RAC - Charts & Price Action, page-1450

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19/10/20

19:30

Post #: 48213831
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Originally posted by RaceOncology: ↑

If they are experienced using bisantrene it does rather narrow down who they could be or they are very old.

The key to valuing bisantrene is to treat it as effectively two different drugs:

1. A better anthracycline (eg doxorubicin, etc). There is real value here comes from the anthracyclines not being nice drugs which have some serious long term problems especially to the heart. Bisantrene is used at high doses (250mg/m2/day) to kill the cancer via DNA damage and Topo II inhibition (standard chemo). There is lots of clinical data supporting the use of bisantrene this way.

2. A FTO targeted agent. The value here comes from using bisantrene at a low dose to inhibit the FTO protein. The FTO protein appears to be overexpressed in a wide range of different cancers and its inhibition is a very exciting new target in oncology. There is no clinical data support the use bisantrene this way, but the preclinical data is very encouraging.

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Wouldn't say heavily experienced using Bisantrene but they know it very well + well respected in treating AML and regularly are working on treating patients with AML. I guess to a degree the concern (Hence not a complete gamechanger) is how quickly are they moving away from Chemo treatment. As I said, they had very good things to say about this investment and that it is better than current treatments. Anymore and I will be revealing the person. My medical field is outside this scope.

RAC Price at posting: 95.5¢ Sentiment: Buy Disclosure: Held
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RAC - Charts & Price Action, page-1450

Eurozone-based companies find new ways to secure a regional lithium supply

Time for retail therapy buying in the shopping Scentre for hot stocks

ASX200 dives as inflation clocks in at 4% – higher than 3.8% consensus

Sun Silver submits US$60M Silver Paste Funding Application to US DoE

End of FY is a time to juggle wins, losses and capital gains taxes

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RAC - Charts & Price Action, page-1450

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Time for retail therapy buying in the shopping Scentre for hot stocks

ASX200 dives as inflation clocks in at 4% – higher than 3.8% consensus

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End of FY is a time to juggle wins, losses and capital gains taxes

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