Trinity Delta Lighthouse: Arecor Therapeutics
Trinity Delta view: Arecor’s key value driver with the biggest upside potential remains its diabetes and obesity franchise, hence the focus is on advancing key assets particularly AT278, a unique ultra-rapid and ultra-concentrated insulin that could enable next-generation insulin pump delivery systems. Nevertheless, technology partnerships and formulation collaborations offer additional, albeit more modest, upside opportunities. Successful progression into a licencing agreement not only unlocks potential value from the technology platform but provides further evidence of the applicability of Arecor’s formulation expertise in overcoming technical challenges to create highly differentiated drugs. Our current Arecor valuation is £155m, equivalent to 410p per share.
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