Promising Outlook for Disc Medicine’s DISC-0974 in Anemia Treatment Justifies Buy Rating

Analyst Rami Katkhuda of LifeSci Capital maintained a Buy rating on Disc Medicine (IRON – Research Report), retaining the price target of $85.00.

Rami Katkhuda has given his Buy rating due to a combination of factors that highlight the potential of Disc Medicine’s DISC-0974 in addressing anemia in myelofibrosis (MF) patients. The treatment has shown promising results in reducing hepcidin levels and providing durable hematologic responses, regardless of patients’ baseline transfusion status or concurrent use of JAK inhibitors. This is particularly significant given the high prevalence of anemia among MF patients, which remains a substantial challenge in disease management.
Furthermore, the ongoing Phase II RALLY-MF study is expected to provide additional data by the second half of 2025, reinforcing the clinical and commercial potential of DISC-0974. The treatment’s potential extends beyond MF, as it represents a pipeline-in-a-product for anemia of inflammation, supported by Phase Ib data in non-dialysis-dependent chronic kidney disease patients and preclinical results in inflammatory bowel disease-related anemia. These factors collectively underscore the promising outlook for DISC-0974, justifying the Buy rating.

Katkhuda covers the Healthcare sector, focusing on stocks such as Mineralys Therapeutics, Inc., VYNE Therapeutics, and Vera Therapeutics. According to TipRanks, Katkhuda has an average return of 13.1% and a 36.09% success rate on recommended stocks.