Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

SCYNEXIS Inc SCYX

SCYNEXIS, Inc. is a biotechnology company. It is pioneering medicine to overcome and prevent difficult-to-treat and drug-resistant infections. It develops antifungal platform fungerps, a novel class of antifungal agents called triterpenoids, that are structurally distinct glucan synthase inhibitors and have generally shown in vitro and in vivo activity against a range of human fungal pathogens, such as Candida and Aspergillus genera, including multidrug-resistant strains, and Pneumocystis, Coccidioides, Histoplasma and Blastomyces genera and common mucorales species. Ibrexafungerp is the first representative of this novel class of antifungals with additional assets from the fungerp family, including SCY-247, in preclinical stages of development. The United States Food and Drug Administration approved BREXAFEMME for treatment of patients with vulvovaginal candidiasis, also known as vaginal yeast infection, and for the reduction in the incidence of recurrent vulvovaginal candidiasis.


NDAQ:SCYX - Post by User

Bullboard Posts
Comment by dmacdon Feb 04, 2019 2:21pm
44 Views
Post# 29316122

RE:RE:RE:RE:RE:nice jump

RE:RE:RE:RE:RE:nice jumpBasically we may see 6 x $2.5M payments starting Apr 1st so these will show up in Q2 report due say mid-Aug. Perhaps this can be shifted with an enticement such as warrants or a debt-share conversion. Merck payments are more speculative. In the worst case we would need to provide these payments by mid-2020. In the best case we need to pay much less due to the staggered Ph 3 plans and applications. Management obviously know all of this and perhaps more, so they say that they have the runway through 2020. I guess we need to take that at face value but I would like to know more details (obviously). If Merck (or J&J) decide to acquire the SP will ratchet up since if the first NDA obtains market approval then the valuation is probably $400M given the pipeline propect. These big companies will probably wait until the results are more assured before passing the 10% holdings and marking their claim if they are interested at all that is. Ideally for investors we do not get bought out and the company goes into marketing and sales, unless it can carve off each product rather than selling the whole shebang. If the marketing of the first approved product generates $100M/a sales x 50% margin x 10x PE ratio then that would generate a $500M market cap within say 2 years for a rapid adoption rate. The other approved products will take the company higher. This is why I am here at this early stage and by no means will the path be simple although the risk is lower today than a couple of years ago and the valuation is lower so that means a bargain relatively speaking.
Bullboard Posts