Aug. 11 at 10:39 PM
$RNXT still looks like a case where the market prices today’s microcap risk more than the successful-state branches.
$IMTX and
$IMCR investors know oncology value can expand fast when mechanism + execution begin to validate.
$REPL holders know how late-stage de-risking can change a valuation regime.
RNXT now has: • TIGeR-PaC fully enrolled • 78/86 required OS events • prior DMC continuation unchanged • FDA-cleared RenovoCath already commercial • Q1’26 revenue
$563K, +136% QoQ • 16 active centers + 32 evaluating/onboarding • up to 15 trial sites positioned for commercial conversion
Still underpriced, IMO: repeat-procedure scaling, center conversion, H2 revenue acceleration, the final 86 events, and pre-readout Phase III probability expansion.
At ~45.1M basic shares,
$5 is only ~
$225M basic equity value.
Risks: dilution, execution, Phase III failure. Bull case: measurable de-risking before the market fully reprices it.
