Ann: Race investor briefing & updated presentation, page-53

For AML and Ovarian I used the same as my previous treatment calcs - bearing in mind my number of cases is smaller than what Wombat and Mason have both found/used.


For Pillar 1 I had the PD-1 and PD-L1 expected market forecasts and then made an assumption on Bisantrene combination with it. I used numbers from Wombat and also these sites to estimate the potential market in 2025 (when Pillar 1 should have FDA approval).

https://www.evaluate.com/cancer-immunotherapy-drug-classes-watch-2020-and-beyond
https://www.fiercepharma.com/pharma/can-23b-market-for-pd-1-blockers-cancer-grow-pan-adjuvant-use-key-report

I then just estimated it at $50b and gave Bisantrene a 5% penetration (should be conservative really..). I then assumed same cost/profit margin for treatment (again should be conservative given high dose v low dose costs).