Updated
The most significant concentration Contineum Therapeutics discloses is PIPE-791, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Contineum Therapeutics’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1: 'Our wholly-owned lead asset, PIPE-791, is a novel, brain penetrant, small molecule inhibitor of the lysophosphatidic acid 1 receptor ("LPA1R") in development for idiopathic pulmonary fibrosis ("IPF") and chronic pain.'”
“10-K Item 1: 'J&J has sole discretion whether or not to further develop PIPE-307 for RRMS, MDD, or any other indication.'”
Contineum Therapeutics' concentration risk combines a high-share pipeline dependency with a moderate partnership-based exposure. The company's wholly-owned lead asset, PIPE-791, is a novel, brain-penetrant small molecule inhibitor in development for idiopathic pulmonary fibrosis and chronic pain — a structural concentration reflecting the company's reliance on this single program as its primary value driver. Separately, the company has partnered PIPE-307 with Johnson & Johnson, which holds sole discretion over whether to further develop the asset for relapsing-remitting multiple sclerosis, major depressive disorder, or any other indication — a moderate-share dependency risk, since the program's fate rests on a decision by one external counterparty rather than the company itself. These two exposures are distinct in character: the PIPE-791 concentration is a structural feature of being a clinical-stage company built around one wholly-owned lead asset, while the J&J relationship is a genuine dependency where a single partner's go/no-go decision could determine the outcome of a separate program. Of the two, the PIPE-791 concentration is the more consequential for the overall verdict, given it is the company's primary, wholly-owned asset.
For the engine’s reasoning on CTNM’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| CTNM● | Contineum Therapeutics, Inc. | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.