Seed stage · Pre-formation

Great drugs don't fail.
Their companies do.

Many Phase II/III drug candidates are shelved despite strong efficacy and safety data — not because the science failed, but because they no longer fit a sponsor's financial, strategic, or portfolio priorities. We're building Vanguard, a proprietary platform that finds these assets and identifies the ones with a real, near-term path back to patients — without starting a new clinical development program.

Vanguard — screening logic LIVE
Efficacy signal Non-clinical discontinuation AAP fit
Illustrative — Vanguard applies these three criteria continuously across public and private clinical-development data.
The problem

The molecule usually isn't the reason it's on the shelf

Every year, biotech and pharma sponsors discontinue clinical-stage candidates that already cleared human trials. They're written off not because they failed — but because the company around them did.

Regulatory friction

A regulator asks for more data on the full population, while a smaller subgroup already showed a real, high-unmet-need response — too narrow for the sponsor to keep chasing.

Capital freeze

The sponsor runs out of cash before the program finishes — an operating decision with nothing to do with how the molecule performed.

Strategic pivot

A merger, a bankruptcy, or a sudden change in priorities moves the asset to the bottom of the list — regardless of the data behind it.

The thesis

We're not discovering drugs. We're recovering them.

Vanguard screens shelved and discontinued clinical-stage assets against three criteria. Pass all three, and an asset is actionable — no new trial required.

01

Proven in the clinic

Demonstrated safety and a real efficacy signal — even if only in a subgroup, not the full trial population.

02

Not a clinical failure

Discontinued for financial, strategic, or corporate reasons only — never for lack of clinical merit.

03

Fits a fast regulatory path

A rare-disease or high-unmet-need subgroup with strong efficacy and safety data, eligible for direct entry into France's AAP.

Already in motion: using only public data and our own scoring framework — no outside capital — we've identified multiple shelved, clinically-safe candidates that meet this criteria today. They're actionable the moment we license one.
The tech stack

Vanguard: the engine behind every deal

We built our first pipeline by hand — reading trial registries, regulatory filings, and conference abstracts ourselves, with zero outside capital and no paid data license. Vanguard turns that manual process into an always-on system that finds the next asset automatically.

Continuous data ingestion

The system pulls continuously from clinical trial registries, regulatory filings, conference abstracts, company disclosures, and paid private databases — at machine scale, around the clock.

Automated framework scoring

Every candidate is scored against the same proprietary criteria: proven clinical efficacy, a non-clinical discontinuation reason, and a credible path into the AAP — the exact framework that found our current pipeline.

An always-on deal engine

Instead of one founder-led search, the system runs continuously — surfacing ranked, actionable candidates as new data goes public, so sourcing keeps compounding instead of resetting with every deal.

What Vanguard reads, continuously
Clinical trial registries
Regulatory filings
Conference abstracts
Company disclosures
Private & paid databases
From candidate to deal: a qualified asset moves from Vanguard's prediction engine into a low-cash in-license — equity plus back-ended milestones — held in a single-asset entity built around that program. No lab, no new clinical trial, no shared cap table across assets.
The opportunity

If this thesis fits your mandate, we'd like to show you more.

We're raising a seed round to license our first asset, bring it through France's AAP, and continue building Vanguard's sourcing platform. If you invest in clinical-stage biotech, distressed pharma assets, or platform-driven deal sourcing, this is worth a conversation.