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1. Company Snapshot

1.a. Company Description

Ryvu Therapeutics S.A., a clinical stage biopharmaceutical company, engages in developing of novel small molecule therapies for treatment in oncology.Its lead candidate, RVU120, is a CDK8 kinase inhibitor with potential for development in hematological malignancies and solid tumors, which is in Phase 1b study for the treatment of acute myeloid leukemia and myelodysplastic syndrome.The company's products also include SEL24/MEN1703, a dual PIM/FLT3 kinase inhibitor licensed to the Menarini Group that is in Phase 2 clinical trial for the treatment of acute myeloid leukemia.


In addition, its early pipeline candidates include candidates in the area of kinases, cancer metabolism, synthetic lethality, and immuno-oncology.Ryvu Therapeutics S.A. was founded in 2007 and is headquartered in Kraków, Poland.

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1.b. Last Insights on RVU

Ryvu Therapeutics' recent performance was negatively impacted by the lack of significant updates on its pipeline progress, particularly RVU120 and RVU305, despite presenting clinical and preclinical data at the 2024 EORTC-NCI-AACR Symposium. The absence of concrete milestones and the competitive landscape in the oncology space may have contributed to investor skepticism. Additionally, the company's recent focus on novel synthetic lethality programs may not have generated sufficient excitement among investors, potentially weighing on its stock.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Ryvu Therapeutics presents clinical and preclinical data on RVU120, RVU305, and novel synthetic lethality programs at the 2024 EORTC-NCI-AACR Symposium

Oct -23

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Ryvu Therapeutics to present clinical and preclinical data on RVU120, RVU305, and novel synthetic lethality programs at the 2024 EORTC-NCI-AACR Symposium

Oct -09

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Ryvu Therapeutics to present ONCO Prime platform at the 6th Annual RAS-Targeted Drug Development Summit

Sep -23

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Ryvu Therapeutics presents clinical and preclinical data on RVU120 at the 2024 European Hematology Association Congress

Jun -14

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Ryvu Therapeutics First Quarter 2024 Financial Results and Corporate Update

May -15

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Ryvu Therapeutics to Present Preclinical Data on RVU120 and Synthetic Lethality Programs at the 2024 AACR Annual Meeting

Mar -06

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Ryvu Announces Dosing of the First Patient in the RIVER-52 Phase II Study of RVU120 as a Monotherapy for the Treatment of Patients with Relapsed/Refractory AML and HR-MDS

Feb -14

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Ryvu Therapeutics to Present Data on RVU120 at the 2023 American Society of Hematology (ASH) Annual Meeting

Nov -02

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.27%)

6. Segments

Novel Small Molecule Therapies

Expected Growth: 10.27%

Ryvu Therapeutics S.A.'s novel small molecule therapies drive 10.27% growth, fueled by increasing demand for targeted cancer treatments, advancements in precision medicine, and strategic partnerships. The company's innovative pipeline, strong R&D capabilities, and expanding presence in the oncology market also contribute to its rapid growth.

7. Detailed Products

RYVU-001

RYVU-001 is a small molecule inhibitor of the CDK9 kinase, a key regulator of transcriptional elongation, with potential to treat various types of cancer.

RYVU-002

RYVU-002 is a small molecule inhibitor of the CDK7 kinase, a key regulator of transcriptional initiation, with potential to treat various types of cancer.

RYVU-003

RYVU-003 is a small molecule inhibitor of the CDK12/13 kinases, key regulators of transcriptional elongation, with potential to treat various types of cancer.

8. Ryvu Therapeutics S.A.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Ryvu Therapeutics S.A. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the ongoing research and development in the biotechnology industry.

Bargaining Power Of Customers

Ryvu Therapeutics S.A. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are highly specialized, making it difficult for customers to switch to alternative suppliers.

Bargaining Power Of Suppliers

Ryvu Therapeutics S.A. relies on a few key suppliers for raw materials and equipment. While the company has some bargaining power due to its size and reputation, the suppliers still have some leverage due to the specialized nature of the products.

Threat Of New Entrants

The biotechnology industry has high barriers to entry, including significant capital requirements, complex regulatory frameworks, and the need for specialized expertise. This limits the threat of new entrants to the market.

Intensity Of Rivalry

The biotechnology industry is highly competitive, with many established players and new entrants vying for market share. Ryvu Therapeutics S.A. faces intense competition from companies with similar products and technologies.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 0.35%
Debt Cost 6.92%
Equity Weight 99.65%
Equity Cost 6.92%
WACC 6.92%
Leverage 0.35%

11. Quality Control: Ryvu Therapeutics S.A. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Idorsia

A-Score: 5.1/10

Value: 8.4

Growth: 6.8

Quality: 5.2

Yield: 0.0

Momentum: 10.0

Volatility: 0.0

1-Year Total Return ->

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Genus

A-Score: 3.9/10

Value: 1.7

Growth: 3.9

Quality: 4.7

Yield: 1.9

Momentum: 8.0

Volatility: 3.0

1-Year Total Return ->

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Barinthus Bio

A-Score: 3.5/10

Value: 8.4

Growth: 4.8

Quality: 3.4

Yield: 0.0

Momentum: 4.5

Volatility: 0.0

1-Year Total Return ->

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Immatics

A-Score: 3.5/10

Value: 6.8

Growth: 6.1

Quality: 4.1

Yield: 0.0

Momentum: 4.0

Volatility: 0.0

1-Year Total Return ->

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AC Immune

A-Score: 3.2/10

Value: 6.4

Growth: 4.0

Quality: 5.0

Yield: 0.0

Momentum: 4.0

Volatility: 0.0

1-Year Total Return ->

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Ryvu Therapeutics

A-Score: 2.6/10

Value: 6.2

Growth: 2.6

Quality: 4.1

Yield: 0.0

Momentum: 0.0

Volatility: 2.7

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

29.9$

Current Price

29.9$

Potential

-0.00%

Expected Cash-Flows