HIGHBuilt-inPipeline
DMR-001
“10-K Item 1A: 'We are substantially dependent on the success of DMR-001, and our anticipated future clinical trials of such product candidate may not be successful.'”
DMRA · Concentration risk · 10-K extracted
Damora Therapeutics (DMRA) concentration risks
Updated
The most significant concentration Damora Therapeutics discloses is DMR-001, 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.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Damora Therapeutics’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH2
MEDIUM0
LOW0
Disclosed concentrations
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).
HIGHOutside partyCounterparty
Paragon Therapeutics (licensor)
“10-K Item 1: 'We have exercised our Option to license exclusive worldwide development and commercialization rights to DMR-001 from Paragon Therapeutics, Inc. ("Paragon")'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Damora Therapeutics' concentration risk is narrow in count but high in share, if not confirmed in probability. The company is substantially dependent on the success of DMR-001, its lead product candidate, and future clinical trials of that candidate may not succeed — a structural, single-asset dependency. That dependency is compounded by the fact that DMR-001 itself is not wholly owned: Damora exercised an option to license exclusive worldwide development and commercialization rights to the compound from Paragon Therapeutics. This means the company faces two layered exposures rather than one — clinical/commercial risk on the molecule itself, plus counterparty risk on the license terms that give Damora its rights to that molecule in the first place. Because both exposures point back to the same single program, there is nothing here that diversifies the risk; a disruption to the Paragon license would be just as consequential as a clinical failure, since either one removes the company's only asset. No customer, geographic, or supplier exposures are disclosed to offset this. For a clinical-stage company with one licensed-in candidate, this is the expected shape of risk, but it leaves essentially no room for one program to underperform.
For the engine’s reasoning on DMRA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| DMRA● | Damora Therapeutics, Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 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.