Report

TheraCryf (TCF) | AGM updates on OX-1 and SFX-01 programmes

TheraCryf held its AGM yesterday at which management emphasised its focus on brain disorders and specifically on advancing the Orexin (Ox-1) programme acquired in the Chronos transaction to clinical stage readiness by the end of calendar 2026, for which the company is now fully funded. The legacy synthetic Sulforaphane molecule (SFX-01) continues to be progressed in third-party funded programmes, most notably in the potential treatment for the brain cancer Glioblastoma at the Erasmus Medical Center in Rotterdam. The most important point in the AGM presentation on progress was that the Ox-1 programme is on time and on plan but there was useful incremental detail on both Ox-1 and SFX-01. TheraCryf continues to trade at a discounted valuation relative to peers, we believe given its potential for collaboration with big Pharma, milestone payments, and active clinical work with multiple inflection points of newsflow.
Underlying
Evgen Pharma

Evgen Pharma is a clinical stage drug development company. Co.'s pipeline is based on its proprietary Sulforadex® technology, and includes a number of synthetic, stabilised analogues of the naturally occurring compound sulforaphane.

Provider
Capital Access Group
Capital Access Group

Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.

Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.

Analysts
Colin Smith

Other Reports on these Companies
Other Reports from Capital Access Group

ResearchPool Subscriptions

Get the most out of your insights

Get in touch