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Stifel analyst James Condulis tells investors that the move lower in Fulcrum Therapeutics (FULC) this morning “surprises us” and looks “overdone.” While the firm believes some thought total mean HbF may comfortably be greater than 20% given the strength of the initial cut at ASH, the firm thinks “overly nitpicking 19.3% is splitting hairs and misses the bigger picture” as these data surpassed the physician “bar” and that pociredir is reaching HbF levels expected to be highly protective of disease. Even wit ...

Fulcrum Therapeutics (NasdaqGM:FULC) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsAlex C. Sapir - President and CEOCorinne Johnson - VPGregory Renza - Managing DirectorIain Fraser - SVP of Early DevelopmentJames Condulis - VP of Biotechnology Equity ResearchMartin Steinberg - Professor of Medicine, Pediatrics, Pathology, and Laboratory MedicineMatthew Biegler - Managing DirectorConference Call ParticipantsAnupam Rama - Managing Director and Senior Equity AnalystJoseph Schwartz - M ...

Fulcrum Therapeutics (NasdaqGM:FULC) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsAlex C. Sapir - President and CEOCorinne Johnson - VPGregory Renza - Managing DirectorIain Fraser - SVP of Early DevelopmentJames Condulis - VP of Biotechnology Equity ResearchMartin Steinberg - Professor of Medicine, Pediatrics, Pathology, and Laboratory MedicineMatthew Biegler - Managing DirectorConference Call ParticipantsAnupam Rama - Managing Director and Senior Equity AnalystJoseph Schwartz - M ...

Fulcrum Therapeutics (NasdaqGM:FULC) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Speaker10Good morning, and welcome to Fulcrum Therapeutics' conference call to discuss 12-week data from the 20-milligram cohort of the phase 1b PIONEER trial of pociredir and sickle cell disease. Currently, all participants are in a listen-only mode. This call is being webcast live and can be accessed on the Investors section of Fulcrum's website at www.fulcrumtx.com, where a replay will be available. I'll now turn the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38978 FULCRUM THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) Delaware 47-4839948 (State or other jurisdict ...

― Announced positive 12-week results from the 20 mg dose cohort of the Phase 1b PIONEER trial of pociredir in sickle cell disease (SCD) ― ― 20 mg cohort demonstrated rapid and robust fetal hemoglobin (HbF) induction, with mean absolute HbF increasing by 12.2% from a baseline of 7.1% to 19.3% at Week 12, improvements in markers of hemolysis and anemia, and encouraging trends in vaso-occlusive crisis (VOC) reduction ― ― Fulcrum plans to initiate a potential registration-enabling trial in the second half of 20 ...

― Mean absolute fetal hemoglobin (HbF) increased by 12.2% (from 7.1% to 19.3%) at Week 12 (n=12), representing a rapid, robust, and clinically relevant response, with progression toward pan-cellular HbF induction as F-cells increased from 31% to 63% ― ― 7 of 12 patients (58%) achieved absolute HbF levels ≥20%; all patients achieved at least a 6.5% absolute increase in HbF ― ― Improvements in markers of hemolysis, improved erythropoiesis, and a >1 g/dL increase in total hemoglobin ― ― 7 of 12 patients (58%) ...

Company Overview - 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, particularly in areas of high unmet medical need [4] - The company's lead clinical program is pociredir, designed to increase fetal hemoglobin expression for the treatment of sickle cell disease (SCD) [4] Clinical Development - Fulcrum will present 12-week results from the 20 mg dose cohort of the Phase 1b PIONEER trial of pociredir in sickle cell disease on February 24, 2026 [1] - Pociredir is an investigational oral small-molecule inhibitor of Embryonic Ectoderm Development (EED), leading to downregulation of fetal globin repressors and increased fetal hemoglobin [5] - In the PIONEER trial, pociredir has shown dose-dependent increases in fetal hemoglobin, improvements in markers of hemolysis and anemia, and has been generally well-tolerated with no serious adverse events reported [5] Expert Involvement - Dr. Martin Steinberg, a prominent hematologist with extensive research on sickle cell disease, will join Fulcrum management for the conference call [2][3] - Dr. Steinberg has published over 450 articles and has contributed significantly to understanding the genetic basis and pathophysiology of sickle cell disease [3] Regulatory Status - Pociredir has received Fast Track and Orphan Drug Designation from the FDA for the treatment of sickle cell disease [5] Disease Background - Sickle cell disease is a genetic disorder caused by a mutation in the HBB gene, leading to inefficient oxygen transport and sickle-shaped red blood cells, which can cause various serious health complications [6]

Core Viewpoint - Fulcrum Therapeutics, Inc. (FULC) has seen a 4.9% increase in share price over the past month, closing at $10.87, with analysts suggesting a potential upside of 75.7% based on a mean price target of $19.1 [1] Price Targets and Analyst Estimates - The mean estimate consists of 10 short-term price targets with a standard deviation of $6.51, indicating variability in analyst predictions; the lowest estimate is $7.00 (35.6% decline), while the highest is $25.00 (130% increase) [2] - A low standard deviation among price targets suggests a high degree of agreement among analysts regarding the stock's price movement [9] Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about FULC's earnings prospects, with a consensus indicating higher EPS estimates, which historically correlates with stock price movements [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 0.8%, with one estimate increasing and no negative revisions [12] - FULC holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13] Caution on Price Targets - While price targets are commonly referenced by investors, they can often mislead; empirical research shows that they do not reliably predict actual stock price movements [7][10] - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8]