MOLECULAR PARTNERS (MOLN) Company Report

Analyst Coverage

Research analysts who have asked questions during MOLECULAR PARTNERS earnings calls.

Joris Zimmermann

Octavian AG

3 questions for MOLN

Richard Vosser

JPMorgan Chase & Co.

3 questions for MOLN

Also covers: ARGX, AZN, NVO +2 more

Chiara Montironi

Kempen & Co

2 questions for MOLN

Also covers: YMAB

Jonathan Chang

Leerink Partners

2 questions for MOLN

Also covers: ADAP, GMAB, IMCR +10 more

Michael Nedelcovych

TD Cowen

2 questions for MOLN

Also covers: BHC, CHRS, NVO +4 more

Latest news

Recent press releases and 8-K filings for MOLN.

Molecular Partners Discusses Favorable MP0712 Clinical Data and Phase I/II Trial Opening

MOLN

New Projects/Investments

Guidance Update

Molecular Partners presented favorable clinical imaging and dosimetry data for its DLL3 targeting radiotherapeutic, MP0712, showing strong tumor uptake and retention with healthy organ washout, and absorbed doses within safety limits for Lead-212.
The phase I/II trial for MP0712 is now open and ready for screening, with initial patients expected to enter in the coming weeks.
The company anticipates providing safety updates in H1 2026 and expects to show activity in Q2, Q3, and Q4 2026, with response rate data projected for late 2026 or early 2027.
Molecular Partners is also exploring the potential use of Actinium-225 as an alternative isotope for future projects, emphasizing its "radionuclide agnostic" approach.

2 days ago

Transcript

Molecular Partners Provides Update on MP0712 Radio-DARPin Therapeutic

MOLN

New Projects/Investments

Product Launch

Guidance Update

Molecular Partners (MOLN) is progressing its first Radio-DARPin Therapeutic, MP0712 (212Pb x DLL3), for Small Cell Lung Cancer (SCLC) into the clinic, with new patient imaging and dosimetry data presented.
The Phase 1/2a study for MP0712 is a First-in-Human, US multicenter trial for SCLC and other neuro-endocrine cancers, which is open in the US with first patient dosing imminent.
Initial safety data for MP0712 is anticipated in H1 2026, and initial activity in H2 2026.
Patient imaging and dosimetry data indicate favorable biodistribution with specific tumor uptake and healthy organs remaining within EBRT limits at anticipated doses.

2 days ago

Presentation

Molecular Partners Announces MP0712 Imaging and Dosimetry Data Presentation

MOLN

New Projects/Investments

Product Launch

Molecular Partners presented first patient imaging and dosimetry data of MP0712, its DLL3-targeted Radio-DARPin candidate, at the 8th Theranostics World Congress (TWC) from January 29-February 1, 2026.
The data, generated from five evaluable patients, showed specific uptake and robust accumulation of MP0712 in tumor lesions with limited uptake in healthy tissues, supporting its clinical development for DLL3-expressing cancers.
The Phase 1/2a study for MP0712 is currently open in the U.S., with initial clinical data expected in 2026.
Molecular Partners will host a conference call on February 2, 2026, at 8 AM ET (2 PM CET), joined by renowned nuclear medicine expert Prof. Ken Herrmann, M.D., to discuss the new clinical data.

3 days ago

Press Release

Molecular Partners Highlights Radiotherapy Program MP0712 and 2026 Milestones

MOLN

New Projects/Investments

Product Launch

Guidance Update

Molecular Partners' primary focus for 2026 is on its MP0712 program, a DLL3-targeted DARPin for radiotherapy, which is expected to drive value.
The Phase 1/2 clinical trial for MP0712 in small cell lung cancer is now opening, with the first U.S. site active and patient screening underway.
Key data readouts for MP0712 are anticipated throughout 2026, including dosimetry data in January, safety results in the first half, and case studies of activity in the second half.
The company is well-capitalized with $116 million (CHF 93 million) in cash.
Molecular Partners has a 50/50 partnership with Orano Med for the supply of Lead-212, a radioisotope used in their DLL3 program.

Jan 15, 2026, 6:30 PM

Transcript

Molecular Partners Outlines Focus on Radiotherapy Program MP0712 and Clinical Timelines

MOLN

New Projects/Investments

Guidance Update

Molecular Partners' primary focus for value creation in 2026 is MP0712, a DLL3-targeted DARPin for radiotherapy in small cell lung cancer.
The Phase 1/2 trial for MP0712 is opening, with initial dosimetry data expected in January 2026, safety results in the first half of 2026, and activity (case studies) in the second half of 2026.
The company is well-capitalized with $116 million (CHF 93 million) in cash.
Molecular Partners maintains a 50/50 partnership with Orano Med for the DLL3 program, ensuring access to Lead-212 isotope supply.
Other pipeline programs include MPO 317, with first results anticipated in 2027, and MPO 533, which is completing its Phase 1 trial.

Jan 15, 2026, 6:30 PM

Transcript

Molecular Partners Provides Pipeline and Financial Update

MOLN

New Projects/Investments

Guidance Update

Clinical-stage biotech Molecular Partners (MOLN) is financed with approximately USD 116 million (as of December 31, 2025) to fund operations until 2028.
The company's oncology pipeline includes MP0712, a Radio-DARPin therapeutic for lung cancer, with a Phase 1/2a study open in the US, anticipating initial safety data in H1 2026 and activity data in H2 2026.
Molecular Partners has a global partnership with Orano Med for the development of up to 10 212Pb Radio-DARPin Therapeutics, including MP0712 and MP0726, with 4 programs under a 50:50 cost and share split.
Key milestones for 2026 include progressing MP0726 towards First-in-Human imaging, an H1 2026 update on MP0533 dose escalation, and H1 2026 lead candidate selection for Switch-DARPin.

Jan 15, 2026, 6:30 PM

Presentation

Molecular Partners Highlights MP0712 Radiotherapy Program and Financial Position at J.P. Morgan Healthcare Conference

MOLN

New Projects/Investments

Guidance Update

Molecular Partners is prioritizing its MP0712 (DLL3-targeted DARPin) radiotherapy program, with the first phase one site now open in the U.S. and patient screening underway.
The company anticipates releasing full data from a named patient access program for MP0712 at the TWC conference in late January 2026, with safety results and initial activity case studies from the phase one dose escalation expected in the second half of 2026.
Molecular Partners reported being well capitalized with $116 million (CHF 93 million) in cash.
The company maintains a 50/50 partnership with Orano Med for the supply of Lead-212 isotope, crucial for the DLL3 program.
Other programs, MPO 317 and MPO 533, are progressing via investigator-initiated trials (IITs) following initial phase one data.

Jan 15, 2026, 6:30 PM

Transcript

Molecular Partners Highlights Clinical Development Progress and Financial Outlook

MOLN

New Projects/Investments

Guidance Update

Molecular Partners reported unaudited cash and cash equivalents of CHF 93.1 million as of December 31, 2025, which is projected to fund operating expenses and capital expenditure requirements until 2028.
The company initiated a Phase 1/2a study for its lead Radio-DARPin MP0712, with the first patient dosing expected in Q1 2026 and initial clinical data anticipated in 2026.
A Phase 2 investigator-initiated trial for MP0317 in cholangiocarcinoma is now open with patient dosing ongoing, and a Phase 1/2a trial for MP0533 is progressing, with an update on its clinical development path planned for H1 2026.
Molecular Partners intends to nominate a lead Switch-DARPin candidate for development in H1 2026.

Jan 12, 2026, 10:00 PM

6-K

Molecular Partners Provides Clinical Development Update and 2026 Milestones

MOLN

New Projects/Investments

Guidance Update

Molecular Partners reported unaudited cash and cash equivalents of CHF 93.1 million as of December 31, 2025, which is projected to fund operating expenses and capital expenditure requirements until 2028.
The Phase 1/2a study for lead Radio-DARPin MP0712 has been initiated, with first patient dosing expected in Q1 2026 and initial clinical data anticipated in 2026.
A Phase 2 investigator-initiated trial for MP0317 is now open with patient dosing ongoing for cholangiocarcinoma.
Updates on the clinical development path for MP0533 and the nomination of a lead Switch-DARPin candidate are planned for H1 2026.

Jan 11, 2026, 8:00 PM

Press Release

Molecular Partners Presents Updated Data from MP0533 Phase 1/2a Trial in AML

MOLN

New Projects/Investments

Molecular Partners presented updated data from its Phase 1/2a trial of MP0533 for acute myeloid leukemia (AML) at the ASH Annual Meeting on December 7, 2025.
As of September 1, 2025, the trial treated 54 patients, with eight of 48 evaluable patients achieving a response, including five composite complete responses and three morphologic leukemia-free states.
The data indicates that patients with low bone marrow blast counts at baseline (less than 20%) are most likely to benefit from MP0533, as six of the eight responders had this characteristic.
The densified dosing regimen of MP0533 demonstrated feasibility, an acceptable safety profile, and clinical benefit, with further data from cohort 10 expected in 2026.