Trinity Delta Lighthouse: Arecor Therapeutics
Trinity Delta view: Arecor Therapeutics is exploiting its undoubted formulation expertise to create a portfolio of proprietary and partnered clinical assets. There are currently four partnered products (two that emerged from technology partnerships, two from out-licencing internally developed formulations) that will generate development and commercial milestones, plus royalties or equivalent on sales. These provide an attractive blend of medium- and longer-term revenue streams. However, the clinical results with AT278 and AT247 demonstrate how a valuable, yet still low-risk, diabetes franchise is being fashioned. We expect these to be progressed through to key value-generation points, typically Phase II proof-of-concept, before out-licencing. We recently initiated coverage (September 2021 Initiation) with a comprehensive note that details the various attractive and inter-linked themes that underpin our investment thesis.
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