Trinity Delta Lighthouse: MaxCyte
Trinity Delta view: MaxCyte’s proven expertise is increasingly at the heart of the new generation of gene-edited and cell therapies, which effectively makes MaxCyte a unique and diversified play on the whole cell engineering field, providing broad exposure across cell types, technologies, indications, and approaches. Its growing and diverse portfolio of SPLs covers a variety of modalities with many of the leading and emerging players in the development of cell and gene therapies, and management have indicated that its pipeline of SPL opportunities is the strongest and most diverse to date. Pipeline visibility at MaxCyte’s SPL partners is improving and, in our view, will be a major determinant of its share price progression. SPL-derived revenues should come to the fore in the medium term as progress across its SPL stable contributes to build a meaningful pre-commercial milestone stack. We intend to revisit our forecasts and valuation following Q321 results on November 10.
MaxCyte is a developer and supplier of proprietary electroporation technology to biotechnology and pharmaceutical firms engaged in cell therapy, including gene editing and immuno-oncology and in drug discovery and development and biomanufacturing. Co. licenses its instruments and technology and sells its consumables to developers of cell therapies. Co. also sells and licenses its instruments and sells its consumables to pharmaceutical and biotechnology companies for use in drug discovery and development and biomanufacturing. Co. is also developing CARMA, a CAR-based cell therapy targeting solid and liquid cancers, through internal research and collaborations with academic institutions.
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