RAC 2.92% $1.94 race oncology ltd

Ann: Race Leadership Changes, page-25

  1. 876 Posts.
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    I get this is annoying for sentiment but

    -DT helped the company get to this point with a lot of pivotal stuff lined up

    -other company hires suggest they are on track re commercialisation plan

    -DT still bullish with regard to company prospects and won’t sell any shares

    as others have suggested it might just be him not agreeing with the cardio focus. That doesn’t mean success likelihood drops. He is a busy and wealthy dude and he will still reap the rewards from a shareholder POV. As a senior dude and big shareholder too i would guess there are strong opinions and egos involved but that doesn’t mean the strategy isn’t correct.

    it doesn’t look awesome given he played such an instrumental role but to me I don’t think it will play a material role on likelihood of success given we are at the execution point now. If we were still in the planning and strategising point it would have been a hit given he has shown he is excellent there
 
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