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Ryvu Therapeutics

WSE: RVU

PLN798.6m market cap

PLN50 last close

Ryvu Therapeutics is an oncology R&D company. The two most advanced assets in clinical development are SEL24, a dual PIM/FLT3 inhibitor out-licensed to Menarini Group, and wholly owned SEL120, a selective CDK8 inhibitor. Ryvu also has a diversified preclinical R&D pipeline.

Investment summary

Selvita has split into two separate companies. Selvita continues trading as Ryvu Therapeutics, a newly introduced brand, and is fully focusing on its innovative drug R&D pipeline. Selvita CRO, drug discovery services, was spun out into a separate listed entity. Ryvu Therapeutics R&D pipeline is progressing according to plan and two clinical trials with SEL24 and SEL120 could deliver data over 2019–20. The lead product is SEL120, a CDK8 inhibitor, partnered with the Leukemia & Lymphoma Society for AML. SEL120 is being explored in a Phase Ib trial in AML and HR-MDS with the first patient recruited in September 2019. SEL24 is a dual PIM/FLT3 inhibitor in Phase I/II for AML out-licensed to Menarini in March 2017.

Ryvu has started publishing full accounts in Q319 (previously only segment financial information was available from former Selvita).

Y/E Sep
Revenue (PLNm)
EBITDA (PLNm)
PBT (PLNm)
EPS (gr)
P/E (x)
P/CF (x)
2018A 24.2 N/A 9.2 33.0 151.5 N/A
2019A 25.8 N/A (34.1) (213.0) N/A N/A
2020E N/A N/A N/A N/A N/A N/A
2021E N/A N/A N/A N/A N/A N/A
Industry outlook

The profiles of SEL24 and SEL120 are potentially unique compared to existing clinical-stage competitors and both candidates may offer efficacy advantages.

Last updated on 20/01/2020
Sector
Healthcare
Share price graph
Balance sheet
Forecast net cash (PLNm) 98.1
Forecast gearing ratio (%) N/A
Price performance
%
1m
3m
12m
Actual 9.7 3.1 48.3
Relative* 7.1 2.5 61.9
52-week high/low 51.2gr/31.8gr
*% relative to local index
Key management
Paweł Przewięźlikowski CEO

Content on Ryvu Therapeutics