THERACRYF PLC - Half year results for the six months to 30 September 2025

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0:00 Introduction
3:49 The Investment Opportunity
10:38 Prioritised Pipeline
15:50 Half Year Report
23:53 Anticipated Newsflow
28:00 The Investment Case
30:17 Q&A

Theracryf PLC (AIM:TCF) delivered a strong investor update highlighting significant progress across its CNS focused pipeline, led by its advanced preclinical Orexin 1 antagonist for addiction, which the company positions as a class leading asset with substantial commercial potential. Management emphasised rapid operational execution, capital efficiency, and a clear growth strategy centred on progressing the addiction programme to clinic readiness by late 2026, supported by robust preclinical efficacy data, global patent protection and ongoing large scale manufacturing and toxicology work. The company also advanced its differentiated dopamine modulator targeting central fatigue in multiple sclerosis with expansion potential into narcolepsy and other CNS fatigue disorders. Financial results showed disciplined cost control with a modest increase in loss, strong cash balances following the recent fundraise and an extended cash runway through 2026, placing Theracryf among the top European biotechs for liquidity strength. With a diversified pipeline, growing order book of development milestones, upcoming regulatory submissions, and a strategy focused on early clinical value inflection and potential licensing opportunities, the company underscored its ability to deliver near term and long term shareholder value through pipeline execution, margin discipline and continued operational momentum.