As I first did my DD on Race I was absolutely blown away by the FTO opportunity, but I was equally excited by the story of Bisantrene. Everything had just fallen into place like a well planned narrative. I have been considering two main video presentations that would convey what I think is critical context to understanding the scope of Zantrene...
The History of Zantrene 5 to 10 minute, with simple clean animation. There's a lot to fit into a short video, but the visual graphic elements should be a huge help.
First discovery at Lederle/NCI in 1979
Promising trials in the 80s (noting the curious heart-safety and efficacy in AML)
Approval in France, two girls cured
Commercial acquisitions/mergers, AML market in 1990s, deprioritization and loss (would be good to acknowledge this happens a lot)
Overview of modern oncology, treating a patient's cancer (CDx), immunotherapy (mentioning Keytruda)
Surface level explanation of epigenetics and its role in driving cancer
Rediscovery of Zantrene in 2013 by William Garner & John Rothman
Sale in 2016 of Zantrene to 'Coronado Resources Ltd'
They then list on the ASX as 'Race Oncology Ltd' with a goal to treat AML
Meanwhile, mRNA research identifies FTO as a key protein in that pathway
The search for FTO inhibitors starts, at City of Hope 260k molecules are screened
Boom, Zantrene #1 inhibitor of FTO
Extended breakdown of how inhibiting FTO kills FTO dependent cancers, also prevents therapy resistance, also synergises with immunotherapy
Race Oncology pivots to pursue this opportunity, starts several programs
Heart protection pre-clinical initiated, brief explanation of cardio-toxicity in oncology, more breast cancer patients die of heart faliure than BC!
Jianjun Chen who discovered Zantrene's FTO inhibition at City of Hope, joins Race.
Chicago paper and interim Melanoma results also support Zantrene as FTO inhibitor
Boom the sequel, Cardio-protection break though
Extended breakdown of how Zantrene not only synergises to target the cancer better, but also prevents heart damage from other drugs
Current state of affairs, First in Class, Best in Class, in the clinic, ready to break some records.
What is m6A RNA? Another short, animated graphic. This one would probably need to be <5 mins. This would be perfect for a Kurzgesagt style animation as they've published several fantastic videos explaining complex science in an engaging and accessible format.
DNA > RNA > proteins, RNA strands are like a recipe list for protein production
Which proteins are expressed in a cell dictates what that cell does/is
Methylation is a regulator of which proteins are promoted/suppressed, like putting little flags on specific parts of the RNA strand
There are proteins that act as writers and erasers of these little flags
When this flag (methylation) process goes wrong it often leads to the development of diseases, cancers and resistance to therapy.
Thankfully, methylation is all about balance, and where there is imbalance, we can induce balance with pharmaceutical agents
One prominent imbalance is the eraser, FTO (give a brief explanation of FTOs links to cancer, obesity and disease)
Mention Zantrene and Race Oncology, but the main vibe of the video should be education and a focus on epigenetics/m6A/RNA
These two media pieces along with Dr T's excellent suggestion of a "How Biotech Works" video would go a long way toward educating not only the average retail investor, but institutions who don't have the time to collate this level of information about Zantrene and RAC. All while helping to make better Australian biotech investors.
@RaceOncology, any possibility of calling up Kurzgesagt and asking if they take commissions? I've already nominated you for a TEDxSydney talk so why not throw this in the mix too!
RAC Price at posting:
$3.47 Sentiment: Buy Disclosure: Held
(20min delay)