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    Early Phase 2 RALLY-MF Data For DISC-0974 Might Change The Case For Investing In Disc Medicine (IRON)

    Simply Wall St·12/07/2025 12:16:51
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    • Disc Medicine recently reported positive initial data from its Phase 2 RALLY-MF trial of DISC-0974 in anemia of myelofibrosis at the ASH Annual Meeting, showing large reductions in hepcidin, higher iron levels, and clinically meaningful improvements in hemoglobin and transfusion needs across multiple patient groups.
    • The early results also showed that DISC-0974 was generally well-tolerated and produced hematologic responses even in patients on concurrent JAK inhibitor therapy, hinting at potential use across varied treatment regimens.
    • We’ll now examine how this early Phase 2 efficacy across both transfusion-dependent and non–transfusion-dependent patients may influence Disc Medicine’s investment narrative.

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    What Is Disc Medicine's Investment Narrative?

    To own Disc Medicine, you really need to believe its hepcidin-focused platform can turn strong early signals into durable, approvable drugs across rare hematologic conditions, while the company manages years of losses and funding needs. The new RALLY-MF Phase 2 data on DISC-0974 reinforces that core story by adding a second clinical shot on goal alongside bitopertin, showing anemia benefits in both transfusion-dependent and non–transfusion-dependent myelofibrosis patients and in those on JAK inhibitors. In the near term, the biggest catalysts still center on bitopertin’s NDA review in EPP and any regulatory feedback around the accelerated pathway, but DISC-0974 now feels more central to the equity story than it did before. The key risks remain the same: clinical or regulatory setbacks, future dilution and the possibility that today’s optimism proves ahead of the fundamentals.

    However, one key financing-related risk could catch some shareholders off guard. Disc Medicine's share price has been on the slide but might be up to 10% below fair value. Find out if it's a bargain.

    Exploring Other Perspectives

    IRON Earnings & Revenue Growth as at Dec 2025
    IRON Earnings & Revenue Growth as at Dec 2025
    Two valuation views from the Simply Wall St Community span roughly US$12 to US$118, showing just how far apart private investors can be. Set that against Disc’s strong recent RALLY-MF readout and ongoing losses, and it is clear you are weighing promising science against a long, uncertain path to commercial validation.

    Explore 2 other fair value estimates on Disc Medicine - why the stock might be worth as much as 27% more than the current price!

    Build Your Own Disc Medicine Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.