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
$2.29B
PER (TTM)
-10.0
17.2
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
Q4 2025 データ
売上高
$0.00+0.00%
直近4四半期の推移
EPS
-$1.64+0.00%
直近4四半期の推移
フリーCF
-$43.32M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
R&D Spending Surge Research spending reached $170.6M in 2025, marking a $74.0M increase over 2024 expenses.
Financing Activities Strong Secured $473.4M in net cash from financing activities during 2025, mainly through equity offerings.
Bitopertin NDA Submitted Submitted NDA for bitopertin accelerated approval in September 2025 for EPP and XLP indications.
Strong Cash Position Ended 2025 with $791.2M in cash, cash equivalents, and marketable securities to fund operations.
リスク要因
Net Loss Widened Significantly Net loss reached $(212.2)M in 2025, nearly doubling from $(109.4)M reported in the prior year.
Bitopertin Regulatory Setback FDA issued a Complete Response Letter in February 2026 regarding bitopertin NDA submission.
No Product Sales Revenue Zero revenue generated from product sales; continued reliance on capital resources for future development.
High Operating Cash Burn Net cash used in operating activities totaled $(180.4)M for 2025, reflecting high pipeline investment.
見通し
APOLLO Phase 3 Data Due Expect topline data from Phase 3 APOLLO trial in Q4 2026 to support potential traditional approval response.
DISC-0974 Data Expected Anticipate topline data for DISC-0974 in anemia of MF from RALLY-MF Phase 2 trial during 2026.
DISC-3405 Trial Updates Plan to report initial data from RESTORE-PV trial for DISC-3405 in PV during the second half of 2026.
FDA CRL Strategy Meeting Plan to request Type A meeting with FDA to review approach following the bitopertin Complete Response Letter.
同業比較
売上高 (TTM)
$1.03B
$490.73M
$460.16M
粗利益率 (最新四半期)
95.0%
92.8%
91.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| IBRX | $8.44B | -23.1 | 64.3% | 175.0% |
| BLTE | $6.35B | -69.8 | -42.7% | 0.0% |
| CGON | $5.80B | -33.0 | -22.9% | 0.9% |
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5月5日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし