RAC 0.59% $1.71 race oncology ltd

Ann: Impressive Bisantrene Phase 2 AML Clinical Results, page-96

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    Boff

    I know we were rather perplexed as to why RAC was handing over ~$1m to M.D Anderson.

    https://hotcopper.com.au/data/attachments/5720/5720426-eba5a6ff301c50dbf34c1ef6b01a6202.jpg


    This trial has recently been updated on https://clinicaltrials.gov/study/NCT02390635 - when I say recently... I mean yesterday.

    I think what was missed by shareholders at the time (I missed it, assume others did to) and the implications of such, was that this trial was only targeting newly diagnosed AML patients.

    https://hotcopper.com.au/data/attachments/5720/5720456-a3d8211614a641737b720566bf7cec5e.jpg


    RAC has spoken at length of the great difficulty in recruiting relapsed EML patients due to the nature of the disease - they only have weeks left to live and are only offered palliative care. This trial aims to identify the patient population more likely to respond to Zan, before the disease progression inhibits further treatment in the US and enabling FDA approval. Money well spent.

    Very likely we see a Venetoclax combo, perhaps with additional agents.

    Sheba 2.0 tells us Zan synergises with Flu in patients.

    Borje tells us that Zan synergises with Venetoclax preclinically.

    https://hotcopper.com.au/data/attachments/5720/5720499-9e83b70603d5687121b548a6f805d48b.jpg


    Borje also tells us that Venetoclax synergises with Flu preclinically.

    https://hotcopper.com.au/data/attachments/5720/5720498-0dfe5b05eb3ec2c0b0acd9db96f08b55.jpg



    I'm hoping to see the AML opportunity jointly developed to free up cash for RAC to progress trials in other indications.
 
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