Arecor Therape Share Price (AREC)

Can't believe how quiet this stock is. People need to read the RNS today and get up to speed on the story.

Cash runway until Spring 2027 (for an AIM biotech!!)... Phase 2 with regulatory pathway cleared starting in H2 (bring it on!), diabetes market... smart partnering tactics to date... obesity optionality...

So much to look forward to throughout this cash runway period and I'm hoping for share price to be more like 150p before the year's out (that's doing some cautious rNPV calcs)

From the RNS:

· Lead product AT278, the disruptive ultra-concentrated, ultra-rapid-acting (500U/mL) insulin, designed to transform Automated Insulin Delivery (AID) systems, has advanced across both product development and commercial partnering

· Co-development deal signed in September 2025 with US insulin pump device company, Sequel Med Tech ('Sequel') for Phase-2-enabling development activities to combine AT278, with Sequel's twiist™ AID system

· Positive FDA feedback on Phase 2 clinical study design for AT278, in combination with an AID system

· Phase 2 trial-enabling work progressing well; Phase 2 clinical trial anticipated to start during 2H 2026

· Post year end, Arecor and Sequel have confirmed their strategic intent to enter a broader, co-development and commercialisation partnership

So much value on offer here IMHO.

This one is under the radar for sure. Decent cash runway and discussions on expanding non-dilutive partnerships underway. Phase 2 costs shared.

Plus the optionality of the peptide oral platform. Which is a holy grail right now for cardiometabolic innovation

Https://www.proactiveinvestors.co.uk/companies/news/1086252/arecor-therapeutics-tipped-for-substantial-upside-1086252.html

In case anyone is interested but can't be bothered to read the patent, here is one of the graphs. It shows increasing the bioavilability by around 600%.

drive.google.com/file/d/1BaXBq0zxMtrlsMaZvz_468e8fXnQ2FFR/view

I still think the market has not woken up, and back that with a significant holding.

Best regards SBP

Yep, if GLP-1 absorption went up up by the same % as in that patent that would be very fine indeed.

Especially if the uptake were consistent, you'd wonder about whether the insulin or the GLP-1 would be a bigger opportunity.