RCE
$149MCF+
Recce Pharmaceuticals
Biotechnology · Infectious disease
Developing RECCE 327 synthetic anti-infective polymer for bacterial infections including sepsis and wound infections. Novel mechanism distinct from traditional antibiotics.
Cash data from Mar 2026 4CFigures from ASX filings · not financial advice
[ VITALS ]
Cash on Hand
$1.7M
Mar 2026 4C
Runway
CF+Cash Flow Positive
Based on Mar 2026 4C
Market Cap
$149M
Burn Rate
—
Mar 2026 4C
Shares Outstanding
289M
Pipeline Assets
1
Latest Insightprice-sensitive announcements & broker notes
Price-sensitivePartnership26 May 2026
Recce Signs Middle East Licensing Term Sheet
Undisclosed Leading Middle Eastern Pharmaceutical Company·out license·Middle East and North Africa (MENA) — including Saudi Arabia, GCC countries (UAE, Kuwait, Oman, Bahrain, Qatar, Iraq), Egypt, Algeria and Morocco
·Milestones$5.0M·Royalty30%
3M Price
RCE.ASX$0.515+15.7% 3M
Low $0.445High $0.570
Pipeline Assets (1)
Discovery
Preclinical
Ph 1
Ph 1/2
Ph 2
Ph 2/3
Ph 3
NDA
Approved
Capital Raises & Buybacks
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No capital raise or buyback data
Other ticker dataInsider activity, holders, grants, publications
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Insider activity, holders, grants, publications
Director Transactions
3 transactionsLast 90dNo Activity
Buys0
Sells0
OPTIONS EXERCISEJames Grahamopen_in_new
2026-02-22
58d before · Positive Regulatory Inspection Outcome for Phase 3 Trial
OPTIONS EXERCISE
Catalysts (7)· 5 upcoming · 2 past
RECCE 327 Phase 3 DFI interim analysis (155 patients)
UpcomingExpectedarrow_upwardHigh30 June 2026
RECCE 327 Phase 3 DFI full enrollment (310 patients)
UpcomingExpectedarrow_upwardHigh31 Dec 2026
Indonesia BPOM conditional approval
UpcomingSpeculativearrow_upwardHigh31 Dec 2026
Track RecordDelivery Consistency Index
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Delivery Consistency Index
Historical delivery and spending consistency. Data is limited for recently added companies.
Delivery Consistency Index
Delivery
–Insufficient data
2/3 data points needed
Timeline adherence · phase-adjusted tolerance · recency-weighted · min 3 catalysts
Capital discipline
High93/100(limited data)
Burn rate stability · stage-adjusted thresholds · runway trend · R&D focus
Hit 2 of 2 guided dates· rolling 2yr(limited sample)· of 7 tracked
Filed 1 of 1 4Cs on time· statutory deadline· 1 filing without matched announcement
What drove these scores · rolling 2yr
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Cash-flow positive — 1/2 quarters with positive operating cash flow
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Cash position improving — Cash balance growing
Completed catalysts
✓Positive Regulatory Inspection Outcome for Phase 3 Trial· readout — subject to clinical uncertainty— The Indonesian National Agency of Drug and Food Control (BPOM) completed a routine regulatory inspection of the Phase 3 trial site with no findings that prevent the study from continuing. Patient dosing is ongoing across five sites, with an interim data analysis planned at 155 patients completed. Regulatory approval in Indonesia is anticipated in CY2026.
On time
✓Recce Signs Middle East Licensing Term Sheet· partnership — counterparty-driven— Recce Pharmaceuticals signed a non-binding term sheet for a 10-year exclusive licensing agreement with a leading Middle Eastern pharmaceutical company to register, market and distribute R327 Topical Gel for Diabetic Foot Infections across the MENA region, with total upfront and milestone payments of up to USD 3.5M (~AUD 5M) plus 30% of net selling price and an additional 6% royalty on net sales exceeding USD 50M/year.
On time
Outcome quality (positive/negative readouts) reflects the science, not execution — shown above but excluded from the score.
These metrics reflect historical operational data only. They are not predictive of future performance, do not constitute investment advice, and should not be used as the basis for any investment decision.
Announcements(10)
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PartnershipPSauto_awesome
Recce Signs Middle East Licensing Term Sheet26 May 2026
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payments
Quarterly 4CPSauto_awesome
Quarterly Activities/Appendix 4C Cash Flow Report30 Apr 2026
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