Fulcrum’s pociredir shows promising early efficacy vs. mitapivat, says Leerink

Leerink tells investors in a research note that Phase 3 RISE UP results for Agios’ (AGIO) mitapivat in sickle cell disease showed a numeric but not statistically significant reduction in sickle cell pain crises, while achieving the primary hemoglobin response endpoint. Although direct comparisons with Fulcrum Therapeutics’ (FULC) Phase 1b pociredir are limited by trial size, dosing, and mechanism differences, early pociredir data suggest a potentially differentiated and favorable efficacy profile relative to mitapivat, Leerink says. The firm reiterates an Outperform rating on Fulcrum.