Trinity Delta

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Regulatory Information

  • Regulatory Status: Appointed representative
  • ID Number: 725161

Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
OBD Oxford BioDynam...

Trinity Delta Lighthouse: Oxford BioDynamics

Trinity Delta view: OBD is at the forefront of exploiting 3D genomics to develop clinically relevant diagnostics that address clear needs. The £7m fundraise, which includes participation from new investors, will allow OBD to remain focused on delivering on the potential of the EpiSwitch platform, which will be achieved by growing existing test volumes, and through securing partnerships, collaborations and/or licensing deals to maximise the revenue potential of its growing portfolio, whilst remai...

OBD OXFORD BIODYNAMICS
8h / 37m 8h / 37m 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AVCT AVACTA GROUP

Trinity Delta Lighthouse: Avacta

Trinity Delta view: Although addressing attractive, and commercially relevant, indications, we view faridoxorubicin’s (FAP-Dox, previously AVA6000) primary role as being proof-of-concept demonstration of FAP-targeted biotherapeutics. The versatility and broad potential of Avacta’s pre|CISION platform, with the ability to selectively activate potent drugs in the TME, should lead to a deep pipeline of novel targeted therapeutics. The successful £16m placing removes funding uncertainty and allows m...

10/20/25 October 20, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AVCT AVACTA GROUP

Trinity Delta Lighthouse: Avacta

Trinity Delta view: These preclinical data once again provide valuable insights into the versatility and broad potential of Avacta’s pre|CISION platform. The proof-of-concept of FAP-targeted biotherapeutics will be demonstrated through its lead clinical candidate, faridoxorubicin (FAP-Dox, previously AVA6000), but we believe this should be viewed as the first in a pipeline of novel therapeutics that can be selectively activated in the TME, thus reducing toxicity and improving patient outcomes. W...

10/14/25 October 14, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
HCM Hutchison China...

Trinity Delta Lighthouse: HUTCHMED

Trinity Delta view: Elunate in China is already approved in colorectal and endometrial cancers; kidney cancer, the third indication, is currently under regulatory review. Successfully launching new indications for Elunate and the rest of the marketed portfolio will be key revenue growth drivers in China, with the most notable perhaps the recent Orpathys/Tagrisso approval based on SACHI data (representing a much larger lung cancer indication than the initial approved monotherapy indication). Outs...

HCM HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
10/14/25 October 14, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
OBD Oxford BioDynam...

Trinity Delta Lighthouse: Oxford BioDynamics

Trinity Delta view: OBD is at the forefront of exploiting 3D genomics to build a portfolio of clinically relevant diagnostics that address clear needs, are accurate, reproducible, and, importantly, are minimally invasive and easy to perform. The successful development of this CFS test is yet another example that highlights the potential of the EpiSwitch platform. Management’s near-term focus remains on securing one or more partnerships, collaborations and/or licensing deals to maximise the reven...

OBD OXFORD BIODYNAMICS
10/10/25 October 10, 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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