May. 30 at 9:17 PM
$SCNX Rezenopy targets the domestic (US) naloxone market, which is roughly
$0.5-1.0B, expected to rise to
$1.3-2.4B over the coming decade. Rezenopy will be the highest strength option in this market and the Company already has commercial/distribution channels established from Arbli. Every 1% market penetration equates to
$5.0M, and SCNX excellent GM 80-90% should translate these sales to the bottom line. The Company is expecting to be profitable by 2027 - Rezenopy is scheduled to launch this quarter (Q2). Again-execution (Arbli + Rezenopy) leads to multiplier upside (IMO), but the Company will have to deliver on sales.