Commercialising Novel Cancer Technology

Published 24-MAY-2018 00:00 A.M.

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4 minute read

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Overview: Invitrocue Ltd ("Invitrocue", "the Company") is a health care company focused on bio-analytics. The Company’s primary product is its proprietary Onco-PDO technology ("Onco-PDO"), a personalised cell-based scaffolding technology gathering patient-specific cancer information to guide oncologists in drug and therapy selection. The technology enables patient-derived cancer cells to be cultured in laboratories and tested against approved drugs. Additionally, Invitrocue is also focused on liver cell services to pharmaceutical companies. Invitrocue currently operates in Singapore, China, UK, Australia, Germany, and Japan.

Catalysts: Invitrocue has treated its first Onco-PDO customers and is now preparing for the commercial roll-out across the Asia Pacific and Europe and a significant increase in patient numbers. Expansion initiatives are supported by the Company’s patent portfolio and an immediate go-to-market model with low regulatory hurdles. Partnership discussions and validation trials are concurrently underway and designed to demonstrate the scientific and clinical merits of Invitrocue’s services. Strategic partnerships and the setup of joint service laboratories are catalysts to accelerate the Company’s growth trajectory.

Hurdles: Invitrocue is reliant on external capital and there is no guarantee it can procure the funding required to sustain its market development programs. The Company has a limited track record and the commercial appeal of its OncoPDO technology remains to be validated. While early signs are encouraging, market acceptance has yet to be established as there is no guarantee that health care institutions or patients will adopt Invitrocue’s technology.

Investment View: Invitrocue offers speculative exposure to demand for cancer analytics technology. The Company has treated its first patient and identified near-term opportunities which have the potential to further strengthen market acceptance of Onco-PDO ahead of the commercial rollout across the Asia Pacific and Europe. Funding demand, a limited track record, and market risks are principal hurdles. The number of new cancer cases is projected to rise significantly over the coming decade and the industry has historically achieved poor treatment outcomes. Invitrocue seeks to commercialise its Onco-PDO technology and the recently secured grant funding from Northern Ireland is a validation of its IP, while successful completion of clinical trials has the potential to accelerate channel partnership negotiations. As Invitrocue achieves key milestones, strategic interest may build up and we ‘initiate coverage’ to monitor its international expansion strategy.

THE BULLS AND THE BEARS

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THE BULLS SAY

  • Invitrocue has achieved first revenues from Onco-PDO and is now preparing for the commercial rollout across the Asia Pacific and Europe
  • A number of validation trials are currently underway and designed to demonstrate the scientific and clinical merits of Invitrocue’s services Further validation of Invitrocue’s technology could support commercial initiatives
  • An immediate go-to-market model with low regulatory hurdles supported by strategic channel partners allows for rapid geographic expansion
  • Invitrocue has patents granted in all of its key markets including in the US, UK, Australia, Germany, Singapore, Japan, and China.
  • Invitrocue offers speculative exposure to demand cancer analytics technology
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THE BEARS SAY

  • Invitrocue is reliant on external capital and there is no guarantee it can procure the funding or partnership required to sustain its clinical development programs
  • There is no guarantee that validation trials will result in commercial partnerships
  • The Company has a limited track record and the commercial appeal of its Onco-PDO technology has yet to be proven
  • The company has recently treated its first commercial customer, but a broader market acceptance has not been demonstrated yet. There is no guarantee that health care institutions or patients will adopt Invitrocue’s technology
  • An investment in Invitrocue should be considered speculative in nature



General Information Only

S3 Consortium Pty Ltd (S3, ‘we’, ‘us’, ‘our’) (CAR No. 433913) is a corporate authorised representative of LeMessurier Securities Pty Ltd (AFSL No. 296877). The information contained in this article is general information and is for informational purposes only. Any advice is general advice only. Any advice contained in this article does not constitute personal advice and S3 has not taken into consideration your personal objectives, financial situation or needs. Please seek your own independent professional advice before making any financial investment decision. Those persons acting upon information contained in this article do so entirely at their own risk.

Conflicts of Interest Notice

S3 and its associated entities may hold investments in companies featured in its articles, including through being paid in the securities of the companies we provide commentary on. We disclose the securities held in relation to a particular company that we provide commentary on. Refer to our Disclosure Policy for information on our self-imposed trading blackouts, hold conditions and de-risking (sell conditions) which seek to mitigate against any potential conflicts of interest.

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The information contained in this article is current as at the publication date. At the time of publishing, the information contained in this article is based on sources which are available in the public domain that we consider to be reliable, and our own analysis of those sources. The views of the author may not reflect the views of the AFSL holder. Any decision by you to purchase securities in the companies featured in this article should be done so after you have sought your own independent professional advice regarding this information and made your own inquiries as to the validity of any information in this article.

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