Healthcare Portfolio

Stellar Healthcare

Three companies, each working on a specific, documented problem in healthcare: controlled-substance generics, chemotherapy resistance, and opioid risk prediction.

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WES Pharma is a DEA-certified U.S. generic pharmaceutical manufacturer based in Westminster, Maryland. The company operates a 32,000 sq ft FDA cGMP facility with an active DEA Schedule II-V manufacturing registration. Roughly 200 facilities in the entire United States hold this license. WES targets controlled substance generics in CNS, ADHD, sleep, and pain management.

$3.84B
Total addressable market across 15 pipeline targets (2024 branded sales)
17
ANDA approvals across oral solids, liquids, suspensions, ODTs
~200
Total U.S. facilities holding a DEA Schedule II-V mfg. license
$27B+
Projected U.S. ADHD, CNS & pain generics market by 2030

The DEA Moat

Offshore generic manufacturers cannot hold a U.S. DEA manufacturing registration for Schedule II-IV controlled substances. WES already holds this license, along with an established DEA quota history that no new entrant can replicate.

Quota History

DEA allocates annual Schedule II production quotas based on production history. WES's existing quota record is a defensible asset.

Complex Dosage Forms

Oral suspensions, solutions, chewable ER tablets, and ODT formulations require specialized expertise beyond standard oral solids.

Policy Tailwinds

Buy America preferences, FDA scrutiny of offshore supply chains, and VA/DoD procurement all favor a Maryland facility with Tier-1 distributor relationships already in place.

Bacteria that live in and around tumors release a protein called DnaK, which lowers p53. Cisplatin and 5-FU need p53 to work. DnaK Therapeutics is building a drug that blocks bacterial DnaK and a test that finds the patients who carry it. The company is based at USF CONNECT in Tampa and is funded in part by a 2025 award from the Casey DeSantis Florida Cancer Innovation Fund.

10
Peer-reviewed papers since 2018, three in PNAS
25%
Better anti-cancer effect in published cell studies
2025
Florida Cancer Innovation Fund research award
US · PCT · India
Patent applications filed, not yet issued

Cancer-Associated Bacteria

Fusobacterium nucleatum, Helicobacter pylori, and several Mycoplasma species live in and around tumors in the digestive tract and beyond. All three release a nearly identical form of DnaK.

The DnaK Mechanism

Bacterial DnaK lowers p53, the protein that stops a damaged cell from dividing. It also blocks DNA repair. Without enough p53, cisplatin and 5-FU do less.

The Inhibitor

Small-molecule inhibitors of bacterial DnaK, given alongside a patient's existing chemotherapy, are meant to bring p53 back and restore the drugs' effect.

Research Pipeline

Track 1
DnaK Inhibitor Development

Lead optimization. Dozens of candidate molecules are being tested for safety, efficacy, and off-target effects.

Track 2
AI Screening with GATC Health

GATC Health's predictive AI is narrowing the candidate list. First results are expected at the end of 2026 and final results in 2027.

Track 3
Companion Diagnostic Test

A test that measures how much bacterial DnaK a patient carries, so the therapy goes to the people who have the protein. Candidates are preclinical and have not been tested in humans.

SOAP uses machine learning to flag patients at elevated risk of opioid use disorder months before a crisis would usually show up, while there is still time to change the prescription plan. We are looking for health systems and payers to pilot it.

0-100
Risk score for each patient
FHIR
Connects to existing EHRs through HL7 FHIR APIs
40+
Variables scored per patient
80K
Opioid overdose deaths in the U.S. in 2023

How It Works

EHR Integration via HL7 FHIR

Connects to existing systems. No manual data re-entry. Runs on live clinical data.

Multi-Factor Risk Score (0-100)

40+ clinical, behavioral, social, and prescription variables evaluated per patient.

Embedded in Clinical Workflows

Risk scores show up inside the tools clinicians already use.

$78B
Annual economic burden
HIPAA
Built for HIPAA compliance
Sample Risk View
87
Patient ID 4471
Long-term Rx, recent dose increase
79
Patient ID 2083
History of substance use, multiple ED visits
54
Patient ID 6312
Post-surgical pain management
21
Patient ID 8901
Short-term Rx, no prior history

Illustrative example, not patient data

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