SCYX Scynexis Inc

$SCYX GSK is actually now searching a new Medical Director, Anti infective: "This role will provide YOU the opportunity to lead key activities during an exciting launch period of tebipenem and ibrexafungerp. The anti-infectives medical director will work across the anti-infectives portfolio. "

$SCYX Sold $MKL to add more here. Getting pretty overweight here, it’s hard to resist a likely 5X in the next few years.

$SCYX SCYNEXIS isn't trying to be a commercial pharma company. Management acts as an R&D incubator—de-risking pipeline assets through early clinical stages, out-licensing commercial rights, and setting up the entity for an eventual corporate acquisition. Valuation Disconnect: Shares trade near liquid net cash values despite $71M+ extending their runway into 2029. Commercial partnerships with GSK ($146M in milestones) and Hansoh ($112M in milestones) provide non-dilutive upside. Acquisition-Oriented Leadership: The board features seasoned dealmakers with histories of selling biotechs to Merck, Roche, and Harmony. Institutional Backing: Specialized healthcare funds hold major positions alongside PIPE financing structures. The Bottom Line: You are getting high-margin royalty streams and a de-risked rare-disease pipeline virtually for free. It remains a speculative binary biotech, but the risk/reward strongly favors an M&A exit over long-term standalone commercialization.

$SCYX The worst and most dysfunctionally managed company in America, perhaps even the world

$SCYX Any specific news that is driving this stock today? Can't be the Inducement Awards, so what is it? Anyway I am fully loaded at this point, so can't complain, just want to know we are onto something good and verifiable !

$SCYX Two things surprise me on this board: people's focus on antifungals and their desire to see a rapid sale of the company to GSK! Don't they realize that the real jewel SCYX is sitting on has nothing to do with antifungals , i.e. SCY-770? A drug that addresses ADPKD with a favourable side effect profile addresses a (theoretical) total global market of 20-30B annually! The only currently existing drug, Otsuka's tolvaptan, catches less than 10% of that market - also because tolvaptan is a drug with truly terrible side effects. And from previous trials in 270 individuals we know that SCY-770 has none of those. While there is admittedly no clinical PoC for this indication, there is VERY strong preclinical evidence. Guggenheim estimates PoS at 30%, I believe it's higher. SCY-770 is the only reason why I own this stock & that's why I believe that a sale at this level would be absolute madness! If trials go well & they play their cards well, this could be not a 10- but a 100-bagger!

$SCYX Today’s price move pushed an already overweight position to 38% of my portfolio. There’s too much to like here. A royalty stream that will make this company profitable once it’s fired up and two extremely promising pipeline assets.

$SCYX Do you feel it is disconcerting to know that at least some investors are unaware that Ibrexafungerp is Brexafemme?

$SCYX We stay between 5 and 6 ( they are happy with it be around the split level when the news drops Soon ! only about 21 trading days. ☘️They cant have good 247 data and still remain separate from their partner . They could find a reason to delay ir some ” non dilutive ” fonaci g rhat burns instantly up 40 million,

$SCYX awards an inducement equity grant to a new senior director under Nasdaq Listing Rule 5635(c)(4).

$SCYX Estimated peak sales for Brexa: $140M in 2031. Expected net royalties (after payment to Merck) : low to mid single digit, let's say 4% at the peak sales ==> peak of royalties: 5 to $6M in 2031

$SCYX absolutely reckless decision by the management. Perhaps they think that some big names on the board will make it easier to raise at the next round of dilution, all but inevitable now.

$SCYX I was sure that this closed at around 5.20 now ST is showing it at 5.69 up .01 why is that inaccurate like that ? After all, some banking institutions are collabing with the big banks So dont think shit like this is harmless. Im switching banks after many years. They are one of the big five in Canada anf they are dirty like ST