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Amplia Therapeutics Ltd ASX:ATX

1 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 3 managers in total.

Position history by manager 3 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20252026

31 Oct 2024 to today

Commentary Showing 2 of 9

DateManagerActionSummary

30 Jun 2026Acorn CapitalHeldAcorn Capital continues to hold Amplia Therapeutics Ltd (ASX: ATX), which fell 36.9% and gave back much of its strong March quarter gains as the speculative end of the biotech market cooled. Acorn notes this occurred despite continued positive newsflow. Amplia presented at the ASCO annual meeting in June, highlighting the potential for its lead FAK inhibitor narmafotinib to be combined with KRAS inhibitors in pancreatic cancer, and it commenced the first stage of a registration-enabling Phase 2b trial.

BiotechnologyQuarterly Report, price recorded $0.14

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30 Apr 2026Acorn CapitalHeldAcorn Capital continues to hold Amplia Therapeutics following a 36.2% share price decline, which partially reversed a 95.8% gain recorded in March. Acorn notes the decline followed the company's decision to halt its US clinical trial combining narmafotinib with a form of chemotherapy, opting instead to focus on other clinical studies combining the drug with alternative treatment types for pancreatic cancer. Acorn expresses support for this change in clinical development approach, suggesting the fund views the strategic pivot as a constructive step in optimising the development pathway for narmafotinib.

BiotechnologyMonthly Report, price recorded $0.15

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7 more comments on ATXPro shows every comment, with a link to each source document.

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First mention by manager

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Price at first mentionThe share price recorded when each of 3 managers first commented on ATX.

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Articles

30 Apr 2026Amplia Therapeutics ATX Fund Manager Commentary and Investment Thesis

About Amplia Therapeutics Ltd

Healthcare, Biotechnology

Amplia Therapeutics (ASX:ATX), a pancreatic cancer drug developer, has been volatile around clinical results. In April 2026, Pengana and Acorn reported Amplia fell 36% after discontinuing a study combining its drug with the intensive chemotherapy regimen FOLFIRINOX. In March, both managers highlighted very encouraging results from its ACCENT trial, with five complete responses among 65 pancreatic cancer patients, confirmed by independent central analysis, driving a 57% rise. Amplia Therapeutics operates in the Healthcare sector within the Biotechnology industry, and Thesis Tracker has captured 8 comments from 3 fund managers, including Pengana and Acorn Capital. Founded in 2000 and based in Melbourne, Amplia develops drug candidates for cancer and fibrosis, led by narmafotinib, a focal adhesion kinase inhibitor being studied in combination with chemotherapy for advanced pancreatic cancer, which has received FDA fast track and orphan drug designations.

Market cap: $51m
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%
52-week range: $0.10 to $0.28

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Amplia Therapeutics Ltd (ASX:ATX)?

Fund managers including Pengana Capital Group, SG Hiscock & Company and Acorn Capital have invested in Amplia Therapeutics Ltd (ASX:ATX).

What opportunities or catalysts do fund managers highlight for Amplia Therapeutics Ltd?

Pengana and Acorn highlight encouraging ACCENT trial results with five complete responses in pancreatic cancer patients, which could support further development and partnering.

What are the key risks to the Amplia Therapeutics Ltd investment thesis, according to fund managers?

Pengana and Acorn note the discontinuation of a combination study with FOLFIRINOX caused a 36% share price fall, highlighting clinical development risk.

What does Amplia Therapeutics Ltd (ASX:ATX) do?

Amplia Therapeutics Ltd. is an Australian biotechnology company based in Melbourne. Founded in 2000, the firm specializes in developing drug candidates for oncology and chronic fibrosis. Its core platform utilizes immuno-modulator microparticles designed to activate the immune system against cancers and infections, while also modulating mechanisms related to autoimmune conditions like multiple sclerosis. The company remains focused on drug development across these therapeutic areas.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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