Scynexis Inc Dossier
|
SectorHealth Care IndustryBiotechnology Beta (adjusted)1.08 Intrinsic Value Insufficient data for a value estimateNot enough reliable inputs to publish a fair value for this company yet. Market Price $5.37Price as of 1 Oct 2026 Data confidenceNot applicable Market Cap $53.4M Enterprise Value $42.9M Shares Outstanding 9.9M diluted Next Earnings Date4 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary SCYNEXIS is a clinical-stage biotechnology company transitioning its focus toward its second-generation fungerp platform (SCY-247) and its newly acquired AMPK activator (SCY-770) for autosomal dominant polycystic kidney disease (ADPKD). Following the successful transfer of the BREXAFEMME NDA to GSK in late 2025 and a $37.2 million net private placement in March 2026, the company has eliminated near-term dilution risk with a cash runway extended into mid-2029. This robust balance sheet, combined with substantial non-dilutive milestone potential from GSK's planned relaunch of BREXAFEMME, provides an asymmetric risk-reward profile at its current micro-cap valuation. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$32.00 Mean target$36.55 High · most bullish analyst$44.64 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 20 Jun 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $3.0020% GSK encounters regulatory delays or decides to deprioritize the relaunch of BREXAFEMME, pushing out or eliminating the anticipated milestone payments. Additionally, clinical development of SCY-247 or SCY-770 faces safety or efficacy setbacks, forcing the company to rely solely on its existing cash reserves to pivot. Base CaseCentral scenario $24.0050% SCYNEXIS steadily advances its pipeline, initiating the SCY-770 Phase 2 study in Q4 2026 and reporting SCY-247 Phase 1 IV data in H2 2026. GSK continues its regulatory preparation for the BREXAFEMME relaunch without major hurdles, keeping the long-term milestone potential intact while the company operates comfortably on its existing cash runway. Bull CaseUpside scenario $32.0030% GSK successfully resolves regulatory discussions and relaunches BREXAFEMME in late 2026 or early 2027, triggering near-term commercial milestones. Simultaneously, SCY-247 Phase 1 IV data in H2 2026 is highly favorable, and SCY-770 enters Phase 2 smoothly, attracting further non-dilutive co-development partnerships. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
Thesis Invalidation Triggers
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |