RAC 1.11% $1.83 race oncology ltd

RAC - Charts & Price Action, page-21270

  1. 935 Posts.
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    Well, when the cardioprotection mechanism is published in a high-impact journal, I think this will trigger significant interest in the company. I don't know what will be in the paper, but if you are going to announce a world-first, why not also demonstrate that cardioprotection can be achieved while also providing anti-cancer synergy. While RAC discuss world-first findings for a drug with established clinical history and efficacy at major conferences, what do you think the reaction will be when investors also realise RAC are initiating a CPACS combination trial for Bisantrene and Anthracyclines within 3-months of the discovery? What if the publication has Bis+Dox cardioprotection with anti-cancer synergy? World first.

    You do not have to be a genius investor to realise:
    1. Bisantrene is a first-in-class FTO inhibitor with no clinical or commercial competition.
    2. Bisantrene is a first-in-class CPACS with no clinical or commercial competition.
    3. Bisantrene has a plethora of clinical history dramatically decreasing the typical risks associated with new drugs.
    4. A valuation model discounting the CPACS-Anthracycline (1 drug class) TAM by 90% generates yearly revenues of $34b.
    5. FTO plays a universal role in cancer and chemoresistance, with 30+ cancer types and 25 different drug classes.
    6. FTO inhibitors may synergise with cardiotoxic drugs in patients hearts, further solidifying Bisantrene as a unique platform drug.

    For those of us paying attention, we know that CPACS has already happened in the patients included in the Sheba 2 trial.

    I think it is fair to say that none of us know precisely what the reaction will be from the scientific and/or investing community, but I am extremely excited for the next 6-months. In all honesty, there is substantial evidence supporting a shareprice value of $9.60 (<5% of CPACS-Anthracycline 90% discounted TAM) within the next 6-months. The FDA accepted AUD $300M (valued at today) worth of clinical trials are 100% relevant to RC220.

    The thing that comes to mind for me is when forced FTO overexpression improved crop yields by 50%. The entire world buzzed with this knowledge. Do you think a problem that has never been solved in 50-years of research will generate the same depth of interest? I do.

    https://news.uchicago.edu/story/rna-breakthrough-crops-grow-50-percent-more-potatoes-rice-climate-change
 
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$1.83
Change
0.020(1.11%)
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