RAC 1.11% $1.83 race oncology ltd

Love the play in HK/China (Pop. 1.48B and 12.1M anthracycline...

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    Love the play in HK/China (Pop. 1.48B and 12.1M anthracycline usage in China and Japan)

    "The dilemma facing China’s cancer patients received greater public attention in the country in recent years, especially after the release of the movie titled “Dying to Survive”. Based on the real story of a leukemia patient, who was arrested and detained after smuggling affordable generic cancer drugs from India for other patients in China in 2004, the movie became a national hit in 2018. Since then, more drugs, especially drugs of molecularly targeted therapy for some common types of cancer, have also been incorporated into China's health insurance coverage, relieving many patients and their families from financial burdens. In response to the growth in patient numbers, the number of hospital beds in oncology wards has also more than doubled since 2010, in conjunction with the significant increase in the number of doctors and advanced medical equipment in Chinese cancer hospitals."

    Bring in Korea and let them play against China and Japan, whilst the Americans and EUs crunch their numbers.

    Brilliant Global Play.

    Having a FIC and BIC, we should price Bisantrene at a premium and adopt Global Pricing because any discounts to any markets, will create a grey market, like the above true story in China.

    Love it. Love it. Love it.
 
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