RCE recce pharmaceuticals ltd

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30/06/22

17:55

Post #: 62303067
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Originally posted by lonade: ↑

I wouldn't state that the sepsis trial will be "very expensive", let me put that into perspective with some arguments;

- Typically the production of qualified products is very expensive and tiresome for small biotech and needs to be outsourced in most cases (e.g. Alfasigma).
= Recce 327 is very cheap to produce and can already be produced at the inhouse manufacturing facility (500 doses per hour; "raw materials plentiful and cheap - few $/kg"); from a dose perspective they could start a massive sepsis phase 2 trial tomorrow.
This luxury is very rare in the biotech business.

- The nature of the treatment is often very expensive since specific medical utensils (either purchased or rented) are needed for the trial.
= Recce 327 simply needs to be administered via infusion, leading to very limited costs to company

- The evaluation of the results require numerous expensive tests (CT, X Ray, MRT etc..) and lengthy follow ups.
= Recce 327 will simply need to have a blood sample taken from the patients and via histology tests checked if the bacteria is still in the blood. Swift with limited costs.

- In a lot of cases the duration of the treatment can lead to significant costs to the trial company
= Recce 327 will be administered for a limited duration with the efficacy results available promptly after treatment (check bacteria count in the blood sample...)

- The regulators typically agree on a high number of patients to ensure there is a representative results regarding efficacy.
= Recce 327 is already providing efficacy results in the parallel trial for burn wounds. I would speculate that company will use this strong data as a backup for the efficacy trial to reduce the number of patients needed and duration for the next sepsis trial.

- Lastly, as per the book you would have a Phase 2 and then a Phase 3 trial, followed by commercialization (if successful). Takes time to conduct both trials and is of course connected with the corresponding costs.
= I would lean over the edge here and state that Recce will have a pivotal Phase 2 trial approved by the authorities (management will have to apply that way) that will allow them to commercialize very swiftly (with corresponding efficacy results of course) after this one trial. Sepsis is such a massive problem worldwide with no other treatments out there; giving the authorities the justification to act this way.

So I see the capital requirements for Recce as very manageable and executable as a small biotech. They can really pull this one off without the need of giving up a large part of the company to some parasitic big pharma..I see any future dilution as manageable and existing shareholders will always be in the position (if it worries them) to increase their position to compensate for any future limited dilution.

Hence the reason that I personally chose to invest in Recce some time ago. Those that really understand, can differentiate Recce from the other small biotech companies...

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well presented discussion
correct
maybe we can get us defence dept of finance to contribute to accelerate the burs trials in usa? Kaboom

RCE Price at posting: 89.0¢ Sentiment: Buy Disclosure: Held
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