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Ryvu Therapeutics

WSE: RVU

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
Healthcare
Share price graph
Balance sheet
Forecast net cash (PLNm) 2.6
Forecast gearing ratio (%) N/A
Price performance
%
1m
3m
12m
Actual 9.2 43.9 84.3
Relative* 6.0 28.8 138.7
52-week high/low 75.0gr/30.1gr
*% relative to local index
Key management
Paweł Przewięźlikowski CEO

Content on Ryvu Therapeutics