May. 9 at 11:23 AM
$SCNX [Again] The Company is scaling Arbli, further securing IP to 2041 and financing through
$11M debt instrument. The
$11M +
$7M Cash should provide SCNX a more reasonable runway into 1H-2027 to finance Arbli commercialization (ongoing), the Rezenopy launch (Q2-2026) and the additional drugs in its pipeline. Arbli and Rezenopy address a total market of
$400M (appx) and I have been estimating market penetration (total) of 15% approximately. That equates to
$60M annualized sales (ultimately), or 3-4X current valuation. The Company needs to show progress in Arbli revenue scaling while concurrently launching Rezenopy - they have secured financing to 1H-2027 (appx), and I would like to hear additional progress on 104-107 in the interim. Multiplier upside on execution.
SCN-104, a drug-device combination for the treatment of migraine.
SCN-106, a potential biosimilar for thrombosis.
SCN-107, a long-acting injection suspension formulation of a non-opioid analgesic
https://www.stocktitan.net/news/SCNX/scienture-secures-11-0-million-in-non-dilutive-debt-financing-to-an9rt1e35es8.html