Breaking
NEOPHORE closes oversubscribed Series B extension — Bristol Myers Squibb joins the syndicate Michael Shih named CEO, December 2024 ~$47M raised to drug the DNA mismatch repair pathway Three-year research collaboration with Memorial Sloan Kettering Lead programme targets PMS2 — first-in-class small molecule The plan: switch off MMR, make cold tumours immune-responsive
Immuno-Oncology · Cambridge, UK

NeoPhore

Twenty people in Cambridge are trying to do something counterintuitive to cancer: break its DNA repair on purpose, just long enough for the immune system to notice.

NeoPhore Ltd logo
EXHIBIT A: The company wordmark. Note the lowercase confidence of a firm that would rather show you data than shout. Cambridge, England.

Most cancer drugs try to stop mutations. NeoPhore builds them on purpose. The whole company rests on that one inversion - and on a bet that the immune system, given a reason, will finish the job.

Who they are now

A small lab with a large idea

Walk into NeoPhore today and you will not find a sprawling pharma campus. You will find roughly twenty people - biologists, immunologists, computational scientists - and a single, stubborn thesis pinned to everything they do. The company describes its own approach as one "no-one else is doing," which is the kind of line that is either marketing or a genuine strategic moat. In NeoPhore's case it is closer to the latter, because almost nobody else is trying to drug the DNA mismatch repair pathway on purpose.

In December 2024 the board handed the wheel to Michael Shih, a dealmaker with nearly two decades at Kite Pharma, Biogen and Sanofi. That is a telling appointment. You hire a scientist-CEO to discover a drug; you hire a business-development veteran when you think the science is ready to meet the rest of the world.

"Broadening cancer patient access to powerful, disease-transforming immunotherapy."— NeoPhore, on what it is actually for
The problem they saw

Immunotherapy works. Except when it doesn't.

Checkpoint inhibitors like Keytruda rewrote oncology by taking the brakes off the immune system. But they only work when the immune system has something to aim at. Tumours that carry many mutations produce many "neoantigens" - flags the immune system can recognise as foreign. Tumours that are genetically tidy produce almost none. They are invisible. Immunologists call them cold, and cold tumours shrug off the most celebrated drugs of the last decade.

Here is the cruel arithmetic NeoPhore noticed. The patients who respond best to checkpoint immunotherapy are often those whose cancers already have broken DNA mismatch repair - their tumours mutate freely, flag themselves constantly, and get caught. Everyone else, the large majority, has a tumour that is too well-behaved to be noticed. The problem was never really the immune system. It was the lack of a target.

A tumour that repairs its own DNA perfectly is, paradoxically, the one most likely to escape. Stability is its disguise.— The central tension

Above: the inconvenient truth that launched a company. The neatest cancers are the hardest to catch.

The founders' bet

What if you could make a tumour mutate on demand?

The science traces back to a laboratory insight from Professor Alberto Bardelli and Giovanni Germano, whose research showed that switching off mismatch repair in a tumour caused it to accumulate neoantigens and become visible to the immune system. Published in Nature in 2017, it was the sort of finding that sounds reckless out of context - deliberately making cancer cells more mutated - and elegant once you understand the goal. You are not trying to grow the cancer. You are trying to make it conspicuous.

That year, NeoPhore was spun out of Cambridge-based PhoreMost and the University of Turin, seeded with around £6M from Sixth Element Capital and Innovate UK. The bet was simple to state and brutal to execute: find a small molecule that temporarily blocks the MMR pathway, give the tumour a fresh supply of neoantigens, and let checkpoint immunotherapy do the rest.

Alberto Bardelli

Scientific founder. His lab's work on mismatch repair and neoantigens is the intellectual bedrock of the company.

Giovanni Germano

Scientific founder. Co-author of the 2017 research showing MMR inactivation drives tumour immunity.

Michael Shih

CEO since Dec 2024. Ex-Kite Pharma, Biogen, Sanofi. Brought in to take a maturing pipeline to partners.

"NeoPhore's novel approach to targeting the MMR pathway with small molecule inhibitors."— Dr Robert James, Chairman
The product

Two proteins, one strategy

NeoPhore's pipeline is built around small-molecule inhibitors of specific proteins in the mismatch repair machinery. These are not vaccines and not biologics - they are designed to be pills or infusions that act on the tumour's own genetics. The word "temporarily" matters here: the idea is to block repair just long enough to generate neoantigens, not to leave a patient's healthy cells defenceless.

LEAD PROGRAMME
PMS2
First-in-class small molecule inhibitor designed to induce neoantigen expression and increase tumour immunogenicity.
DISCOVERY
MLH1
Second MMR target, aimed at driving neoantigen creation and sensitising tumours to checkpoint blockade.
PLATFORM
MMRi
Proprietary discovery engine for finding molecules across the mismatch repair pathway.
The cleverness isn't a bigger hammer. It's changing the lock so the immune system's existing key finally fits.— How NeoPhore differs from the field

Pictured: a pipeline with two named targets and the unglamorous patience of early-stage drug discovery.

The NeoPhore timeline

SPIN-OUT TO STRATEGIC INVESTOR · 2017–2024
2017
Spun outFounded from PhoreMost and the University of Turin on Bardelli & Germano's MMR research. ~£6M seed from Sixth Element Capital and Innovate UK.
2020
New leadershipDr Matthew Baker appointed CEO, stepping up from VP Immunology.
2021
£15.2M Series BRound led by Claris Ventures with 2Invest, 3B Future Health Fund, Astellas Venture Management and the CRT Pioneer Fund.
2022
MSK collaborationThree-year research agreement with Memorial Sloan Kettering Cancer Center to test MMRi compounds.
2024
BMS joins & CEO changeBristol Myers Squibb joins an oversubscribed Series B extension; Michael Shih appointed CEO in December.
The proof

Who's writing the cheques

A thesis this contrarian needs validation that isn't its own press release. NeoPhore has collected a few signals worth taking seriously. In 2022 it signed a three-year research collaboration with Memorial Sloan Kettering Cancer Center - the institution where Dr Luis Diaz ran the studies that led to Keytruda's approval for any MMR-deficient cancer. Diaz also sits on NeoPhore's scientific advisory board, which means the clinician whose work proved the concept is helping steer the company built on it.

Then there is the money. Across seed and a much-extended Series B, NeoPhore has raised roughly $47M. The most pointed vote of confidence came in May 2024, when Bristol Myers Squibb - one of the largest immuno-oncology players on earth - joined an oversubscribed extension round. Pharma giants do not casually back small UK biotechs. They do it when the science is interesting enough to keep an eye on from the inside.

Funding, round by round

APPROXIMATE USD · SEED THROUGH SERIES B EXTENSIONS
Seed (2017)
~$8M
Series B (2021)
~$21M
Ext. (2023)
~$7.5M
Ext. (2024)
~$12.2M
Total raised
~$47M
Bars scaled to the ~$47M cumulative total. Figures are approximate, drawn from public announcements; the 2024 BMS-led extension amount was undisclosed.
Bristol Myers Squibb doesn't browse. When it joins your round, the rest of the field starts reading your abstracts.— On the BMS signal, 2024
The mission

Access, not just a molecule

It would be easy to describe NeoPhore as a clever chemistry project. Its own framing is broader and more human: broadening patient access to disease-transforming immunotherapy. The distinction matters. Checkpoint inhibitors already exist. The unmet need isn't a new immune drug - it's a way to let the millions of patients with cold, MMR-proficient tumours benefit from the immune drugs we already have.

That reframes the company's value. If NeoPhore's inhibitors work in combination with checkpoint blockade, they don't compete with the immunotherapy market - they expand who it can serve. A small molecule that makes a tumour eligible for a therapy it was previously immune to is, in commercial terms, a key that unlocks a much larger door.

The goal was never to out-mutate cancer. It was to make the immune system's job possible again.— The mission, plainly
Why it matters tomorrow

The unfinished part

Honesty requires the caveat: NeoPhore is early. It has named targets, a platform, a strong advisory board and serious backers, but it is still a pre-clinical, pre-product company of about twenty people. The history of biotech is littered with elegant theses that did not survive contact with a patient. Inducing mutations on purpose carries real questions about safety and control that only data will answer.

But the upside is the kind that gets a pharma giant to join your cap table. If you can reliably turn cold tumours hot with a pill, you change the addressable population for the entire checkpoint-inhibitor class. That is not an incremental improvement. That is a different map of who immunotherapy can help.

Return to the lab in Cambridge. Twenty people, two protein targets, one inverted idea. They are not trying to cure cancer by force. They are trying to make it visible - and betting that an immune system, finally able to see, already knows what to do.