Recce presented today at the Emergence 2026 Day1: Life Science Investor Day with their marketing manager Daniel Astudillo rather than CEO James Greaham presenting (first time I have seen someone other than James present). The conference is effectively small/micro cap or start up speed dating with investors (27 companies presenting in the day).

The presentation was short and straightforward, all information previously presented but their was one interesting factoid:

The bottle cost more than the liquid.

A nice indication of the potential margin even if they commercialised their FDI treatment in Indonesia at a low price point appropriate to the market. Noted that the FDI treatment is the gel version (R327G) not the IV liquid shown, so this may have a different cost, but it says they are no expensive inputs or processes to manufacture the active elements.

YouTube live feed for the conference: Emergence 2026 Day 1: Life Science Investor Day | MedTech, Biotech & Pharma

Disc: I own RL+SM