PTGX · CIK 1377121
What Protagonist Therapeutics, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, 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 PTGX. More may follow as additional filings are processed.
In its own words
What could break it.
Sole-source dependency
- Sole-source contract manufacturers for clinical producthigh
Its contract manufacturers are the sole source of supply for its clinical product candidates, so an unexpected loss of supply (manufacturing, quality, disaster or geopolitical) would have no qualified alternate and would materially set back development.
“our contract manufacturers are the sole source of supply for our clinical product candidates.”
SEC filing →As of 2026
Regulatory & policy
- Up to 100% US tariffs on imported pharmaceuticalsmedium
In September 2025 the U.S. announced up to 100% tariffs on imported branded/patented pharmaceuticals; with substantial uncertainty over whether they apply to active pharmaceutical ingredients or bulk drug products used in clinical trials, the policy could raise clinical-supply and future commercial costs.
“in September 2025, the United States announced the imposition of up to 100% tariffs on imported branded or patented pharmaceuticals, subject to certain exceptions.”
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 customers
Johnson & Johnson (Janssen Biotech, Inc.)
“Icotyde is licensed to Janssen Biotech, Inc., a Johnson & Johnson company ("JNJ"), under a license and collaboration agreement initially entered into in 2017.”
Cited →Takeda Pharmaceuticals USA, Inc.
“We rely on Takeda Pharmaceuticals USA, Inc. ("Takeda") to successfully commercialize rusfertide.”
Cited →
In the MyPRIA app, this is checked against the companies you actually own.
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