Added to YB: 2026-06-24
Pitch date: 2026-06-21
GRCE [neutral]
Grace Therapeutics, Inc.
Author Info
Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals. Sign up for the newsletter.
Company Info
Grace Therapeutics, Inc. engages in the development and commercialization of pharmaceutical products for rare and orphan diseases in Canada.
Market Cap
$36.8M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.79
P/E
-4.79
EV/Sales
N/A
Sector
Pharmaceuticals
Category
special_situation
Beyond the Binary: Grace Therapeutics (GRCE) and the Long Road to Remediation
GRCE (update): April 23, 2026 CRL on GTx-104 (nimodipine, 505(b)(2)) cites CMC/CMO manufacturing deficiencies, leachables & non-clinical tox—not clinical/biology. Thesis shifts from 'regulatory execution' to 'remediation execution.' Race between fixing CMO issues vs dilutive bridge financing at depressed prices. Key: CMO deficiencies narrow vs systemic (tech transfer=12-24mo) & Class 1 (2mo review) vs Class 2 (6mo) resubmission post-Type A mtg. Base case leans Class 2. M&A optionality on hold; prior bear case ~$2/share.
Read full article (4 min)