
Trinity Delta
@trinity_delta
Followers
629
Following
728
Media
21
Statuses
1K
Trinity Delta is an equity research house focused on the healthcare, life sciences and related industries, regulated by the Financial Conduct Authority.
London, England
Joined November 2015
Proud to have published our 400th #healthcare & #lifesci report! .Visit @trinity_delta for in-depth coverage on companies including: @parsortix @arecor_plc @avacta #FuturaMedical @hutchmed @redxpharma @scancellpharma #AGL #AREC #AVCT #FUM #HCM #REDX #SCLP
trinitydelta.org
We distribute our MiFID II compliant research widely to institutional and retail investors via our database, website, and other platforms (including Bloomberg, Refinitiv and Factset).
0
0
5
Positive data from @scancellpharma's P2 SCOPE trial in advanced melanoma has led to selection of iSCIB1+ and accelerated plans to move to a P2b/3 registrational study. iSCIB1+ can target more patients, and can improve outcomes vs SoC. For more on #SCLP:.
trinitydelta.org
Investment research on Scancell. Scancell is a clinical-stage immuno-oncology specialist with two antibody (AvidiMab, GlyMab) and two therapeutic vaccine platforms (Moditope, ImmunoBody).
0
1
2
New IP & Tempus AI collaboration cld support @avacta's product & tech-based business dev. #preCISION pipeline progressing w #AVA6000 Ph I SGC data in H225 & TNBC in H126, & #AVA6103 IND enabling ongoing ahead of 2026 Ph I start. For more on #AVCT:
trinitydelta.org
Avacta is a clinical stage biotech focused on the novel pre|CISION platform to generate peptide-drug conjugates to target delivery of toxic payloads into the tumour microenvironment, which has the...
1
8
52
Data from @scancellpharma cancer vax due 2025: SCOPE Cohort 1&3 (July) & Cohort 4 data (end-25) to inform selection of SCIB1 or iSCIB1+ for Ph 2/3, w/ initial Modi-1 combo data in RCC (Q3). GlyMab Tx subsid provides partnering & funding optionality #SCLP
trinitydelta.org
Investment research on Scancell. Scancell is a clinical-stage immuno-oncology specialist with two antibody (AvidiMab, GlyMab) and two therapeutic vaccine platforms (Moditope, ImmunoBody).
0
0
2
A healthy @Parsortix Pharma Services pipeline has potential to drive sig mid- & long-term revs; multiple discussions ongoing but deal execution is binary & timing uncertain. A sizeable large pharma or medtech Dx deal cld be financially transformative #AGL
trinitydelta.org
ANGLE is a world leading liquid biopsy company with sample to answer solutions based on its Parsortix circulating tumour cell (CTC) platform.
0
0
1
Key 25/26 data from @avacta's lead #preCISION progs: 1) #AVA6000 (FAP-Dox) initial #SGC data late-25 & #TNBC data H126; subject to funding, Phase II in both planned for H126. 2) AVA6103 (FAP-EXd) IND sub late-25, Phase I start Q126 & 1st data Q426 #AVCT
trinitydelta.org
Avacta is a clinical stage biotech focused on the novel pre|CISION platform to generate peptide-drug conjugates to target delivery of toxic payloads into the tumour microenvironment, which has the...
0
10
56
Recent data at #ASCO2025 for @hutchmed's #savolitinib in #NSCLC reassure on the upcoming approval decision in China, and help de-risk the ongoing global Phase III SAFFRON trial with partner @AstraZeneca. For more on #HCM $HCM:.
trinitydelta.org
Investment research on HUTCHMED. A Hong Kong-based biopharmaceutical company, developing and marketing oncology and immunological therapies.
0
0
1
Large pharma validation of @Parsortix AR, DDR micronuclei, & HER2 CTC assays shld help secure new Pharma Services contracts, providing customers with a broader CTC assay menu across several cancers. For more on #AGL $AGL:
trinitydelta.org
ANGLE is a world leading liquid biopsy company with sample to answer solutions based on its Parsortix circulating tumour cell (CTC) platform.
0
1
4
Strategic delivery at @avacta as Dx disposal extends cash into Q126 + pre|CISION assets progress: #AVA6000 (enrolling SGS & TNBC Ph Ib expansion cohorts) & #AVA6103 (candidate selected Ph I start early-26). Multiple '25-26 value inflection points #AVCT
trinitydelta.org
Avacta is a clinical stage biotech focused on the novel pre|CISION platform to generate peptide-drug conjugates to target delivery of toxic payloads into the tumour microenvironment, which has the...
3
9
89
RT @OxBioDynamics: Thanks to former UK Prime Minister Rishi Sunak for visiting Oxford BioDynamics to unveil his role as a Prostate Cancer R….
0
8
0
RT @Parsortix: The recording of the recent @EACRnews - @illumina webinar is now available on the ANGLE website! .C….
0
2
0
H125 results reaffirm that @Scancell has sufficient funds to deliver on key clinical data catalysts during 2025. These include advanced melanoma Phase II #SCIB1 data mid-25, #iSCIB1+ data H225 and Phase I/II #Modi1 data H225. For more on #SCLP $SCLP:.
trinitydelta.org
Investment research on Scancell. Scancell is a clinical-stage immuno-oncology specialist with two antibody (AvidiMab, GlyMab) and two therapeutic vaccine platforms (Moditope, ImmunoBody).
0
2
4
Large pharma deals key to @Parsortix commercial strategy. 3 deals signed in 2024 progressing well. Pharma Services business has potential to drive significant mid- and longer-term revs via later-stage dev (existing deals, cross-selling, & new deals). #AGL
trinitydelta.org
ANGLE is a world leading liquid biopsy company with sample to answer solutions based on its Parsortix circulating tumour cell (CTC) platform.
0
0
0
Home Use study suggests an attractive #WSD4000 profile that cld address the sizeable underserved market for sexual dysfunction in women. Investor focus remains on #Eroxon US traction by @Haleon_health; even modest success wld transform #FuturaMedical #FUM
trinitydelta.org
Investment research on Futura Medical, a developer of innovative sexual health products; lead product Eroxon (MED3000) is a topically applied gel formulation approved as an OTC product for ED...
0
0
0
New funds of £7m, anticipated biz dev income & test revenues from #EpiSwitch PSE and CiRT, shld provide a 12mth cash runway allowing @OxBioDynamics, under new leadership, to seek opportunities to maximise near-term revenues. For more on #OBD
trinitydelta.org
Oxford BioDynamics is developing and commercialising blood tests based on its proprietary EpiSwitch technology. Two tests are commercially available: EpiSwitch PSE (Prostate Screening test) and...
0
0
0
JV divestment sharpens focus onto @hutchmed's core business & proceeds of $608m enable investment into advancing the innovative pipeline, including the next-gen antibody-targeted therapy conjugate (#ATTC) platform. For more on #HCM $HCM
trinitydelta.org
Investment research on HUTCHMED. A Hong Kong-based biopharmaceutical company, developing and marketing oncology and immunological therapies.
0
0
0
Dec fundraise & @Genmab milestones extends @scancellpharma's cash into H226, beyond key clinical catalysts (Phase II #SCIB1 #iSCIB1+ & Phase I/II #Modi1 data) & gives flexibility to explore BD (for key assets & platforms #GlyMab #AvidiMab). #SCLP $SCLP
trinitydelta.org
Investment research on Scancell. Scancell is a clinical-stage immuno-oncology specialist with two antibody (AvidiMab, GlyMab) and two therapeutic vaccine platforms (Moditope, ImmunoBody).
0
0
1
Upsized £10.3m fundraise extends @scancellpharma's runway to H226, beyond key clinical data for SCIB1/iSCIB1+ and Modi-1 during 2025, and provides time and balance sheet strength to explore potential partnering/out-licencing. For more on $SCLP #SCLP:.
trinitydelta.org
Investment research on Scancell. Scancell is a clinical-stage immuno-oncology specialist with two antibody (AvidiMab, GlyMab) and two therapeutic vaccine platforms (Moditope, ImmunoBody).
0
0
1
Opt in to #GlyMab deal confirms 2nd @Genmab partnership, providing further validation for @scancellpharma's #antibody platform & immediate non-dilutive funding, with potential for up to $630m in future milestones. For more on $SCLP #SCLP
trinitydelta.org
Investment research on Scancell. Scancell is a clinical-stage immuno-oncology specialist with two antibody (AvidiMab, GlyMab) and two therapeutic vaccine platforms (Moditope, ImmunoBody).
0
0
1
Our @avacta Outlook reviews the science & opportunity behind pre|CISION & a PDC pipeline designed to target highly potent drugs to the TME expanding their reach & limiting systemic tox. Pipeline progress & Dx divestment are value-inflection points #AVCT
trinitydelta.org
Avacta is a clinical stage biotech focused on the novel pre|CISION platform to generate peptide-drug conjugates to target delivery of toxic payloads into the tumour microenvironment, which has the...
6
9
70