Partnerships AffaMed (fasedienol development/commercialization in its licensed territory; company retains US and rest-of-world rights)
Indications
acute treatment of anxiety in adults with social anxiety disorder(Stage not disclosed)
Status note FDA fast track designation for acute SAD. PALISADE-2 Phase 3 was positive; PALISADE-1, -3 and -4 and the exploratory repeat-dose study did not achieve primary/secondary endpoints. Company is preparing for an FDA meeting to discuss a registrational pathway supported by a single future multi-dose Phase 3 with LSAS as primary endpoint plus confirmatory evidence.
itruvone
Stage not disclosed · ActiveModality: intranasal pherine
Indications
major depressive disorder(Stage not disclosed)
Status note Named as one of the company's most advanced intranasal pherine candidates; no stage or trial details in the 10-Q excerpts.
refisolone
Stage not disclosed · ActiveModality: intranasal pherine
Aliases PH80
Indications
vasomotor symptoms (hot flashes) due to menopause(Stage not disclosed)
Status note Named as one of the company's most advanced intranasal pherine candidates; no stage or trial details in the 10-Q excerpts. The exclusive negotiation agreement with Fuji Pharma for a potential Japan license terminated without a definitive agreement.
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 (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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