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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...

Trinity Delta Lighthouse: Arecor Therapeutics

Trinity Delta view: Arecor’s key value driver with the biggest upside potential remains its diabetes and obesity franchise, hence the focus is on advancing key assets particularly AT278, a unique ultra-rapid and ultra-concentrated insulin that could enable next-generation insulin pump delivery systems. Nevertheless, technology partnerships and formulation collaborations offer additional, albeit more modest, upside opportunities. Successful progression into a licencing agreement not only unlocks ...

AREC ARECOR THERAPEUTICS
01/06/25 January 6, 2025 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
HCM Hutchison China...

Trinity Delta Lighthouse: HUTCHMED

Trinity Delta view: Sovleplenib is an important pipeline asset for HUTCHMED and one that is expected to make an important contribution to future growth. With a 2025 approval decision pending, launch planning is well advanced with a modest specialty immunology sales and marketing team supplementing the existing commercial infrastructure. Clinical data, including that recently presented at ASH 2024, confirm an attractive efficacy and safety profile, including longer-term, in a highly pre-treated p...

HCM HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
12/09/24 December 9, 2024 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
SCLP Scancell Holdin...

Trinity Delta LIghthouse: Scancell

Trinity Delta view: Scancell’s upsized £10.3m fundraise, including to new specialist healthcare investors, extends the cash runway to H226, beyond key value inflection points for both SCIB1/iSCIB1+ and Modi-1, and also allows the time for Scancell to evaluate potential suitable out-licencing and partnering opportunities to optimally advance key assets from a position of strength. The fundraise reflects continued momentum at Scancell, with recent positive SCIB1 data, and hot on the heels of the s...

SCLP SCANCELL HOLDINGS
12/06/24 December 6, 2024 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
GEN GENMAB A/S
SCLP Scancell Holdin...

Trinity Delta LIghthouse: Scancell

Trinity Delta view: Scancell has four distinct technology platforms: two highly promising oncology vaccine platforms (Moditope and ImmunoBody), and two antibody technologies (GlyMab and AvidiMab). Investor attention remains, understandably, focused on the vaccine programmes, notably further data from the ongoing SCOPE trial (Cohort 1 data in H125 and Cohort 3 data in H225) following much anticipated recent positive response rate data from Cohort 1 (November 2024 Lighthouse). Nonetheless, licenci...

GEN GENMAB A/S
SCLP SCANCELL HOLDINGS
12/04/24 December 4, 2024 1 EN
Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner
AVCT AVACTA GROUP

Avacta: Targeting the tumour microenvironment with pre|CISION

Avacta’s growing knowledge base and expertise is cementing its leadership position in FAP-enabled biotherapeutics. Lead clinical asset, AVA6000 (FAP-Dox) is the first of a series of pre|CISION-based modalities that have the potential to improve the therapeutic index of many highly potent yet systemically toxic oncology drugs. Other novel programmes AVA6103 (FAP-EXd) and AVA7100 (an Affimer-drug conjugate platform) further broaden the potential utility of the pre|CISION platform. Progress into th...

11/18/24 November 18, 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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