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Arecor Therapeutics (AREC) investor relations material
Arecor Therapeutics H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary25 Sep, 2025
Executive summary
Strategic focus on diabetes and cardiometabolic diseases, prioritizing high-value R&D and winding down non-core Tetris Pharma operations.
Lead product AT278, an ultra-concentrated rapid-acting insulin, advancing toward Phase 2 clinical studies in 2H 2026, supported by a co-development partnership with Sequel MedTech.
Oral GLP-1/peptide delivery platform progressing, with key preclinical/PK data expected in 2H 2025.
Strengthened financial position through non-dilutive royalty financing with Ligand Pharmaceuticals, providing up to $11 million, and expanded IP portfolio.
Formation of a new Scientific Advisory Board to support oral drug delivery strategy.
Financial highlights
Revenue stable at £2.0 million for 1H 2025; partner revenue increased to £1.0 million, while product revenue decreased due to Tetris Pharma wind-down.
R&D expenses reduced to £1.3 million (1H 2024: £1.7 million); SG&A costs also down due to Tetris reduction.
Loss after tax narrowed to £2.5 million (1H 2024: £4.6 million).
Cash at 30 June 2025 was £1.9 million, with $7 million/£5.2 million received post-period from Ligand deal.
Gain on disposal of non-Ogluo Tetris Pharma products recognized as an exceptional item.
Outlook and guidance
Cash runway extended into 1H 2027, supporting all phase two enabling costs and ongoing R&D.
Phase 2 clinical study for AT278 targeted for 2H 2026, with enabling activities underway and positive FDA feedback.
Oral GLP-1/peptide platform development ongoing, with key data expected in 2H 2025.
Strategic intent to expand oral peptide delivery platform and pursue new partnerships.
What is the strategic intent for AT278 beyond Phase 2?
What data will inform oral GLP-1 next steps?
What are the terms of the Ligand warrants?
FDA feedback on AT278 Phase 2 design?
Oral peptides: Next steps for bioavailability?
How will the AT278 Phase 2 study be funded?
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Next Arecor Therapeutics earnings date
H2 202521 Apr, 2026
Next Arecor Therapeutics earnings date
H2 202521 Apr, 2026
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Frequently asked questions
Arecor Therapeutics PLC is a biopharmaceutical company specializing in the development of enhanced pharmaceutical formulations. The company applies its proprietary technology to improve the stability, efficacy, and delivery of existing biologics, peptides, and therapeutic proteins. Its pipeline includes proprietary and partnered programs focused on diabetes, critical care, and other therapeutic areas. The company is headquartered in Cambridge, United Kingdom, and its shares are listed on the London Stock Exchange (LSE).
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