Participating Companies


AcelRx Pharmaceuticals, Inc. [ACRX] US$135 MM MCap
Launched DSU­VIA (sufen­tanil sublin­gual tablet 30 mcg) in the US in 1Q19 for acute pain se­vere enough to re­quire opi­oid anal­gesic (adult pa­tients in cer­ti­fied med­i­cal­ly su­per­vised health­care sett­ings). Al­so de­vel­op­ing Za­lvi­so (Ph 3 com­plet­ed) in the US as an in­no­va­tive pa­tient-con­trolled anal­ge­sia sys­tem for mod­er­ate-to-se­vere acute pain in med­i­cal­ly su­per­vised sett­ings. [more in­for­ma­tion]
Affimed N.V. [AFMD] US$275 MM MCap
NK cell en­gager AFM13 (CD30/CD16A) to en­ter a Phase 2 reg­is­tra­tion study in CD30-pos­i­tive pe­ripher­al T cell lym­pho­ma and an in­vesti­ga­tor-spon­sored study by MDACC of AFM13 com­bined with al­lo­gene­ic NK cells in re­lapsed/re­frac­to­ry CD30-pos­i­tive lym­pho­ma. [more in­for­ma­tion]
Amarin Corporation [AMRN] US$1,415 MM MCap
Com­mer­cial­iz­ing Vas­ce­pa, the first and on­ly pure EPA ome­ga-3 fat­ty acid ap­proved to low­er trig­lyc­eride lev­els in adults. Pre­sent­ed (+) da­ta from RE­DUCE-IT CV Out­comes trial at AHA. 2019 gui­dance of $380-420M, or 66-83% high­er y/y. [more in­for­ma­tion]
Apexigen
CD40 ag­on­ist mAb; 170+ pts dosed (mono & com­bi sett­ings). 7 on­go­ing Ph 2s, undis­closed oc­u­lar dis­ease pro­gram in Ph 3. AACR: Ph 1b da­ta (w/Park­er Inst); col­labs w/BMY, MDACC, Yale, et al [more in­for­ma­tion]
Assembly Biosciences, Inc. [ASMB] US$495 MM MCap
Tar­get­ing HBV w/ oral core in­hibi­tors - po­ten­tial to in­crease cure rates. Lead can­di­date 731 in Ph 2: +ive safe­ty and de­creas­es in cc­cD­NA pop with pts ex­pect­ed to be with­drawn from treat­ment in 2020 and fol­lowed for sus­tained vi­ral DNA sup­pres­sion off ther­a­py. [more in­for­ma­tion]
AxoGen [AXGN] US$466 MM MCap
Da­m­age or tran­sec­tion to pe­ripher­al nerves. Q1 revs $23.3M, 35% growth YoY; exp 2019 rev bt $109-$114M [more in­for­ma­tion]
Bellus Health [BLU] US$130 MM MCap
BEL­LUS' lead prod­uct can­di­date, BLU-5937, is be­ing de­vel­oped for the treat­ment of chron­ic cough (Phase II an­nounced Ju­ly 2020) and chron­ic pru­ri­tus (Phase II planned to be­gin 1H20). [more in­for­ma­tion]
Catalyst Pharmaceuticals, Inc. [CPRX] US$318 MM MCap
Fir­dapse ap­proved for Lam­bert-Ea­ton Myas­thenic Syn­drome; 3Q19 rev of $30.9M, FY19 gui­dance of ~$102M and FY20 gui­dance of $135M-$155M. Mul­ti­ple key Fir­dapse trial read­outs in 1H20. [more in­for­ma­tion]
Forbius
Se­lec­tive in­hibi­tors of TGF Be­ta & EGFR path­ways. AACR: (+) Ph 1 da­ta. 3 on­go­ing Ph 2 trials (SCCHN, NS­CLC, TN­BC); ad­dl Ph 1 trials in IO, Sys­temic Scle­ro­sis & Myelo­fi­bro­sis [more in­for­ma­tion]
Genfit SA [GNFTF] US$185 MM MCap
$155m Mar 2019 US IPO; FDA BTD for Ela­fi­branor (4/19); (+) 36-mo DSMB rec for cont­in­u­a­tion of Ph 3 study in NASH; da­ta by YE [more in­for­ma­tion]
Iovance Biotherapeutics [IOVA] US$4,645 MM MCap
Late-stage cell ther­a­py com­pany uti­l­iz­ing pro­pri­e­tary au­tol­o­gous tu­mor in­fil­trat­ing lym­pho­cytes (TILs) to at­tack solid tu­mors. The com­pany is con­duct­ing piv­o­tal stage trials in me­tastat­ic me­lano­ma and ad­vanced cer­vi­cal can­cer with BLAs ex­pect­ed 2020. [more in­for­ma­tion]
Kadmon Holdings, Inc. [KDMN] US$649 MM MCap
An­nounced pos. pri­mary anal­y­sis re­sults (May 2020) in piv­o­tal trial of ROCK in­hibi­tor-KD025 (Belu­mo­sudil) in cGVHD pts re­ceiv­ing 2+ pri­or ther­a­py lines; ORRs of 73% and 74% in 200mg QD and 200mg BID arms, re­spec­tive­ly. Belu­mo­sudil is be­ing re­viewed un­der Re­al-Time On­col­o­gy Re­view (RTOR) Pi­lot Pro­gram by the FDA; NDA sub­mis­sion exp Q4 2020. En­rolling pts in Ph 2 trial (sys. scle­ro­sis). [more in­for­ma­tion]
Marker Therapeutics [MRKR] US$71 MM MCap
A clin­i­cal-stage im­muno-on­col­o­gy com­pany with the po­ten­tial to sig­ni­f­i­cant­ly dis­rupt the cur­rent cell ther­a­py land­s­cape. Mark­er's cur­rent Mul­ti­TAA cell ther­a­py is look­ing to ini­ti­ate a Phase II study in AML in 2020 with en­roll­ment com­ple­tion an­ti­ci­pat­ed in 2H20. The com­pany al­so has a T-cell vaccine pro­gram, cur­rent­ly be­ing studied in breast can­cer. [more in­for­ma­tion]
Medigene AG [MDG1:DB] €101 MM MCap
blue­bird bio col­lab; BLUE ini­ti­at­ing trial w/MDG MAGEA-4 can­di­date in 2020. TCRs tar­get­ing HA-1 & MAGE-A1 in de­vt. . DC vax in on­go­ing Ph 1/2; fi­nal read­out in 2019. [more in­for­ma­tion]
Minerva Neurosciences, Inc. [NERV] US$125 MM MCap
Ph 3 tar­get­ing neg symp­toms as­soc w/ schi­zophre­nia; to­p­line re­sults exp 4Q19. 3 Ph 2b trials on­go­ing w/Janssen MDD/in­som­nia. (+) to­p­line Ph 2 b da­ta w/20mg dose; in­som­nia read­out exp 2Q19 [more in­for­ma­tion]
NexImmune, Inc.
Mul­ti-anti­gen-spe­cif­ic T cell ther­a­py. Syn­thet­ic nano­par­ti­cles de­c­o­rat­ed w a com­bo of mul­ti­ple tu­mor rel­e­vant anti­gens and co-sti­m­u­la­to­ry sig­nals en­gag­ing di­rect­ly w tar­get­ed T cells. Two Ph 1's on­go­ing. [more in­for­ma­tion]
Oncopeptides AB [ONCO:ST] SKr9,196 MM MCap
Melflufen (Yga­lo): alky­lat­ing pep­tide se­lec­tive­ly tar­gets MM; su­pe­ri­or ef­fi­ca­cy vs. SOC. In­ter­im da­ta at EHA (2018) from on­go­ing Ph2 study in late stage r/r MM showed ORR of ~32%. Fil­ing for AA ex­pect­ed in H1'20. [more in­for­ma­tion]
Oryzon Genomics [ORY:MA]
Tar­get­ing ly­sine spe­cif­ic demethy­lase 1 (LS­D1, aka KD­M1A). Lead CNS com­pound in 3 Phase 2a trials in MS, AD and bas­ket trial. Onc com­pound in 2 com­bo Phase 2a trials in AML and SCLC. Da­ta exp mid-2019 [more in­for­ma­tion]
Pieris Pharmaceuticals, Inc. [PIRS] US$106 MM MCap
An­ti­calins (en­gi­neered lipo­calin pro­teins) for re­sp & on­co dis­eas­es. Im­mi­nent da­ta for AZN-part­nered PRS-060 in­haled IL4 for mod-to-se­vere asth­ma. Cash of $128MM in the bank as of March 2019. [more in­for­ma­tion]
Protalix BioTherapeutics [PLX] US$118 MM MCap
Lead as­set in mul­ti Ph 3 trials for Fab­ry dis­ease, part­nered glob­al­ly w Chie­si - In­ter­im Ph 3 (PRX-102) da­ta: im­prove­ment in kid­ney func­tion in pts switched from Re­pla­gal®. Ad­dl Ph 2 (in Cys­tic Fi­bro­sis) [more in­for­ma­tion]
Ryvu Therapeutics [RVU:WAR]
Po­ten­tial first in class CD­K8 in­hibi­tor for leukemias, lym­pho­mas, and solid tu­mors in Ph1b in AML and high-risk MDS, PIM/FLT3 ki­nase in­hibi­tor in Ph 1/2 in AML (part­nered w Me­nari­ni). Da­ta in 2020. Ear­ly stage pipe­line ad­dress­ing emerg­ing solid tu­mor tar­gets. [more in­for­ma­tion]
Sol-Gel Technologies Ltd. [SLGL] US$164 MM MCap
Com­mer­cial­iz­ing brand­ed gener­ic top­i­cal drug prod­ucts (skin dis­eas­es). Two pos­i­tive Phase 3 pro­grams in rosacea and acne, with NDAs ex­pect­ed in 1H20 and 2H20, re­spec­tive­ly. Ad­di­tio­n­al brand­ed pipe­line as­sets in­clude SGT-210, er­lo­tinib, for the treat­ment of punc­tu­ate pal­mo­plan­tar ker­a­to­der­ma, and pre­clin­i­cal as­set tap­i­narof and rof­lu­mi­last. Sol-Gel al­so has rev­enue from sev­er­al gener­ic col­lab­o­ra­tions. [more in­for­ma­tion]
Strongbridge Biopharma [SBBP] US$141 MM MCap
Rare dis­eas­es; Keveyis for PPP revs ~21.7M for 2019 and $26 - $27M for 2020. Re­cor­lev for en­doge­nous Cush­ing's syn­drome Ph 3 pub­lished with to­p­line place­bo-con­trolled Ph 3 3Q20. [more in­for­ma­tion]
Syneos Health [SYNH] US$5,333 MM MCap
Sy­neos Health® is an end-to-end, ful­ly in­te­grat­ed bio­phar­ma­ceu­ti­cal so­lu­tions com­pany that works dif­fer­ent­ly. At Sy­neos Health, all the dis­ci­p­lines in­volved in bring­ing new ther­a­pies to mar­ket, from clin­i­cal to com­mer­cial, work to­gether to cre­ate cus­tomer suc­cess. Our unique Bio­phar­ma­ceu­ti­cal Ac­cel­er­a­tion Mod­el de­liv­ers val­ue across the small to mid-size to large cus­tomer cont­in­u­um. [more in­for­ma­tion]
Targovax [TRVX:OS] NKr594 MM MCap
Pre­lim­i­nary Ph1b da­ta of OV ON­COS-102+che­mo in me­sothe­lio­ma re­sults: com­bo mPFS=8.4 mos. vs. con­trol mPFS=6.8 mos.; 1L pts mPFS-8.9 mos. Up­com­ing mile­s­tones: up­dat­ed clin­i­cal & im­mune da­ta in Ph2 me­sothe­lio­ma (1H20); pre­clin­i­cal da­ta on next-gen OV w/ dou­ble trans­genes (1H20); and clin­i­cal da­ta from Ph1 me­lano­ma study, part 2 with ex­tend­ed dos­ing (2H20). [more in­for­ma­tion]
Tessa Therapeutics
On­go­ing Ph III (na­sopha­ryn­geal can­cer), up­com­ing piv­o­tal Ph II (Hodgkin lym­pho­ma), and mul­ti­ple other clin­i­cal-stage pro­grams. GMP fa­cil­i­ty un­der con­struc­tion. Key col­lab­o­ra­tions: Bay­lor, Park­er Inst., St. Jude Chil­dren’s, and JV in Chi­na. [more in­for­ma­tion]
TRIGR Therapeutics
Bis­pe­cif­ic Abs: du­al an­gio­ge­n­e­sis in­hibi­tor (TR009) and 3 im­muno­mo­d­u­la­to­ry du­al check­point & T cell en­gag­ing Bs­Abs. AS­CO TR009 P1a re­sults. In­ter­im P1a dose es­ca­la­tion: clin ben­e­fit of 66%, one PR (7.5mg) no DLTs in solid tu­mors [more in­for­ma­tion]