Corcept Therapeutics: The Bad News Is Priced In; The Ovarian Cancer Upside Is Not
Seeking Alpha
February 20, 2026
AI-Generated Deep Dive Summary
Corcept Therapeutics (CORT) has been upgraded to "Buy" by analysts despite facing significant challenges, including a patent loss and an FDA setback. The upgrade reflects the belief that these issues have already been factored into the stock price, leaving room for upside potential, particularly with its lead drug relacorilant in oncology. While past setbacks may have weighed on the stock, investors are now focusing on the drug's promising prospects in treating ovarian cancer.
Relacorilant, a Selective Progesterone Receptor Modulator (SPRM), is seen as a key asset for Corcept. The drug has shown potential in addressing treatment resistance in ovarian cancer patients. Analysts highlight that relacorilant could position the company as a leader in treating platinum-resistant ovarian cancer, a significant and underserved patient population. This focus on a specific oncology indication aligns with broader trends in precision medicine, where targeted therapies are highly valued.
The shift in investor sentiment toward Corcept is driven by its strategic pivot to prioritize relacorilant's development. While other assets like adipotide remain further along in their clinical stages, relacorilant's potential in ovarian cancer treatment has become the primary driver of excitement among investors. The company
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Originally published on Seeking Alpha on 2/20/2026