Pretty much everything you said is completely wrong. I repeat that it's quite concerning how unaware/off you are. I am assuming you're intelligent and that you know at least a bit about the biotech space as an IMU investor.
I've had this thought before but maybe we need to put together a marketing 1-pager focusing on the commercial opportunity, aimed at educating prospective investors in a quick way. I am as big a Dr T fan as anybody, but I don't think he does a great job at clearly communicating the "so what" and what makes RAC so exciting in his numerous appearances on youtube channels etc.
@LongTony covered a lot of it, but a few more points from me that make it exciting:
-Zantrene's 40+ trials didn't "amount to nothing". The drug has literally been approved for marketing in the 90s in France. So that should tell us that even if the 2 independent, blue sky opportunities involved with:
1.being the first and best FTO inhibitor which may be linked to curing about 30 cancers, and
2. being cardio-protective when used with cardio-toxic major standard of care drugs
fail, we should be able to fall back on a re-approval. Have any of IMU's candidates been de-risked to this extent? I think not. The way I see it is, we have a safety net to fall back on while taking 2 separate punts at immense opportunities.
The historical data can also be analysed and has, by posters like @Mason14. For me, the light bulb moment was when he showed that Zantrene has higher complete response rates than some standard of care chemotherapeutics, while being a far less potent chemotherapeutic. This tells us that yes we know that Zantrene works in humans, but that it was probably not working in the way a chemotherapeutic does. So this gives us some potential in-human efficacy clues of the FTO inhibition. Secondly, a more recent phase II trial in 2020 in Israel I believe, showed the highest response rates being in the cohort of patients whose variation of AML would have been most FTO-overexpressing. Another clue amongst many.
You can view the mouse trials as a way for the company to validate their hypotheses around the drug's FTO inhibition abilities. So far so good there. Not as a traditional mouse trial which is the precursor to a human safety trial. We already know the drug is safe and works
I guess by dismissing them as just mouse trials without seeing the big picture is what causes people to be sceptical about RAC. I suggest you do your research and go further down the rabbit hole.
- Forums
- ASX - By Stock
- RAC
- RAC - Charts & Price Action
RAC - Charts & Price Action, page-11909
-
-
- There are more pages in this discussion • 9,611 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add RAC (ASX) to my watchlist
|
|||||
Last
$1.83 |
Change
0.020(1.11%) |
Mkt cap ! $310.7M |
Open | High | Low | Value | Volume |
$1.81 | $1.83 | $1.79 | $142.0K | 78.77K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 500 | $1.81 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.83 | 641 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 500 | 1.810 |
3 | 7009 | 1.790 |
1 | 450 | 1.780 |
1 | 651 | 1.775 |
3 | 17043 | 1.770 |
Price($) | Vol. | No. |
---|---|---|
1.825 | 641 | 1 |
1.830 | 1209 | 2 |
1.835 | 651 | 1 |
1.840 | 4651 | 3 |
1.845 | 2746 | 1 |
Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
Featured News
RAC (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online