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FULC Overview

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Intellectia

Loading chart...

High
3.850
Open
3.690
VWAP
3.78
Vol
1.71M
Mkt Cap
255.87M
Low
3.640
Amount
6.46M
EV/EBITDA(TTM)
--
Total Shares
66.63M
EV
-90.77M
EV/OCF(TTM)
--
P/S(TTM)
--
Fulcrum Therapeutics, Inc. 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. The Company's lead clinical program is pociredir, a small molecule designed to increase expression of fetal hemoglobin for the treatment of sickle cell disease (SCD). It uses technology to identify drug targets that can modulate gene expression to treat the known root cause of gene mis-expression. In addition to its product candidates, the Company has developed a discovery approach that it employs to systematically identify and validate cellular drug targets that can potentially modulate gene expression to treat known root causes of genetically defined rare diseases. The Company continues to advance its program for the potential treatment of inherited aplastic anemias, such as Diamond-Blackfan anemia (DBA), Shwachman-Diamond syndrome, and Fanconi anemia.
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Events Timeline

(ET)
2026-06-02
16:30:00
US Stocks Surge to New Highs on AI Economic Strength
select
2026-06-02
12:10:00
Alphabet Secures Funding to Expand AI Infrastructure
select
2026-06-02
09:00:00
S&P 500 Futures Modestly Lower, HPE Shares Up 27%
select

News

Globenewswire
7.0
06-05Globenewswire
Fulcrum Therapeutics Shares Plunge 50% After FDA Safety Concerns
  • FDA Safety Warning: On June 1, 2026, Fulcrum Therapeutics disclosed that the FDA raised class-wide safety concerns regarding PRC2-targeting agents, leading to a nearly 50% drop in share price, which significantly impacted investors and highlighted potential deficiencies in the company's risk management in drug development.
  • Program Termination and Strategic Review: Following the FDA warning, Fulcrum immediately discontinued the development of its lead candidate pociredir and initiated a strategic review, a decision that not only affects the company's R&D direction but may also lead to a substantial decline in future revenues.
  • Legal Investigation Initiated: Levi & Korsinsky law firm is investigating whether Fulcrum failed to adequately disclose material risks associated with pociredir prior to the FDA warning, which could expose the company to legal liabilities and further erode investor confidence.
  • Financial Commitment Issues: Fulcrum disclosed a $25.1 million long-term lease commitment in its 10-K report filed on February 24, 2026, yet failed to mention the strategic review in its proxy materials filed on April 30, indicating a lack of transparency in information disclosure that could affect future financing capabilities.
PRnewswire
7.0
06-03PRnewswire
Fulcrum Therapeutics Shares Plunge 50% After FDA Safety Concerns
  • FDA Safety Concerns: On June 1, 2026, Fulcrum Therapeutics disclosed that the FDA raised class-wide safety concerns regarding PRC2-targeting agents, leading to the discontinuation of its lead candidate pociredir, causing the stock to plummet approximately 50% in a single session from over $20 to around $10, severely impacting investor confidence.
  • Insider Equity Holdings: The 10-K filed on February 24, 2026, revealed that certain executives held over 264,000 shares, raising questions about the company's transparency and potentially diminishing investor trust in corporate governance following the FDA announcement.
  • Long-term Lease Commitment: Fulcrum disclosed a long-term lease commitment of approximately $25.1 million for office and laboratory space in its 10-K, which could exacerbate financial pressures as the company faces significant operational challenges.
  • CAMP4 Agreement Value: The agreement with CAMP4 Therapeutics is valued at up to $70 million in milestones and royalties, although the upfront payment is not separately quantified, making this potential revenue stream particularly critical in light of the current crisis.
stocktwits
2.0
06-03stocktwits
Fulcrum, Heron, and MicroVision Stocks Plunge to Record Lows
  • Fulcrum Drug Development Halted: Fulcrum Therapeutics saw its stock plunge over 51% to a 52-week low of $2.90 after announcing the discontinuation of its lead sickle cell disease drug pociredir due to FDA concerns about potential cancer risks, leading analysts to lower growth expectations and impacting the company's future prospects.
  • Heron Patent Invalidated: Heron Therapeutics' shares fell to a record low of $0.44 following a federal court ruling that invalidated patents related to its cancer-supportive care drug CINVANTI, which could allow generic versions to enter the market sooner, prompting the CEO to announce an appeal and analysts to downgrade the stock to 'Hold'.
  • MicroVision Reverse Stock Split Proposal: MicroVision's stock dropped nearly 32% to a 52-week low of $0.40 as the company sought shareholder approval for a reverse stock split proposal aimed at complying with Nasdaq's minimum bid-price requirement, which could significantly affect shareholder equity, while retail sentiment remained 'bearish'.
  • Overall Market Reaction: Year-to-date, shares of FULC, HRTX, and MVIS have plunged between 50% and 72%, reflecting investor concerns over the core business prospects of these companies, although retail sentiment for Fulcrum on Stocktwits remains categorized as 'extremely bullish'.
PRnewswire
7.0
06-02PRnewswire
Fulcrum Therapeutics Faces FDA Safety Issues Leading to Program Termination
  • Stock Price Collapse: Fulcrum Therapeutics experienced a nearly 50% drop in stock price in a single session following the June 1, 2026 disclosure of FDA safety concerns, which not only undermines investor confidence but may also hinder future financing capabilities.
  • Program Termination Impact: The immediate discontinuation of the pociredir program due to FDA feedback indicating no regulatory path forward will have profound implications for the company's R&D strategy and market competitiveness.
  • Long-term Financial Commitments: The company's licensing agreement with CAMP4 includes commitments of up to $70 million in milestone payments and royalties, while the existing $25.1 million long-term lease obligation remains in place, increasing financial pressure on the company post-termination.
  • Legal Investigation Initiated: Levi & Korsinsky is investigating whether Fulcrum made misleading statements regarding the outlook for pociredir, which could lead to potential securities law violations, further exacerbating investor anxiety and uncertainty.
NASDAQ.COM
8.0
06-02NASDAQ.COM
Surge in Options Trading Volume for Broadcom and Fulcrum
  • Broadcom Options Volume: Broadcom Inc (AVGO) has seen an options trading volume of 343,511 contracts today, equating to approximately 34.4 million underlying shares, which represents a significant 167.6% of its average daily trading volume, indicating strong market interest in its future performance.
  • High Strike Demand: The $420 strike call option for AVGO has particularly high demand, with 13,004 contracts traded today, representing about 1.3 million shares, reflecting bullish sentiment among investors regarding this price point.
  • Fulcrum Options Activity: Fulcrum Therapeutics Inc (FULC) recorded an options trading volume of 9,890 contracts, translating to approximately 989,000 underlying shares, which is 162.2% of its average daily trading volume, showcasing market interest in its growth potential.
  • FULC Strike Price Demand: The $4 strike call option for FULC has seen 4,585 contracts traded, representing around 458,500 shares, indicating a rising bullish sentiment among investors for this strike price.
Globenewswire
7.0
06-02Globenewswire
Fulcrum Therapeutics Under Investigation for Securities Violations
  • Investigation Launched: Johnson Fistel, PLLP is investigating whether Fulcrum Therapeutics violated federal securities laws, focusing on investor losses and potential recovery, highlighting serious concerns regarding the company's compliance.
  • Drug Development Halted: On June 1, 2026, Fulcrum announced the discontinuation of its lead drug candidate pociredir and initiated a strategic review, reflecting the regulatory challenges the company faces and its implications for future development.
  • FDA Risk Assessment: Following the FDA meeting minutes from May 28, 2026, Fulcrum was informed that pharmacological interventions targeting the PRC2 complex carry equivalent malignancy risks, leading to the conclusion of “no viable regulatory path forward” for pociredir's development.
  • Stock Price Plummets: Following the announcement to halt development, Fulcrum's stock price sharply declined, causing significant losses for investors and raising further questions about the management and compliance of the company.
Wall Street analysts forecast FULC stock price to rise
11 Analyst Rating
Wall Street analysts forecast FULC stock price to rise
9 Buy
1 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
7.00
Averages
16.80
High
25.00
Current: 0.000
sliders
Low
7.00
Averages
16.80
High
25.00
JPMorgan
Overweight
to
Underweight
downgrade
$NULL
AI Analysis
2026-06-02
Reason
JPMorgan
Price Target
$NULL
AI Analysis
2026-06-02
downgrade
Overweight
to
Underweight
Reason
JPMorgan double downgraded Fulcrum Therapeutics to Underweight from Overweight without a price target citing the discontinuation of the company's lead asset pociredir in sickle cell disease. As the company undergoes a strategic review, the shares will be a relative underperformer, the analyst tells investors in a research note.
Goldman Sachs
suspended
2026-06-02
Reason
Goldman Sachs
Price Target
2026-06-02
suspended
Reason
Goldman Sachs suspended the firm's rating on Fulcrum Therapeutics after the company announed the discontinuation of its clinical program evaluating pociredir in sickle cell disease. As pociredir is the only drug in the company's pipeline that is modeled, there is not sufficient basis for determining an investment rating, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for FULC
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Valuation Metrics

The current forward P/E ratio for Fulcrum Therapeutics Inc (FULC.O) is 0.00, compared to its 5-year average forward P/E of -6.36. For a more detailed relative valuation and DCF analysis to assess Fulcrum Therapeutics Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-6.36
Current PE
0.00
Overvalued PE
1.51
Undervalued PE
-14.24

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-2.68
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
0.81
Undervalued EV/EBITDA
-6.17

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
50.17
Current PS
0.00
Overvalued PS
118.83
Undervalued PS
-18.49

Financials

AI Analysis
Annual
Quarterly

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Whales Holding FULC

S
Suvretta Capital Management, LLC
Holding
FULC
+24.04%
3M Return
B
Braidwell LP
Holding
FULC
+17.71%
3M Return
N
Nantahala Capital Management, LLC
Holding
FULC
+16.04%
3M Return
R
RA Capital Management, L.P.
Holding
FULC
+15.25%
3M Return
T
TCG Crossover Management, LLC
Holding
FULC
+14.81%
3M Return
A
Artal Group S.A.
Holding
FULC
+14.60%
3M Return

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Frequently Asked Questions

What is Fulcrum Therapeutics Inc (FULC) stock price today?

The current price of FULC is 3.84 USD — it has increased 5.49

What is Fulcrum Therapeutics Inc (FULC)'s business?

Fulcrum Therapeutics, Inc. 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. The Company's lead clinical program is pociredir, a small molecule designed to increase expression of fetal hemoglobin for the treatment of sickle cell disease (SCD). It uses technology to identify drug targets that can modulate gene expression to treat the known root cause of gene mis-expression. In addition to its product candidates, the Company has developed a discovery approach that it employs to systematically identify and validate cellular drug targets that can potentially modulate gene expression to treat known root causes of genetically defined rare diseases. The Company continues to advance its program for the potential treatment of inherited aplastic anemias, such as Diamond-Blackfan anemia (DBA), Shwachman-Diamond syndrome, and Fanconi anemia.

What is the price predicton of FULC Stock?

Wall Street analysts forecast FULC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FULC is16.80 USD with a low forecast of 7.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Fulcrum Therapeutics Inc (FULC)'s revenue for the last quarter?

Fulcrum Therapeutics Inc revenue for the last quarter amounts to 0.00 USD, decreased

What is Fulcrum Therapeutics Inc (FULC)'s earnings per share (EPS) for the last quarter?

Fulcrum Therapeutics Inc. EPS for the last quarter amounts to -0.25 USD, decreased -10.71

How many employees does Fulcrum Therapeutics Inc (FULC). have?

Fulcrum Therapeutics Inc (FULC) has 55 emplpoyees as of July 03 2026.

What is Fulcrum Therapeutics Inc (FULC) market cap?

Today FULC has the market capitalization of 255.87M USD.