RAC 2.92% $1.94 race oncology ltd

For AML and Ovarian I used the same as my previous treatment...

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    For AML and Ovarian I used the same as my previous treatment calcs - bearing in mind my number of cases is smaller than what Wombat and Mason have both found/used.
    https://hotcopper.com.au/data/attachments/3153/3153089-ae70899d96c0164cf76e1a9f12b5b2bf.jpg

    For Pillar 1 I had the PD-1 and PD-L1 expected market forecasts and then made an assumption on Bisantrene combination with it. I used numbers from Wombat and also these sites to estimate the potential market in 2025 (when Pillar 1 should have FDA approval).

    https://www.evaluate.com/cancer-immunotherapy-drug-classes-watch-2020-and-beyond
    https://www.fiercepharma.com/pharma/can-23b-market-for-pd-1-blockers-cancer-grow-pan-adjuvant-use-key-report

    I then just estimated it at $50b and gave Bisantrene a 5% penetration (should be conservative really..). I then assumed same cost/profit margin for treatment (again should be conservative given high dose v low dose costs).


 
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