Here is a summary PDF of the information I find valuable on Pillar 1 - FTO. I have attempted to put a value on Pillar 1, but admit that this is highly speculative and is difficult to do because Bisantrene is the first of its kind. Also, new information regarding the relationship between FTO and cancer comes out weekly, which is extremely exciting for someone like me who is invested in RAC.
Pillar 1 - FTO.pdfKey Points:
- FTO linked with multiple (>10) cancer types
- FTO linked with mechanistic pathway in mutant RAS cancers (16% of ~26 cancers)
- City of hope identify bisantrene as a 1 in 260,000 FTO inhibitor (A needle in a haystack)
- Bisantrene pharmacokinetically and structurally more advanced and ideal for FTO inhibition than other known FTO inhibitors
- Clinical models suggest bisantrene may be an effective synergist with anti-PD1/PDL1 immunotherapy and TKI therapy
- Anti-PD1/PDL1 immunotherapy identified as a USD $20+ billion yearly market
- Based on clinical stage, potential tumor efficacy, and drug synergy of peer buyouts, low-end and high-end share price valuations is between
$30.6 - 131.5, respectively. However, since bisantrene is the lead drug in FTO inhibition, valuing this asset becomes very difficult and thus, true value may not be reflected in these valuations. As more data is made available relating specifically to the clinical applicability and efficacy of bisantrene as an FTO inhibitor, more accurate valuations may be made.
- RAC plans to target FTO tumors to drive cancer regression via RNA methylation pathway preclinically in 2021 and complete proof of concept trials in 2022
The authors opinions are their own and do not constitute financial advice. Nothing I publish constitutes an investment recommendation, nor should any data or content be relied upon for any investment activities.
1.https://www.frontiersin.org/articles/10.3389/fendo.2018.00396/full
2.https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7751723/pdf/ott-13-12845.pdf
3.https://advances.sciencemag.org/content/advances/7/8/eabd6927.full.pdf
4.https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3354961/
5.https://www.researchgate.net/publication/342113813_Targeting_FTO_Suppresses_Cancer_Stem_Cell_Maintenance_and_Immune_Evasion
6.https://www.tandfonline.com/doi/pdf/10.1080/15257770.2018.1508692?needAccess=true
7.https://pubs.acs.org/doi/10.1021/acsptsci.0c00124
8.https://www.sciencedirect.com/topics/medicine-and-dentistry/brequinar
9.https://pubs.acs.org/doi/pdf/10.1021/acschembio.0c00841
10.https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6812656/pdf/nihms-1053837.pdf
11.https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7136921/
12.https://www.nature.com/articles/s41467-019-10669-0
13.https://www.drugs.com/history/keytruda.html
14.https://www.fiercepharma.com/special-report/merck-top-15-pharma-companies-by-2026-sales
15.https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6218444/pdf/41422_2018_Article_97.pdf
16.https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6218444/pdf/41422_2018_Article_97.pdf
17.https://mcr.aacrjournals.org/content/early/2021/02/09/1541-7786.MCR-20-0541
18.https://www.gilead.com/news-and-press/press-room/press-releases/2020/3/gilead-to-acquire-forty-seven-for-49-billion
19.https://stemcellsjournals.onlinelibrary.wiley.com/doi/full/10.1002/sctm.19-0424
20.https://www.gilead.com/news-and-press/press-room/press-releases/2020/10/gilead-sciences-completes-acquisition-of-immunomedics-inc
21. https://www.firstwordpharma.com/node/1758946
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