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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
AREC Arecor Therapeu...

Arecor Therapeutics: AT220 sales building momentum

AT220, which we believe to be Fresenius’s Tyenne (tocilizumab), was discussed in detail during management’s Q324 results call. In its first year post-launch in Europe it has gained impressive clinical traction, posting a 19% share within the EU5 markets. The US is also performing well, following FDA approval in March 2024, with keen interest from major buying institutions. The product-specific Q-code was granted in late-October, opening the gateway to greater uptake as prescribing hurdles are re...

AREC ARECOR THERAPEUTICS
11/12/24 November 12, 2024 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AVCT AVACTA GROUP

Trinity Delta Lighthouse: Avacta

Trinity Delta view: These early preclinical data provide first insights into the broad potential of Avacta’s pre|CISION technology and the emerging highly innovative pipeline. These novel PDC and AffDC therapeutics have the potential to deliver a variety of known potent drugs (payloads) directly to the TME, limiting systemic toxicities and improving the therapeutic window. These data, plus validation from AVA6000 (September 2024 Lighthouse), indicate that pre|CISION chemistry could overcome some...

10/24/24 October 24, 2024 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
OBD Oxford BioDynam...

Oxford BioDynamics: Commercialising cutting edge diagnostics

Oxford BioDynamics is leading the way in 3D genomic diagnostics, developing innovative and clinically robust tests using its proprietary EpiSwitch platform. EpiSwitch CiRT (Checkpoint Inhibitor Response Test), predicts a patient’s response to cancer immunotherapy, and the PROWES registry study is underway to generate uptake and to support inclusion in key guidelines. EpiSwitch PSE, for prostate cancer, has recently been launched and is initially targeting the concierge medicine sector in the US....

OBD OXFORD BIODYNAMICS
10/18/24 October 18, 2024 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
SCLP Scancell Holdin...

Scancell: SCOPE readouts in sight; SCIB1 data in Q424

Key clinical data for the lead cancer vaccines are approaching, with the first readout expected during Q424 for SCIB1 in advanced melanoma. Scancell is aiming to show that SCIB1 can meaningfully improve outcomes for patients, targeting an ambitious >70% response rate (ORR). If this is achieved, this would vastly exceed current 50% ORRs, but is a realistic aim, in our view, given prior SCIB1 data. Results from the improved next-generation iSCIB1+ are expected H125. Assuming positive outcomes, Sca...

SCLP SCANCELL HOLDINGS
10/17/24 October 17, 2024 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AGL ANGLE PLC

Trinity Delta Lighthouse: ANGLE

Trinity Delta view: All the building blocks remain in place at ANGLE to deliver sustainable long-term growth from both Products and Services. However, in the near-term, resources will be appropriately focused on maximising the Pharma Services opportunity to capitalise on the recent momentum in this business. As and when conditions improve in the Products business, ANGLE is prepared and has the elements in place to re-invigorate this revenue stream. Whilst the slowdown in Products will impact nea...

10/01/24 October 1, 2024 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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