PLN1098.8m market cap
PLN68.8 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
The key expected near-term developments include SEL24/MEN1703 (a dual PIM/FLT3 kinase inhibitor) data from the dose-escalation part of the ongoing Phase I/II study in AML (timing and conference depends on partner and sole trial sponsor, Menarini); SEL120 (a selective CDK8 kinase inhibitor) interim data from the Phase Ib study in AML and myelodysplastic syndrome (2020); and the start of IND-enabling studies in A2A/A2B project in H220. Although the clinical trials are early in terms of clinical development, they both include secondary endpoints, which will evaluate the anti-cancer activity of the compounds. We therefore expect the data readouts to be important catalysts for the share price. 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.
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 15/07/2020
Sector |
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| Healthcare |
Share price graph
Balance sheet |
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| Forecast net cash (PLNm) | 2.6 |
| Forecast gearing ratio (%) | N/A |
Price performance
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3m |
12m |
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Key management |
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| Paweł Przewięźlikowski | CEO |
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