debt_leverage_profile
Minimal debt; primarily equity-financed clinical-stage company with cash runway concerns; 20% rate rise has negligible direct debt cost impact
Inferred
Agent_Inference
interest_rate_sensitivity
Low direct sensitivity; no significant variable-rate debt, but higher rates increase equity dilution cost and reduce biotech investor appetite
Inferred
Agent_Inference
geopolitical_supply_exposure
Low intensity; China and India supply >60% of global API inputs, creating concentration risk.
Medium
GICS-commodity-overlay-v1
supply_chain_dependency
Single-source catheter device manufacturing (likely U.S./EU); gemcitabine API sourcing potentially exposed to India/China pharma ingredient chokepoints
Inferred
Agent_Inference
international_expansion_readiness
Essentially no international revenue currently; currency devaluation exposure is negligible given U.S.-only clinical operations
Inferred
Agent_Inference
geographic_footprint
U.S.-only operations and clinical trials; zero meaningful international revenue footprint; no sovereign currency exposure
Inferred
Agent_Inference
commodity_exposure_profile
Low intensity; commodities: Active Pharmaceutical Ingredients, Rare Earth Elements, Natural Gas (energy), Plastics/Resins, Ethanol, Packaging Materials; geopolitical: China and India supply >60% of global API inputs, creating concentration risk.
Medium
GICS-commodity-overlay-v1
vendor_lock_dependency_score
High dependency on Mercator MedSystems' TACE catheter device; single non-substitutable supplier represents critical operational input
Inferred
Agent_Inference
business_model_type_primary
Not a cloud-dependent SaaS; medical device/drug combination company; cloud termination would disrupt data management but not core therapy delivery
Inferred
Agent_Inference
business_model_type_secondary
Clinical-stage pharma/device hybrid; revenue model contingent on FDA approval and hospital reimbursement adoption post-approval
Inferred
Agent_Inference
switching_cost_profile
Low API coupling risk; company is not software-dependent; proprietary delivery system creates clinical switching costs for physicians once adopted
Inferred
Agent_Inference
howey_test_risk_index
Revenue model is product sales of approved therapy, not investment contract; Howey Test risk is very low — no token or passive-return structure
Inferred
Agent_Inference
regulatory_burden_tier
Very High
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Limited GDPR/CCPA exposure; clinical trial data governed by HIPAA and FDA 21 CFR Part 11; no consumer data monetization
Inferred
Agent_Inference
antitrust_exposure_flag
Minimal antitrust risk; small-cap niche oncology company with no dominant market position; no pricing or market-control concerns
Inferred
Agent_Inference
regulatory_exposure_profile
Very High burden; regimes: FDA, CMS, HHS, HIPAA, EMA, OIG; Drug pricing legislation and approval delays directly compress revenue visibility.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
Currently ~0% recurring revenue; pre-revenue clinical stage; future model is transactional per-procedure hospital/clinic product sales
Inferred
Agent_Inference
monetization_vector
Per-procedure product sales of RenovoGem drug-device combination to oncology centers following regulatory approval
Inferred
Agent_Inference
pricing_architecture
Pricing tied to hospital reimbursement codes (CPT/ICD); stress scenario: CMS reimbursement cuts could severely compress margins and adoption rates
Inferred
Agent_Inference
pricing_power_rating
Low to moderate; pricing constrained by CMS/payer reimbursement schedules; limited independent pricing power as novel combination product
Inferred
Agent_Inference
target_gross_margin_bracket
70.9% Gross Margin (Premium (>60%))
High
SEC-XBRL
churn_vulnerability_index
No free-rider problem; proprietary single-use catheter system requires purchase; physician adoption inertia creates mild retention once trained
Inferred
Agent_Inference
headcount_cost_structure
Revenue growth would be sublinear to headcount; commercial scaling uses distributor/GPO channels; manufacturing outsourced, limiting linear headcount pressure
Inferred
Agent_Inference
marginal_cost_of_growth
Moderate marginal cost; incremental revenue requires manufacturing scale and sales force expansion but not proportional R&D headcount growth
Inferred
Agent_Inference
franchise_compliance_risk
Not a franchise model; not applicable
Inferred
Agent_Inference
customer_acquisition_metric
At 10x scale, CAC likely declines via GPO/hospital system contracts; but clinical evidence generation costs remain high barrier to oncologist adoption
Inferred
Agent_Inference
network_effect_present
No meaningful network effects; physician adoption is independent; clinical outcomes data could create weak referral-based adoption loop
Inferred
Agent_Inference
asset_efficiency_ratio
-137.9% Return on Assets (Negative equity)
High
SEC-XBRL
recession_resistance_tier
Moderate-high resilience; pancreatic cancer treatment is non-discretionary; however, hospital capital budget cuts could delay adoption
Inferred
Agent_Inference
customer_segment_primary
Oncology departments and interventional radiologists at U.S. hospital systems and cancer centers treating pancreatic cancer
Inferred
Agent_Inference
customer_segment_secondary
Potentially concentrated among top 50-100 NCI-designated cancer centers; high customer concentration risk in early commercial phase
Inferred
Agent_Inference
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "19-0000 Life, Physical, and Social Science Occupations", "21-0000 Community and Social Service Occupations", "23-0000 Legal Occupations", "29-0000 Healthcare Practitioners and Technical Occupations", "31-0000 Healthcare Support Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "51-0000 Production Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.32 (HIL — ~32% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v1
capital_expenditure_profile
0.2% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
sec_cik
0001574094
High
SEC-EDGAR
ticker
RNXT
High
SEC-EDGAR