Trinity Delta

RSS Feed

We are experienced healthcare and life sciences analysts providing the highest quality service to companies in these sectors and to investors. We have expertise in the fields of the biotech, medtech , specialty pharma and consumer health sectors.

The old-fashioned values of the City enabled London to become a global financial centre, and we pride ourselves for our integrity and professionalism, where our word is our bond. This applies to our research, and all interactions with companies, the buyside and other partners.

We also firmly believe that by putting our clients first, we create long term value for all stakeholders.

Regulatory Information

  • Regulatory Status: Appointed representative
  • ID Number: 725161

Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AGL ANGLE PLC

Trinity Delta Lighthouse: ANGLE

Trinity Delta view: ANGLE’s focus is on progressing and growing the Pharma Services business, which has the potential to drive significant mid- and longer-term revenues through later-stage development as part of existing deals (depth), cross-selling (breadth), and new deals (halo). This a key element in widening adoption of Parsortix-based CTC analysis to support development of new therapies and potentially broaden the applicability of existing targeted drugs. Cancer mutations as potential bioma...

03/24/25 March 24, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
HCM Hutchison China...

Trinity Delta Lighthouse: HUTCHMED

Trinity Delta view: HUTCHMED continues to consistently execute strategically, with sustainable profitability ahead supported by solid in-market product sales growth. Near-term top-line growth will be driven by additional global launches and new indications for current products, plus potential new product approvals. Acquisitions and/or in-licensing will be sought to support the mid-term, whilst accelerated investment in the highly promising ATTC platform (from proceeds of the SHPL disposal) shoul...

HCM HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
03/20/25 March 20, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AVCT AVACTA GROUP

Avacta: Executing steadily on therapeutics focused strategy

Avacta continues its transition into a pure-play therapeutics company to advance its pre|CISION-enabled peptide-drug conjugate platform. The expanding pipeline has the potential to improve the therapeutic index of many highly potent yet systemically toxic oncology drugs. Progress has been tangible with early efficacy and safety data from the Phase Ia salivary gland cancer (SGC) dose escalation cohort of lead asset AVA6000 (FAP-Dox), and confirmation of dosing and ongoing enrolment into Phase Ib ...

03/18/25 March 18, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
OBD Oxford BioDynam...

Oxford BioDynamics: Seeking deals to enhance EpiSwitch revenue potenti...

There is a near-term focus on partnerships, collaborations and licensing deals to maximise the revenue potential of Oxford BioDynamics’ portfolio of innovative and clinically robust tests. We believe the market opportunities for CiRT, PSE, and the portfolio of tests remain intact and sizeable, but successful uptake requires continued significant commercial investment and/or partners, in our view. New management is considering all options to crystallise value from these diagnostic tests and the i...

OBD OXFORD BIODYNAMICS
03/06/25 March 6, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AREC Arecor Therapeu...

Trinity Delta Lighthouse: Arecor Therapeutics

Trinity Delta view: Arecor’s diabetes franchise is central to its investment case, with AT278 making a significant contribution to our rNPV-based valuation. Management has taken some tough decisions, notably the cessation of Tetris operations, in order to remain focussed on demonstrating the value of its novel insulins and confirming their central role in the emerging field of AID pump systems. The news of progress on co-development partnering of AT278 for the next study programme is welcomed an...

AREC ARECOR THERAPEUTICS
02/04/25 February 4, 2025 1 EN
Franc Gregori ... (+2)
  • Franc Gregori
  • Lala Gregorek
SAN SANOFI
REDX REDX PHARMA

Trinity Delta Lighthouse: Redx Pharma

Trinity Delta view: he importance of the ROCK pathways has been known for some time, but the chemistry is complex and historically identifying safe and effective selective inhibitors has proved challenging. Redx Phama has a proven medicinal chemistry expertise and has generated what, in our view, is a possible “best-in-class” small molecule. RXC007 is one of two in-house assets (the other is RXC004, a porcupine inhibitor in Phase II trials) and two partnered programmes (with AstraZeneca and Jazz...

SAN SANOFI
REDX REDX PHARMA
09/08/21 September 8, 2021 2 EN
Franc Gregori ... (+2)
  • Franc Gregori
  • Lala Gregorek
HCM Hutchison China...

Trinity Delta Lighthouse: HUTCHMED

Trinity Delta view: The timing of the fund raise follows hot on the heels of data presented at the ASCO 2021 conference and updates at a recent investor event on several new late-stage programmes to be initiated which highlighted the strength and depth of HUTCHMED’s late-stage pipeline. The in-house discovery platform has generated 10 tyrosine kinase inhibitors that have progressed into the clinic: both as monotherapy and, importantly, in combinations, in China and globally. The first product wa...

HCM HUTCHISON CHINA MEDITECH LIMITED
06/21/21 June 21, 2021 2 EN
Franc Gregori ... (+2)
  • Franc Gregori
  • Lala Gregorek
FUM Futura Medical ...

Trinity Delta Lighthouse: Futura Medical

Trinity Delta view: Although MED3000’s imminent approval in Europe was flagged in March, the receipt of the official documentation paves the way for commercialisation discussions for a number of geographies to proceed at pace. The timings remain uncertain, but we would expect to see a number of deals in place within the next six months. For these geographies, the key sensitivity shifts from regulatory risk to execution risk, particularly the nature and scope of the commercialisation agreements. ...

FUM FUTURA MEDICAL PLC
04/30/21 April 30, 2021 2 EN
Franc Gregori ... (+2)
  • Franc Gregori
  • Lala Gregorek
NXTMS NEXSTIM LTD

Trinity Delta Lighthouse: Nexstim

Trinity Delta view: The oversubscribed rights issue is tangible evidence of support for management’s growth strategy. Demonstrating the value of NBT in accelerated iTBS protocols for severe depression is a key component of the 2020-24 strategic plan. The new funds will also support other plans for NBT and NBS growth and enable achievement of several near and mid-term goals. Updating our Nexstim rNPV model for the raise results in a valuation of €50.6m (€0.08 per share) against our prior €44.2m (...

04/08/21 April 8, 2021 2 EN
Franc Gregori ... (+2)
  • Franc Gregori
  • Lala Gregorek
AGY Allergy Therape...

Trinity Delta Lighthouse: Allergy Therapeutics

Trinity Delta view: The start of the biomarker study of Allergy Therapeutics’ peanut allergy vaccine candidate represents a step forward for this development programme and should facilitate a smooth transition into Phase I later this year. It is the first VLP-based vaccine in Allergy’s portfolio and addresses a sizeable and underserved market. The collaboration with Imperial College is significant as both the peanut allergy biomarker study and the wider collaboration should generate important ne...

AGY ALLERGY THERAPEUTICS PLC
01/05/21 January 5, 2021 2 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch