Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Status note ADC incorporating a B7-H3-targeting antibody with the SYNtecan E novel TOP1i-based linker-payload (exatecan-based, cleavable). Phase 1 dose escalation initiated 2024; enrollment completed 2025.
Status note First-in-class ADC with novel TOP1i-based linker-payload against an undisclosed antigen expressed across several solid tumors; IND targeted for Q3 2026. Additional preclinical ADC and next-generation T-cell engager programs undescribed as distinct candidates.
platinum-resistant ovarian cancer (LINNET study)(Phase 2)
clear cell gynecologic cancer (LINNET study)(Phase 2)
Catalysts
— mid-2026
Status note PD-1 x CTLA-4 bispecific DART. LINNET study (PROC, Simon two-stage): FDA partial clinical hold initiated February 2026 after enrollment pause for safety events; current participants may continue. LORIKEET (2L mCRPC vs docetaxel): development discontinued (November 2025) after LORIKEET interim data did not support further development; candidate status stays ACTIVE (LINNET continues) per brief.
Partnerships Gilead: exclusive option and collaboration agreement (October 2022) to develop and commercialize MGD024 plus up to two separate bispecific research programs; Gilead nominated the second research program in November 2025
Indications
CD123-positive neoplasms (incl. AML and MDS)(Phase 1)
Status note Phase 1 dose escalation ongoing in CD123-positive neoplasms including AML and MDS.
metastatic castration-resistant prostate cancer (TAMARACK study)(Phase 2)
Status note B7-H3 ADC with DNA-alkylating duocarmycin payload. TAMARACK study treatment discontinued for remaining mCRPC participants in July 2024 on safety recommendation; March 2025 company announced results did not support future investment and discontinued MacroGenics-based development.
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 (5 as sponsor, 7 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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