DNLI · CIK 0001714899
What Denali Therapeutics Inc. told the SEC could break it.
1 self-disclosed vulnerability, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for DNLI. More may follow as additional filings are processed.
In its own words
What could break it.
Supplier concentration
- Reliance on third-party CDMOs (incl. Lonza) for the significant majority of preclinical/clinical manufacturing materialsmedium
Denali has no internal commercial-scale manufacturing and relies on third-party contract development and manufacturing organizations (CDMOs) — including Lonza, captured as an edge — to make and supply the significant majority of the materials for its research, preclinical and clinical programs. For complex biologics/enzyme-transport-vehicle modalities, CDMO capacity is specialized and constrained, and qualification/tech-transfer to an alternate supplier is slow. A capacity, quality, or contractual disruption at a key CDMO could delay clinical trials or, if approved, commercial supply. Because the dependence spans several outsourced manufacturers, it registers as a structural sole-source/manufacturing-concentration risk.
“Our reliance on third parties for the manufacture of the significant majority of the materials for our research”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings — including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its suppliers
Lonza Sales AG
“we have established relationships with several CDMOs, including Lonza Sales AG”
Cited →“All revenue recognized to date has been collaboration and license revenue from our collaboration agreements with Takeda, Sanofi and Biogen.”
Cited →Takeda Pharmaceutical Company Limited
“All revenue recognized to date has been collaboration and license revenue from our collaboration agreements with Takeda, Sanofi and Biogen.”
Cited →“All revenue recognized to date has been collaboration and license revenue from our collaboration agreements with Takeda, Sanofi and Biogen.”
Cited →
In the MyPRIA app, this is checked against the companies you actually own.
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