Dec. 9 at 2:20 AM
$SCNX [Again] Two (2) FDA approved drugs targeting unique/distinct markets totaling nearly
$500M in domestic (US), annualized sales. Arbli was launched mid-August and already showed a
$5M annualized run rate prior to scaling across national formularies. Exclusive IP protection thru 2041. Just a 15% penetration rate equates to
$40-50M annualized revenue against a market cap of
$25M. Separately-Rezenopy is scheduled to launch in Q1-2026 into a domestic market (narcan) measured in
$BILS, though specific nasal spray retail approximates
$150-200M. Another 15% penetration rate here implies
$20-30M annualized revenue, accretive to Arbli.
$40-60M revenue, multiple additional drugs under consideration in pipeline, experienced management launching novel pharma products, established production and marketing agreements. More than
$8.0M in liquidity (equity placements) against debt that has largely been converted with
$2.28 strike (appx). Multiplier upside (IMO)
https://finance.yahoo.com/news/updated-lineup-announced-iaccess-alphas-140000061.html