Participating Companies


Affimed N.V. [AFMD] US$291 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$2,721 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]
Assembly Biosciences, Inc. [ASMB] US$718 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]
Bellicum Pharmaceuticals Inc. [BLCM] US$36 MM MCap
Molec­u­lar switch tech­nol­o­gy and co-stim do­mains en­ables phar­ma­co­log­ic con­trol over cells for en­hanced ef­fi­ca­cy and safe­ty. Lead (reg­is­tra­tio­n­al EU) pro­gram: Ph2 for ri­vo-cel (al­pha/be­ta ad­d­back T-cell ther­a­py for post al­lo­gene­ic HSTC in non-ma­lig­nant and ma­lig­nant dis­eas­es). Pos­i­tive late in­ter­im anal­y­sis on ri­vo-cel exp at ASH 2018; [more in­for­ma­tion]
BerGenBio [BGBIO:OS] NKr3,054 MM MCap
De­vel­op­ing first-in-class se­lec­tive Axl ki­nase in­hibi­tors for liquid and solid can­cers, lead can­di­date is bem­cen­tinib (BG­B324) in four com­pany-spon­sored trials. [more in­for­ma­tion]
Camurus AB [CAMX:ST] SKr8,593 MM MCap
De­vel­op­ing/com­mer­cial­iz­ing in­no­va­tive/long-act­ing medicines for se­vere & chron­ic con­di­tions (e.g. opi­oid de­pen­dence, pain, can­cer & en­docrine di­s­or­ders). Fluid­Crys­tal® drug de­liv­ery tech­nolo­gies for im­proved Q of life, treat­ment out­comes and re­source uti­l­iza­tion. [more in­for­ma­tion]
CTI BioPharma [CTIC] US$92 MM MCap
Lead can­di­date pa­cri­tinib, oral ki­nase in­hibi­tor w spe­ci­fic­i­ty for JAK2, FLT3, IRAK1, and CS­F1R in Ph 2 for treat­ment of myelo­fi­bro­sis. Up­com­ing ca­t­alysts: pa­cri­tinib PAC203 Ph 2 da­ta - mid'19, ini­ti­a­tion of ph3 - Q3. [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$190 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]
Hutchison China MediTech Ltd ("Chi-Med") [HCM] US$2,096 MM MCap
Chi-Med has a port­fo­lio of 8 drugs in clin­i­cal de­vel­op­ment from own dis­cov­ery en­gine in its In­no­va­tion plat­form and a cash gen­er­at­ing Com­mer­cial plat­form with 2,500+ sales reps. Glob­al col­lab­o­ra­tion with As­traZene­ca in two reg­is­tra­tion en­abling studies with savol­i­tinib in Ta­gris­so re­frac­to­ry lung can­cer that is MET+ and EGFRm+ (glob­al) and MET Ex­on 14 dele­tion NS­CLC (Chi­na). [more in­for­ma­tion]
Kadmon Holdings, Inc. [KDMN] US$727 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]
Lineage Cell Therapeutics [LCTX] US$136 MM MCap
Cell ther­a­py com­pany with 3 cl­ni­cal pro­grams 1) OpRe­gen, an RPE tran­s­plant ther­a­py in Ph1/2a de­vel­op­ment for the treat­ment of dry-AMD. 2) OPC1, an oli­go­den­dro­cyte pro­gen­i­tor cell ther­a­py for acute spi­nal cord in­juries with Or­phan and RMAT desig­na­tions. 3) VAC2, an al­lo­gene­ic can­cer im­munother­a­py of anti­gen-pre­sent­ing den­drit­ic cells cur­rent­ly in a Ph 1 for NS­CLC con­duct­ed by CRUK. [more in­for­ma­tion]
Medigene AG [MDG1:DB] €131 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$148 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]
Modus Therapeutics AB
A se­cond for­mu­la­tion, a sub­cu­ta­neous for­mu­la­tion, will be a first-in class op­tion for SCD pa­tients and will al­low dos­ing at home. By the end of 2018 we ex­pect that the Phase II IV study will be ful­ly en­rolled and a Phase I PK study for the SC op­tion will al­so be com­plete. [more in­for­ma­tion]
MolMed [MLM:MI] €240 MM MCap
Owns one of the first au­tho­rized cel­lu­lar ther­a­pies (Zal­moxis®, first pt-spe­cif­ic cell ther­a­py for treat­ment of adult pa­tients af­fect­ed by leukaemia or other high-risk hae­ma­to­log­i­cal ma­lig­nan­cies) au­tho­rized by EMA for all EU Coun­tries, as well as on­ly fa­cil­i­ty au­tho­rized in EU for com­mer­cial ex-vi­vo cell & gene prod­ucts (Strimvelis and Zal­moxis) man­u­fac­tur­ing, serv­ing rel­e­vant int'l part­n­ers, e.g. [more in­for­ma­tion]
Motif Bio plc [MTFB] US$3 MM MCap
PD­U­FA date: Feb 13, 2019 for Antibi­ot­ic Iclaprim. Two Phase 3 trials in pts w acute bac­te­rial skin and skin struc­ture in­fec­tions (ABSS­SI) achieved pri­mary and se­condary end­points. Com­pared to SoC (van­comycin), no ob­served nephro­tox and a fixed dose. Po­ten­tial other in­di­ca­tions in­clude HABP/VABP and S. au­reus lung in­fec­tions in CF (or­phan). [more in­for­ma­tion]
Oncopeptides AB [ONCO:ST] SKr8,668 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]
PAION AG [PAIOF] US$186 MM MCap
Remi­ma­zo­lam: short-act­ing anes­thet­ic. Ph 3 study in pro­ce­du­ral se­da­tion in US. Safe­ty da­ta in ASA III/IV pa­tients in Ph 3 colonos­copy study and Ph 3 bron­chos­copy study. US ap­pro­val filed by part­n­er Cos­mo Phar­ma­ceu­ti­cals in June 2019. Ini­ti­at­ed Ph 3 in gen­er­al anes­th­e­sia in EU in Ju­ly 2018, exp com­ple­tion 2020. [more in­for­ma­tion]
Pharming Group NV [PHARM:AS] €669 MM MCap
RU­CON­EST (rhC1INH), the on­ly re­com­bi­nant en­zyme re­place­ment ther­a­py mar­ket­ed for acute Hered­i­tary An­gioede­ma (HAE) at­tacks and be­ing de­vel­oped for large un­met in­di­ca­tions. [more in­for­ma­tion]
Pieris Pharmaceuticals, Inc. [PIRS] US$141 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]
Poxel SA [POXEL:PA] €193 MM MCap
Imeglimin (mi­to­chon­dria-based MOA) for T2D be­gan Ph 3 in Ja­pan with Asian part­n­er Su­m­i­t­o­mo Dainip­pon. Com­ple­tion of Phase 3 on track for 2019 and JN­DA sub­mis­sion in 2020. In 1Q18, an­nounced agree­ment w Roi­vant for Imeglimin (Ph 3 ready) in US, EU, and ad­dl coun­tries WW. [more in­for­ma­tion]
PsiOxus Therapeutics
The ther­a­py (NG-348), us­es virus to tran­s­port two ther­a­peu­tic genes di­rect­ly in­to tu­mors to re­cruit im­mune cells in­to at­tack­ing tar­get­ed can­cer cells. Up­com­ing Mile­s­tones: - 2 pro­grams in clin­ic with read­outs in 2019 (ovarian can­cer in comb w Pa­cl­i­tax­el, car­ci­no­mas in comb w nivolumab) - 2 INDs in 2018 (NG-348 and NG-350A) - 2 INDs in 2019 (NG-641 and NG-347) [more in­for­ma­tion]
ReNeuron Group plc [RENE:LN] £37 MM MCap
Clin-stage, UK-based cell ther­a­py; al­lo­gene­ic, off-the-shelf can­di­dates: chron­ic stroke dis­a­bil­i­ty (Ph3 de­sign ap­proved by FDA); re­tini­tis pig­men­tosa (Ph1/2 on­go­ing), cone rod dys­tro­phy (Ph2 ini­ti­a­tion); PC ex­o­some nanomedicine plat­form pro­gram, first in­di­ca­tion GMBM. GMP com­mer­cial scale cell pro­duc­tion ca­pa­bil­i­ty. [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]
Savara Inc. [SVRA] US$115 MM MCap
Or­phan lung dis­ease; Mol­gradex, Ph 3, in­haled GM-CSF: au­toim­mune pul­mo­nary alve­o­lar pro­tei­no­sis (aPAP), Ph 2a: non­tu­ber­cu­lous my­cobac­te­ria (NTM) lung in­fec­tion [more in­for­ma­tion]
Solebury Trout
With al­most two de­cades of ex­pe­ri­ence in the biotech­nol­o­gy, phar­ma­ceu­ti­cal, med­i­cal tech­nol­o­gy and life sci­ence tech­nol­o­gy sec­tors, the Trout Group of­fers its clients the knowl­edge base need­ed to clar­i­fy in­vest­ment themes and lev­er­age key re­la­tion­ships for in­creased ex­po­sure to the prop­er au­di­ence. [more in­for­ma­tion]
STRATEC SE [SBS:FF] €1,189 MM MCap
Au­to­ma­tion sys­tems and soft­ware for di­ag­nos­tics in­dus­try. In­s­talled base of >13,000 sys­tems across 20 fam­i­lies in­clud­ing PAN­THER (Ho­log­ic), Li­a­son XL (Di­a­Sorin), VI­DAS (BioMerieux) and AD­VIA (Sie­mens). Rev gen­er­at­ing and pro­f­itable; growth drivers in­cl prod­uct launch­es/ramp-ups, new tests; de­mo­graph­ics and out­sourc­ing in IVD in­dus­try. [more in­for­ma­tion]
Syneos Health [SYNH] US$6,647 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] NKr488 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]