Partnerships Sanofi: API manufacturing; FAREVA: patch manufacturing
Indications
Peanut allergy (toddlers 1-3 years)(Phase 3)
Peanut allergy (children 4-11 years)(Phase 3)
Status note Toddlers program (pivotal Phase 3; COMFORT Toddlers supplemental safety study screening since Jun 2025; EPOPEX open-label extension) intended to support a future BLA. Children 4-11: VITESSE Phase 3 positive topline announced Dec 16, 2025. No approved treatment for peanut-allergic children under 4.
Per-asset detail extracted from the 10-Q filed 2026-07-16. 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
Baker Bros. Advisors
1,461,425
no change
0.12%
2026-08-14
Logos Global Management
915,000
+915,000
0.65%
2026-08-14
ADAR1 Capital Management
528,295
-484,571
0.41%
2026-08-14
Ikarian Capital
525,000
no change
0.28%
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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