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SCYX · Stock Price

USD 0.96-0.01 (-1.14%)
Market Cap: $74.8M

Historical price data

Overview

Scynexis has successfully transitioned to a commercial-stage biotech with the FDA approval of BREXAFEMME® (ibrexafungerp) for vulvovaginal candidiasis, now exclusively licensed to GSK. Its core innovation is the fungerp platform, a first-in-class triterpenoid antifungal with a novel mechanism of action. The company's strategy involves leveraging partnerships for commercialization while advancing a next-generation pipeline, including SCY-247, to tackle life-threatening, drug-resistant invasive fungal infections and, following a recent acquisition, exploring new therapeutic areas like polycystic kidney disease.

Infectious DiseaseWomen's HealthRenal Disease

Technology Platform

Proprietary fungerp platform: a first-in-class family of oral and intravenous triterpenoid antifungal agents that inhibit glucan synthase, a key enzyme for fungal cell wall synthesis, offering a novel mechanism of action against resistant pathogens.

Pipeline

18
18 drugs in pipeline7 in Phase 3
DrugIndicationStageWatch
IbrexafungerpInvasive CandidiasisPhase 3
SCY-078Candidiasis, InvasivePhase 3
IbrexafungerpVulvovaginal CandidiasisPhase 3
Fluconazole Tablet + IBREXAFUNGERP + Placebo oral tabletRecurrent Vulvovaginal CandidiasisPhase 3
SCY-078 + Fluconazole + EchinocandinCandidiasis, InvasivePhase 3

Opportunities

The global crisis of antifungal resistance creates a urgent, high-value market for novel agents like SCY-247.
The recent expansion into ADPKD with PXL-770 opens a large, adjacent market with significant unmet need, offering potential for pipeline diversification and value creation.

Risk Factors

The company faces clinical development risks for its lead pipeline candidates, financial vulnerability due to its low market capitalization and cash burn, and strategic execution risk in managing two distinct therapeutic areas simultaneously.
Heavy reliance on partner GSK for commercial success is also a key dependency.

Competitive Landscape

In antifungals, Scynexis competes with established drug classes and novel agents from Cidara and F2G, differentiated by its first-in-class oral/IV fungerp mechanism. In ADPKD, PXL-770 will compete with tolvaptan and other clinical-stage candidates, with its novel AMPK activation as a potential differentiator.