Biotechnology

Disc Medicine

Xpeng

Conference Minutes

VWAPY

IRON

09868

XPEV

VWAGY

TSLA

2026 overseas delivery target to double YoY.Intl revenue to account for over 20% of total.

Volkswagen

XPENG-W

XPeng

Tesla

XPEV (4Q25 Trans): Iron robot targets >1,000 units/month by end-2026---

Today’s Key News Recap

INTC

02423

300024

INTE

01698

09888

02525

HSAI

OpenAI

DXYZ

BEKE

BIDU

89888

04335

MS-A

MS-E

MS-F

MS-I

MS-K

MS-L

MS-O

MS-P

MS-Q

INTEU

INTEW

HBUD

1111 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. The U.S. Senate has passed a temporary spending bill aimed at ending the longest government shutdown in history, which has lasted for 41 days. The bill now requires approval from the House of Representatives and the President's signature to take effect. This move is a result of bipartisan compromise, providing short-term relief from economic and livelihood impacts, but the core disagreements are merely postponed, with the possibility of another deadlock after January 30th, highlighting the increasing trend of political polarization in the United States. 🐬 Individual Stocks 1. $Baidu(BIDU.US) RoboTaxi has received the first batch of fully unmanned commercial operation licenses issued by the Abu Dhabi Integrated Transport Center...

Intel

BEKE-W

SIASUN

Morgan Stanley

Integra Group (Russia) Sponsored GDR RegS

Integral Acquisition  1

TME-SW

BIDU-SW

HESAI-W

Hesai

Destiny Tech100

Citigroup

Tencent Music

Baidu

BIDU-SWR

INTEL-T

BTQ Tech

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

Integral Acquisition 1 - Unit

INTEGRAL ACQUISITION CORP 1 C/WTS 31/05/2028 (TO PUR COM)

Baidu HK SDR 10to1

XPeng surged 17% in a single day; Intel AI Chief jumps ship to OpenAI | Today's Important News Recap

Disc Medicine released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 0 (forecast USD 50 K), actual EPS USD -1.6499 (forecast USD -1.693)

Disc Medicine Inc Completes Enrollment for Phase 3 APOLLO Clinical Trial for Treatment of Erythropoietic Protoporphyria

Disc Medicine Inc. Releases Hematology R&D Pipeline Introduction

Disc Medicine released FY2025 annual earnings on February 26 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -6.0116 (forecast USD -6.0841)

Disc Medicine Reports $212.2 Million Net Loss in Fiscal Year 2025 and Continues Clinical Trials

Disc Medicine CEO Reports on Stock Sale

Stifel Nicolaus and H.C. Wainwright Maintain Buy Rating on Disc Medicine

Disc Medicine Receives FDA Complete Response Letter, Plans to Address New Drug Application Concerns

FDA Rejects Disc Medicine's Drug for Rare Genetic Disease

Disc Medicine Inc.'s Chief Legal Officer Rahul Khara Reports Disposition of Company's Common Stock

FDA Delays Review of Sanofi's Diabetes Drug Tzield and Disc Medicine's Blood Disease Drug Bitopertin

Disc Medicine Inc. Unveils Hematology Pipeline and Bitopertin Launch Strategy

Disc Medicine Inc.'s New Drug Application Accepted for Priority Review by FDA

Disc Medicine Inc. obtains DISC-0974 patent protection

Quisel John D Exercised 12,300 Disc Medicine Inc Stock Options

BMO Capital analyst maintains buy rating on Disc Medicine with price target

Disc Medicine Inc.'s CMO Sells Company's Common Stock

Disc Medicine reports Bitopertin NDA approval and expected launch at ASH Annual Meeting

Disc Medicine Inc. Announces Positive Results from DISC-0974 Clinical Trial

Ensign Peak Advisors Inc Significantly Increased Holdings in Disc Medicine

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Vida Global

MetaVia

Micware

MicroAlgo

BiomX

Tradr 2X Long XNDU Daily ETF

Cantor Fitzgerald analyst Kristen Kluska has reiterated a Buy rating on Disc Medicine (IRON) with a price target of $125.00, while the stock closed at $68.53. Kluska, a 5-star analyst, has an average return of 26.7% and a 49.23% success rate. The consensus on Disc Medicine is a Strong Buy with an average price target of $97.67, indicating a potential upside of 42.52%. Stifel Nicolaus also maintains a Buy rating with a $111.00 price target.

Tip Ranks

DBV Tech

Capricor Therap

Soleno Therapeutics

Stifel Financial

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Cantor Fitzgerald Remains a Buy on Disc Medicine (IRON)

Rosen Law Firm is investigating potential securities claims for shareholders of Disc Medicine, Inc. (NASDAQ: IRON) due to allegations of misleading business information. Investors who purchased Disc Medicine securities may be entitled to compensation through a class action lawsuit. This follows a 22% stock price drop after the FDA issued a Complete Response Letter regarding Disc Medicine's new drug application. The firm encourages investors to choose qualified legal counsel with a successful track record in securities class actions.

prnewswire

22:10 ETRosen Law Firm Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON

Stifel Nicolaus analyst Stephen Willey has reaffirmed a Buy rating for Disc Medicine (IRON), setting a price target of $111.00. Willey, a 4-star analyst with a 44.44% success rate, focuses on the Healthcare sector. The consensus for Disc Medicine is a Strong Buy, with an average price target of $97.67 according to TipRanks.

Incyte

Insmed

Stifel Nicolaus Sticks to Their Buy Rating for Disc Medicine (IRON)

Disc Medicine (IRON) has completed enrollment in the Phase 3 APOLLO trial for bitopertin, while also preparing for new data across other hematology programs. The stock is currently priced at $67.53, reflecting a 1-year total shareholder return of 52.47% but a 14.62% decline year-to-date. With a price-to-book ratio of 3.7x, above the industry average of 2.5x, investors are paying for future potential rather than current earnings. Despite a net loss of $241.603 million, a DCF model suggests a fair value of $127.95, indicating the stock may be undervalued. Investors should weigh the risks and opportunities carefully.

Simplywall

A Look At Disc Medicine (IRON) Valuation As Key APOLLO Phase 3 And Pipeline Milestones Progress

Disc Medicine, Inc. (NASDAQ:IRON) has seen its FY2030 EPS forecast raised by HC Wainwright from $7.12 to $7.40. The company reported a quarterly EPS of ($1.65), missing estimates. Analysts have varied price targets, with Wells Fargo raising theirs to $79.00. The stock currently has a consensus rating of "Moderate Buy" and is trading at $68.65, with a market cap of $2.62 billion. Institutional investors own 83.70% of the stock, and recent insider sales were reported.

Market Beat

Disc Medicine FY2030 EPS Forecast Raised by HC Wainwright

Rosen Law Firm is investigating potential securities claims for shareholders of Disc Medicine, Inc. (NASDAQ: IRON) due to allegations of misleading business information. Investors who purchased Disc Medicine securities may be entitled to compensation through a class action lawsuit. This follows a 22% stock price drop after the FDA issued a Complete Response Letter regarding Disc Medicine's new drug application. The firm has a strong track record in securities class actions and encourages investors to choose qualified legal counsel.

14:43 ETRosen Law Firm Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON

H.C. Wainwright analyst Douglas Tsao has reiterated a Buy rating on Disc Medicine (IRON) with a price target of $118.00. Tsao, who focuses on the Healthcare sector, has an average return of 21.2% and a 52.10% success rate on his stock recommendations. Disc Medicine currently holds a Strong Buy consensus among analysts, with a price target consensus of $97.67.

Pacira BioSciences

Rezolute

Xenon Pharma

Disc Medicine (IRON) Receives a Buy from H.C. Wainwright

Disc Medicine(IRON.US)