Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Partnerships Sermonix Pharmaceuticals: exclusive license to oral lasofoxifene (2015); Duke University: IP in ESR1 mutations (2016). Pfizer returned global rights to Ligand (2011); Sermonix in-licensed from Ligand
Indications
Metastatic ER+/HER2- breast cancer with ESR1 mutation (post-CDK4/6i)(Phase 3)
Catalysts
— H2 2027
Status note Pivotal Phase 3 ELAINE-3 (with abemaciclib vs fulvestrant + abemaciclib) agreed with FDA following EOP2 meeting; Fast Track designation granted May 2019. Robust legacy Pfizer database (23 Phase 1, 11 Phase 2, 6 Phase 3 trials).
ATH-1105
Phase 1 · ActiveModality: orally available, brain-penetrant small molecule (HGF system modulator)
Target Neurotrophic HGF/MET system
Indications
Amyotrophic lateral sclerosis (ALS)(Phase 1)
Catalysts
— 2026
Status note First-in-human Phase 1 in 80 healthy volunteers completed November 2024.
ATH-1020
Phase 1 · ActiveModality: small molecule (HGF system modulator)
Status note IND accepted January 2022; single-ascending dose escalation portion of Phase 1 in healthy volunteers completed September 2022. Earlier-stage than ATH-1105.
Per-asset detail extracted from the 10-Q filed 2026-08-14. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Sponsor-matched active trials from ClinicalTrials.gov (1 as sponsor, 0 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.
Institutional holder positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.
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