Arecor Therapeutics Share Discussion Threads

[jimbo123elf] 09/9/2021 12:54

Given the huge potential here I feel this stock is very cheaply priced. I think they have all the hallmarks of success. A potential AIM star.

[stupidboypike] 09/9/2021 08:25

Great news this morning and nice to see the share price reaction.

Best regards SBP

[stupidboypike] 07/9/2021 08:39

Great to see further positive development this morning. One thing I really like about Arecor is how defensive it is in terms of risk. If the high flying insulin developments fail (I don't think they will) then there is a growing, thriving business developing products(at no Arecor risk) with partners.

Best regards SBP

[stupidboypike] 21/7/2021 13:37

mw, thanks for flagging those up. It's clear that good success with a glucose-sensitive insulin would certainly lower the value of Arecor's faster acting insulin. That was risk I was not fully aware of. Still very happy with the overall risk/reward at Arecor, but always good to look at business threats.

Best regards SBP

[mw8156] 14/7/2021 21:15

see Eli Lilly is entering the race to develop a glucose-sensitive insulin with the takeover of Protomer giving access to their MEPS technology,
also Novo's NN1845 has completed phase 1.

[stupidboypike] 14/7/2021 08:37

Steady as we go update this morning - nothing new, but nice to see a healthy cash pile to move the business forward over the next year or two. Next big news will be results of the AT278 trial later this year.

Best regards SBP

[18bt] 14/7/2021 07:52

Have discovered I have picked up a shareholding in tis through the Calculus EIS scheme - or rather I knew I had a shareholding, but hadn't focussed on the IPO. Looks a good business update this morning.

[stupidboypike] 30/6/2021 08:42

Nice to see a small purchase by the CFO. Best regards SBP

[bbarry8] 11/6/2021 14:47

Available to trade on ii now

[stupidboypike] 07/6/2021 07:47

Nice to see another core business deal signed this morning. These are instantly profitable for Arecor, with the potential for significant milestone and royalty payments. Reward with no risk from Arecor's standpoint.

Edit: Great research timbo, and I think your "guess" is spot on.

Best regards SBP

[timbo003] 07/6/2021 07:46

Regarding this morning's announcement

Looking through Par Pharmaceutical's product portfoio

my best guess on the product Arecor are going to be looking at is coly-mycin (Colistin injection) which is currently formulated as a lyophillised powder for reconstitution


I don't suppose sales for the product will be massive (the current global sales for Colistin are apparently around $68m according to this source: ) but the work will be conducted on a fee for service basis and if successful there is the potential for milestones and royalties

[stupidboypike] 06/6/2021 17:34

mw,

I'm a bit surprised that you said "benefits seem rather slight in comparison to Fiasp"
You got me thinking and I found another article which perhaps makes it clearer:-
hxxps://diabetes.diabetesjournals.org/content/69/Supplement_1/231-OR

As you can see, AT247 is significantly left time shifted compared to Fiasp. As I understand it this is very significant in improving "time in range" and also raises the possibility of an insulin that is fast enough for a fully closed loop pump system.

I would be very interested to have any further insight around this.

Best regards SBP

[pharma giles] 06/6/2021 14:14

Thank you Timbo003, and SBP, very helpful. Yes ii have been good with recent placings but not so good with AIM listed IPO's. I'll start looking for a private client broker as well. Thanks again.

[mw8156] 05/6/2021 22:03

at247 looks interesting may cut down post prandial late hypoglycaemia though benefits seem ?rather slight in comparison with Fiasp, but may allow later evening eating/ insulin as it's cleared more quickly and then reduce the worry of nocturnal hypos,
another interesting molecule under development is NN1845 Novo's putative glucose-responsive insulin phase 1 trial ends 16 July. If it works it could represent a game-changer but I'm not sure whether it's being aimed at the basal market which would leave room for the likes of AT247.
see Novo also had once-weekly semaglutide approved for obesity by the FDA Friday.

[stupidboypike] 04/6/2021 21:40

Well done getting the ones for your SIPP timbo. Let’s hope our charity payout comes good!! (30% increase by 31-12-21). Best regards SBP

[timbo003] 04/6/2021 21:36

>>>>Pharma Giles

I am not surprised that that ii couldnt help you, I don't think any of the cheap and cheerful online brokers would either, they dont get involved with small AIM listed IPOs and placing. Also Panmure Gordon wouldn't be able to help as they do not deal with retail investors. In order to participate in this sort of IPO you need to sign up with one or more private client brokers (which is a relatively easy process and costs nothing). I managed to pick up a few (EIS qualifying shares) shares in the IPO through this route, but got scaled back by 66% ☹️

I also bought a few this week in the market for my SIPP, so I now have (for me) a meaningful amount 🙂

[stupidboypike] 04/6/2021 20:33

Pharma, I have been a shareholder in Arecor since the company founded in 2007. Have also added on several occasions. Best regards SBP

[pharma giles] 04/6/2021 17:07

SBP - can I ask how you managed to get shares pre-IPO? I looked into it (with ii) but had no luck.. also contacted Panmure but didn't hear back.. Thank you in advance..

[stupidboypike] 03/6/2021 14:09

Hi mw, as far as I know, the excipients are mostly GRAS (Generally regarded as safe) and have very low/no risk of toxicology.

Best regards SBP

[mw8156] 03/6/2021 14:00

many thanks Sbp
presumably the excipients they are using won't cause any problems with toxicology?
tried to get some in the IPO placing and failed so bought early today a very small stake, even then had difficulty with several platforms.

[stupidboypike] 03/6/2021 13:38

mw,

"In the Phase I clinical study, AT247 exhibited an earlier insulin appearance, exposure, and offset, with corresponding
enhanced early glucose-lowering effect compared with both NovoRapid® and Fiasp®.
AT247, a novel formulation of insulin, aims to accelerate insulin absorption, post injection, to enable more effective
management of blood glucose levels. AT247 has the potential to significantly improve post prandial glucose control so
avoiding episodes of both hypo and hyperglycemia."

You can find the full article by going to the news section on the arecor website and selecting 2020 as the year, ( 16th December 2020)

Also much data here:-
hxxps://care.diabetesjournals.org/content/44/2/448

"In addition, a higher early insulin exposure and larger glucose-lowering effect up to 2 h after dosing was observed for AT247, as illustrated in Fig. 2 (data listed in Supplementary Table 3). The primary end point AUCGIR,0–60min was significantly enhanced for AT247 compared with IAsp and faster IAsp. Insulin exposure within the first 16 min after dosing (AUCAsp,0–16min) was accelerated 12 and 3 times for AT247 compared with IAsp and faster IAsp, respectively. Within the first 30 min, 5 times higher insulin exposure (AUCAsp,0–30min) and 12 times higher glucose-lowering effect (AUCGIR,0–30min) were observed for AT247 than for IAsp, and 2 times higher AUCAsp,0–30min and 3 times higher AUCGIR,0–30min than for faster IAsp."


Best regards SBP

[mw8156] 03/6/2021 12:40

do we know how the action profile of their ultra-fast insulin in development compares with novo's fast insulin aspart?
see Amati Chelverton and Unicorn among the major holders and several of the existing VCTs, Albion Calculus and Downing have taken on more shares in the IPO.

[timbo003] 03/6/2021 12:02

Proactive interview with CEO Sarah Howell

[stupidboypike] 03/6/2021 08:16

timbo,

Yes I think getting quantity will be tricky. Can't really see where the sellers are going to come from. The market would have to go mad for me to sell any before the results of the 2 insulin products, as I think either one could well be worth much more than the current market cap.

Best regards SBP

[timbo003] 03/6/2021 08:13

There is no online quote available with AJ Bell (for buying any quanity), I suspect it will the same with most other retail brokers