Added to YB: 2026-06-11
Pitch date: 2026-06-08
FULC [neutral]
Fulcrum Therapeutics, Inc.
+0.57%
current return
Author Info
No bio for this author
Company Info
Fulcrum Therapeutics, Inc., a clinical-stage biopharmaceutical company, develops small molecules to improve the lives of patients with genetically defined diseases in the areas of high unmet medical need in the United States.
Market Cap
$234.5M
Pitch Price
$3.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.17
P/E
-3.09
EV/Sales
N/A
Sector
Pharmaceuticals
Category
special_situation
Fulcrum Therapeutics, Inc. ($FULC)
FULC: Broken biotech net-cash play. Lead drug pociredir failed in sickle cell; stock crashed, 85% RIF (57→9 employees), Leerink hired for strategic review, 'maximize stockholder value' language. NCAV>mkt cap, clean balance sheet, no dilution risk. CEO Sapir (sold ReViral/Dova) has $4.6M deal-contingent payout aligning incentives; Tang/Concentra 13D likely. Risks: new science project, reverse merger, crypto pivot, time/burn, excessive wind-down fees. IP/NOLs valued at zero, CVR upside. Basket approach.
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