RAC 1.27% $1.55 race oncology ltd

Ann: Race investor briefing & updated presentation, page-309

  1. 11,249 Posts.
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    A couple of references relevant for Pillar 3:

    https://media.cellsignal.com/www/pdfs/science/pathways/m6a-rna.pdf
    https://www.nature.com/articles/s41392-020-00450-x.pdf

    Trying to work out:
    1. The other regulator proteins they will most likely target
    2. The non-cancer indications they will go after (to me key factors could be combination of unmet clinical need and market size)
    3. For #1, #2 is there low-hanging fruit driven by their existing collaborations with UoN, UoW, CoH?
    4. Opportunity size (tricky until we know more about #1, #2, #3)
    For it to be meaningful for value (i.e. something concrete) in a transaction ... they must think they can hit the ground running.

    Screen Shot 2021-12-05 at 2.07.05 pm.png
    Last edited by wombat777: 05/12/21
 
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