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Oppenheimer sees potential ‘major under-the-radar upside’ for Fulcrum

Oppenheimer reiterates an Outperform rating on Fulcrum Therapeutics with a $16 price target after the company announced that losmapimod’s REACH study had enrolled, putting the trial on track for a potential top-line readout in Q4 of 2024. The firm continues to believe losmapimod “could provide major under-the-radar upside” for Fulcrum shares. Given the unmet need in facioscapulohumeral muscular dystrophy, the bar to demonstrate benefit might be quite low, the analyst tells investors in a research note.

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