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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.

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Regulatory Information

  • Regulatory Status: Appointed representative
  • ID Number: 725161

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

ANGLE: Priming the Pharma Services market

ANGLE’s strategic priority remains firmly on growing and augmenting its Pharma Services offering as it seeks to widen commercial adoption of its proprietary Parsortix technology for CTC capture and subsequent downstream analysis. The power of liquid biopsy to inform personalised cancer therapy is becoming better appreciated, with CTC analysis providing valuable insights that ctDNA analysis cannot. Pharma Services has the potential to drive significant mid- and longer-term revenues, and there are...

06/11/25 June 11, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AVCT AVACTA GROUP

Trinity Delta Lighthouse: Avacta

Trinity Delta view: Avacta’s transition to a pure play oncology biopharma company is nearly complete, pending conclusion of the Coris divestment. Lead asset, AVA6000, has successfully demonstrated the pre|CISION platform’s ability for tumour-specific delivery of potent and toxic actives with minimal systemic effects and will render further clinical data in H225. Second asset, AVA6103, should enter the clinic in 2026, and will be the first programme to demonstrate the pre|CISION platform sustaine...

06/11/25 June 11, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
HCM Hutchison China...

Trinity Delta Lighthouse: HUTCHMED

Trinity Delta view: The highly positive data from the China Phase III SACHI study of savolitinib, with statistically significant PFS benefits and clinically meaningful improvements for 2L EGFRm NSCLC with MET amplification patients, reassure on the upcoming approval decision in China, and help to de-risk the ongoing Phase III SAFFRON study for global approvals, in our view. MET amplification, which is estimated to affect c 35% of 2L patients following 3rd gen EGFR treatment, leads to a poorer pr...

HCM HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
06/05/25 June 5, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AGL ANGLE PLC

Trinity Delta Lighthouse: ANGLE

Trinity Delta view: ANGLE’s Pharma Services business centres on helping large pharma customers identify cancer mutations as potential biomarkers and use them to guide targeted therapy at any stage from diagnosis to longitudinal monitoring, allowing minimally invasive and repeatable sampling, unlike tissue biopsy. ANGLE’s continued focus on growing and augmenting this offering has the potential to drive significant mid- and longer-term revenues through later-stage clinical development as part of...

05/28/25 May 28, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
HCM Hutchison China...

HUTCHMED: Looking ahead to the next chapter

HUTCHMED’s pipeline should deliver several catalysts over the next 12-24 months as the seven programmes currently in 14 registration/registration-intent trials yield potential near- to mid- term regulatory filings. Imminent detailed savolitinib data at ASCO could help de-risk ex-China opportunities, whilst potential China launch in the EGFR TKI refractory setting should aid revenue growth. The novel ATTC platform is a potentially significant new opportunity with further disclosures anticipated b...

HCM HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
05/27/25 May 27, 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

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