Transcription of The Stock Network Interview with Recce Pharmaceuticals (ASX:RCE), Chief Executive Officer, James Graham
Lel Smits: Recce Pharmaceuticals is a clinical stage biotechnology company developing a new class of synthetic anti-infectives designed to address the growing global threat of antibiotic resistant superbugs. Over the past year, Recce’s share price has risen more than 40% on the back of the company progressing its clinical pipeline and securing regulatory and funding milestones. Ahead of Wholesale Investors Emergence 2026 conference in Sydney, I’m joined by CEO James Graham to discuss Recce’s recent momentum, clinical progress, and why antimicrobial resistance remains a major global health challenge.
James, welcome to The Stock Network.
James Graham: Hi, good to be with you.
Lel Smits: Now, antibiotic resistance is recognised by the World Health Organisation as one of the biggest threats to global health. How does Recce’s synthetic anti-infective technology differ from traditional antibiotics, and also why do you think this new approach really could be so important in treating resistant bacterial and viral infections?
James Graham: Look, thank you. In fact, when we look to the World Health Organisation, they’ve recently released the Global Antibiotic Pipeline, where Reece was positioned as the first new class of antibiotics in over 40 years. Why? Because we are entirely synthetic, different to all other naturally formed antibiotics and the superbugs that comes with that.
So we work faster than any other antibiotic known to date, broader than any other antibiotic, and we’re able to work and keep on working with repeated use. And that’s important because it means a clinician can prescribe to a patient early in the infection to stop that infection leading to worse patient outcomes. So it’s a really valuable position to have.
Lel Smits: Excellent. And James, Recce has recently delivered a number of positive milestones, including strong efficacy data, new patent approval, significant R&D rebates, and also eligibility for funding support of up to AUD$85 million. How do you think these developments really strengthen Recce’s clinical pathway and also position the company for potential value creation as these trials advance?
James Graham: Look, that was an incredible endorsement from the Australian government and in fact, it is at a timely status because we have advanced programs with the United States Department of Defence, three programs in fact, as well as on a clinical basis in a civilian patient population, we have a late stage phase three for diabetic foot ulcer infections. So with a late stage program and an anticipated drug approval this year, we see the real revenue opportunities and commerciality that this new class of antibiotics represents in 2026. So it’s a very exciting time on our development horizon.
Lel Smits: James, it’s been wonderful to catch up and I look forward to seeing you at Wholesale Investors Emergence 2026 conference soon.
James Graham: Many thanks.
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