SCYNEXIS, Inc. (SCYX) | Investment Case

1. Company Snapshot

1.a. Company Description

SCYNEXIS, Inc., a biotechnology company, develops products for the treatment fungal infections in the United States.It offers BREXAFEMME (ibrexafungerp tablets) for the treatment of vulvovaginal candidiasis (VVC).The company is developing its lead product candidate, Ibrexafungerp, as a novel oral and intravenous drug for the treatment of various fungal infections, including recurrent VVC, invasive aspergillosis, invasive candidiasis, and refractory invasive fungal infections; and ibrexafungerp that has completed Phase 3 CANDLE study for the prevention of recurrent (VVC).

It has research collaborations with Merck Sharp & Dohme Corp., Hansoh (Shanghai) Health Technology Co., Ltd., Jiangsu Hansoh Pharmaceutical Group Company Limited, and R-Pharm, CJSC to develop and commercialize rights for ibrexafungerp.The company was formerly known as SCYNEXIS Chemistry & Automation, Inc.and changed its name to SCYNEXIS, Inc.

in June 2002.SCYNEXIS, Inc.was incorporated in 1999 and is headquartered in Jersey City, New Jersey.

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1.b. Last Insights on SCYX

SCYNEXIS, Inc.'s recent performance was hindered by a lack of significant revenue growth, as evident from its full-year 2024 financial results. The company's net loss widened, and its operating expenses increased, partly due to research and development expenditures. Furthermore, the absence of any notable product approvals or partnerships in the recent past has contributed to the company's stagnant growth trajectory. Additionally, the company's cash position has been impacted by its ongoing research and development activities.

1.c. Company Highlights

Last Price	0.66
Change Percentage	-2.00%
Open	0.67
Previous Close	0.67
Market Cap ( Millions)	28
Volume	137439
Year High	1.49
Year Low	0.56
M A 50	0.72
M A 200	0.84

FCF Yield	-87.62%
Dividend Yield	0.00%
ROE	-37.42%
Debt / Equity	5.37%
Net Debt / EBIDTA	30.08%
Price To Book	0.73
Price Earnings Ratio	-1.67
Price To FCF	-1.14
Price To sales	8.44
EV / EBITDA	-0.66

2. Transcript Summary

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3. NewsRoom

SCYNEXIS Completes Transfer of BREXAFEMME® New Drug Application to GSK

Nov -19

Source: globenewswire.com

SCYNEXIS Reports Third Quarter 2025 Financial Results and Provides Corporate Update

Nov -05

Source: globenewswire.com

SCYNEXIS (SCYX) to Release Earnings on Wednesday

Nov -04

Source: defenseworld.net

SCYNEXIS and GSK Resolve Their Disagreement Related to the Restart of the Phase 3 MARIO Study

Oct -15

Source: globenewswire.com

SCYNEXIS Announces Multiple Presentations Highlighting Data from its Second-Generation Fungerp, SCY-247, at the 12th Congress on Trends in Medical Mycology (TIMM-12)

Sep -04

Source: globenewswire.com

SCYNEXIS Reports Second Quarter 2025 Financial Results and Provides Corporate Update

Aug -13

Source: globenewswire.com

Squarepoint Ops LLC Takes Position in SCYNEXIS, Inc. (NASDAQ:SCYX)

Jun -11

Source: https://www.defenseworld.net

SCYNEXIS Resumes Patient Dosing in Phase 3 MARIO Study

May -28

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.27%)

6. Segments

Innovative Medicines

Expected Growth: 9.27%

SCYNEXIS' 9.27% growth in Innovative Medicines is driven by increasing demand for novel antifungal treatments, strategic partnerships, and a strong pipeline of compounds targeting unmet medical needs. The company's lead candidate, ibrexafungerp, has shown promising results in clinical trials, contributing to the segment's growth.

7. Detailed Products

Brexafemme

An oral antifungal agent for the treatment of vulvovaginal candidiasis (VVC), a common infection in women.

SCY-078

An oral glucan synthase inhibitor for the treatment of fungal infections, including invasive aspergillosis and candidemia.

8. SCYNEXIS, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for SCYNEXIS, Inc. is medium due to the presence of alternative treatments for fungal infections, but the company's novel approach to antifungal therapy may provide a competitive advantage.

Bargaining Power Of Customers

The bargaining power of customers is low due to the specialized nature of SCYNEXIS, Inc.'s products and the lack of alternative treatment options for certain fungal infections.

Bargaining Power Of Suppliers

The bargaining power of suppliers is medium due to the dependence on a limited number of suppliers for raw materials and the potential for supply chain disruptions.

Threat Of New Entrants

The threat of new entrants is high due to the growing interest in antifungal therapy and the potential for new companies to enter the market with innovative products.

Intensity Of Rivalry

The intensity of rivalry is medium due to the presence of established companies in the antifungal therapy market, but SCYNEXIS, Inc.'s novel approach may provide a competitive advantage.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	14.63%
Debt Cost	11.38%
Equity Weight	85.37%
Equity Cost	11.38%
WACC	11.38%
Leverage	17.13%

11. Quality Control: SCYNEXIS, Inc. passed 7 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Phibro Animal Health

A-Score: 4.9/10

Value: 2.7

Growth: 5.2

Quality: 4.2

Yield: 4.0

Momentum: 9.5

Volatility: 4.0

1-Year Total Return ->

Radius Health

A-Score: 4.9/10

Value: 6.8

Growth: 3.4

Quality: 1.4

Yield: 5.0

Momentum: 9.0

Volatility: 3.7

1-Year Total Return ->

OptiNose

A-Score: 4.4/10

Value: 7.4

Growth: 4.4

Quality: 5.1

Yield: 0.0

Momentum: 5.0

Volatility: 4.7

1-Year Total Return ->

Aquestive Therapeutics

A-Score: 4.4/10

Value: 8.0

Growth: 3.7

Quality: 5.8

Yield: 0.0

Momentum: 7.5

Volatility: 1.7

1-Year Total Return ->

ProPhase Labs

A-Score: 3.3/10

Value: 7.6

Growth: 0.3

Quality: 3.8

Yield: 3.0

Momentum: 5.0

Volatility: 0.3

1-Year Total Return ->

SCYNEXIS

A-Score: 3.2/10

Value: 7.8

Growth: 5.4

Quality: 4.6

Yield: 0.0

Momentum: 0.5

Volatility: 1.0

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

16.14%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

11.38%

SCYNEXIS, Inc. - US8112922005

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on SCYX

1.c. Company Highlights

Better Quality

Higher Growth

Weak Momentum

Earnings Beats

Revenues Miss

Average Growth

Cheaper

Earnings Miss

Average Quality

Stable Momentum

Fairly Valued

Medium Volatility

Revenues Beats

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.27%)

6. Segments

Innovative Medicines

Expected Growth: 9.27%

7. Detailed Products

Brexafemme

SCY-078

8. SCYNEXIS, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: SCYNEXIS, Inc. passed 7 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

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

0.66$

Current Price

0.66$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA