My summary & take on today's Investor Briefing ...- slide...

My summary & take on today's Investor Briefing ...

- slide deck & talking points were the same content as last weeks MST session. No new info, to be expected, as there's been no new ps Ann's

BUT.... and this is why I like attending these events in person, the additional insight gained from chatting to fellow SHrs, listening to their viewpoints & Qs, watching the body language of, and conversing with Pete & Daniel is gold imo

my observations, no particular order...
- Pete (Dr P for short now) is impressive both as a speaker & in conversation. Drs T & P are clearly a great team. They visibly spark off each other. Dr Ps industry knowledge & experience nicely complements Dr Ts unusual combination of CEO capability & mad scientist brilliance
- the execution of upcoming clinical trials clearly are ofcourse a significant execution risk, esp given the AML/EMD experience. A lot of work is still to be done before the first patient is dosed. they know this.
- the strategy behind including HK & SK in the trials is smart in that perhaps it would facilitate a deal in those regions initially ( a la DXB)
- expect deal action once there is solid cpacs data. but there won't be a deal that is not in SH interests
- there is stuff going on that we don't know about
- if a big investor were to come on board it would prob be to fund something that is not already funded by us already. I'm guessing now but maybe another molecule ? new trials ? ... insert your own speculation here
- judging by the Qs & conversations, there are some very smart fellow SHrs in Perth
- not withstanding the inherent risks in any investment, especially biotechs, I'm feeling good about Races prospects & future.

Hopefully RAC run similar sessions in other cities. if you are able to attend, I strongly recommend as a great investment of your time as much more to be gained than just watching video.

All the above just my opinion, please make up your own mind & seek advice as necessary.

Good luck in your investing !