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 Formerly RP1. FDA accelerated approval August 6, 2026 (in combination with nivolumab) for adults with unresectable advanced cutaneous melanoma progressed on anti-PD-1; commercial launch in progress. Approval based on IGNYTE registration-directed Phase 2 cohort; confirmatory IGNYTE-3 randomized Phase 3 ongoing. CERPASS (CSCC) trial closed; report expected 2026.
RP2
Phase 2 · ActiveModality: oncolytic immunotherapy
Partnerships Bristol Myers Squibb: clinical trial collaboration (BMS provides nivolumab at no cost for RP2 Phase 1 trial)
Status note Further-engineered oncolytic immunotherapy to treat beyond skin cancers (liver/lung metastases, primary liver cancer). REVEAL registration-directed randomized Phase 2/3 (vs ipi/nivo) in mUM enrolling; Phase 2/3 transition expected Q1 2027. RP3 also under development but undescribed in excerpts.
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 (9 as sponsor, 4 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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