Aug. 13 at 8:35 PM
$RNXT is not the same company the market priced below
$1.
Then: enrollment was still unresolved, Q1 revenue was
$563K, only 16 active centers, guidance was
$3.X–4M, and listing/financing risk dominated the story.
Now: • TIGeR-PaC fully enrolled, 78/86 OS events • Q2 revenue
$909K, +61% QoQ • 84% gross margin • 21 active centers +42 in the funnel • FY26 guidance raised to
$3.75–4.25M • Q3 expected to set another revenue record • 15 trial sites positioned for commercial conversion • first commercial sarcoma use • PK paper + case series pending • oxaliplatin Orphan Drug Designation
$IMRX and
$TOVX investors know pancreatic-cancer catalysts can reprice quickly;
$NVCR investors know device-based oncology platforms can scale far beyond one indication.
below
$1.X RNXT was priced for unresolved execution. Today much of that execution is observable—and the next catalysts are already queued.
