Report
Franc Gregori ...
  • Lala Gregorek

Trinity Delta Lighthouse: Arecor Therapeutics

Trinity Delta view: AT278’s Phase I results have demonstrated a better-than-expected absorption profile that positions it as a unique and highly desirable rapid acting ultra-concentrated insulin. Its profile could address unmet needs in both the prandial and high insulin requiring diabetes markets, as well as potentially lowering the barrier to adoption of insulin pumps. Planning is underway to initiate the next clinical study in 2022 to further demonstrate the benefits of AT278. We expect licencing discussions to follow a Phase II study and data package completion (clinical, stability and toxicology). The AT278 results also highlight the strength of Arecor’s formulation expertise, confirming its ability to develop novel products with enhanced properties, improved physical characteristics, and better therapeutic profiles. We recently initiated coverage (September 2021 Initiation) with a £103.7m (374p per share) valuation.
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Trinity Delta
Trinity Delta

We are experienced healthcare and life sciences analysts providing the highest quality service to companies in these sectors and to investors. We have expertise in the fields of the biotech, medtech , specialty pharma and consumer health sectors.

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Analysts
Franc Gregori

Lala Gregorek

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