Brilliant stuff
@wombat777@johndprent has hit the nail on the head with news flow. I don't think people reaslise how much news is to come out this quarter and over the next 2-years. For those that have not been keeping up with my commentary, based on a spread of data I firmly believe that we will see preclinical FTO data relating to breast and ovarian cancer within this quarter and have speculatively included these results into potential news flow before July. However, this could all prove to be completely wrong or delayed - time will tell. Here is my summary of potential news and does not include things like CMO positions being filled:
Opinion piecePersonally, I am very interested to see the preclinical bisantrene-clofarabine-fludarabine data released, as I believe the strength of Bisantrene will be in combination with other cancer treatments. This is not taking away anything from Bisantrene as a single agent, rather taking advantage of all outcomes of FTO inhibition, which includes crippling cancer cell growth and proliferation
as well as sensitizing cancerous cells to various anti-cancer therapies.
Based on my research and consulting with others, I think we are starting to see a shift in the classification of Bisantrene from a chemotherapeutic to an FTO inhibitor. Prior to June 30 2020, research has been trying to determine if Bisantrene is an effective chemotherapeutic, whereas now we are seeing a massive shift towards FTO inhibition, which has implications on dosages and regimens as well as combination therapies and trial design. I believe that the PI/II AML trial is the first hint of that change and is why we have reverted to PI/II - so RAC can understand the dosing regimen required to inhibit FTO and produce a potent anti-cancer effect in combination with other therapies. I also believe that this is why RAC management do not want to market to big pharma yet, because we are still in the infancy of understanding the true potential of Bisantrene as an FTO inhibitor (historically it has been trialed as a chemotherapeutic).
I am most excited about the FTO pillar because I believe this is Bisantrene's true function. I believe that the efficacy seen in historic AML trials was largely attributable to Bisantrene's function as an FTO inhibitor and the strong down-stream effects this has on cancer cells. Using the two French girls who were
cured of AML and combining that with research I posted the other day regarding cancer stem cells - crippling cancer stem cells and making them viable to death could have prevented the recurrence of AML in these two girls and may explain the result we observed.
Around mid March I added 3000 shares at an average share price of $3.9 to my decent shareholding because I believe in the company, the management, and the drug. The thoughts running through my head as the share price moved towards and eventually hit $3 today is that no one is getting any of my shares and I wish I had more funds. My conviction has only strengthed based on the research that I have done and the thought that has gone into why RAC management have decided to go down this path. I encourage all of you to do your own research and if you need help, I am more than happy to point you in the right direction.
P.S. I need some more funds!
My thoughts.
(20min delay)