FULC
Fulcrum Therapeutics, Inc. Common Stock
stock NASDAQ

This is a long post-- there's a **TL;DR at the end**.
I’ve made some posts already about the science of **GT-02287** and Parkinson’s to the best of my ability, so I won’t bore people with another one (right now). And I don’t think it is necessary to understand the science behind it to recognize all of the signs of a very promising investment.
After watching Gain's CEO [**Gene Mack’s interview with Lou Basenese**](https://www.youtube.com/watch?v=CJcH-n6iKVU&t=1s), I was more convinced than ever that **Gain Therapeutics ($GANX)** **could be sitting on something historic — likely the first truly disease-modifying drug for Parkinson’s**. This isn’t hype. Every single data point with GT-02287 since day one has been consistent, strong, and conservative in how it’s been communicated. It's the totality of all of the pre-clinical and clinical work, the still-emerging science of Parkinson's, and company statements that make this such a compelling investment.
Touching on some of his quotes in the interview. Keep in mind that he had a good read on the data by the time of this interview.
1. **“We’ve seen improvements in motor function, and other sensory types of things…reports of improvements in smell, improved balance…”**
These are probably the most important of his quotes for obvious reasons. In 90 days, patients are showing improvements when they should be getting slightly worse. N is small, yes, but we should pay attention to what Gene is saying. He flew down to Australia to meet with the patients and the clinicians (more below).
1. **“We think we have that.”**
Gene said: “We have to look at…what happens inside these patients so that we can tie to why they may have improved, and WE THINK WE HAVE THAT, we think we’re gonna have that. And we’ll have it by the end of the year.”
That line speaks volumes. **They already had the data — they’re interpreting it. Parkinson’s has never been slowed or reversed before, so these biomarkers might actually represent new discoveries in neurology.** Gene’s tone wasn’t speculative, IMO — it showed confidence.
1.  **“I think we have the first disease-modifying drug for Parkinson’s.”**
You don’t casually say that on record unless you’ve seen something very convincing. The way he said it — calm, grounded, and matter-of-fact — tells me he’s very confident in what the data shows.
1.  **“This stock is a buy at $10, it’s a buy at $15, it’s a buy at $20…Over the next two months… that should be the switch.”**
He’s almost laughing at how undervalued the stock price is at this level. And he should know-- for years, he was a senior analyst for multiple investment banks in the biotech and life sciences sector.
This is also Gene giving a not-so-subtle hint at timing and impact: data in hand, interpretation ongoing, and release coming in December (imminent). He’s mentioned before that it will be a switch, not a dial, referring to share price. He knows what’s coming — and he’s confident enough to predict a “switch” moment, meaning the share price will explode overnight.
For context, comparable sized biotechs with far less exciting data — like FULC and ANVS recently— went up over 70% overnight on their readouts. The asymmetry here is far greater. Also look at CAPR (6x overnight), PRAX (up 5X in a very short window), CADL (4x overnight in 2024), CGEN (3x overnight). The list goes on. Some of these are phase 3, but the point is that huge overnight gains happen often. And even though GT-02287 is only phase 2-ready, the historic potential here cannot be ignored.
1. **“Patients were lamenting coming off the drug…”**
**Gene said when he visited with the patients in Australia, they didn’t want to stop taking GT-02287. Clinicians felt the same** — so Gain set up a 9-month extension. That’s not normal for early Parkinson’s trials. When both patients and clinicians are begging to stay on a study drug, you know something real is happening. It’s also a win-win: more long-term data for Gain, and continued benefit for participants.
1. **In response to being asked to come back after the data (and with a knowing glint in is eye): “Oh, we’re gonna have much to talk about. It’s gonna be great.”**
Not sure how he can more clearly communicate that he is confident in what they have without risking regulatory violation.
**The bigger picture: consistent wins at every step**
**Zooming out, every milestone so far — preclinical, Phase 1a, and interim 1b — has been a home run. No safety issues, target engagement proven, mechanistic validation, functional improvement shown.**
**Even the preclinical results (**[for example](https://gaintherapeutics.com/wp-content/uploads/2025/11/Poster-Neuroscience-2025.pdf)**) were unlike anything seen before: restoring mitochondrial and lysosomal function, normalizing biomarkers, and improving motor and cognitive outcomes. The consistency across every stage has been unprecedented.**
Gene’s conservative nature makes his recent tone all the more meaningful — he’s never overpromised. And yet, now he’s openly saying, “I think we have the first disease-modifying drug for Parkinson’s.”
**This Isn't A Binary Event!**
**The upcoming phase 1b data readout isn’t pass/fail** — safety is already confirmed. The only question left is how efficacious it is. We’ve already seen encouraging UPDRS improvements, and reports of smell and balance returning.
Even if the data isn’t as clean as bulls hope, **the GBA1 subgroup alone (the mutation this drug was designed for) could justify a buyout at several times the current \~$250M market cap.** There were three GBA1 patients in the trial, and we already saw the UPDRS scores for two of them, and they were great. The scores from one of them showed huge improvements. The drug working for the GBA1 group is my worst-case scenario at this point. There are about 100k GBA1 cases in the U.S. alone, and growing. To me, this is why the drug has been de-risked. **Huge upside, little-to-no downside, IMO.**
**Realistically, anything showing disease-modifying biomarker trends could send this stock up 100%+ overnight.**
And it’s not just 02287. Gain’s pipeline has other “Magellan” molecules that big pharma could develop immediately. Whoever partners or acquires them won’t be starting from scratch — they’ll be walking into a very promising platform. Gene said in the interview that some of their **back-up compounds are even more potent in some cases. These include Alzheimer’s, Dementia with Lewy Bodies, Gaucher’s, Cancer, and metabolic diseases.**
 
 **The timing**
We’re now inside the likely data window — **the next 6 days**. Gain has had the data for weeks, Gene’s confidence has never been higher, and official company statements are telling. The company has likely been lining up interviews, media, and potential partnership/acquisition conversations.
When the switch flips, it will happen fast. And this will happen soon, IMO.
 
**TL;DR**
* Gene Mack is not a hype CEO — yet he’s publicly telegraphing that they have the supportive data. “I think we have the first disease-modifying drug for Parkinson’s.”
* Every step so far has been consistent and positive — no red flags anywhere.
* The company already has safety and mechanistic proof; the upcoming biomarker data could confirm true disease modification.
* $GANX is sitting at a \~ $250M market cap, with upside potential in the billions.
* Data readout expected within days.
 
**This might be one of the most asymmetric setups we’ll see in biotech this decade.**

This is a long post-- there's a **TL;DR at the end**.
I’ve made some posts already about the science of **GT-02287** and Parkinson’s to the best of my ability, so I won’t bore people with another one (right now). And I don’t think it is necessary to understand the science behind it to recognize all of the signs of a very promising investment.
After watching Gain's CEO [**Gene Mack’s interview with Lou Basenese**](https://www.youtube.com/watch?v=CJcH-n6iKVU&t=1s), I was more convinced than ever that **Gain Therapeutics ($GANX)** **could be sitting on something historic — likely the first truly disease-modifying drug for Parkinson’s**. This isn’t hype. Every single data point with GT-02287 since day one has been consistent, strong, and conservative in how it’s been communicated. It's the totality of all of the pre-clinical and clinical work, the still-emerging science of Parkinson's, and company statements that make this such a compelling investment.
Touching on some of his quotes in the interview. Keep in mind that he had a good read on the data by the time of this interview.
1. **“We’ve seen improvements in motor function, and other sensory types of things…reports of improvements in smell, improved balance…”**
These are probably the most important of his quotes for obvious reasons. In 90 days, patients are showing improvements when they should be getting slightly worse. N is small, yes, but we should pay attention to what Gene is saying. He flew down to Australia to meet with the patients and the clinicians (more below).
1. **“We think we have that.”**
Gene said: “We have to look at…what happens inside these patients so that we can tie to why they may have improved, and WE THINK WE HAVE THAT, we think we’re gonna have that. And we’ll have it by the end of the year.”
That line speaks volumes. **They already had the data — they’re interpreting it. Parkinson’s has never been slowed or reversed before, so these biomarkers might actually represent new discoveries in neurology.** Gene’s tone wasn’t speculative, IMO — it showed confidence.
1.  **“I think we have the first disease-modifying drug for Parkinson’s.”**
You don’t casually say that on record unless you’ve seen something very convincing. The way he said it — calm, grounded, and matter-of-fact — tells me he’s very confident in what the data shows.
1.  **“This stock is a buy at $10, it’s a buy at $15, it’s a buy at $20…Over the next two months… that should be the switch.”**
He’s almost laughing at how undervalued the stock price is at this level. And he should know-- for years, he was a senior analyst for multiple investment banks in the biotech and life sciences sector.
This is also Gene giving a not-so-subtle hint at timing and impact: data in hand, interpretation ongoing, and release coming in December (imminent). He’s mentioned before that it will be a switch, not a dial, referring to share price. He knows what’s coming — and he’s confident enough to predict a “switch” moment, meaning the share price will explode overnight.
For context, comparable sized biotechs with far less exciting data — like FULC and ANVS recently— went up over 70% overnight on their readouts. The asymmetry here is far greater. Also look at CAPR (6x overnight), PRAX (up 5X in a very short window), CADL (4x overnight in 2024), CGEN (3x overnight). The list goes on. Some of these are phase 3, but the point is that huge overnight gains happen often. And even though GT-02287 is only phase 2-ready, the historic potential here cannot be ignored.
1. **“Patients were lamenting coming off the drug…”**
**Gene said when he visited with the patients in Australia, they didn’t want to stop taking GT-02287. Clinicians felt the same** — so Gain set up a 9-month extension. That’s not normal for early Parkinson’s trials. When both patients and clinicians are begging to stay on a study drug, you know something real is happening. It’s also a win-win: more long-term data for Gain, and continued benefit for participants.
1. **In response to being asked to come back after the data (and with a knowing glint in is eye): “Oh, we’re gonna have much to talk about. It’s gonna be great.”**
Not sure how he can more clearly communicate that he is confident in what they have without risking regulatory violation.
**The bigger picture: consistent wins at every step**
**Zooming out, every milestone so far — preclinical, Phase 1a, and interim 1b — has been a home run. No safety issues, target engagement proven, mechanistic validation, functional improvement shown.**
**Even the preclinical results (**[for example](https://gaintherapeutics.com/wp-content/uploads/2025/11/Poster-Neuroscience-2025.pdf)**) were unlike anything seen before: restoring mitochondrial and lysosomal function, normalizing biomarkers, and improving motor and cognitive outcomes. The consistency across every stage has been unprecedented.**
Gene’s conservative nature makes his recent tone all the more meaningful — he’s never overpromised. And yet, now he’s openly saying, “I think we have the first disease-modifying drug for Parkinson’s.”
**This Isn't A Binary Event!**
**The upcoming phase 1b data readout isn’t pass/fail** — safety is already confirmed. The only question left is how efficacious it is. We’ve already seen encouraging UPDRS improvements, and reports of smell and balance returning.
Even if the data isn’t as clean as bulls hope, **the GBA1 subgroup alone (the mutation this drug was designed for) could justify a buyout at several times the current \~$250M market cap.** There were three GBA1 patients in the trial, and we already saw the UPDRS scores for two of them, and they were great. The scores from one of them showed huge improvements. The drug working for the GBA1 group is my worst-case scenario at this point. There are about 100k GBA1 cases in the U.S. alone, and growing. To me, this is why the drug has been de-risked. **Huge upside, little-to-no downside, IMO.**
**Realistically, anything showing disease-modifying biomarker trends could send this stock up 100%+ overnight.**
And it’s not just 02287. Gain’s pipeline has other “Magellan” molecules that big pharma could develop immediately. Whoever partners or acquires them won’t be starting from scratch — they’ll be walking into a very promising platform. Gene said in the interview that some of their **back-up compounds are even more potent in some cases. These include Alzheimer’s, Dementia with Lewy Bodies, Gaucher’s, Cancer, and metabolic diseases.**
 
 **The timing**
We’re now inside the likely data window — **the next 6 days**. Gain has had the data for weeks, Gene’s confidence has never been higher, and official company statements are telling. The company has likely been lining up interviews, media, and potential partnership/acquisition conversations.
When the switch flips, it will happen fast. And this will happen soon, IMO.
 
**TL;DR**
* Gene Mack is not a hype CEO — yet he’s publicly telegraphing that they have the supportive data. “I think we have the first disease-modifying drug for Parkinson’s.”
* Every step so far has been consistent and positive — no red flags anywhere.
* The company already has safety and mechanistic proof; the upcoming biomarker data could confirm true disease modification.
* $GANX is sitting at a \~ $250M market cap, with upside potential in the billions.
* Data readout expected within days.
 
**This might be one of the most asymmetric setups we’ll see in biotech this decade.**