RAC 1.43% $1.78 race oncology ltd

Ann: Impressive Bisantrene Phase 2 AML Clinical Results, page-175

  1. 5,711 Posts.
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    @Alf107 I expect bisantrene for AML is worth $500m, which is about $3 from the Market Cap close for yesterday.

    So unless there's a partnership for cardio (meaning dilution and additional sales potential) and / or FTO research ($$$) ... the MC for AML points to $2.75-3.

    Sure it "could" be worth more but after four years believing, let's just say it'd be nice to be wrong. We have now seen these guys in action corporately, "they couldn't organise a piss-up-in-a-pub" is a term that comes to mind - let's see what "Strategy 102" looks like lol




 
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