Trinity Delta Lighthouse: Arecor Therapeutics
Trinity Delta view: Arecor’s formulation expertise underpins both the in-house clinical pipeline and the partnered Specialty Hospital Products programmes. Investor attention is understandably focused on the diabetes franchise, hence the upcoming AT278 Phase I data are eagerly anticipated. Although still at the earliest stages, this partnership with TRx Biosciences for an oral GLP-1 product not only addresses a highly commercially attractive segment but, if successful, could provide complementary approaches that broaden Arecor’s formulation expertise to oral delivery. Our valuation, based on conservative assumptions, is £179m, equivalent to 583p per share.
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