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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