EQUITY RESEARCH MEMO

Pepticom

Generated 5/22/2026

Executive Summary

Conviction (model self-assessment)60/100

Pepticom is an Israeli biotech pioneering AI-driven generative design to discover novel therapeutic peptides. Its platform combines reinforcement learning, first-principles modeling, and structural data to explore a vast peptide space of ~10⁸⁰ candidates, generating peptides with enhanced stability, oral bioavailability, and target specificity. The company's lead program is an oral IL-17 inhibitor for plaque psoriasis, aiming to offer a convenient oral alternative to injected biologics. Pepticom plans to expand into other high-unmet-need indications. Founded in 2020 and currently preclinical, Pepticom has raised funding to advance its lead candidate toward the clinic.

Upcoming Catalysts (preview)

  • Q3 2026Completion of IND-enabling studies for oral IL-17 inhibitor70% success
  • Q1 2027IND filing with FDA60% success
  • Q2 2027Initiation of Phase 1 clinical trial50% 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)