Aug. 10 at 3:03 PM
$RNXT is an asymmetric oncology setup into 2027.
Investors following
$IOVA know that cancer value can come from changing how therapy interacts with the tumor, not just inventing another drug. RNXT’s TAMP platform uses arterial isolation + pressure-mediated delivery to concentrate chemo near the tumor while reducing systemic exposure.
That platform logic is also why I watch
$INAB and
$XBIO: different technologies, but the same search for better therapeutic architecture in difficult cancers.
RNXT adds something unusual: RenovoCath is already FDA-cleared and commercial, while TIGeR-PaC provides Phase III upside. Interim OS was 16 vs 10 months (p=.051), the DMC later said continue unchanged, and PK/PD data support lower systemic gemcitabine exposure.
If repeat procedures + center productivity scale into the 2027 readout,
$5 implies only ~
$225M basic equity value.
Bullish
$RNXT. 🧬🎯
