Arecor: Getting the chemistry right
Arecor has made significant progress since its June 2021 IPO in advancing its pipeline and in securing several technology formulation collaborations with established global companies. Its Arestat formulation expertise underpins both the clinical pipeline and this partner interest. Internal work is focused on Diabetes and Specialty Hospital products: both sources of potential future licensing deals. Arecor currently has four products under licence that will generate development and commercial milestones, plus sales royalties or equivalent, while select assets are in development in-house through to greater value-generation points, typically Phase II proof-of-concept, prior to out-licensing. In our view, the diabetes franchise provides the most upside: Phase I data to date for AT278 (ultra-concentrated ultra-rapid insulin) and AT247 (ultra-rapid insulin) shows highly promising, differentiated profiles that could be ideally placed to address emerging needs in diabetes. Our valuation is £179.6m, or 586p per share.
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