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Red River West — Deep Research Brief for Feb 17 Call

Company Overview

Key Portfolio Companies (Health/Pharma Relevant)

CompanyFocusLatest RaiseStatus
Ada HealthAI symptom checkingPfizer partnership active; 6+ pharma deals
OkeiroPrecision medicine (transplant/chronic)€10M (RRW led)US market entry 2026
MaaT PharmaMicrobiome cancer immunotherapy€9.1MXervyteg® decision mid-2026; FDA US pivotal 2026
ResilienceRemote cancer monitoring$25MGermany expansion + clinical trial platform

Antoine — Contact History

Conversation Strategy

Frame: "What's changed in your portfolio since November — especially Okeiro's US entry and MaaT's FDA path?" Key Questions:
  1. How is Okeiro's US market entry progressing? What's the go-to-market?
  2. MaaT FDA engagement — any early signals on pathway?
  3. Where does RRW see the biggest gap in their health portfolio?
  4. Are they raising a new fund or deploying from current?
  5. What does a pilot/partnership with us look like from their side?
Close: "Let's put specifics on paper — who on your side reviews terms?"