Fulcrum Therapeutics, Inc.

NasdaqGM:FULC 주식 리포트

시가총액: US$289.9m

Fulcrum Therapeutics 경영진

경영진 기준 점검 2/4

Fulcrum Therapeutics CEO는 Alex Sapir, Jul2023 에 임명되었습니다 의 임기는 3.08 년입니다. 총 연간 보상은 $3.25M, 20% 급여 및 80% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $763.50K 가치에 해당하는 회사 주식의 0.26% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3 년과 8.2 년입니다.

핵심 정보

Alex Sapir

최고경영자

US$3.3m

총 보수

CEO 급여 비율19.99%
CEO 재임 기간3.1yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간3yrs
이사회 평균 재임 기간8.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Aug 03

FULC: Cash-Rich Balance Sheet Will Underpin Post-Program Strategic Review Outcomes

Analysts have reset expectations on Fulcrum Therapeutics, with price targets now clustered in the $3 to $4 range. This reflects the removal of pociredir from models and a focus on the company’s cash position and ongoing review of options.
Seeking Alpha Jul 31

Fulcrum Therapeutics: Buy It For The Strategic Reset

Summary Fulcrum is trading at a deep discount due to operational distress after the suspension of their main program. But because of their fortress balance sheet, Fulcrum should have the financial strength to reset. Fulcrum is a financially strong company in operational distress, and it's trading below NCAV, making it comparable to issues that have strongly outperformed the market. Read the full article on Seeking Alpha
내러티브 업데이트 Jul 10

FULC: Cash Review And Restructuring Will Drive Future Share Repricing

Fulcrum Therapeutics' analyst fair value estimate has been revised from $25.00 to about $16.75 as analysts factor in widespread rating downgrades and sharply reduced price targets, following the discontinuation of the pociredir program in sickle cell disease and the shift toward a cash-focused review of options. Analyst Commentary Recent research on Fulcrum Therapeutics points to a broad reset in expectations after the discontinuation of pociredir in sickle cell disease, with multiple firms revising ratings and price targets, and several explicitly framing the stock more as a cash-focused situation during the current review of options.
내러티브 업데이트 Jun 26

FULC: Cash-Rich Balance Sheet Will Shape Post-Program Review Outcome

The updated analyst price target for Fulcrum Therapeutics has shifted sharply lower, with the fair value estimate moving from about $19.00 to roughly $5.43. Analysts are factoring in the discontinuation of pociredir in sickle cell disease, class-wide safety concerns around PRC2 inhibitors, and the company's transition into a cash-focused story undergoing a review of alternatives.
분석 기사 Apr 01

Fulcrum Therapeutics (NASDAQ:FULC) Is In A Good Position To Deliver On Growth Plans

We can readily understand why investors are attracted to unprofitable companies. By way of example, Fulcrum...
새로운 내러티브 Mar 20

Fetal Hemoglobin Induction Will Reshape Sickle Cell Care And Broaden Long Term Hematology Potential

Catalysts About Fulcrum Therapeutics Fulcrum Therapeutics is a clinical stage biopharmaceutical company focused on small molecule treatments for genetically defined diseases, with an emphasis on sickle cell disease and hematologic conditions. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 Mar 04

Oral Fetal Hemoglobin Induction Will Reshape Severe Sickle Cell Treatment Over The Long Term

Catalysts About Fulcrum Therapeutics Fulcrum Therapeutics is a clinical stage biopharmaceutical company focused on developing oral fetal hemoglobin inducers for sickle cell disease and other hemoglobinopathies. What are the underlying business or industry changes driving this perspective?
분석 기사 Sep 25

We're Not Very Worried About Fulcrum Therapeutics' (NASDAQ:FULC) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, Fulcrum Therapeutics...
분석 기사 Apr 04

Fulcrum Therapeutics, Inc.'s (NASDAQ:FULC) Business And Shares Still Trailing The Industry

You may think that with a price-to-sales (or "P/S") ratio of 1.7x Fulcrum Therapeutics, Inc. ( NASDAQ:FULC ) is a stock...
분석 기사 Dec 23

There's Reason For Concern Over Fulcrum Therapeutics, Inc.'s (NASDAQ:FULC) Massive 34% Price Jump

Fulcrum Therapeutics, Inc. ( NASDAQ:FULC ) shareholders have had their patience rewarded with a 34% share price jump in...
분석 기사 Nov 08

We Think Fulcrum Therapeutics (NASDAQ:FULC) Can Easily Afford To Drive Business Growth

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
분석 기사 Sep 13

Some Confidence Is Lacking In Fulcrum Therapeutics, Inc. (NASDAQ:FULC) As Shares Slide 62%

Fulcrum Therapeutics, Inc. ( NASDAQ:FULC ) shareholders that were waiting for something to happen have been dealt a...
Seeking Alpha Sep 12

Fulcrum Therapeutics: Tough Day As Losmapimod FSHD Phase 3 Misses Badly

Summary Fulcrum Therapeutics, Inc.'s stock plummeted over 60% after its lead candidate, losmapimod, failed to meet primary and secondary endpoints in a Phase 3 study for FSHD. Despite prior optimism and significant investments from Sanofi and positive analyst ratings, the REACH trial's results were disappointing, leading to the suspension of the losmapimod program. Fulcrum's management, facing leadership changes and a challenging market, will now focus on its other clinical-stage candidate, pociredir, for sickle cell disease. With a market cap of $550m and nearly $300m in cash, the future value of Fulcrum's pipeline remains uncertain amidst intense competition. Read the full article on Seeking Alpha
분석 기사 Jul 12

Will Fulcrum Therapeutics (NASDAQ:FULC) Spend Its Cash Wisely?

Just because a business does not make any money, does not mean that the stock will go down. By way of example, Fulcrum...
분석 기사 Feb 11

Fulcrum Therapeutics (NASDAQ:FULC) Is In A Good Position To Deliver On Growth Plans

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
분석 기사 Oct 28

We Think Fulcrum Therapeutics (NASDAQ:FULC) Needs To Drive Business Growth Carefully

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
분석 기사 Jul 11

We Think Fulcrum Therapeutics (NASDAQ:FULC) Needs To Drive Business Growth Carefully

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
분석 기사 Nov 17

What You Need To Know About The Fulcrum Therapeutics, Inc. (NASDAQ:FULC) Analyst Downgrade Today

The latest analyst coverage could presage a bad day for Fulcrum Therapeutics, Inc. ( NASDAQ:FULC ), with the analysts...
분석 기사 Oct 18

We're Keeping An Eye On Fulcrum Therapeutics' (NASDAQ:FULC) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
분석 기사 Aug 13

Newsflash: Fulcrum Therapeutics, Inc. (NASDAQ:FULC) Analysts Have Been Trimming Their Revenue Forecasts

Today is shaping up negative for Fulcrum Therapeutics, Inc. ( NASDAQ:FULC ) shareholders, with the analysts delivering...

CEO 보수 분석

Alex Sapir의 보수는 Fulcrum Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

-US$85m

Mar 31 2026n/an/a

-US$76m

Dec 31 2025US$3mUS$650k

-US$75m

Sep 30 2025n/an/a

-US$71m

Jun 30 2025n/an/a

-US$73m

Mar 31 2025n/an/a

-US$510k

Dec 31 2024US$1mUS$650k

-US$10m

Sep 30 2024n/an/a

-US$18m

Jun 30 2024n/an/a

-US$20m

Mar 31 2024n/an/a

-US$99m

Dec 31 2023US$7mUS$369k

-US$97m

보상 대 시장: Alex의 총 보수(USD3.25M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.66M)보다 높습니다.

보상과 수익: Alex의 보상은 회사가 적자임에도 증가했습니다.


CEO

Alex Sapir (59 yo)

3.1yrs
재임 기간
US$3,251,490
보수

Mr. Alexander C. Sapir, also known as Alex, serves as Chief Executive Officer, President and Director at Fulcrum Therapeutics, Inc. since July 01, 2023. Mr. Sapir has been Director at PhaseBio Pharmaceutic...


리더십 팀

이름직위재임 기간보수지분
Alexander Sapir
CEO, President & Director3.1yrsUS$3.25m0.26%
$ 763.5k
Alan Musso
Chief Financial Officer3yrsUS$1.81m0%
$ 0
Curtis Oltmans
Chief Legal Officer5.8yrsUS$1.48m0.013%
$ 39.0k
Bradley Bernstein
Founderno data데이터 없음데이터 없음
Michael Green
Founderno data데이터 없음데이터 없음
Rudolf Jaenisch
Founderno data데이터 없음데이터 없음
Tsun-Huei Lee
Founderno data데이터 없음데이터 없음
Danny Reinberg
Founderno data데이터 없음데이터 없음
Iain Fraser
Senior Vice President of Early Development3.4yrs데이터 없음데이터 없음
Bobby Riehle
Head of Program Strategy & Vice President1.2yrs데이터 없음데이터 없음
Lisa Percival
Chief Regulatory & Quality Assurance Officerless than a year데이터 없음데이터 없음
3.0yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 관리: FULC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3 년).


이사회 구성원

이름직위재임 기간보수지분
Alexander Sapir
CEO, President & Director3.1yrsUS$3.25m0.26%
$ 763.5k
James Arthur Geraghty
Independent Director10.1yrsUS$274.91k0.12%
$ 344.7k
Rachel King
Independent Director1.8yrsUS$265.77k0%
$ 0
H. Sweeney
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Katina Dorton
Independent Director6.6yrsUS$279.41k0%
$ 0
Leslie Leinwand
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Robert Gould
Director10.1yrsUS$269.41k0.60%
$ 1.7m
Alan Ezekowitz
Independent Director9.7yrsUS$273.05k0.014%
$ 41.5k
Kathryn Haviland
Independent Chair of the Board8.2yrsUS$300.91k0%
$ 0
Jeffrey Statland
Member of FSHD Clinical Advisory Boardno data데이터 없음데이터 없음
Rabi Tawil
Member of FSHD Clinical Advisory Boardno data데이터 없음데이터 없음
Baziel van Engelen
Member of FSHD Clinical Advisory Boardno data데이터 없음데이터 없음
8.2yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: FULC의 이사회경험이 있음으로 간주됩니다(평균 재임 8.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/05 12:26
종가2026/08/05 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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분석가 소스

Fulcrum Therapeutics, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tazeen AhmadBofA Global Research
Dae Gon HaBTIG
Kristen KluskaCantor Fitzgerald & Co.