Nov. 16 at 1:56 PM
$SCNX [Opportunity] Read the latest ER and Corporate SH meeting. The Company launched Arbli on 8/15, and in 1.5mos generated nearly
$600K revenue, which equates to nearly
$5M annualized run rate. This is before scaling/expanding. Again-15% market penetration anticipated to appx
$40M annualized revenue, strong margins (97% GM in Q3) and valuation 2-4x P/S,
$80-160M valuation on Arbli alone against
$20M market cap. Rezenopy to launch in Q1-2026, which will be accretive to that valuation and I have already shown DCF to the board on BOTH multiple times in the past, including all assumptions, calculations. The vote to increase OS to 8B was rejected, RSS approved. Watch for possible fallout on RSS announcement which is mis-guided (IMO), double bottom to
$0.4-0.5. 10-15:1 RSS will create (IMO) undervalued microfloat with strong upside on scaling both leading FDA approved drugs on strong margins, low Overhead while progressing on balance of product pipeline.
https://www.stocktitan.net/news/SCNX/scienture-reports-q3-2025-financial-results-and-provides-business-ca37jxownwky.html