Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Partnerships Astellas: in-licensed compound (designated ASP7266 by Astellas); mid-single-digit royalties owed to Regeneron on net sales under the Terminated Regeneron License Agreement. Maruho: exclusive license agreement for Japan (all collaboration revenue derived from Maruho; no future payments obligated). WuXi Biologics/Lonza: manufacturing
Indications
Severe asthma(Phase 2)
Chronic rhinosinusitis with nasal polyps (CRSwNP)(Phase 2)
COPD(Phase 2)
Status note The only known antagonist in clinical development targeting the TSLP receptor. Approximately 500 participants treated across five clinical trials; Phase 1b MAD trial established proof-of-concept in asthma. Phase 2 trials in COPD (initiated July 2025), CRSwNP, and severe asthma, plus a Phase 2 LTE study in severe asthma.
Per-asset detail extracted from the 10-Q filed 2026-08-11. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Sponsor-matched active trials from ClinicalTrials.gov (2 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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