RAC 2.20% $1.78 race oncology ltd

Ann: Race investor briefing & updated presentation, page-315

  1. 2,805 Posts.
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    I watched the investor presentation over the weekend.

    We know FTO is one of the proteins that allows cancer cells to multiply and avoid the immune system.
    If Zantrene is proven, to a medical approved level, to inhibit FTO and kills those cancers that overexpress FTO...
    Then perhaps we can view Zantrene as one of the keys to unlock the treatment of cancer.

    What are the other proteins that support Cancer growth and what are the molecules that inhibit them i.e keys?
    I guess this is some of what Pillar 3 is about...

    IMO RAC is not a company that plans a strategy without some intel or asset.
    They have always been strategic and not a company that delivers fluff.
    So I just get the impression RAC already have their eyes on one or more molecules.

    Just sharing a thought that it appears to me they are going to be looking, or have found, other potential keys.
    It may not even be a molecule in the oncology space....

    If this hypothesis is correct then RAC is likely to survive the sale of Zantrene and continue great research to improve the quality of human life in oncology or other areas.

    Enjoying being a holder of RAC.
    I think my view is changing, that SHs will simply be exited from the company upon the sale of Zantrene.
 
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