RAC 3.17% $1.53 race oncology ltd

Speculative M&A Transaction Analysis, page-798

  1. 1,269 Posts.
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    This is excellent research, @ReNova

    I'm not sure if you have done any digging around Magrolimab recently, but there is a full clinical hold issued by the FDA because it was found to be killing people.

    https://hotcopper.com.au/data/attachments/6437/6437145-c753ca0dc8189d3dea35016a8544a7fb.jpg

    https://www.cancernetwork.com/view/fda-places-full-clinical-hold-on-magrolimab-trials-in-aml-mds

    @asx11 mate, magrolimab in combination with azacitidine in previously untreated AML has a lower ORR and CR rate than Bis as a single agent in R/R AML. Previously untreated AML is substantially easier to treat than R/R AML. Also, Bisantrene in combination with Doxorubicin should prove in multiple cancer indications given the history of Bisantrene being active in 22 cancer types. Magrolimab was weak in everything but hematological cancers. Bisantrene already been through P3 and shown to be significantly safer than Doxorubicin, so very low chance of Bis suddenly killing people.

    Oh, and Bisantrene is the first drug in the history of all therapies to be both anti-cancer while providing cardioprotection.

    It is my contention that Bisantrene is currently worth $35 per share.

    https://hotcopper.com.au/data/attachments/6437/6437152-6a3dd7309460278b20fc360928d66934.jpg

 
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