Triple Negative Breast Cancer (TNBC); Colorectal Cancer; Urothelial Cancer
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Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Partnerships Integral Molecular: collaboration and licensing agreement for CLDN6 bispecific antibodies (amended Feb 2024; up to $15M development/regulatory milestones, up to $12.5M sales milestones, flat 6% royalty on net sales no sooner than Feb 1, 2034); Lonza: non-exclusive manufacturing license (royalties up to low single digits plus annual payments up to <$500K per asset)
Indications
CLDN6-positive gynecologic and testicular cancers(Phase 1)
Platinum-resistant ovarian cancer(Phase 1)
Catalysts
— second quarter of 2027
— first quarter of 2027
Status note First patient dosed January 2025; interim Phase 1a data presented June 2026. FDA granted Fast Track designation April 2, 2026 for platinum-resistant ovarian cancer in patients who received all standard of care therapies.
Partnerships BioAtla: exclusive worldwide license to BioAtla Assets incl. BA3362 ($11M upfront; May 2026 amendment: $4.5M + $2M paid, license now irrevocable, royalty-free, fully paid-up; no future milestones or royalties owed); Lonza: non-exclusive manufacturing license (royalties up to low single digits plus annual payments up to <$500K per asset)
Indications
Nectin-4-positive urothelial, colorectal, and triple-negative breast cancers(Phase 1)
Catalysts
— third quarter of 2026
— second half of 2027
Status note First-in-human Phase 1 cleared in Australia (April 2026 HREC approval/CTN acknowledgement); first patient expected dosed Q3 2026.
Status note Internal development discontinued August 5, 2026 under portfolio prioritization and capital allocation strategy; Phase 1 trial (first patient dosed April 2025) being wound down.
Per-asset detail extracted from the 10-Q filed 2026-08-05. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Triple Negative Breast Cancer (TNBC); Colorectal Cancer; Urothelial Cancer
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Sponsor-matched active trials from ClinicalTrials.gov (3 as sponsor, 0 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.
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