SCY
Simplify Exchange Traded Funds
Mentions (24Hr)
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$SCYX: Micro-cap biotech with multi-bagger potential
Mentions
SCY on the tsx. Scandium. 2 Years.
What do you all think of $TSXV:SCY
I think this is a fair take, especially on Brexafemme and the history here, but I’m looking at the story a bit differently at this point. I’m not really building the thesis around Brexafemme anymore, and I think the market isn’t either. That asset clearly didn’t live up to the original expectations, especially on the IV/systemic side, and the commercial opportunity there looks limited given existing options like fluconazole. What I’m focused on is SCY-247, which I see as a reset rather than a continuation of the old story. On the IV point, I agree that the original compound had limitations, but SCY-247 is a next-generation fungerp that is specifically being developed with both oral and IV formulations, which is why the current Phase 1 IV study matters. So I don’t see the “it can’t be used intravenously” issue as applying to the current pipeline in the same way. On the TAM argument, I don’t view antifungals as a massive market like oncology, but I do think drug-resistant infections, especially Candida auris and invasive candidiasis, are areas where effective new treatments can still command meaningful value, even if the patient population is smaller. In biotech, you don’t always need a huge market to justify a few hundred million in valuation if the need is real and competition is limited. I also think the GSK deal matters here, because large pharma companies tend to be selective in this space, and their involvement suggests there is still perceived value in the platform, even if the first product didn’t fully deliver.
Canadian stocks MAXQ SCD QIMC HG HHE SCY
I read this. They're getting $25 million from GSK and has a PT of $3 [1](https://www.quiverquant.com/news/SCYNEXIS+Secures+%2424.8+Million+Payment+from+GSK+and+Advances+SCY-247+Development+Plans+Amid+Phase+3+Study+Termination) [2](https://www.tipranks.com/news/blurbs/guggenheim-reaffirms-their-buy-rating-on-scynexis-scyx-blurbs)
Scynexis is incorrectly mapped to SDY-101. Sdynexis is the producer of SDY-101. Scynexis creates SCY-247 and Ibrexafungerp (antifungals). Yes the names are very similar - but I do suggest a little more due diligence prior to posting. I enjoy these posts but please throw these into ChatGPT to triple check the info
ARA has nearly grown 100% for me. SCD and SCY are looking well. FL and [MILI.CN](http://MILI.CN) also up. If I wasn't already at my target allocation for critical minerals...
I DIDN'T EVEN KNOW THIS WAS POSSIBLE FUCK https://imgur.com/a/mT00SCY
https://x.com/AmericaPapaBear/status/1907947224090423367?t=I518SCY_DlRPy4aPG34hVw&s=34