RAC 0.55% $1.81 race oncology ltd

What's going on with Race Oncology at the moment ?, page-45

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    I agree that a partnership would be a likely outcome in a case where Race had more confidence in the future potential and value of Bisantrene (i.e. application to a broader range of cancers and potential new indications), and were prepared to take more risk and be patient. I'm not yet convinced that will be the case though.

    At the time of a transaction, Race will surely share all of their information and data - the BP scientists and doctors should be able to come to similar conclusions as to the potential and risks as our expert team in Race. A cash buyout offer, suitably discounted for the ongoing execution risks, could still be reached (gotta leave some value on the table to reach a deal). I recall on a much early thread that a partnership deal was not the board/management's preferred option.

    Either way, will factor the prospect of a partnership deal into retirement planning (although much prefer a clean cash deal).


 
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