Ann: Change in substantial holding, page-94

I am not sure why my post was moderated - maybe the mods didn’t like my joke.

Dr G has not been marginalised from RAC in any shape or form. What he does have is a very large position in RAC (almost 400% more valuable today than when he left).

There are zero implications from the COH Brequinar trial on Bisantrene. I have been over this issue multiple times now.

COH have submitted patents around the use of Bisantrene for the treatment of FTO overexpressing cancers (none granted). The major problem for them is they can’t make or use Bisantrene without infringing our patents. The second problem is these patents are very difficult to enforce if Bisantrene is used off-label. All of this explains why they are not looking to advance Bisantrene in clinic, but develop novel analogues. This is a good idea and I wish them well with their activities, but it will be a long time until they catch up to us.