Looking at the update, it seems like AML is going to be the bigger driver of multiple partnerships with different drugs.
They are also seeking partnerships for Breast cancer.
Sure RC220 has delayed mBC,but it's not a prerequisite for Sheba2 or Phase1/2a, rr/AML. So, we'll start getting results for those clinical trials, this year and early next year.
The timelines are if RAC were to take it all the way.
When you have multiple partnerships for different combinations, all it takes is one of the partners to recognise the data, and put an early offer.
That's the way I see it. IMO.
Ann: Race Strategic Update August 2023, page-50
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