RAC 4.89% $1.56 race oncology ltd

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    Arcus Biosciences focus is another anti PD-1 therapy.

    https://arcusbio.com/pipeline/chart/

    Peak sales estimated at USD $3.3B + USD $1.5B = USD $4.8B (see below)
    ( this is speculatively about 5-10% of the revenue opportunity for Zantrene in Cancer )
    Currently in Phase 2 & 3
    Market cap USD $2.5B

    https://www.bloombergquint.com/busi...reet-touts-10-billion-opportunity-with-gilead

    Screen Shot 2021-10-03 at 6.58.52 pm.png

    RACE will have 5 x Phase 2 trials underway by the end of 2022, not forgetting the track-record of historic approval for AML (Phase 3 / 4 history).

    Screen Shot 2021-10-03 at 7.15.43 pm.png
 
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