Oct. 3 at 12:21 AM
$SCNX Worth noting the latest update: SCNX now has GPO agreements giving access to 2,500+ hospitals, LTC facilities, and clinics on top of the PBM rebate covering 100M lives. That means Arbli isn’t just FDA-approved — it now has both commercial and institutional channels open.
Of course, the real question is execution: will these deals turn into revenue fast enough? If Q3/Q4 filings show little income, dilution and possibly a reverse split are still on the table. That’s the bear case.
On the flip side, the U.S. losartan market is
$256M annually. Even a 10% penetration (~
$25M) would be bigger than SCNX’s entire market cap today. With Rezenopy also FDA-approved, there’s more than one revenue driver here.