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Re: None

Monday, 05/14/2018 4:58:13 PM

Monday, May 14, 2018 4:58:13 PM

Post# of 18666
The investment thesis here looks like a winning bet IMHO:

Investment Thesis
• Proprietary technology platforms: Tri- and Tetra-specific Natural Killer Cell Engagers (TriKE) & (TetraKE) and bispecific
Antibody Drug Conjugates (ADC)
• Collaboration with Dr. Jeffrey Miller of Univ. of Minnesota, recognized leader in NK cell therapy and IL-15
biology
• Two clinical programs in progress/planned for most advanced immuno-oncology candidates
• OXS-1550, a novel bispecific antibody drug conjugate (ADC) for B-cell lymphomas and leukemias:
• Two durable complete responses (CR) seen in Phase 1 dose escalation study
• Data from ongoing phase 2 expected in 2H ‘18
• OXS-3550, a novel TriKE for CD33+ hematological malignancies expected to initiate in 2H ‘18
• Portfolio of potentially near-to-market CNS assets with three candidates including niche indications such as
myasthenia gravis for partnering opportunities
• Exclusive license to broad IP estate covering oncology pipeline with exclusive rights to TriKE
and TetraKE platform, ADC Conjugate platform and portfolio of CNS product candidates
• Management Team, Board of Directors and Advisory Board with track record of successful value creation

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