Companies to follow - January 2025

Predictors for growth within DACH 2025:

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Pentixapharm AG, 3BPharma and ITM have enjoyed the wave of the radiopharmaceutical refocus. Pentixapharms growth is part-due to the acquisition Glycotope in July and the encouraging results from their Radiopharmaceutical Diagnostic trial in Primary Aldosteronism. Pentixpharma also hired a new, US based CMO, Dirk Pleimes, who then later took over as the CEO from founder Hakim Bouterfa. With global study sites, a change in C-Suite and new studies started with the National Cancer Institute (NCI) and a PhI in Acute Lymphoblastic Leukemia with Lu177-PentixaTher - we expect continued hiring needs here (CMC, US Positions, Additional Clinical Support).

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3B Pharmaceuticals GmbH Too secured a strong partnership with Novartis and ARTBio. 3B Pharma too secured a new Chief Medical Officer, Lindsey Rolfe - previously the leader at Clovis Oncology. Both companies must now drive their clinical trials, partner programs and milestones - they too will likely need Clinical and Radiochem support.

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BioNTech SE Continues to invest heavily within their research organisation. The “Keytruda” killer from Biotheus Inc. for approx. $800m in Nov, a partnership with Autolus, results from Regeneron and OncoC4. To continue growing at approximately 15% when the company is around 5,000-6,000 people - that is aggressive. We predict a continued focus in Clinical Development and Data/Statistical Analysis.

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Tubulis GmbH too is seeing the fruit of their ADC wave. A huge $128m Series raise in the beginning of the year has since funded an in-house Clinical team to drive clinical results - with 4 US hires made in H2 of 2024. We dont expect aggressive growth but can imagine a Regulatory and some additional Clinical operators.

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Immatics had an incredible 18 months. $35m investment from BMS (2023), a strategic partnership with Moderna a further $150m cash injection through their public offering and multiple RMATs, Phase I/II start and positive data. They have been building their manufacturing capabiliites in the US and strengthening their executive leadership in Clinical research (Liane Preu?ner Preussner, ex-BioNtech cell therapy head joining Immatics in Jan 2025). We expect continued growth in all areas as Immatics prepare for their Phase III ACTEngine in Melanoma.

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ITM Isotope Technologies Munich SE recently announced positive topline results of their Phase 3 COMPETE Trial (GEP-NET) which would rival Novartis $1bn Lutathera?drug. Expect a ramp up in supply chain, market access, medical affairs and commercial - should they decide to