RAC 1.34% $1.84 race oncology ltd

I'm not the smartest tool in the shed and I like to distill...

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    I'm not the smartest tool in the shed and I like to distill information down to bite size nuggets that I understand so this is what I know.
    1. Bisantrene kills cancer. I know this from historical data, pre clinical data and from Nagler 1.
    2. Bisantrene is the most potent FTO inhibitor currently. COH proved that.
    3. Bisantrene most likely kills cancer because it inhibits FTO.
    4. Bisantrene is cardio protective. Pre clinical data shows that.
    5. SOC anthracyclines kill your heart.
    6. IC220 is a much better way to dose Bisantrene. Clinicians and insurance companies and patients like it better. When IC220 is up and running trial recruitment should be much easier.
    7. IC220 is mega valuable IP.
    8. It looks like Bisantrene works with other anthracyclines like Doxo, which is a better anthracycline but damages your heart, by improving outcomes whereby cancer can be killed while your heart is protected.

    Sure, Race has made the odd misstep. What company doesn't? In my opinion we are headed in the right direction. I am confident that the outsized returns that the current and previous boards have been working towards will eventuate. I also agree that the biggest risk to Race is execution. Nice update today. Onward.
 
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