RAC 3.77% $1.53 race oncology ltd

Ann: Bisantrene with Decitabine Enhances Cancer Cell Killing, page-101

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  1. 2,879 Posts.
    lightbulb Created with Sketch. 2909
    Added Decitabine to the list. The US breast cancer sales in combo with Dox are estimated to be $1.7b p.a. USD + AML (ORANGE). Now extrapolate with the planned AML and allcomers trial (YELLOW) / geographical license deals. Note - Other documented Synergies (LIGHT ORANGE). Untapped opportunities (ICEBERG WHITE).

    https://hotcopper.com.au/data/attachments/6176/6176174-42dc9852edf3d1b8caac61a1d81f76fb.jpg

    Now, add the latest Decitabine Synergies and opportunity with Astex/Otsuka (GREEN). Also, it hasn't previously been mentioned but look at the Astex partnership, could be a backdoor to Big BP deals down the track.

    https://hotcopper.com.au/data/attachments/6176/6176167-06e06386f6ab24be0d2a70aa97f439c3.jpg

    https://hotcopper.com.au/data/attachments/6176/6176177-e83bcb56a0f8ab03af6263360d46e4dd.jpg

    Last edited by Boffin99: 16/05/24
 
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