Recce Pharmaceuticals (RCE) Investor Presentation summary
Event summary combining transcript, slides, and related documents.
Investor Presentation summary
1 Jul, 2025Business overview and strategy
Developing a new class of synthetic anti-infectives targeting antibiotic-resistant superbugs, with lead candidate RECCE® 327 recognized by WHO as a clinically advanced new antibiotic class.
Multiple Phase II/III clinical trials underway in key geographies, with a registrational Phase III trial in Indonesia as a catalyst for 2026 revenues.
Strategic MoU with PT Etana Biotechnologies to facilitate late-stage clinical trials and commercial access in Indonesia and ASEAN.
Expedited regulatory review in Indonesia and support from both Australian and Indonesian governments for regional expansion.
Global growth strategy includes expansion into ASEAN, Australia/NZ, USA, and new product indications.
Product pipeline and clinical progress
Lead asset RECCE® 327 Gel in Phase III for diabetic foot infections (DFI) in Indonesia, with expected launch in 2026 and access to ASEAN markets.
Broad pipeline includes indications for sepsis, UTI/urosepsis, burn wounds, and ABSSSI, with multiple formulations (IV, topical, aerosol).
Phase II DFI/ABSSSI trial achieved all endpoints, with 93% efficacy at 14 days and no serious adverse events.
US Department of Defense grant supports burn wound infection program; IND application to FDA planned.
Phase III registration trial in Indonesia is a double-blind, placebo-controlled study with interim analysis planned for early 2026.
Market opportunity
Global DFI and sepsis markets exceed US$9.1 billion, with initial focus on Indonesia (DFI market ~US$189 million) and broader Asia Pacific (~US$1 billion/year).
US and Australian markets for sepsis and DFI worth over US$1.5 billion.
Additional opportunities in burn wound, skin, and soft tissue infections.
Latest events from Recce Pharmaceuticals
- Late-stage antibiotic gel targets diabetic foot infections, aiming for 2024 ASEAN launch.RCE
Investor update19 Mar 2026 - Losses increased on higher R&D spend; going concern risk flagged amid low cash reserves.RCE
H1 20268 Mar 2026 - Clinical and regulatory advances drive commercialization and major market entries in 2025–2026.RCE
AGM 202416 Jan 2026 - Phase III antibiotic trials in Indonesia and Australia target rapid commercial entry in major markets.RCE
Investor Update23 Dec 2025 - Phase 3 trial progress, robust funding, and ASEAN launch plans drive near-term growth.RCE
AGM 2025 Presentation4 Nov 2025 - Phase 3 trials, major funding, and global partnerships drive progress toward 2026 commercialisation.RCE
H2 20253 Sep 2025 - R327 shows rapid, broad-spectrum efficacy with no resistance, targeting commercial launch in 2026.RCE
Ord Minnett Biotech & MedTech Conference Presentation1 Jul 2025 - R327 gel achieved 93% efficacy in Phase II, advancing to expedited Phase III trials in ASEAN.RCE
Investor Presentation1 Jul 2025 - R327 Gel nears launch with strong clinical data, global IP, and major market opportunities.RCE
Investor Presentation1 Jul 2025