Arecor Therapeutics PLC (AIM:AREC) CEO Sarah Howell talked with Proactive at the One2One Investor Forum about the company’s recent strategic progress across its diabetes and metabolic disease portfolio, highlighting its lead insulin candidate, AT278, and a growing oral peptide delivery platform.
Howell explained that AT278 is a highly concentrated, ultra-rapid-acting insulin with clinical data demonstrating superiority over current market leaders such as Novo Nordisk and Eli Lilly.
The company recently announced a co-development deal with US-based insulin pump developer Sequel Med Tech LLC, which aims to bring the next generation of miniaturised, longer-wear insulin pumps to market using AT278.
She confirmed, “We have the fastest-acting insulin. We’ve clinically proven head-to-head our insulins against Novo Nordisk and Eli Lilly.” The partnership will see both companies co-fund development through to Phase 2 readiness, with Arecor aiming for a broader commercialisation agreement with Sequel Med Tech next year. Howell emphasised that the target addressable market in the US is worth up to $2.90 billion annually.
Arecor also secured $7.00 million upfront in non-dilutive financing through a royalty agreement with Ligand, strengthening its balance sheet and extending its runway into 2027.
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