form 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年11月12日|売上高: $0.00+0.0%|EPS: $-0.89+53.4%不明Form 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月8日|売上高: $0.00+0.0%|EPS: $-1.03+39.2%不明Form 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月9日|売上高: $0.00+0.0%|EPS: $-1.09-9.2%不明Form 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年3月21日|売上高: $0.00+0.0%|EPS: $-3.42+92.4%不明