Trinity Delta Lighthouse: Arecor Therapeutics
Trinity Delta view: This collaboration is a valuable reminder of the importance of Arecor’s Specialty Hospital products business and the applicability of its Arestat technology platforms in assisting larger, often blue chip, companies in addressing varied formulation challenges. The clinical and commercial potential of its diabetes franchise has focussed investor attention on development progress of AT278 (ultra-rapid ultra-concentrated insulin) and AT247 (ultra-rapid insulin), and so it is easy to overlook the value inherent in such Specialty Hospital products. The current pipeline includes two Specialty Hospital products licensed to Hikma, while disclosed formulation development partners include Lilly, Par Pharma, and Intas. Collectively the known Specialty Hospital product assets represent £75.2m (246.1p per share) of our £177.1m (580.9p per share) rNPV-based valuation.
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