When was this statement made? i cant remember but if it was made when the SP was above $3 then i think you would assume its higher than your average.
Its not really up to RAC what lands as the return. Its up to them to highlight the commercial opportunity, work to build awareness and have discussions with multiple suitors, all while the clinical activity is ticking along in the background (Albeit it very slowly from what the market can tell)
Really hoping for some more transparency on what is being achieved from RAC in this Quarterly or before the end of H1.
We know the opportunity is large, we know the drug is working in many indications, what exactly are they doing to drive more value and what are the timelines/steps for the next 12-18 months?
They need a clear chart that shows activity and milestones, Lost count how many times we have heard RAC has Initiated something with someone and then its crickets.
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