investorscraft@gmail.com

Stock Analysis & ValuationActicor Biotech SAS (ALACT.PA)

Professional Stock Screener
Previous Close
0.25
Sector Valuation Confidence Level
High
Valuation methodValue, Upside, %
Artificial intelligence (AI)n/an/a
Intrinsic value (DCF)n/a
Graham-Dodd Methodn/a
Graham Formula169.6767770

Strategic Investment Analysis

Company Overview

Acticor Biotech SAS is a Paris-based clinical-stage biotechnology company specializing in innovative treatments for acute thrombotic diseases. Founded in 2013, the company focuses on developing glenzocimab, a humanized monoclonal antibody fragment targeting a specific platelet glycoprotein to address life-threatening conditions like ischemic stroke and cardiovascular emergencies. Acticor Biotech is advancing two Phase II/III registration programs for ischemic stroke and two additional Phase II trials targeting Covid-19 respiratory distress syndrome and other cardiovascular crises. Operating in the high-growth biotechnology sector, Acticor Biotech is positioned at the forefront of thrombotic disease research, leveraging its proprietary antibody technology to address unmet medical needs. With a strong clinical pipeline and strategic focus on acute care, the company aims to revolutionize treatment protocols for stroke and related conditions, offering significant potential in the global healthcare market.

Investment Summary

Acticor Biotech presents a high-risk, high-reward investment opportunity due to its clinical-stage status and focus on acute thrombotic diseases. The company's lead candidate, glenzocimab, shows promise in Phase II/III trials for ischemic stroke, a market with substantial unmet needs. However, with no revenue and a net loss of €18.64 million in FY 2023, the company remains heavily dependent on successful clinical outcomes and future funding. The negative beta (-0.264) suggests low correlation with broader markets, which may appeal to niche healthcare investors. Key risks include clinical trial failures, regulatory hurdles, and cash burn (€13.02 million operating cash outflow in 2023). Investors should monitor upcoming Phase II/III data readouts and partnership announcements closely.

Competitive Analysis

Acticor Biotech competes in the niche but growing market of acute thrombotic disease treatments, differentiating itself through glenzocimab's unique mechanism targeting platelet glycoprotein. The company's focus on ischemic stroke—a leading cause of disability—positions it against larger players developing anticoagulants and thrombolytics. Acticor's asset could offer safety advantages over existing therapies like tPA (tissue plasminogen activator), which carries bleeding risks. However, the company faces significant challenges in scaling manufacturing and commercialization compared to deep-pocketed competitors. Its asset's applicability to Covid-19 complications adds diversification but increases developmental complexity. Acticor's modest market cap (~€3.9 million) reflects its early-stage status, requiring successful trial data to attract partnerships or acquisition interest. The competitive edge lies in glenzocimab's targeted action, but late-stage trial execution and funding remain critical hurdles.

Major Competitors

  • Pfizer Inc. (PFE): Pfizer dominates the cardiovascular drug market with blockbusters like Eliquis (co-developed with BMS). Its vast resources and commercial infrastructure dwarf Acticor's capabilities, but Pfizer's focus has shifted toward mRNA and oncology, potentially leaving space for niche players in thrombosis. Weakness: less agility in rare disease markets.
  • Novartis AG (NVS): Novartis offers competing antithrombotic drugs like Entresto and has strong neurology R&D. Its global reach and stroke rehabilitation portfolio could make it a potential acquirer for Acticor's technology. Weakness: prioritization of chronic over acute care therapies.
  • Johnson & Johnson (JNJ): J&J's Xarelto is a leading anticoagulant, giving it entrenched market share Acticor must challenge. J&J's device division (e.g., thrombectomy tools) creates synergistic opportunities Acticor lacks. Weakness: less focus on first-line acute stroke drugs.
  • Argenx SE (ARGX.BR): This antibody specialist competes indirectly with its FcRn inhibitor for autoimmune diseases. Similar platform technology but different therapeutic focus. Strength: validated antibody engineering. Weakness: no direct thrombosis pipeline.
HomeMenuAccount