Disc Medicine’s Chief Operating Officer Jonathan Yen-Wen Yu sold 9,096 common shares for a total of $755,851 over two days last week, exercising stock options priced at $13.50 per share.
The transactions were executed under a Rule 10b5-1 trading plan adopted on March 17, 2026. On August 24, Yu sold 300 shares at a weighted average price of $82.53, exercising options to acquire the same quantity. The following day, 8,796 shares were sold at a weighted average price of $83.12, again paired with option exercises at $13.50 per share.
Disc Medicine’s stock has gained nearly 38% over the past year, trading around $82.67 at the time of the sales. The 52-week range has spanned from $40 to $99.50, according to InvestingPro, which flagged the stock as overvalued relative to its fair value estimate.
Yu’s options vest in 48 equal monthly installments starting December 29, 2022, contingent on continued service. The company’s pipeline includes DISC-0974, which is being evaluated in the RALLY-MF study for myelofibrosis and anemia, and bitopertin, under review for erythropoietic protoporphyria and X-linked protoporphyria.
Analysts at Cantor Fitzgerald and Stifel maintain positive ratings on Disc Medicine. Cantor Fitzgerald reiterated an overweight rating, while Stifel maintained a buy rating following the presentation of Phase 2 RALLY-MF data at the European Hematology Association Annual Congress. The Phase 3 APOLLO study for bitopertin is expected to deliver data in the fourth quarter of 2026, with a response to the FDA’s Complete Response Letter due by the end of 2026.
