Aug. 10 at 6:10 PM
$RNXT Long
$RNXT. If you follow late-stage oncology names like
$SLS or platform stories like
$CADL, you know the best microcap setups are where mechanism + catalyst + valuation line up.
RNXT adds something different: like
$HALO, the core value proposition is drug delivery itself. TAMP uses arterial isolation + pressure-mediated delivery to concentrate chemo near the tumor while reducing systemic exposure. Q1 RenovoCath revenue was
$563K (+136% QoQ), with 16 active centers +32 evaluating/onboarding.
TIGeR-PaC interim OS was 16 vs 10 months (p=.051); the later DMC review continued unchanged, and PK/PD data support the mechanism. Investors watching targeted-oncology platforms like
$AKTS may appreciate the same idea: improve where therapy acts, not just invent another molecule.
If repeat use + center productivity scale into the 2027 readout,
$5 is only ~
$225M basic equity value. Risks: Phase III failure, dilution, execution.
