Advanced Cancer; Breast Cancer; Advanced Solid Tumors
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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.
Preclinical · ActiveModality: small molecule (next-generation PI3Kα pan-mutant inhibitor)
Target PI3Kα (mutant)
Indications
Breast cancer(Preclinical)
Catalysts
— H1 2027
Status note Designed to selectively inhibit mutant PI3Kα across all hotspot mutations while sparing wild-type PI3Kα.
OKI-355
Preclinical · ActiveModality: small molecule (next-generation PI3Kα pan-mutant inhibitor)
Target PI3Kα (mutant)
Indications
Vascular anomalies(Preclinical)
Catalysts
— H1 2027
Status note Designed to selectively inhibit mutant PI3Kα across all hotspot mutations while sparing wild-type PI3Kα.
OKI-219
Phase 1 · ActiveModality: small molecule (mutant-selective PI3Kα inhibitor)
Target PI3Kα H1047R (mutant)
Indications
Solid tumors including PI3KαH1047R-mutant breast cancer(Phase 1)
Status note Former lead candidate; first-in-human Phase 1 PIKture-01 trial (monotherapy and combination arms). Excluded from the 2026 Private Placement R&D spend, which funds only the vascular anomalies and breast cancer (OKI-345/355) programs.
Per-asset detail extracted from the 10-Q filed 2026-08-04. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Advanced Cancer; Breast Cancer; Advanced Solid Tumors
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Sponsor-matched active trials from ClinicalTrials.gov (1 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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