Trinity Delta is an equity research house focused on the healthcare, life sciences and related industries, regulated by the Financial Conduct Authority.
London, England
Joined November 2015
- Tweets1.5K
- Following644
- Followers645
- Likes722
£12.5m raise funds @avacta through to 1st clinical efficacy, PK & tox data in H127 from pts on therapeutic #AVA6103 doses in Ph I/II FOCUS. These key data shld de-risk the next gen #preCISION platform & cld catalyse meaningful deals. #AVCT $AVCT trinitydelta.org/companies/a…
Dual NASDAQ/AIM listing & comprehensive funding package underway for @scancellpharma #iSCIB1+ Phase III programme will remove historical UK capital overhangs & extend cash runway into 2029. For more on #SCLP $SCLP trinitydelta.org/companies/s…
Clinical proof of mechanism for #preCISION next gen tech platform demonstrated in @avacta's #AVA6103 (FAP-Exd) Ph I FOCUS-01 trial #AVCT $AVCT trinitydelta.org/companies/a…
1st #ATTC deal for @hutchmed with @GSK for $110m upfront & up to $1 .25bn in milestones provides clear external validation of the ATTC platform’s clinical & commercial attractions, & accelerates the global development of KRAS/EGFR programme HMPL-A830 #HCM trinitydelta.org/companies/h…
Positive SAFFRON topline PFS/OS data suggest well-tolerated all-oral #savolitinib/#Tagrisso combo cld offer a differentiated treatment option in 2L EGFRm MET-amp #NSCLC. Ex-China reg approval(s) from 2027/8 wld make savo @hutchmed's 2nd global product $HCM trinitydelta.org/companies/h…
Strategic RTO of $NEUP to unlock long-term value, providing @scancellpharma w a NASDAQ listing & funding for the pivotal iSCIB1+ #melanoma study. ~$89m of new equity from UK & US investors & Blackrock debt will extend $SCLP cash into 2029
trinitydelta.org/companies/s…
FAP-Dox (Gen 1) data supports the pre|CISION concept, but @avacta's Gen 2 (sustained release) & 3 (dual payload) progs could address a broader range of solid tumours w potential for improved or at least equivalent payload delivery to marketed ADCs #AVCT trinitydelta.org/companies/a…
Lead #ImmunoBody asset iSCIB1+ showed durable responses in the Ph 2 SCOPE trial; more mature data expected early-2027. FDA agreement on trial design means @scancellpharma could start Ph 3 in 2026, subject to funding. #SCLP $SCLP trinitydelta.org/companies/s…
China rev growth for @hutchmed will be driven by new products & indications. #Savolitinib on track to become 2nd global asset; H226 SAFFRON data. ATTCs (2 in Ph I) combine targeting mAb & small molecule targeted payload & cld provide partner opps #HCM $HCM trinitydelta.org/companies/h…
£9m raise at mkt price to settle 3 CB repayments suggests solid confidence in the future potential of the #preCISION platform & @avacta's ability to deliver. For more on #AVCT $AVCT trinitydelta.org/companies/a…
Successful £10m raise extends runway into Q127, removes funding uncertainty & allows @avacta to retain 100% ownership of #preCISION tech & assets through key data catalysts for FAP-Dox & FAP-Exd. For more on #AVCT: trinitydelta.org/companies/a…
Innovative synthetic AI analysis by @avacta shows 3 key benefits of #AVA6103 (pre|CISION #exatecan PDC) vs #Enhertu (marketed #deruxtecan ADC): more rapid drug penetration into tumour; >10x more drug in the tumour; c3x higher tumour selectivity. #AVCT trinitydelta.org/companies/a…
FDA IND for Ph III iSCIB1+ #melanoma study is a major milestone for @scancellpharma, clearing the pathway for its further development. The focus is now on evaluating financing options for the trial; partnering is one option. For more on #SCLP $SCLP see: trinitydelta.org/companies/s…
Growing preclinical & clinical data support potential utility & value of @avacta's preCISION platform. Pipeline progressing w/ AVA6103 Ph I start in Q126 (initial data H226), AVA6000 Ph I TNBC data in H1 & AVA6207 candidate selection by yr end #AVCT $AVCT trinitydelta.org/companies/a…
New indications & new product launches to drive future @hutchmed China revenues; ex-China topline Ph3 #savolitinib data due H126. Longer-term, ATTC platform cld offer significant potential, with 1st asset entering the clinic shortly #HCM $HCM trinitydelta.org/companies/h…
Further Ph II SCOPE #melanoma data at #ESMO-IO confirm durable iSCIB1+ response. #Immunobody construct chosen, target HLA pt pop defined & +ve FDA discussions re trial design (PFS endpoint): @scancellpharma is well positioned for next clinical steps #SCLP trinitydelta.org/companies/s…
Key @scancellpharma value drivers lead #Immunobody asset iSCIB1+ (advanced #melanoma), on track to start a registrational trial, & #Moditope prog Modi-1 (solid tumours), plus its novel #GlyMab platform, are reviewed in our latest #SCLP $SCLP Outlook: trinitydelta.org/companies/s…
Preclinical data at #Targets25 on @avacta's pre|CISION enabled dual-payload peptide drug conjugate highlighting platform versatility & novel combo opportunities. Full faridoxo (AVA6000) Ph Ia data at #ESMO; further salivary gland cancer data in Q425. #AVCT trinitydelta.org/companies/a…