Daily Brief Health Care: Clarity Pharmaceuticals Ltd, CF PharmTech, Suzhou Ribo Life Science and more

In today’s briefing:

Clarity Pharmaceuticals Ltd (CU6 AU): Strengthening Supply Chain for US Commercialization
Pre-IPO CF PharmTech (PHIP Updates) – Some Points Worth the Attention
Pre-IPO Suzhou Ribo Life Science – The Strength, the Concerns and the Outlook for the SiRNA Unicorn

Clarity Pharmaceuticals Ltd (CU6 AU): Strengthening Supply Chain for US Commercialization

Clarity Pharmaceuticals Ltd (CU6 AU) entered into a commercial manufacturing agreement with SpectronRx for 64Cu-SAR-bisPSMA. SpectronRx is capable of producing up to 400K patient-ready doses of 64Cu-SAR-bisPSMA annually.
Clarity’s Targeted Copper Theranostic products and clinical development programs will remain unaffected by the U.S. imposed 100% tariff on imports of branded pharmaceutical products.
In July, Clarity completed A$203M institutional placement, resulting in a pro-forma cash balance of approximately A$288M. This will help fund ongoing clinical trial programs, including the pivotal Phase 3 trials.

CF017 is CF PharmTech’s core performance driver. Once CF017 faces policy adjustments or intensified market competition, revenue will be significantly impacted. Its ability to sustain operations will be severely tested.
Although CF PharmTech has made a profit, problems such as a slowdown in revenue growth and heavy reliance on single product will lead to a valuation discount by the market.
A reasonable valuation range might be between RMB3-5 billion. If valuation exceeds RMB5 billion, it would seem overly optimistic and require strong support from subsequent performance and solid fundamentals.

The delivery system is a crucial element that drives the development/iteration of innovative oligonucleotide therapeutics. Ribo has mastered both GalNAc and LNP technologies, whose effectiveness/safety have been verified and recognized.
The valuation fluctuations not only reflect the market’s prudence towards commercialization prospects of small nucleic acid drugs, but also highlight the balance problem between Ribo’s R&D investment and profit model.
Since Sirnaomics’ delivery technologies have not been proven or validated scientifically, Ribo’s valuation should be higher than Sirnaomics.Valuation outlook is based on the druggability and commercialization performance of Ribo’s pipelines.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network