Arecor Therapeutics
Little Chesterford, United Kingdom

Arecor is a revenue-generating clinical-stage drug developer. Its proprietary Arestat formulation platforms are the basis of an in-house and partnered pipeline of enhanced products with lower development risks and less onerous regulatory approvals.

Investment Perspective

Arecor is leveraging its Arestat formulation expertise to create an attractive and well-balanced pipeline of in-house and partnered products. These are novel formulations of existing drugs that offer clinically significant benefits, carry lower development risk, and have faster regulatory pathways to market. Investor attention is, rightly, focused on the attractive diabetes assets (the ultra-rapid insulins AT278 and AT247), but the Specialty Hospital products tend to be overlooked. This is understandable as commercial sensitivities limit information flow, yet the milestones and royalties have the potential to build into a valuable recurring revenue stream. Progress across the mix of in-house and partnered programmes should provide a meaningful blend of value inflection points. Our valuation is £176m, or 575p a share.

Market information

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Appreciating a well-executed development strategy
Outlook | 30 Nov 2023
AT220 European launch marks first Arestat success
Lighthouse | 17 Nov 2023
Growth plans starting to stack up
Update | 14 Sep 2023

Recent News

Arecor continues collaboration with Lilly
29 Nov 2023
Product with Arestat technology launched in Europe
17 Nov 2023
Inhibrx milestone triggers payment to Arecor
02 Nov 2023
Progress of Phase I clinical study of AT278
02 Oct 2023