Signals tracked for TD2 Oncology
The public records we read for TD2 Oncology, ordered by how close each sits to the moment a sponsor chooses the CRO for a Phase 1 or Phase 2 oncology study. Every sponsor on the Accounts tab came out of one of these records, and the record is named there.
How we rank a record
Two questions decide a record's value: how close is it to the CRO decision TD2 wants to be in front of, and can the sponsor pay for the study. A filed statement with a date beats a press release; a press release beats a job posting; a registered trial is usually too late for that study and only matters for the next one.
One record is a reason to look. Two independent records at the same sponsor, such as a financing with a stated IND quarter and a first clinical-operations hire, is a window.
Closest to the decision
Weeks to a quarter before the RFPStatements a sponsor makes because it must, with a date attached and a person's name behind them.
A stated IND quarter in an SEC filing or results release
A sponsor that tells the market when its US IND goes in has, by that date, usually chosen who runs the first-in-human study. The months before that sentence are the window.
From this screenFrom this screen: Nuvectis Pharma, whose August 2026 results release expects the US IND for NXP200 in the fourth quarter, restated by its CEO on September 24, 2026.
A new in-licensed or acquired clinical asset at a small sponsor
A company that just bought a clinical-stage program and raised money to run it has a study with no history and no incumbent CRO.
From this screenFrom this screen: Nuvectis Pharma licensed NXP200 effective July 1, 2026, three months before this review.
A CRO change, termination, or trial restart disclosed in a 10-Q or 8-K
A rescue decision, written in a footnote nobody reads. Rare, dated, and the exact activity a boutique wins.
The next study, not this one
One to three quarters outRegistry and regulatory records that lag the CRO decision for the study they describe but lead the decision for what follows.
A Phase 1 record that stops recruiting at a small sponsor
Dose escalation is done. The Phase 2 or expansion that follows is a new scope, and sometimes a new vendor.
A dated FDA meeting that resets a study's design
An end-of-Phase-1 or Type B meeting with a date on it fixes the next protocol. The operating plan is rewritten in the weeks after.
From this screenFrom this screen: NeOnc Technologies, an end-of-Phase-1 meeting on November 17, 2026; held, because the same vendor sits on every one of its studies.
A US IND cleared with no US trial on the registry
The study is allowed but not started. Site selection and start-up are being bought now, or were just bought.
From this screenFrom this screen: Monopar Therapeutics, a US IND cleared September 2025 with no US study posted; held, because nothing dates the study.
Sponsors crossing into the US
The quarter the first US site opensEx-US sponsors whose home vendor cannot run American sites.
A first US-site Phase 1 at a sponsor that has only run trials at home
A registry record with no sites yet, a company with no clinical-operations officer, and a release that says it will use CROs. The US leg is a separate decision.
From this screenFrom this screen: GNTbm of Taipei, a Phase 1 record posted September 25, 2026 with no sites yet; worked the day a US site appears.
Money before the announcement
Days to weeks before the press releaseThe federal record a private company cannot avoid.
A Form D by a private oncology sponsor
Filed within 15 days of the first sale, often before any press. Alone it is just a raise; joined to a pipeline page with an IND date or a clinical hire, it is a sponsor nobody has called.
From this screenFrom this screen: NextPoint Therapeutics, $33.7 million on a Form D filed July 30, 2026 and no press release since.
Confirming only
Never lead with theseA first head-of-clinical-operations posting
The person who will write the RFP is being hired. It confirms the seam and the timing. It does not carry an account alone.
From this screenFrom this screen: BigHat Biosciences, whose clinical-operations posting assigns vendor selection including CROs, joined to a $75 million Series C and a 2027 first-in-human.
Partnership and designation announcements
Fast Track, orphan status, or a manufacturing partner tells us the program is real. It does not say a CRO decision is open.
What each sponsor arrives with
- The sponsor and the specific record that surfaced it, linked to the filing, registry entry, or release with its date
- The person who would choose the CRO, with title and the page that names them
- The suggested first line and the correction beside it, so nothing claims more than the record shows
Every record is public. Nothing here needs a confidentiality agreement to read.
These records describe where to look and when. Per-sponsor claims live on the Accounts tab with their sources. A record is a reason to call now, not proof that a sponsor is out to bid.