EQUITY RESEARCH MEMO

Remedy Plan Therapeutics

Generated 5/11/2026

Executive Summary

Conviction (model self-assessment)65/100

Remedy Plan Therapeutics is a San Diego-based private biotechnology company pioneering first-in-class small molecule inhibitors of NAMPT, an enzyme critical for tumor metabolism and cancer stem cell maintenance. Their lead candidate, RPT1G, is a hyperbolic NAMPT inhibitor designed to circumvent the on-target toxicities that have historically hindered this target class. By disrupting NAD+ synthesis, RPT1G aims to halt tumor growth and prevent metastasis through selective targeting of cancer stem cells. The company has advanced RPT1G into Phase 2 clinical trials, positioning it as a potential best-in-class therapy for multiple solid tumors. With a novel mechanism and a focus on overcoming prior limitations, Remedy Plan represents a high-risk, high-reward opportunity in oncology. The company's progress through Phase 2 suggests validation of their differentiated approach, though clinical data and safety profiles remain key milestones to watch.

Upcoming Catalysts (preview)

  • Q3 2026Phase 2 interim data readout for RPT1G in solid tumors40% success
  • TBDPotential partnering or licensing deal for RPT1G30% success
  • Q3 2026Initiation of Phase 2 expansion cohorts in additional indications50% 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)