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Edge11 Sep 2026
Texas Pacific Land Corporation: Keeper of the Permian Basin
Land once granted to a failed 19th-century railroad now generates royalties for Texas Pacific Land Corporation across the Permian Basin.
SCYNEXIS
SCYNEXIS (SCYX) investor relations material
SCYNEXIS 12th Annual Cantor Fitzgerald Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.12th Annual Cantor Fitzgerald Global Healthcare Conference summary11 Sep, 2026
Company overview and strategic focus
Focuses on developing therapies for orphan conditions and severe rare diseases, leveraging expertise in specialized hospital and healthcare center engagement.
Recently expanded portfolio with the acquisition of SCY-770 for autosomal dominant polycystic kidney disease (ADPKD), complementing existing antifungal assets.
Both main assets target conditions with significant unmet medical need and limited treatment options.
Recent milestones and upcoming catalysts
Two phase I studies are concluding: one for SCY-770 in ADPKD and another for an intravenous antifungal agent.
Phase II study in ADPKD is set to begin by year-end, with an interim efficacy readout expected in the second half of next year.
Dose selection for phase II is driven by pharmacokinetic data and preclinical efficacy targets.
Rationale and details of SCY-770 acquisition
SCY-770 was acquired for $8 million upfront, with up to $8 million in development milestones and $180 million in commercial milestones.
The asset's advanced development stage and compelling mechanism as an AMPK activator were key factors in the acquisition.
Intellectual property includes patents extending to 2042 and orphan drug exclusivity.
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Latest events from SCYNEXIS
- Q2 2026 net income was $7.4M, with strong cash reserves and key clinical milestones ahead.SCYX
Q2 2026 - All six proxy proposals were approved with no shareholder questions submitted.SCYXAGM 2026
- Shareholders approved a reverse stock split and reduction of authorized shares.SCYXEGM 2026
- Q1 2026 featured a major acquisition, $21.3M net loss, and cash runway extended to mid-2029.SCYXQ1 2026
- Resale registration for 87M shares from a private placement; proceeds only from warrant exercises.SCYXRegistration filing
- Key votes include board elections, auditor ratification, and major share authorization changes.SCYXProxy filing
- Annual meeting seeks approval for director elections, equity plan expansion, and capital increase.SCYXProxy filing
- Shareholders will vote on a reverse stock split to help maintain Nasdaq listing compliance.SCYXProxy filing
- Shareholders will vote on director elections, compensation, equity plan, and capital structure changes.SCYXProxy filing
Next SCYNEXIS earnings date
Q3 202610 Nov, 2026
SCYNEXIS
Next SCYNEXIS earnings date
Q3 202610 Nov, 2026
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Amina0781App Store
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