RAC 3.79% $1.53 race oncology ltd

Ann: RAC Investor Presentation May 2024, page-12

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  1. 2,980 Posts.
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    @RaceOncology
    https://hotcopper.com.au/data/attachments/6166/6166865-2e53d0a6ab0f336efe31cc2cd2571f83.jpg

    I know we're getting Decitabine for free, but wouldn't it make more sense to delay the AML trial ~6 months, let any unexercised bonus options lapse, raise another $10m (at what I'll speculate would be far less dilution) and roll straight into Venetoclax+Decitabine+Zantrene (or w/ panobinostat/olaparib), given the work Borje has published? Waiting two years for Decitibine+Zan interim results to then decide to proceed with Zan+SoC... seems like we'd be delaying the possibility of commercial launch in AML and furthering dilution?

    https://hotcopper.com.au/data/attachments/6166/6166896-fb009d2e73677d62435962bed3f8bea9.jpg

    https://hotcopper.com.au/data/attachments/6166/6166875-8c95b654eb31da2906fe87cc03052fdb.jpg

    https://www.tandfonline.com/doi/full/10.1080/10428194.2022.2042689
 
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