Latest news with #Pociredir
Yahoo
6 days ago
- Business
- Yahoo
Fulcrum Therapeutics, Inc. (FULC): A Bull Case Theory
We came across a bullish thesis on Fulcrum Therapeutics, Inc. (FULC) on Stock Pursuit's Substack. In this article, we will summarize the bulls' thesis on FULC. Fulcrum Therapeutics, Inc. (FULC)'s share was trading at $6.44 as of 23rd May. FULC's trailing P/E was 312.50 according to Yahoo Finance. A scientist in a lab conducting research on cell-based therapeutics and biotechnology. Fulcrum Therapeutics (FULC) recently surged over 110% from around $3.30 to $7.00, reflecting growing optimism but also presenting a prime opportunity to take profits. The company's lead candidate, Pociredir (FTX-6058), is an oral small molecule in Phase 1b trials aimed at treating Sickle Cell Disease (SCD) by increasing fetal hemoglobin expression. While early data are encouraging, larger trials are needed to confirm efficacy and safety, especially following a prior clinical hold related to concerns over EED inhibitors. Analysts have raised their peak sales forecasts to roughly $600 million with a 50% probability of success, and Fulcrum's cash runway extends into 2027. Market dynamics favor Pociredir due to Pfizer's withdrawal of Oxbryta and slow adoption of gene therapies, creating scarcity value for new oral treatments. Beyond SCD, Fulcrum is developing programs for inherited aplastic anemias, with an Investigational New Drug application for Diamond-Blackfan anemia expected in late 2025. Despite this promise, history shows that small-cap pharma stocks can experience volatile reversals after big gains, so locking in profits while retaining a small position for potential upside on drug results seems prudent. The broader biotech sector, historically avoided by the author, has recently become more attractive due to technological advances and compelling net cash positions, as demonstrated by previous successes like Somalogic. Overall, Fulcrum represents a high-risk, high-reward opportunity in a niche with growing unmet medical needs, but caution and disciplined profit-taking remain essential given the sector's volatility. Fulcrum Therapeutics, Inc. (FULC) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge fund portfolios held FULC at the end of the first quarter which was 23 in the previous quarter. While we acknowledge the risk and potential of FULC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than FULC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
7 days ago
- Business
- Yahoo
Fulcrum Therapeutics, Inc. (FULC): A Bull Case Theory
We came across a bullish thesis on Fulcrum Therapeutics, Inc. (FULC) on Stock Pursuit's Substack. In this article, we will summarize the bulls' thesis on FULC. Fulcrum Therapeutics, Inc. (FULC)'s share was trading at $6.44 as of 23rd May. FULC's trailing P/E was 312.50 according to Yahoo Finance. A scientist in a lab conducting research on cell-based therapeutics and biotechnology. Fulcrum Therapeutics (FULC) recently surged over 110% from around $3.30 to $7.00, reflecting growing optimism but also presenting a prime opportunity to take profits. The company's lead candidate, Pociredir (FTX-6058), is an oral small molecule in Phase 1b trials aimed at treating Sickle Cell Disease (SCD) by increasing fetal hemoglobin expression. While early data are encouraging, larger trials are needed to confirm efficacy and safety, especially following a prior clinical hold related to concerns over EED inhibitors. Analysts have raised their peak sales forecasts to roughly $600 million with a 50% probability of success, and Fulcrum's cash runway extends into 2027. Market dynamics favor Pociredir due to Pfizer's withdrawal of Oxbryta and slow adoption of gene therapies, creating scarcity value for new oral treatments. Beyond SCD, Fulcrum is developing programs for inherited aplastic anemias, with an Investigational New Drug application for Diamond-Blackfan anemia expected in late 2025. Despite this promise, history shows that small-cap pharma stocks can experience volatile reversals after big gains, so locking in profits while retaining a small position for potential upside on drug results seems prudent. The broader biotech sector, historically avoided by the author, has recently become more attractive due to technological advances and compelling net cash positions, as demonstrated by previous successes like Somalogic. Overall, Fulcrum represents a high-risk, high-reward opportunity in a niche with growing unmet medical needs, but caution and disciplined profit-taking remain essential given the sector's volatility. Fulcrum Therapeutics, Inc. (FULC) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge fund portfolios held FULC at the end of the first quarter which was 23 in the previous quarter. While we acknowledge the risk and potential of FULC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than FULC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
29-05-2025
- Business
- Yahoo
Fulcrum Therapeutics to Present at Upcoming Medical Meetings
CAMBRIDGE, Mass., May 29, 2025 (GLOBE NEWSWIRE) -- Fulcrum Therapeutics, Inc.® (the 'Company') (Nasdaq: FULC), a clinical-stage biopharmaceutical company focused on developing small molecules to improve the lives of patients with genetically defined rare diseases, today announced upcoming presentations at the 5th Global Congress on Sickle Cell Disease and the 2025 European Hematology Association Congress. The Company's presentations are listed below. Following congress publication, copies of the presentations will be available in the "Publications & Presentations" section of the Company's website at 5th Global Congress on Sickle Cell Disease, Abuja, Nigeria, June 3-6, 2025: Poster Presentation: Preclinical and Early Clinical Results of Pociredir, a Novel, Oral, Potent Fetal Hemoglobin Inducer for the Treatment of Sickle Cell Disease (SCD) (Presentation ID: 103, Tuesday, June 4) Poster Presentation: A Phase 1b, Open-Label, Multiple-Dose Study Evaluating Safety, Pharmacokinetics (PK), and Pharmacodynamics (PD) of Pociredir in Patients with Sickle Cell Disease (SCD): Trial Design (Presentation ID: 101, Tuesday, June 4) 2025 European Hematology Association Congress, Milan, Italy, June 12-15, 2025 Poster Presentation: Pharmacokinetics (PK), Pharmacodynamics (PD), and Safety of the Novel Oral Fetal Hemoglobin (HBF) Inducer Pociredir in Healthy Adults in a Phase 1 study (PF1170 – Friday, June 13) Poster Presentation: Pociredir, a Potent and Selective EED Inhibitor for the Treatment of Sickle Cell Disease, Induces Target Engagement and Gene Expression Changes that are Specific and Reversible in Wild-Type Mice (PS2175 – Saturday, June 14) About Fulcrum TherapeuticsFulcrum Therapeutics is a clinical-stage biopharmaceutical company focused on developing small molecules to improve the lives of patients with genetically defined rare diseases in areas of high unmet medical need. Fulcrum's lead clinical program is pociredir, a small molecule designed to increase expression of fetal hemoglobin for the treatment of sickle cell disease (SCD). Fulcrum uses proprietary technology to identify drug targets that can modulate gene expression to treat the known root cause of gene mis-expression. For more information, visit and follow us on Twitter/X (@FulcrumTx) and LinkedIn. About PociredirPociredir is an investigational oral small-molecule inhibitor of Embryonic Ectoderm Development (EED) that was discovered using Fulcrum's proprietary discovery technology. Inhibition of EED leads to potent downregulation of key fetal globin repressors, including BCL11A, thereby causing an increase in fetal hemoglobin (HbF). Pociredir is being developed for the treatment of SCD. Initial data in SCD demonstrated proof-of-concept and achieved absolute levels of HbF increases associated with potential overall patient benefit. In clinical trials conducted prior to the clinical hold, which was lifted by the FDA in August 2023, pociredir was generally well-tolerated in people with SCD with up to three months of exposure, with no serious treatment-related adverse events reported. Pociredir has been granted FDA Fast Track designation and Orphan Drug Designation for the treatment of SCD. To learn more about these trials please visit About Sickle Cell DiseaseSickle cell disease (SCD) is a genetic disorder of the red blood cells caused by a mutation in the HBB gene. This gene encodes a protein that is a key component of hemoglobin, a protein complex whose function is to transport oxygen in the body. The result of the mutation is less efficient oxygen transport and the formation of red blood cells that have a sickle shape. These sickle shaped cells are much less flexible than healthy cells and can block blood vessels or rupture cells. People with SCD typically suffer from serious clinical consequences, which may include anemia, pain, infections, stroke, heart disease, pulmonary hypertension, kidney failure, liver disease, and reduced life expectancy. Contact:Kevin GardnerLifeSci Advisors, LLCkgardner@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
