Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Partnerships Lantheus: option agreement (Jan 2024) — $28.0M one-time payment for exclusive option to negotiate worldwide royalty/milestone-bearing license to [212Pb]VMT-α-NET; right to co-fund IND-enabling studies for early PSMA/GRPR candidates
Indications
Neuroendocrine tumors (SSTR2-positive, unresectable or metastatic)(Phase 1)
Meningioma (SSTR2+, LEMONαDE cohort)(Phase 1)
Catalysts
— October 23, 2026
Status note Multi-center open-label dose-escalation/dose-expansion study (NCT05636618); 76 NET patients across four cohorts + 1 meningioma patient treated as of Jul 31, 2026. EC orphan medicinal product designation for gastroenteropancreatic NETs granted Jul 2026. Advancing toward Phase 3 in NETs with site activation targeted around year-end 2026.
Unresectable or metastatic melanoma (MC1R-positive)(Phase 1)
Catalysts
— late 2026
Status note Phase 1/2a dose-escalation/dose-expansion study (NCT05655312), monotherapy and + nivolumab cohorts. FDA Fast Track granted Sep 2024 for diagnosis/treatment of MC1R-expressing unresectable/metastatic melanoma.
Target FAP-α (fibroblast activation protein alpha)
Indications
Solid tumors (FAP-α expressing)(Phase 1)
Catalysts
— 2027
Status note Novel cyclic peptide (phage display) conjugated to Pb-specific chelator. IND cleared Q1 2025; 17 patients treated across three cohorts as of Jul 31, 2026; Cohort 3 (6.0 mCi q8w) fully enrolled Q2 2026.
Status note First-in-human imaging presented May 2026; pre-IND development supported by preclinical + biodistribution data.
Per-asset detail extracted from the 10-Q filed 2026-08-10. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Sponsor-matched active trials from ClinicalTrials.gov (3 as sponsor, 2 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.
Institutional holder positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.
Get the weekly biotech catalyst rundown. Cash runways, financings, and trial readouts for all 714 stocks.