Goal posts haven’t been changed or moved, I’m arguing timelines are actually sooner to transaction.
Proving out multiple indications on FTO would see us here at 2030.
This AML/Breast cancer path could see partnerships now or within the next 6 months, and could see a transaction of some kind within 2.5yrs.
If all you’re doing is looking at when final P2 results on a graph are estimated in 2028 then you need to re-read and understand the trials, inflection points, and near term catalysts.
Cause guess what P3 & approvals might be 2030+ if it’s needed. We just either won’t be around then in current form and all going well you can guarantee the SP will be better reflected by 2025/2026 on clinical readouts.
RAC had a plan before, now they have a strategy. Big difference.
One is good for the back of an envelope, the other is good for presentation and buy in from investors, big pharma, and clinicians.
Ann: Race Strategic Update August 2023, page-113
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