Trinity Delta Lighthouse: Arecor Therapeutics
Trinity Delta view: Arecor’s diabetes franchise is a prime example of the strength of the Arestat formulation platform. The confirmation of AT247’s ultra-rapid acting profile supports its further evaluation and development. In parallel, AT278, Arecor’s 500U/ml ultra-concentrated ultra-rapid insulin, will initiate its second Phase I study in H222, which unlike the first, will focus on Type II diabetes. Both in-house diabetes assets are key value drivers for the company, given their highly promising and differentiated profiles which, in our view, could be particularly suited to emerging pump applications and high-dose insulin users. We reiterate that Arecor’s formulation expertise is not limited to diabetes; it has an attractive Speciality Hospital Products pipeline in development and multiple ongoing technology partnerships with pharma. Our valuation is £177m (581p per share).
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