Ann: Race Appoints George Clinical for Phase 1 Trial of RC220, page-128

the historical trial data is significant. It’s like running the trial 50+ times and getting to understand what works, what doesn’t and how things can be improved. Not just in a single indication but across multiple indications and in combo.

if you compare against most other ASX biotechs even those going into a pivotal trial. This might be the first time treating patients, the indication and really it’s guess work as to how it will respond, apart from in cells, mice and mechanistic review.

The points @Mason14 raises are not simply good to know or secondary effects of Bisantrene. They are very potent and highly selective targets that are what makes Bisantrene stand out from current treatments.

If we think of it as Anti-Cancer Cardio Protection Synergy (CPACS) on steroids. It’s a booster shot that improves all the big name drugs it synergises with, eg Dox, Kyprolis, Decitabine and protects the heart.

this is a great differentiator from a commercial perspective to improve existing treatments, and also protect generic products, win-win. Who is going to want a generic Dox treatment with suboptimal efficacy and more toxicity compared to a Dox+Bis combo?

The other thing which is overlooked is P1 won’t just be safety data. It provides proof of concept for Cardio protection and FTO inhibition. It will either show these mechanism work or they don’t. We already know it kills cancers so this would be a hatrick!

Looking at a Cowan et al paper in isolation will give you tunnel vision need to look at the bigger picture and squint a bit heading into upcoming trial. This is as close as a crystal ball in biotech that you can get.

enjoy, DYOR…