RAC 7.22% $1.41 race oncology ltd

ALL IMOTo the Great Unsatisfied... It is quite normal these days...

  1. 2,747 Posts.
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    ALL IMO

    To the Great Unsatisfied... confused.png

    It is quite normal these days for a new leader to report back after 100 days.
    It typically demonstrates a number of things including accountability on progress and a future plan.
    IMO DCB has delivered on these and shown a degree of professionalism.

    The message seems clear they need to await scientific papers to be peer reviewed before releasing some of the data to market.
    We know this, and if you don't you should know it.
    Its called IP protection and protection of value of the asset. i.e. what the asset can be sold for.
    To release to market first has the opposite effect.
    What this means is release of some of the data is held up because of third parties beyond RACs control.

    The formulation of RC220, whilst delayed, is progressing and we will see it soon.
    I didn't see any red flags with what was shared.
    If you did perhaps make an appointment to SpecSavers eek.png

    Clearly they had some advice on what to name the asset prior to FDA approval and they have heeded that advice.
    This may have come out of the 3 day planning meeting.
    We haven't lost the patented name "Zantrene".
    No doubt that will be held onto it for future use.
    For SHs this is a minor adjustment of o consequence to us, other than smoothing the path to FDA approval.

    I enjoyed the fact it was short and sharp and to the point.
    Perhaps some should stop trying to over analyse every release and just accept it on face value.

    My conclusion is the same as Dr Ts.
    We are in good hands with a good asset and no need to sell.
    The Market will eventually let us know the asset is worth more than it currently is.

    GLTAH
 
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