Trinity Delta Lighthouse: Arecor Therapeutics
Trinity Delta view: Arecor’s broad operational progress includes the imminent top-line data for AT247 and preparations for initiation of the next AT278 trial in H222, whilst also securing another formulation deal and an acquisition. We believe the in-house diabetes assets have highly promising, differentiated profiles that could be particularly suited to emerging pump applications and high insulin users, and as such are key value drivers. The highly complementary Tetris Pharma purchase offers a low-cost, low-risk way to secure longer-term value for Arecor’s development efforts in Speciality Hospital Products and will allow selected future niche products to be marketed directly across Europe, providing an optimal set-up to crystallise value. Our valuation and forecasts remain under review.
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