Partnerships n/a (Halozyme ENHANZE license: termination notice sent August 11, 2026)
Indications
Obesity and overweight(Phase 2)
Status note CBeyond Phase 2a completed; an IV expansion study (Part C) was initiated in March 2026. In Q2 2026 management terminated the CBeyond trial and paused all associated R&D activities for nimacimab; company is pursuing the proposed acquisition of Redx Pharma (agreement signed August 14, 2026).
Per-asset detail extracted from the 10-Q filed 2026-08-14. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
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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