Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Phase 3 · ActiveModality: small molecule (oral, once-daily)
Aliases GSBR-1290
Target GLP-1R
Partnerships Schrodinger (co-founder and strategic discovery partner); Genentech/Roche (December 2025 non-exclusive license to a different class of oral GLP-1R agonist patents; $100M upfront)
Indications
Obesity, overweight and related conditions(Phase 3)
Catalysts
— third quarter of 2026
— second half of 2026
— second half of 2026
— second half of 2026
Status note Most advanced candidate; Phase 3 ACCOMPLISH program (two trials) initiated August 2026 following end-of-Phase-2 correspondence with FDA.
Status note Second oral amylin development candidate, selected November 2025.
LTSE-2578
Phase 1 · ActiveModality: small molecule (oral)
Target LPA1R
Partnerships Schrodinger (discovery collaboration via Lhotse Bio)
Indications
Idiopathic pulmonary fibrosis (IPF)(Phase 1)
Status note Phase 1 single- and multiple-ascending-dose trial completed July 2025; company is considering strategic alternatives for the Phase 2-ready program in non-metabolic indications.
Per-asset detail extracted from the 10-Q filed 2026-08-06. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Sponsor-matched active trials from ClinicalTrials.gov (5 as sponsor, 1 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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