Trinity Delta Lighthouse: Arecor Therapeutics
Trinity Delta view: Investor attention is focused on the diabetes franchise, hence the upcoming AT278 Phase I data are eagerly anticipated. However, an interesting growth story is emerging as Arecor continues to execute on new deals, with further partnerships expected. These have the potential to drive meaningful future royalties from multiple partners, building on the continued momentum from existing assets and partners. The second Specialty Hospital deal, commercial validation of Arecor’s formulation expertise with the launch of AT220, plus further endorsement of the value-add of Arestat via the Sanofi acquisition of INBRX-101 have all been significant, yet underappreciated catalysts, in our view. Our valuation is £179m, equivalent to 583p per share.
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