Aug. 11 at 3:18 PM
$RNXT just removed a major execution uncertainty: TIGeR-PaC is fully enrolled, with 78 of 86 required death events already observed. Trial completion is expected in H1’27 and initial topline in H2’27.
$CTMX investors know the therapeutic-index thesis: concentrate treatment activity at the tumor while limiting systemic exposure. RNXT attacks that problem physically through TAMP—dual-balloon arterial isolation + pressure-mediated chemo delivery.
$CNSY investors may recognize the logic of targeted regional cancer treatment, while
$CGEM investors know how late-stage oncology catalysts can reprice a company as execution risk falls.
RNXT now has 2 engines: commercial RenovoCath adoption + an enrolled Phase III trial nearing final events.
If repeat orders and productive centers scale while the market begins discounting TIGeR-PaC,
$5 is only ~
$225M basic equity value.
Bullish, but falsifiable: commercialization, event timing and Phase III efficacy must confirm it.
