Summary of RenovoRx (RNXT) Conference Call - May 21, 2025 Company Overview - RenovoRx specializes in localized chemotherapy delivery through its patented device, RenovoCath, which utilizes a method called transarterial microperfusion (TAMP) [1][2] - The company has received orphan drug designation for its drug-device combination product in two indications, with a focus on pancreatic and bile duct cancers [2][20] Core Points and Arguments - **Commercialization and Revenue Generation**: RenovoRx has begun commercializing its device, generating approximately $200,000 in revenue during its first full quarter of sales [15][18] - **Market Potential**: The potential peak revenue for the device in the U.S. is estimated at $400 million, with an initial target market of around 7,000 patients [3][6] - **Clinical Trials**: The company is conducting a pivotal phase three trial (TIGER PACT) for its drug-device combination, with positive interim results indicating a 65% reduction in side effects compared to traditional systemic chemotherapy [23][29] - **Physician Interest**: There is significant inbound interest from physicians, particularly for treating patients with pancreatic cancer, as the device offers a less toxic alternative to traditional chemotherapy [11][12][14] Financial and Growth Strategy - **Sales Strategy**: RenovoRx plans to leverage a small sales team to target approximately 200 high-volume cancer treatment centers in the U.S., minimizing the need for a large sales force [7][18] - **Revenue Growth Potential**: Each patient treated could represent multiple device sales, with potential revenues ranging from $6,000 to $9,000 per device, leading to significant revenue growth opportunities [17][18] - **Funding Research and Development**: The revenue from the catheter sales is expected to fund ongoing research and development activities, potentially leading to cash flow positivity [21][18] Clinical and Competitive Advantages - **Reduced Side Effects**: The localized delivery mechanism significantly reduces systemic side effects associated with traditional chemotherapy, improving patient quality of life [23][24] - **Survival Benefits**: Early data from trials suggest that patients may experience longer survival rates due to the effective delivery of chemotherapy directly to tumors [25][29] Upcoming Catalysts - **Second Interim Analysis**: The second interim analysis of the TIGER PACT trial is expected in the third quarter of 2025, which will provide further insights into the trial's progress and potential outcomes [30][32] - **Insider Confidence**: Management has shown confidence in the company's future by purchasing shares in the open market, indicating belief in the company's undervaluation [34] Additional Insights - **Market Positioning**: RenovoRx is positioned favorably compared to analogs like Delcath and NovoCure, with management believing the company is undervalued in the current market [34] - **Optionality in Strategy**: The company has the flexibility to pivot between focusing on catheter sales or advancing drug-device combinations based on market conditions and trial outcomes [22]

Core Viewpoint - RenovoRx, Inc. is conducting its Q1 2025 earnings conference call, highlighting its financial and operational performance, with key leadership present to discuss the company's progress and future outlook [1][2]. Group 1: Company Leadership and Structure - The conference call features RenovoRx's leadership team, including Dr. Ramtin Agah (Founder and Chief Medical Officer), Shaun Bagai (CEO), and Ronald Kocak (VP Controller and Principal Accounting Officer) [2]. Group 2: Forward-Looking Statements - The company emphasizes that statements made during the call may be considered forward-looking, reflecting management's current views on market conditions and potential outcomes of clinical trials [3][4]. - Management's forward-looking statements are based on current plans and assumptions, which are subject to various risks and uncertainties [3].

RenovoRx, Inc. (RNXT) came out with a quarterly loss of $0.08 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this company would post a loss of $0.13 per share when it actually produced a loss of $0.12, delivering a surprise of 7.69%.Over the last four quarters, the company has surpassed consensus EPS estimates two times.RenovoRx, which belongs to the Zacks Medical ...

RenovoRx (RNXT) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Valter Pinto - Managing DirectorRamtin Agah - Chief Medical Officer & FounderShaun R. Bagai - CEORonald B. Kocak - VP Controller & Principal Accounting Officer Conference Call Participants None - Analyst Operator Good afternoon, everyone, and welcome to the Renovo Rx q one twenty twenty five financial and operational highlights conference call. All participants will be in a listen only mode. After today's presentation, there ...

RenovoRx (RNXT) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Good afternoon, everyone, and welcome to the Renovo Rx q one twenty twenty five financial and operational highlights conference call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press and then 1 on your touch tone phones. To withdraw your questions, you may press and 2. Please also note today's event is being recorded. At this time, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ COMMISSION FILE NUMBER: 001-40738 RENOVORX, INC. (Exact name of registrant as specified in its charter) Delaware 27-1448452 (State or oth ...

Exhibit 99.1 RenovoRx Reports First Quarter 2025 Financial Results and Business Highlights Q1 2025 RenovoCath Revenues of ~$200,000, Exceeding Expectations and Anticipated to Continue Growing Sequentially with New Customer Purchase Orders and Reorders Cash on Hand of $14.6 Million Anticipated to Fully Fund both RenovoCath Commercialization Scale-up and Continued Progress Towards the Completion of the Ongoing Phase III TIGeR-PaC Clinical Trial Looking ahead, RenovoRx sees expansion opportunities across other ...

Summary of RenovoRx (RNXT) Fireside Chat - April 29, 2025 Company Overview - **Company**: RenovoRx (RNXT) - **Product**: Renovocath, a novel FDA-cleared drug delivery device for cancer treatment, particularly for locally advanced pancreatic cancer - **Key Personnel**: Sean Beguy (CEO), Gregory Tisi (Medical Director at Hackensack Meridian) Industry Context - **Industry**: Cancer treatment and drug delivery devices - **Market Potential**: Estimated peak U.S. revenue of $400 million for Renovocath alone, with a focus on pancreatic cancer treatment Core Points and Arguments 1. **Commercialization Strategy**: The company has initiated commercialization efforts for Renovocath, with first purchase orders received in 2024 and expectations for strong demand in 2025 [8][10][22] 2. **Clinical Trial Progress**: Ongoing Phase III TIGER PACT trial for locally advanced pancreatic cancer, with interim analysis showing increased overall survival and reduced side effects [10][19][21] 3. **Mechanism of Action**: Renovocath utilizes a proprietary method called transarterial microperfusion to deliver chemotherapy directly to tumors, resulting in a 100 times increase in drug concentration at the tumor site compared to systemic delivery [12][13] 4. **Patient Outcomes**: Initial data indicates a six-month increase in survival compared to standard care, with a 65% reduction in side effects, leading to improved quality of life for patients [20][21] 5. **Financial Performance**: Reported initial revenues of $43,000 in Q4 2024, with guidance for low six-figure revenue in Q1 2025 and expectations for sequential growth [22][23] 6. **Reimbursement Landscape**: Recent changes in reimbursement codes have increased the potential revenue per procedure from $10,000 to $17,000, enhancing the business opportunity for RenovoRx [53] 7. **Market Demand**: High physician demand for the device has been noted, with hospitals expressing interest in purchasing Renovocath for patient treatment [10][26] Additional Important Insights 1. **Sales Strategy**: The company plans to operate with a lean sales force of 3-5 people, leveraging existing physician demand and partnerships with established distribution channels [30][31][17] 2. **Supply Chain Stability**: The device is manufactured in the U.S., mitigating risks associated with global supply chain issues [60][62] 3. **Future Opportunities**: The technology is adaptable for various drugs, including immunotherapies and gene editing therapies, which could expand its application in cancer treatment [40][42] 4. **Investor Sentiment**: The CEO expressed confidence that the stock is undervalued due to a lack of understanding of the commercial opportunity and anticipated growth in revenue as the company transitions to a commercial phase [69][72] Conclusion - RenovoRx is positioned to capitalize on a significant market opportunity in cancer treatment with its innovative Renovocath device, backed by promising clinical trial results and a strong commercialization strategy. The company aims to enhance patient care while achieving substantial revenue growth in the coming years.

Investor Presentation Delivering therapy where it matters® March 2025 © RenovoRx, Inc. All rights reserved. NASDAQ | RNXT Cautionary Note Regarding Forward-Looking Statements This presentation and statements of the Company's management made in connection therewith contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934, including but not limited to statements regarding (i) the potential of RenovoCath® or TAMP ...

Financial Performance - RenovoRx reported initial revenues of approximately $43,000 from RenovoCath sales in Q4 2024, marking the first revenue generation from the device [5][16]. - The company has a cash position of $7.2 million as of December 31, 2024, and raised an additional $12.1 million in gross proceeds from a public offering in February 2025 [3][16]. - The net loss for 2024 was $8.8 million, an improvement from a net loss of $10.2 million in 2023 [16]. - Selling, general, and administrative expenses decreased to $5.0 million in 2024 from $5.7 million in 2023, attributed to lower professional and consulting costs [16]. - Research and development expenses for 2024 were $6.0 million, an increase from $5.7 million in 2023, primarily due to manufacturing and personnel costs [16]. Market Potential - The total addressable market (TAM) for RenovoCath is estimated at $400 million for peak annual U.S. sales, with potential expansion opportunities leading to a multi-billion dollar TAM over time [4][7]. - RenovoRx expects revenue to increase to the low six-figure range in Q1 2025, followed by sequential quarter-over-quarter growth throughout the year [4]. - More than ten medical institutions have initiated purchase orders for RenovoCath, with repeat orders already received from initial customers [6][24]. - RenovoRx's commercialization strategy aims to penetrate the market with a small team targeting the top 200 high-volume treatment centers [7]. Clinical Trials - The ongoing Phase III TIGeR-PaC clinical trial is on track for full enrollment in 2025, with 90 patients randomized and 50 events recorded as of March 28, 2025 [10][11]. - RenovoRx is conducting the TIGeR-PaC Phase III clinical trial study in LAPC, with ongoing efforts to achieve full enrollment and interim data readouts [26]. - The company faces uncertainties regarding the timing and results of clinical trials, including the potential for interim results to not predict final outcomes [26]. - RenovoRx estimates the number of patients suffering from targeted diseases, which will influence clinical trial enrollment [26]. Commercialization Strategy - RenovoRx is exploring commercialization strategies utilizing its TAMP technology, aiming for clinically meaningful outcomes for targeted medical conditions [26]. - The execution of the commercial strategy for RenovoCath may not lead to viable revenue-generating operations, highlighting inherent risks [26]. - The company anticipates revenue generation from RenovoCath sales, although specific timing and levels remain uncertain [26]. - Future strategic arrangements and collaborations may provide potential benefits, although their success is not guaranteed [26]. - Regulatory authorities may disagree with the company's data interpretations, impacting the approval process for product candidates [26]. - The sufficiency of existing cash and cash equivalents to fund future operating expenses and capital requirements remains a concern [26].