RAC 3.03% $1.70 race oncology ltd

They were very clear yesterday that any expansion of the...

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    They were very clear yesterday that any expansion of the estimated revenue above that number hurts our credibility.

    "It's too good to be true" is a powerful force in the minds of investors; so we'll have to be satisfied with the super conservative, low estimate of $7Bn in one category.

    In response to a nonsense argument yesterday from our friend staying from out of town where Nuts said: how can you be $7Bn in a $1.5Bn category?
    The answer can point to Keytruda which does nothing nearly as high as 40% responses, and is now selling over $20Bn per annum, in a category that was zero in 2012.
 
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