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The Phase III trial for #AllergyTherapeutics’ Grass MATA MPL for grass #allergy has started as expected with data due Q423. This is important for US entry. Key VLP Peanut Phase I study also due to start imminently with data also in 2023. For more on #AGY:
https://www.trinitydelta.org/companies/allergy-therapeutics/
ICYMI: @hutchmed 's pragmatic & financially discipled strategic shift focuses on its most advanced assets to accelerate its path to sustainable profitability & includes potential for ex-China deals. For more on $HCM #HCM see: https://www.trinitydelta.org/companies/hutchmed/
Latest tech #formulation deal highlights @arecor_plc 's Specialty Hospital products business & its #Arestat technology platforms, both representing further potential value beyond its highly attractive #diabetes franchise. For more on $AREC #AREC see: https://www.trinitydelta.org/companies/arecor-therapeutics/
Commercialisation of Futura Medical’s MED3000 approaches, with EU launches via partner Cooper H123 & FDA approval by end Q123. US commercial partner search is underway. MED3000 offers a differentiated OTC product with rapid onset. For more on $FUM see:
https://www.trinitydelta.org/companies/futura-medical/
FY22 results highlight @scancellpharma 's recent clinical & operational progress: headcount expansion, 3 clinical studies ongoing, the #GlyMab licence deal with @Genmab , & #ModiTope & #Immunobody data expected in the next 12m. For more on #SCLP $SCLP: https://www.trinitydelta.org/companies/scancell/
Manufacturing to resume at #AllergyTherapeutics’ UK site in mid-Nov, leading to an adverse impact on current cons £80m rev expectations. Data for grass and peanut #allergy next year now more in focus. For more on #AGY and our updated valuation/forecasts:
https://www.trinitydelta.org/companies/allergy-therapeutics/
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