RTW Investments - Investor Profile and Portfolio

Roivant Sciences is developing therapeutics in disease areas such as neurology, oncology, rare diseases, and endocrinology. Its CNS drug pipeline include Intepirdine, a selective 5-HT6 receptor antagonist for mild-to-moderate Alzheimer's disease (phase 3), dementia with Lewy bodies (DLB) (phase 3), gait and balance impairments in dementia (phase 2); Nelotanserin, agonist of the 5-HT2A receptor for visual hallucinations in Lewy body dementia (phase 2), REM behavior disorder (RBD) in DLB (phase 2/3); RVT-103 and RVT-104 for Alzheimer's disease (phase 1) and Lewy body dementia (phase 1). Other drugs in the pipeline include Relugolix for uterine fibroids (phase 3), endometriosis (phase 3) and prostate cancer (phase 3). It is also developing drugs for atopic dermatitis (phase 2), autism (phase 2), female infertility (phase 2) and Farber disease (phase 2).

Developer of drugs based on T-cell receptor technology for the treatment of cancer. The company's proprietary technology is focused on small protein molecules called ImmTACs (Immune mobilizing monoclonal TCRs Against Cancer) that enable the immune system to recognize and kill cancerous or bacterially/virally infected cells. They enable this by recognizing peptide-HLA complexes on the surface of cancer cells and effecting a potent and specific T cell response to destroy cancer cells (through an anti-CD3 antibody fragment). Its lead candidate is IMCgp100, a novel bi-specific immunotherapeutic, which is used for the treatment of uveal melanoma.

Pulmonx is a developer of smart devices for treating pulmonary diseases. The company is focused on developing and marketing minimally-invasive medical devices and technologies for the diagnosis and treatment of pulmonary disorders. It is currently engaged in the design, development, and manufacture of products that will improve the effectiveness and benefits of endoscopic lung volume reduction (ELVR) for patients with severe emphysema. The company's Zephyr Endobronchial Valve (EBV) therapy involves placing small one-way valves in the lung to prevent air from entering the most diseased regions while allowing fluids and trapped air to escape. The company has a CE Mark for the Zephyr Endobronchial Valves and has submitted a CE mark application for the Chartis System.

Allurion Technologies is developing a medical device for weight loss that can be delivered and removed without surgery or endoscopy. Elipse is a procedure less intragastric balloon that is placed and removed without surgery, endoscopy, or anesthesia. It is offered by physicians in conjunction with a medically supervised weight loss program. The Elipse balloon is made of a thin, flexible polymer film. The device is swallowed in a capsule and filled with liquid through a thin delivery catheter, which is then detached. The device remains in the stomach for approximately four months after which the balloon opens, allowing it to empty and pass naturally from the body. Balloons are typically placed in the stomach endoscopically, remain in the stomach for several months, and are then removed endoscopically.