Jun. 14 at 11:42 PM
$SCNX [Just Execute] The Company has two FDA approved drugs scheduled for commercialization in 2H-2025. They have pivoted the Company to new pharma commercial plays, two strong products ready for introduction and multiple other interesting candidates in the pipeline. They have sold off legacy business units for
$5MILS proceeds to support product launch/NWC, contracted M&S services, appointed new leadership with 60YR expertise, and secured production capacity. They secured IP extension to 2041 and have exclusive rights to both drugs targeting
$500MILS combined markets. Every 2% market penetration equates to their market cap and pharma tends to run P/S 2-4. Just execute - secure some/small business wins, capture just 5% of the market (
$25MILS), and the SP could 5-10X on that alone. I do not care if there is limited traction on this board. It was the same on
$UXIN when it ran
$1.4-7.0,
$MFI $0.5-3.0 and
$HUSA $4.0-19.0. Success here brings multiplier upside (IMO).
