RAC 11.5% $1.75 race oncology ltd

Added Decitabine to the list. The US breast cancer sales in...

  1. 2,544 Posts.
    lightbulb Created with Sketch. 2686
    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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