Aug. 13 at 5:36 PM
$RNXT Long
$RNXT. Q2 strengthened the rerating thesis:
$909K revenue (+61% QoQ), 84% gross margin, 21 active cancer centers +42 in the funnel, and FY26 guidance raised to
$3.75–4.25M.
For
$VSTM investors following pancreatic-cancer innovation, RNXT attacks a different bottleneck: not a new molecule, but localized pressure-mediated delivery designed to raise tumor exposure while reducing systemic exposure.
$KURA and
$ZNTL investors know late-stage oncology value changes when execution risk collapses. TIGeR-PaC is now fully enrolled with 78/86 OS events reached; trial completion is expected H1’27.
What may still be underpriced: Q3 revenue above Q2, conversion of trial sites to commercial use, repeat-procedure scaling, and pre-readout probability expansion.
Risks: dilution, cash burn, Phase III failure. But the mismatch is increasingly measurable: fundamentals are accelerating faster than the valuation regime.
