Partnerships Stanford: exclusive worldwide license (2021, amended Jun 2026) in hematopoietic cell transplant conditioning field; milestones up to $9.0M + low single-digit royalties. CIRM grant (co-funding; $2.3M liability reversed Q2 2026 after determining no repayment).
Indications
Severe combined immunodeficiency (conditioning for second stem cell transplant)(Phase 1)
Chronic spontaneous urticaria (CSU)(Stage not disclosed)
Chronic inducible urticaria (CIndU)(Stage not disclosed)
Catalysts
— Q1 2027
— H2 2026
Status note Principal path is obtaining and monetizing a priority review voucher (SCID: Orphan + Fast Track + Rare Pediatric Disease designations). 2025 restructuring halted Phase 1b asthma enrollment and discontinued other briquilimab programs; refocusing on SCID and mast cell diseases.
Status note Acquired via Kira Pharmaceuticals merger (Jul 16, 2026). Phase 2/3-ready; ongoing Phase 2 basket trial in rare renal indications with potential expansion to FSGS. End-of-Phase 2 FDA meeting planned for PNH.
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.
No lead program on file for this company.
No active ClinicalTrials.gov trials matched to this company as sponsor or collaborator.
Institutional holders
Fund
Shares
Q/Q change
% of portfolio
Filing
ADAR1 Capital Management
140,000
no change
0.00%
2026-08-14
Ikarian Capital
24,093
no change
0.00%
2026-08-14
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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