MST valuation of RAC, page-180

Dr T has warned us several times that he may be delusional. We ignore his warnings at our own risk.
- Which is fair enough.

The entire RAC team may be poached away for better paid positions in Zurich at a critical time
- This isn't even on the radar, IMO.

Although the FTO pillar may succeed, a new cancer mechanism may be discovered which is more powerful than FTO, and it isn't inhibited by bisantrene
- Yes, absolutely. However, if we use FTO mechanism as an example, the first paper released about FTO was in ~2007 (1). That's 14 years ago. Keytrude achieved >20 FDA approvals in ~5 years after it was found to be effective. If bisantrene found to be an effective FTO inhibitor (which it has done already in COH paper and theoretically in other papers using FTO knockdown), then the time to get it from preclinical to approval and commercialisation is much lower than normal because of historic data on safety, tolerability, and efficacy. Based on the massive amount of data freely available now about FTO, I would presume that whatever pharma company got hold of bisantrene would throw it into numerous trials trying to obtain multiple FDA approvals. New mechanisms will come out, but with a mechanism as common and arguably as important as FTO, I don't see how FTO inhibition could not be a standard focus of chemotherapeutic care moving forward.
(1) https://www.researchgate.net/publication/6179977_Genome- Wide_Association_Scan_Shows_Genetic_Variants_in_the_FTO_Gene_Are_Associated_with_Obesity-Related_Traits

FTO-overexpressed cancers may become resistant to bisantrene
- IMO this is the most possible, although I have read nothing to date that suggests this.

New outbreak of a viral or other disease delays clinical trials
- Yep. Although, while COVID was happening in 2020, RAC SP went from 20c to $2.17.

A new more potent FTO inhibitor than bisantrene may be intentionally developed from scratch, e.g. by molecular docking software
- There have been four attempts at this currently. I do not know how many others are in the pipeline, but I do know that the studies that have been done looking for new small molecule inhibitors of FTO do not cite the work done by the city of hope. Now, I know this is because the results obtained by the city of hope completely undermine the work that they have done. Also, this development would take years. Bisantrene is far ahead of the game.