One thing in the presentation that I hadn't noticed before:
The lung cancer preclinical (which is probably being partnered) will be Zantrene + PD-1 inhibitor.
Phil has improved out of sight from the early days.
I'm not sure of the target audience. If I was new to RAC, this presentation wouldn't sell it to me by itself. The story takes many days of full-time DD for a new investor. But it's fine if the aim is to persuade existing investors to top up, e.g. in the SPP.
Ann: Race investor briefing & updated presentation, page-299
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