Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Phase 3 · ActiveModality: oral small molecule (irreversible inhibitor)
Aliases CLN-081, TAS6417
Target EGFR exon 20 insertion mutations
Partnerships Taiho Pharmaceutical affiliate: co-development (50/50 development cost share and 50% of US pre-tax profits); Taiho commercializes; up to $130M in US regulatory milestones for EGFR exon 20 NSCLC
Status note NDA accepted by FDA April 2026 based on pivotal Phase 2b REZILIENT1; REZILIENT2 Phase 2 parallel cohort and REZILIENT3 global Phase 3 ongoing.
CLN-049
Phase 1 · ActiveModality: bispecific T cell engager
Target FLT3xCD3
Indications
Relapsed/refractory AML/MDS(Phase 1)
Catalysts
— Q3 2026
— Q4 2026
Status note Positive End-of-Phase 1 FDA meeting July 2026; Phase 2 to include parallel exploratory cohort of previously untreated TP53-mutated AML.
CLN-978
Phase 1 · ActiveModality: bispecific T cell engager
Target CD19xCD3
Indications
Systemic lupus erythematosus(Phase 1)
Rheumatoid arthritis(Phase 1)
Sjogren's disease(Phase 1)
Catalysts
— Q3 2026
— Q4 2026
Status note OUTRACE Phase 1 program; initial clinical data in SLE and RA presented at EULAR and a June 2026 investor event.
Velinotamig
Phase 1 · ActiveModality: bispecific T cell engager
Target BCMAxCD3
Partnerships Chongqing Genrix Biopharmaceutical: global (ex-China, ex-HK/Macau/Taiwan) exclusive license; $20M upfront, up to $292M development/regulatory milestones, up to $400M sales milestones, tiered mid-single to mid-teens royalties
Indications
Autoimmune diseases (SLE initial)(Phase 1)
Autoimmune cytopenias (ITP, AIHA)(Phase 1)
Catalysts
— Q4 2026
— early 2027
Status note Genrix enrolling a Phase 1/2 trial in China (moderate to severe SLE); initial clinical observations from two SLE patients with nephritis shared June 2026.
CLN-619
Phase 1 · TerminatedModality: monoclonal antibody
Target MICA/B
Indications
Gynecological cancers(Phase 1)
NSCLC and multiple myeloma(Phase 1)
Status note Discontinued May 2025 in gynecological cancers (data did not meet internal threshold) and November 2025 in NSCLC and multiple myeloma.
CLN-617
Phase 1 · TerminatedModality: fusion protein
Target IL-2/IL-12
Indications
Advanced solid tumors(Phase 1)
Status note Discontinued November 2025 after review of emerging clinical data.
Per-asset detail extracted from the 10-Q filed 2026-08-06. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Sponsor-matched active trials from ClinicalTrials.gov (10 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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