Disc Medicine Stock Is Swinging, but This Fund's New $52 Million Bet Shows Conviction

On February 17, 2026, Hedge fund BVF disclosed a new position in Disc Medicine (NASDAQ:IRON), acquiring 650,000 shares. What happened According to a recent SEC filing dated February 17, 2026, BVF reported a new position in Disc Medicine, Inc. during the fourth quarter, acquiring 650,000 shares. The quarter-end value of the position stood at $51.62 million, reflecting both the purchase and share price movement over the period. What else to know This was a new position for BVF, with Disc Medicine repres ...