Polycythemia Vera (PV); Myelofibrosis (MF); Myeloproliferative Neoplasms (MPNs)
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Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Phase 1 · ActiveModality: small molecule inhibitor
Target JAK2 (V617F)
Indications
polycythemia vera (PV)(Phase 1)
myelofibrosis (MF)(Phase 1)
Catalysts
— H2 2026
Status note Lead candidate; mutant-selective JAK2V617F inhibitor. IND cleared Feb 2026; enrolling open-label multicenter Phase 1 safety/efficacy study in PV and MF patients.
PRT13722
Preclinical · Active
Target KAT6A
Indications
HR+ breast cancer(Stage not disclosed)
Catalysts
— Q4 2026
— mid-2026
Status note Lead development candidate; preclinical data presented at AACR 2026. Pending IND clearance, Phase 1 in HR+ breast cancer expected to initiate Q4 2026. Modality/target not stated in excerpts.
Status note Described as a novel, potent SMARCA2/4 dual degrader as a degrader payload conjugated to multiple antibodies; preclinical PoC disclosed Oct 2024. Filing states the company has paused or discontinued these programs (expense reclassification); filing does not specify which.
Per-asset detail extracted from the 10-Q filed 2026-08-11. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Polycythemia Vera (PV); Myelofibrosis (MF); Myeloproliferative Neoplasms (MPNs)
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Sponsor-matched active trials from ClinicalTrials.gov (1 as sponsor, 0 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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