Extrapolating:
Imagine a highly speculative scenario where:
- FTO is ~15% of all cancers (versus 5% above) and RAC already have 3 initial indications progressing (AML, Melanoma, ccRCC)
- USD $380M x 3 = USD $1,140 upfront ( AUD $1.6B )
(I'd prefer RAC to pursue deals with zero equity)- USD $1.3B x 3 = USD $3.9M ( AUD $5.5B )
Then rinse-repeat for other indications / formulations (cardio-protective, Zantrene high-dose, Pillar 3)
- RAC receives AUD $1.6B upfront and distributes 50-75% of this to shareholders, keeping cash in bank to fund aggressive set of trials. This would be a distribution of AUD $800M to AUD $1.2B to shareholders.
- RAC then over the course of several years distribute a further AUD $5.5B to shareholders due to contingent milestones
- Some of these transactions potentially including royalties on future sales ... ?!
Industry news, page-423
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