Arecor Therapeutics Share Discussion Threads

[mw8156] 01/11/2021 14:41

welcome but quite a frustrating announcement all the same through lack of detail...

[stupidboypike] 01/11/2021 11:43

One of the things I really love about this share is it’s defensive nature. If the diabetes franchise doesn’t work out for any reason there is a great underlying business as per the rns this morning. Upside and limited downside. Lovely lovely. Best regards SBP

[stupidboypike] 26/10/2021 10:36

nice article:-


Best regards SBP

[stupidboypike] 22/10/2021 09:53

thanks timbo! Best regards SBP

[timbo003] 22/10/2021 09:48

>>SBP, see link to recording 🙂

[stupidboypike] 22/10/2021 09:33

anything of particular interest? I wasn't able to attend. Best regards SBP

[jimbo123elf] 22/10/2021 07:52

Good presentation last night.

[timbo003] 15/10/2021 10:04

Arecor will be presenting at the Proactive one2one forum next Thursday (21st October, starting at 18:00)

[mw8156] 14/10/2021 11:54

problem is Arrowhead and Alnylam/Dicerna both have siRNA drugs for AAT def in phase 2, don't know how their efficacy and kinetics compare with Inhibrx's drug.

[jimbo123elf] 13/10/2021 20:55

So Inhibrx gained $400m in market cap in 2 days on the basis of phase data from the Arecor formulation. Proof that Arecor have the potential to add big value to pharma.

[mw8156] 12/10/2021 15:52

Correction to the above: looks as though the only other genotype causing disease is SZ and then only with smoking so the main disease burden and complications of cirrhosis, emphysema and HCC comes from the ZZ,
competition though in AAT from other approaches is severe.

[mw8156] 12/10/2021 15:32

interesting but only phase 1 and much competition in AAT deficiency, siRNA or antisense also being extensively trialled so who, if any wins in the end and not certain that Inhibrx drug is active against variants other than ZZ.

[jimbo123elf] 12/10/2021 13:56

Inhibrx is up 23% pre-market on NASDAQ on positive phase 1 data from Alpha-1 Antitrypsin Deficiency candidate INBRX-101. Inhibrx are licensing a novel enhanced formulation of INBRX-101 from Arecor.

[stupidboypike] 12/10/2021 09:00

"The global meningococcal vaccine market size was valued at USD 2.8 billion in 2019 and is expected to grow at a compound annual growth rate (CAGR) of 9.5% from 2020 to 2027."

"Global Pneumococcal Vaccine Market is estimated to be US$ US$13.5 billion by 2030 with a CAGR of 5.3% during the forecast period - by PMI"

These are not small markets!!!!!

Best regards

SBP

[mw8156] 11/10/2021 22:10

would have thought glaxo biologics could either form a joint venture with Arecor if they want access to their patented polysaccharide vaccine technology or buy this tech out should Arecor be willing to sell what is non-core.

[timbo003] 11/10/2021 12:50

This morning's RNS was a nice surprise, I had no idea this was going on. I wonder if there are outlicencing opportunities for this aspect of their technology? Whatever, it would seem to suggest that their IP is robust and defendable and this must bode well for their own diabetic programs and for further collaborations.

[stupidboypike] 04/10/2021 08:00

mw, I believe there are two separate potential markets, 1. Those who need high levels of insulin (typically type 2 diabetics) and 2. Those who might benefit from an insulin pump which is both type 1 and type 2 diabetics who want an automated and accurate control of their blood sugar levels.
I note the competition in this area, but that cuts both ways, obviously there is a lot of value in this area and a lot of players are trying to get some of that value.

Best regards

SBP

[mw8156] 01/10/2021 17:07

pump-ideal insulin also being Ph1 developed by Novo, Lilly has a small molecule insulin against an undisclosed target that might also be a phase 1 pump-ideal insulin,
Arec has a collaboration with Lilly, not identified what it's over but may be a formulation for ultra-rapid insulin?
don't quite understand why their 500U fast-acting insulin would be aimed at the type 2 DM market rather than Type 1 primarily although some type 2 requires very large insulin doses, not many would benefit from an insulin pump but someone perhaps could explain? The majority of type2,if they need insulin at all, require basal doses predominantly at least initially.

[alloa2003] 26/9/2021 16:36

The sky is the limit for this one in my view

[alloa2003] 24/9/2021 14:38

I presume we should see some new analyst forecasts once they have had a chance to crunch the numbers. Once its down on paper PIs will start to listen.

[timbo003] 24/9/2021 10:04

Thanks SBP

Here's a clickable link for that LSE presentation:

[stupidboypike] 24/9/2021 09:19

Well worth watching.

#ICYMI: Yesterday we announced our interim financial results for the six months ended June 30 2021, with Sarah Howell, CEO, and Susan Lowther, CFO, hosting a virtual briefing and Q&A session for analysts. See below for the presentation

hxxps://www.lsegissuerservices.com/spark/ARECORTHERAPEUTICS/events/8894cc7e-2938-443b-9b4a-ddf06ad77ba5

[timbo003] 23/9/2021 12:42

Proactive interview just published

[jimbo123elf] 23/9/2021 11:51

The analysts on the call were literally salivating. Shorter trials, longer patent life, more royalties $$$$