RAC 2.92% $1.94 race oncology ltd

General Comments / Chat, page-10159

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    That is not exactly correct as it was an unanimous board decision to commission the Triangle report. The issue of the market size of cardioprotection had been debated both internally and externally for some time and the only way of gaining solid data on the market potential was to commission primary market research. JC did recommend using Triangle as he had previously worked with them, but a number of firms were considered for the job. I will say I was impressed with the quality of the work Triangle did.

    The market size Triangle independently came to was similar to the number I had crudely estimated just from anthracycline usage rates, but the high clinician interest in bisantrene (drug x) even when it was described as having minimal anti-cancer activity, was something I found unexpected. RC220 only has to have a very small improvement on top of doxorubicin to gain near universal interest from clininician.
 
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