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Sizing Up Synlogic

Mar. 10, 2021 6:55 AM ETSynlogic, Inc. (SYBX)3 Comments


  • Today, we take an in-depth look at Synlogic, a small-cap developmental firm taking a unique approach in developing potential compounds.
  • The company has several 'shots on goal' and has trial readouts scheduled on the near-term horizon.
  • A full analysis follows in the paragraphs below.
  • Looking for a helping hand in the market? Members of The Busted IPO Forum get exclusive ideas and guidance to navigate any climate. Learn More »

No one gossips about other people’s secret virtues.”― Bertrand Russell

Every now and again, I get a question on a small-cap concern named Synlogic (NASDAQ:SYBX). To my knowledge, we never have done a deep dive on this name, so it seemed a good time to do some research on this company. A full analysis follows in the paragraphs below.

Company Overview

Synlogic is a 'Tier 4' developmental concern based just outside of Boston in Cambridge, MA. The company is focused on developing synthetic biotic medicines to treat metabolic, inflammatory, and cancer. In May of 2017, Synlogic (a private company at the time) announced it would merge with publicly held Mirna Therapeutics (MIRN) and keep the Synlogic name. From its website, the company states 'Synlogic is working at the intersection of biology and engineering, pioneering the application of synthetic biology to design living therapeutics programmed to treat disease in new ways'.

A New Class of Medicines

Source: Company Presentation

The stock currently trades just over $3.00 a share and sports and approximate market capitalization of $120 million.

Robust Pipeline With Meaningful Catalysts

Source: Company Presentation

The company has quite a few early stage efforts in its pipeline. One of more promising is the Synlogic's efforts with a compound called SYNB1618 to treat Phenylketonuria and SYNB8802 targeting Enteric hyperoxaluria. Both compounds are currently in proof of concept studies where data should be out mid-2021. Kuvan or Palynziq are two treatments for PKU, both of which have limitations, and Synlogic believes SYNB1618 has the potential to be a superior treatment.

SYNB1618 is Uniquely Positioned to Address Needs Across Ages and Genotypes

Source: Company Presentation

Phenylketonuria is also known as PKU and is a rare condition caused by a defect in the gene that helps create the enzyme needed to break down phenylalanine. Without this enzyme, a dangerous buildup can develop when a person with PKU eats foods that contain protein or eats aspartame. A special diet must

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