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Ryvu Therapeutics

WSE: RVU

PLN917.8m market cap

PLN50 last close

Ryvu Therapeutics is an oncology R&D company. The lead asset is wholly owned SEL120, a selective CDK8 inhibitor. SEL24/MEN1703 is a dual PIM/FLT3 kinase inhibitor licensed to the Menarini Group. Ryvu also has a diversified preclinical R&D pipeline.

Investment summary

Menarini, Ryvu’s licensing partner, is developing SEL24/MEN1703 (a dual PIM/FLT3 kinase inhibitor) in AML and reported positive, preliminary data at ASH 2020 (December) from the dose escalation part of the Phase I/II DIAMOND-01 trial. The dose expansion part of the study is currently recruiting in the US and the EU. In the near term, Ryvu plans to present interim data from its Phase Ib study with wholly owned SEL120 (a selective CDK8 kinase inhibitor) in AML and myelodysplastic syndrome. In addition to clinical-stage assets, Ryvu has a broad R&D pipeline of cutting-edge oncology projects at earlier stages, which have been progressing steadily. In October 2020, the company re-prioritised the preclinical portfolio and discontinued two disclosed programmes and will re-direct the investments into other prospective assets. In July 2020, Ryvu completed a share issue raising $36m, which ensures funding to progress all R&D projects.

Y/E Sep
Revenue (PLNm)
EBITDA (PLNm)
PBT (PLNm)
EPS (gr)
P/E (x)
P/CF (x)
2018A 51.7 (17.3) (23.0) (1.49) N/A N/A
2019A 42.6 (36.1) (44.4) (2.26) N/A N/A
2020E 39.5 (22.5) (31.2) (1.95) N/A N/A
2021E 25.0 (40.0) (48.7) (3.05) 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 27/01/2021
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Sector
Healthcare
Share price graph
Balance sheet
Forecast net cash (PLNm) 2.6
Forecast gearing ratio (%) N/A
Price performance
%
1m
3m
12m
Actual 4.2 0.0 (0.8)
Relative* 5.6 (15.7) 7.2
52-week high/low 75.0gr/30.1gr
*% relative to local index
Key management
Paweł Przewięźlikowski CEO

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