EQUITY RESEARCH MEMO

Epics Therapeutics

Generated 5/10/2026

Executive Summary

Conviction (model self-assessment)60/100

Epics Therapeutics is a clinical-stage biotechnology company pioneering small-molecule modulators of RNA epigenetics, an emerging field that targets the epitranscriptome to disrupt tumor-promoting networks. Based in Leuven, Belgium, the company’s lead program, EP102, is a potent and selective inhibitor of METTL3, a key RNA methyltransferase implicated in cancer progression. EP102 is currently advancing in early clinical trials for solid tumors, representing a first-in-class approach to modulate RNA modifications. The company’s platform has the potential to address multiple oncology indications by altering the expression of oncogenes and tumor suppressors at the post-transcriptional level. With a strong scientific foundation and a novel mechanism of action, Epics Therapeutics is positioned to become a leader in epitranscriptome-based therapies. The company continues to generate preclinical and clinical data to support the advancement of EP102 and expand its pipeline into additional cancer types and combination regimens.

Upcoming Catalysts (preview)

  • Q3 2026Initial Phase I data readout for EP102 in solid tumors65% success
  • Q4 2026Initiation of Phase Ib/II combination study with checkpoint inhibitor50% success
  • Q2 2026Announcement of strategic partnership or financing round70% success
Locked sections
  • · Pipeline Analysis
  • · Competitive Landscape
  • · Catalyst Calendar (full 12-month)
  • · Bull Case
  • · Bear Case
  • · Counterfactual Scenarios
  • · Valuation Notes
  • · SEC Filing Highlights
  • · Insider Activity
  • · Literature Watch
  • · Patent Landscape
  • · Mechanism Cluster Map
  • · Audio Briefing (5 min)