On May 6, 2026 Pathos AI, a clinical-stage AI and technology company advancing its own pipeline of cancer therapies, reported the acquisition of a majority stake in DeuterOncology, a Belgium-based company developing DO-2, a third-generation MET kinase inhibitor for patients with MET-altered cancers. The asset was systematically identified, evaluated, and advanced to acquisition through the Pathos Foundry platform.

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Identified by Foundry

As part of its core operations, Pathos utilizes Foundry to continuously analyze large-scale clinical and scientific datasets, including conference proceedings, regulatory filings, published trial data, and proprietary real-world evidence. This enables Pathos to identify high-potential, undervalued oncology assets in a systematic and unbiased way.

In late 2025, Foundry flagged DO-2 as a top-ranked candidate based on its mechanism of action, pharmacokinetic profile, early clinical signal, and probability of success relative to the competitive landscape. Foundry then evaluated its clinical merit, translational feasibility, competitive positioning, and acquisition viability to generate a composite recommendation. The entire process, from initial identification to management’s final investment decision, was completed in a fraction of the time required by traditional due diligence.

"The traditional approach to finding clinical assets is built on relationships, conference presence, and reputation. Foundry is built on data," said Iker Huerga, CEO of Pathos AI. "It evaluates every asset purely on its merits — mechanism, pharmacokinetics, clinical signal, and probability of success. DO-2 scored at the top of our models. Ultimately, the best molecule wins."

A Highly Differentiated MET Inhibitor

MET inhibitors are an established therapeutic class for MET-altered Non-Small Cell Lung Cancer (NSCLC), but every approved agent is limited by peripheral edema rates of 62-82%, frequently requiring dose reductions and treatment discontinuation.

DO-2’s deuterated structure and "fast on / fast off" binding kinetics deliver potent MET inhibition for 8-12 hours per day. This provides sufficient target coverage for robust antitumor activity without causing the sustained endothelial damage that drives chronic edema.

In a Phase 1 study of 28 patients, DO-2 demonstrated 100% tumor shrinkage in all evaluable MET exon 14 skipping NSCLC patients (10/10). It also demonstrated a superior safety profile with zero Grade 4 adverse events, and a peripheral edema rate of just 5% (versus 62-82% for competitors), and a highly convenient 60 mg once-daily oral dose. Patent exclusivity extends to December 2040.

"Pathos’s ability to recognize the potential of this program through rigorous, data-driven analysis is exactly the kind of conviction that will bring DO-2 to the patients who need it," said Dr. Timothy Perera, Founder and CEO of DeuterOncology.

Powered by Foundry

Foundry doesn’t just find drugs. It develops them. The platform is composed of thousands of AI agents working in parallel, powered by the Pathos Oncology Foundation Model. These agents identify undervalued assets and propose portfolio decisions for management. Throughout the entire development lifecycle, Foundry continuously analyzes the totality of emerging data to ensure Pathos programs maintain the highest possible probability of success while directly supporting clinical trial execution.

The same system that identified DO-2 will now guide its clinical development. DO-2 is one of four major portfolio decisions made through Foundry in Q1 2026 alone.

"We are not interested in process automation. We are redesigning drug development from first principles," said Huerga. "DO-2 is proof that the system works."

(Press release, Pathos AI, MAY 6, 2026, View Source [SID1234665238])

On May 6, 2026 Context Therapeutics Inc. ("Context" or the "Company") (Nasdaq: CNTX), a clinical-stage biopharmaceutical company advancing T cell engaging ("TCE") bispecific antibodies for solid tumors, reported its financial results for the first quarter ended March 31, 2026, and reported on recent and upcoming business highlights.

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"We continue to execute across our pipeline and believe we are making meaningful scientific and operational progress," said Martin Lehr, Chief Executive Officer of Context Therapeutics. "We remain on track to report Phase 1a interim clinical data from our lead program, CTIM-76, in June 2026. This update is expected to include preliminary safety, efficacy, and other correlative results. In addition, we continue to anticipate reporting Phase 1a clinical data from our CT-95 program in September 2026."

Mr. Lehr added, "In April, we received approval in Australia to advance the development of CT-202, marking an important milestone as we prepare to initiate a first-in-human clinical study later this year. We look forward to evaluating CT-202 in the clinic, and we believe this program further supports our strategy of advancing differentiated T cell engaging therapeutics for patients with significant unmet medical needs."

Recent and Upcoming Business Highlights

Pipeline Highlights

In April 2026, Context announced that the U.S. Food and Drug Administration ("FDA") granted Fast Track Designation to CTIM-76, a CLDN6 x CD3 TCE bispecific antibody, for the treatment of platinum-resistant ovarian cancer in patients that have received all standard of care therapies.
In April 2026, Context presented preclinical data for CT-202, a Nectin-4 x CD3 TCE bispecific antibody, at the American Association for Cancer Research (AACR) (Free AACR Whitepaper) Annual Meeting 2026.
In April 2026, Context received Human Research Ethics Committee ("HREC") approval and Clinical Trial Notification ("CTN") acknowledgement by the Australian Therapeutic Goods Administration ("TGA") to initiate a first-in-human Phase 1 clinical trial of CT-202.

Corporate Highlights

In March 2026, Context presented at the TD Cowen 46th Annual Health Care Conference, the Citizens Life Sciences Conference and the Leerink Partners Global Healthcare Conference.
In February 2026, Context presented at the Guggenheim Emerging Outlook Conference.

First Quarter 2026 Financial Results

Cash and cash equivalents were $54.5 million at March 31, 2026, compared to $66.0 million at December 31, 2025. The Company expects its cash and cash equivalents will be sufficient to fund its operations into mid-2027.
Research and development ("R&D") expenses were $7.0 million for the first quarter of 2026, as compared to $3.5 million for the first quarter of 2025. The increase in R&D expenses was primarily driven by higher CTIM-76 expense of $1.2 million, higher CT-202 expense of $0.9 million, higher personnel-related costs of $0.8 million, and higher CT-95 expense of $0.6 million.
General and administrative expenses were $2.3 million for the first quarter of 2026, as compared to $2.1 million for the first quarter of 2025. The increase was primarily driven by increases in salaries and personnel-related costs, including share-based compensation. Professional fees also increased by approximately $0.1 million as compared to the same period in 2025.
Other income was $0.7 million for the first quarter of 2026, as compared to $1.0 million for the first quarter of 2025, primarily due to lower interest income earned on cash and cash equivalent balances.
Context reported a net loss of $8.7 million for the first quarter of 2026, as compared to $4.6 million for the first quarter of 2025.

(Press release, Context Therapeutics, MAY 6, 2026, View Source [SID1234665237])

On May 6, 2026 Zelluna (OSE: ZLNA), a company pioneering allogeneic "off-the-shelf" T Cell Receptor-based Natural Killer (TCR-NK) cell therapies for the treatment of solid cancers, reported that the first clinical site in the ZIMA-101 Phase 1 trial has now been activated.

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This marks the transition of the study from clinical preparation to active trial execution of the ZIMA-101 study.

The first activated clinical site is The Christie NHS Foundation Trust in the United Kingdom, where Professor Fiona Thistlethwaite serves as Chief Investigator for the study.

ZIMA-101 is a first-in-human Phase 1 trial evaluating ZI-MA4-1, Zelluna’s lead TCR-NK product candidate.

On 20 February 2026, Zelluna announced that the Medicines and Healthcare products Regulatory Agency (MHRA) and Research Ethics Committee (REC) had approved the Company’s Clinical Trial Application (CTA) for ZIMA-101 in the UK.

Activation of the second clinical site, The Royal Marsden, is expected in the near term.

"This is an important milestone for Zelluna. With the first clinical site now activated, we are entering the execution phase of the ZIMA-101 study. Our focus is now on advancing clinical execution, including patient screening and progression toward first patient dosing" says CEO Namir Hassan.

Zelluna has previously communicated that initial clinical data from the ZIMA-101 study are expected to emerge from mid-2026.

(Press release, Zelluna Immunotherapy, MAY 6, 2026, View Source [SID1234665236])

On May 6, 2026 InnoCare Pharma (HKEX: 9969; SSE: 688428), a leading biopharmaceutical company focusing on the treatment of cancer and autoimmune diseases, reported that the Center for Drug Evaluation (CDE) of the China National Medical Products Administration (NMPA) has approved the Investigational New Drug (IND) application to initiate a clinical trial of its novel CDH17 targeted ADC, ICP-B208.

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CDH17 is a calcium-dependent cell adhesion protein that plays a key role in tumor cell proliferation, migration, and metastasis. Its tumor-restricted expression and functional role in cancer biology make CDH17 an attractive and differentiated target for ADC therapy, which can be developed for the treatment of gastrointestinal cancers, including colorectal, gastric, pancreatic ductal adenocarcinoma, and biliary tract cancer. Currently, there are no approved CDH17 targeted ADCs globally.

ICP-B208 is a novel ADC comprising a humanized anti-CDH17 monoclonal antibody conjugated to a potent, in-house developed payload via a protease-cleavable linker. This design enables significantly enhanced tumor-killing effects with improved stability and safety. Preclinical studies show that ICP-B208 demonstrates good anti-tumor activity even in CDH17-low tumors, and improved cell killing activity compared to similar drugs.

ICP-B208 is the second novel ADC to enter into clinical development by the Company’s in-house developed ADC platform, following ICP-B794, a novel B7-H3 targeted ADC. As the platform continues to evolve, the Company is poised to expand its portfolio with multiple differentiated ADC candidates.

Dr. Jasmine Cui, Co-Founder, Chairwoman, and CEO of InnoCare, said, "The approval of the clinical trial of ICP-B208 marks another milestone in our solid tumor pipeline and validates the huge drug development potential of our ADC platform. We will continue to expand our portfolio with multiple ADC candidates and bring new hope to cancer patients worldwide."

(Press release, InnoCare Pharma, MAY 6, 2026, View Source [SID1234665235])

On May 6, 2026 Avacta Therapeutics (AIM: AVCT, "the Company", "Avacta"), a clinical stage biopharmaceutical company developing pre|CISION, a tumor-activated oncology delivery platform, reported it will present two new developments at its Science Day 2026 event.

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The Company is presenting comparative analyses of pre|CISION payload delivery via one of its programs, AVA6103, compared with now two approved Antibody-Drug Conjugates (ADCs).It is also presenting updated in vivo studies of the dual payload delivery system in another program, AVA6207.

Christina Coughlin, CEO of Avacta, commented:

"These presentations further underline the potential of our unique pre|CISION technology to improve treatment options for cancer patients.

"Providing data analysis of two ADCs, including Enhertu, as part of the AVA6103 program, further demonstrates the alignment of the ADC mechanism and highlights the critical advantages of our pre|CISION delivery directly to the tumor with higher selectivity, regardless of the ADC target.

"The data with our pre|CISION technology to deliver dual payloads has now demonstrated for the first time an efficacy advantage over single payload ADCs in a FAP-low and HER2-positive patient-derived cancer model.

"We continue to build momentum and enhance our IP – at a pace that we are confident exceeds industry norms."

AVA6103: The new data analyses in the AVA6103 program comparing pre|CISION FAP-cleavable exatecan delivery with those of leading marketed ADCs have been extended to Datroway, an ADC targeting the TROP2 antigen, as well as Enhertu an ADC targeting the HER2 antigen.

Details of these studies:

All three of these drugs (AVA6103, Enhertu and Datroway) feature tumor-targeted delivery of topoisomase I inhibitors (exatecan or deruxtecan) and these comparisons are designed to address the differences in the payload delivery and control for the differences in cancer models
The delivery kinetics of exatecan (derived from AVA6103) and deruxtecan (derived from Enhertu or Datroway) demonstrate more rapid tumor penetration of released exatecan from AVA6103 (Tmax of minutes, AVA6103 versus Tmax >24 hours, Enhertu or Datroway) and higher maximal concentration (Cmax) of released payload in the tumor with differences observed of over 1-log
The tumor selectivity index (TSI) is a measure of the overall exposure (area under the curve, AUC) in the tumor vs. the bloodstream (TSI = AUC[tumor/plasma]) which is at least 3 times higher with released exatecan from AVA6103 than either released deruxtecan from Enhertu or Datroway
The Company is planning to publish these findings at an upcoming academic meeting and in a peer-reviewed journal
AVA6207: The in vivo data in the AVA6207 program show the dual payload delivery demonstrating prolonged deep complete responses despite tumor regrowth with the conventional cytotoxic drugs. Initial data was published at AACR (Free AACR Whitepaper) 2026 last month and has been updated.

Findings include:

Results indicate that deep and durable complete responses are observed in the FAP-high model, HEK-FAP where tumors regrow with conventional therapy.
In the FAP-low/HER2-positive patient derived xenograft model of gastric cancer, durable responses with AVA6207 are observed where tumor regrowth is observed with Enhertu. These results suggest optimal treatment with the combination is more effective in this model than the deruxtecan-based ADC.
The investor Science Day 2026 event is being held at the Royal Society of Chemistry, Burlington House, Piccadilly, London W1J 0BA, starting at 10.30am. Attendance capacity is limited, so attendance is limited to those who have received confirmation of registration previously. The presentations will be recorded and published on the Company website in due course.

Enhertu is a registered trademark of Daiichi Sankyo Company, Limited and AstraZeneca. Datroway is a registered trademark of Daiichi Sankyo Company, Limited.

(Press release, Avacta Life Sciences, MAY 6, 2026, View Source [SID1234665234])