RAC 0.55% $1.81 race oncology ltd

Ann: Quarterly Activity Report & Appendix 4C, page-47

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    You're assuming that:
    * the licencee would have prioritised fast clinical trials
    * the licencee could and would have recruited central line patients faster than RAC has.

    Amyway, I don't think that it's accurate to say that AML EMD is regarded by RAC as a "fall back". It was and still is regarded as the fastest way to approval. It's "fall back" only in the sense that as at today FTO and cardioprotection are both higher risk and they might both flop, so AML EMD sets a floor value.
    Last edited by IndexInvestor: 01/02/23
 
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