Arecor Therapeutics Share Discussion Threads

[jimbo123elf] 16/6/2022 11:25

“The Company will fund the initial development work and has the option to acquire the rights to the new proprietary formulations and associated intellectual property under a technology licensing model.“ All of that refers to the partner.

[supernumerary] 16/6/2022 11:06

I read 'The Company will fund the initial development work' as being Arecor-funded. I take it you read it the other way? It certainly makes more sense, but they could have made the whole thing a lot clearer.

I noticed that in the AGM statement (also pretty low in content) they used the old trope 'cannot be underestimated' saying the opposite of what they intended. Perhaps a bit of proof-reading is in order.

[jimbo123elf] 16/6/2022 09:38

There's obviously NDAs, but the partner will fund the initial development work, and we know it's for stable injectable high concentration formulations of proprietary partner products.

[supernumerary] 16/6/2022 09:14

Well it's very nice, but it doesn't tell you very much does it? We don't know the customer, the product, the timescales, the market addressed, or who pays what to whom, when. Which might be OK if the collaborator was paying the bills, but they're not, it's Arecor, who are thereby taking on the development risk.

[stupidboypike] 16/6/2022 08:30

Jimbo, yes and a single collaboration with one of those is important in itself, but Arecor has SO much going on it’s incredible.

Best regards

SBP

[jimbo123elf] 16/6/2022 08:27

So basically the collaboration could be with Johnson & Johnson, Pfizer, Roche, AbbVie or Novartis....

[18bt] 16/6/2022 08:09

Another tick

[alloa2003] 16/6/2022 07:46

This company is doing everything the right way

[stupidboypike] 16/6/2022 07:34

Another positive step forward this morning. Best regards SBP

[pdt] 31/5/2022 16:35

Thanks for posting the webinar link, very interesting. The panel knew their subject and their disclosures showed connections to industry leaders. I liked the use of words; breakthrough, fantastic, gamechanger. Gave confidence about the growing need for these products and importantly from a cost perspective by eliminating multiple prescriptions. Also interesting was that the Austrian guy mentioned that together with Arecor they were working with a pump manufacturer.

I added to my holding today.

May need to hold for a while to see a return unless partnering/takeover news comes sooner. Although given the potential it looks like being worth the wait, time will tell!

[pdt] 31/5/2022 15:07

There is a note out from Trinity Delta with an upwards revised valuation of 574p following the webinar.

[stupidboypike] 28/5/2022 07:41

If anyone wants to watch the webinar it is here:-

tinyurl.com/ywzuy9uu

Best regards SBP

[jones1961] 27/5/2022 11:03

Thank you very much. all very encouraging...

[stupidboypike] 27/5/2022 08:58

The webinar was very much aimed at professional clinical need/data rather than anything commercial. Two leading experts in the field of diabetes explained first from the clinical, then from the patient point of view the need for a fast acting, concentrated insulin. Then the lead professor on the clinical trial of AT278 went through some of the data. What I hadn't realised before this webinar was that AT278 appears to be in the same ballpark of speed of onset as AT247. AT247 appears to be world leading in this regard. This is ground-breaking as in the past, increasing concentration meant reducing speed, so in short AT278 solves 2 massive problems in one, the need for more concentrated insulin, for the large and growing number of patients requiring higher doses (typically those with high BMI), and the need for faster onset of action. The clinicians cited cases where patients were prescribed one insulin for the high dose and another for rapid onset. This was both inconvenient, clinically sub-optimal, and costly. Finally there was a brief discussion of how a fast acting, concentrated insulin would help in the miniaturisation of a new breed of insulin pumps.

From my own investment perspective, I was left feeling very comfortable that AT278 is an incredible advancement in the treatment of diabetes and should, in time, be worth a considerable sum (more than Arecor's market cap in my view). Also my own view is that although there may be competition over the next few years for AT247, I very much doubt that is likely in the case of AT278. Over the years no manufacturer has been able to produce a concentrated insulin that is not very slow to act. Even the 2x concentration is slow. Arecor have produced one that is 5 times the concentration and faster than any insulin on the market.
Quick disclosure: I have, for me, a large shareholding in Arecor.

Best regards SBP

[jimbo123elf] 27/5/2022 08:18

It was mostly about clinical need and provided more data from the trials which I hadn't seen before. Key takeaways for me was that the candidates are between 2 and up to 9 times faster acting in some indications than existing insulins.

[jones1961] 27/5/2022 08:04

Thanks Jimbo,

Did they discuss potential mkt size and share in the Q&A, and if everything goes to plan when the product may come to market?

[jimbo123elf] 26/5/2022 21:57

It was a very good webinar, which discussed our promising diabetes candidates in some detail

[jimbo123elf] 24/5/2022 23:55

Yes I shall be tuning in.

[stupidboypike] 24/5/2022 08:54

As a matter of interest, is anyone else on here planning on attending the webinar on Thursday?

Best regards SBP

[jimbo123elf] 16/5/2022 20:02

"We believe this data demonstrates the potential of INBRX-101 to change the paradigm of treatment of AAT deficiency by maintaining patients in the normal range of functional AAT while reducing infusions from 52 annually to as few as 12 annually," said Inhibrx CEO Mark Lappe.

[supernumerary] 16/5/2022 18:25

I'm slightly surprised the company didn't put out an RNS Reach - 'an associated company has just released positive results from its Phase 1 trial' - sort of thing. They'd have to clear it with Inhibrx of course but I can't see why there should be a problem with that - it's all in the public domain after all.

[stupidboypike] 16/5/2022 18:20

This is fantastic news. Well spotted both.

Best regards SBP

[supernumerary] 16/5/2022 15:10

jimbo - well spotted.

The agreement:

The results:

Inhibrx must be very pleased.

[jimbo123elf] 16/5/2022 14:38

INBRX-101 (a candidate developed by Arecor) Phase 1 topline results showed a favourable safety profile and demonstrated potential to achieve normal functional Alpha-1 antitrypsin levels with monthly dosing in patients with Alpha-1 antitrypsin deficiency (AATD).

[stupidboypike] 10/5/2022 09:03

Nice non-rns news.



Best regards SBP