RAC 2.11% $1.45 race oncology ltd

Ann: Race releases cardioprotection market potential data, page-79

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    https://hotcopper.com.au/data/attachments/5176/5176104-06d42cd3bed31244a4be961b6c02719f.jpg

    It starts getting crazy when you consider that anthracyclines are currently third line (or later) BC treatment options in the US. This revenue forecast is based on the current anthracycline market share. If Zan does indeed increase the efficacy of anthracyclines, while making them safer, you'd have to expect their market share to increase.

    US$5B for one indication. Anthracyclines are approved for use in 20 other indications - not including any off-label use. Might take a couple of weeks for this to sink in - but it should.

    https://hotcopper.com.au/data/attachments/5176/5176086-bfaadbc2b3347ad7c3d8d3861141be45.jpg

 
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