Jul. 16 at 10:39 PM
$SCNX [Stochastics] You will see the SP has hit a critical support/resistance line on the 1YR Daily chart,
$0.40-0.42. From a technical perspective, the Company has done a reasonable job (IMO) over the last 18mos pivoting to small cap bio-pharma development. They have secured FDA approval and IP to 2041 on two drugs (Arbli and Rezenopy) targeting different markets totaling
$0.5-1.0B. They have established their manufacturing and marketing footprint, setup coverage for these treatments and secured near term funding to execute. 90% GM here, which means they can translate sales to profits at scale - but they need to generate sales. Management targets profitability in 2027. Arbli launched in Q4-2025, Rezenopy is launching now (Q3-2026) and total sales are weak to this point. Proven sales growth inline with target market and penetration assumed (5-10% Arbli, 15% Rezenopy) multiplies the valuation here (IMO).
