** Shares of Agios Pharmaceuticals AGIO up ~3% to $50.29; Fulcrum Therapeutics 
FULC up ~20% to $4.15
** Bigger competitor Pfizer 
PFE is withdrawing (link) its drug Oxbryta for the treatment of sickle cell disease from all approved markets, citing the risk of painful complications and death
**Sickle cell disease is an inherited blood disorder that affects the hemoglobin in red blood cells
** Analysts expect the approval withdrawal will help boost recruitment of competing sickle cell drugs such as Agios’ Mitapivat and Fulcrum’s Pociredir
**We expect this will increase attention and urgency for the clinical development of Mitapivat,” said analysts at Piper Sandler
** Leerink Partners analysts believe the withdrawal of Oxbryta could have a positive impact on enrollment in FULC’s early-stage study, particularly among patients who are taking or have taken Oxbryta alone
**Including gains this session, AGIO shares have more than doubled and FULC shares have declined year-to-date
