Fulcrum Therapeutics Inc.

FULC

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital RA Capital Management

AI Signal

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Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management9.9%Feb 17, 2026

SC 13G/ARA Capital Management11.2%Dec 10, 2025

SC 13G/A

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 243,388Value: $2.8M

# Signal Note: Driehaus Initiates FULC Position Driehaus Capital's $2.8M entry into Fulcrum suggests conviction in FTX-6058 (fedratinib), a JAK2 inhibitor for myelofibrosis that has faced regulatory headwinds but remains in late-stage development with potential near-term catalysts. The position size is modest relative to Driehaus's scale, indicating measured exposure to a turnaround story rather than a core conviction bet. Key near-term catalysts include clinical data readouts and potential regulatory pathway clarification for the myelofibrosis program.

RA Capital ManagementNEW

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Insider Signals

No insider signals tracked.

Also Held by These Funds

PTN2 funds SION2 funds NUVL2 funds PEPG2 funds RNA2 funds INSP2 funds JBIO2 funds ASND

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: RA Capital Initiates $68.5M Position in FULC** RA Capital's $68.5M entry into Fulcrum signals conviction in the company's pipeline, likely centered on FTX-6058 (axatilimab) for chronic graft-versus-host disease (cGVHD), which is progressing toward potential FDA approval in late 2024/early 2025. The crossover investor's thesis typically emphasizes near-term catalysts and commercial potential; this sizing suggests confidence in cGVHD market penetration and possible near-term label expansions or combination studies.