RAC 0.63% $1.59 race oncology ltd

RAC Upside - promising forgotten cancer drug that works, page-198

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    DYOR. This comparative analysis is not intended as financial advice. You are encouraged to do your own research and make your own investment decisions. Disclosures - held, sentiment bullish/long. This is my own analysis and I have not received compensation for it.
    Update to my analysis. I've re-ordered the content to cover the fundamentals in a more logical sequence. I have also tried to make more key points about the investment thesis on each page.

    RAC Valuation - 13 March 2021.pdf


    I will periodically update as new information comes in. The buyout valuation figures oscillate with the movements in the exchange rate. That's why the figures can vary from one edition to the next.
    Enjoy!

    The more investors and potential investors that understand:
    • the compelling clinical maturity and what this means from probability of success; and
    • the strong buyout transactions achieved for cancer Biotechs
    the greater the chance that RACE and Bisantrene will be bought out for fair value.

    Using conservative assumptions, risked NPV is currently USD $11.67B which would be a buyout at $75 per share.

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