Ann: Race Strategic Update August 2023, page-583

Just for fun, a couple of scenarios:

1. The notional rights are sold for the PRV. RC110 R/R AML trial activated in USA under IND, with Paediatric trial to follow.

Make the tough call and drop Decitabine trial (if a drug supply agreement has been reached with Venetoclax). Fits nicely into Abbvie pipeline.

2. A randomised Dox v. Bis v. Dox + Bis trial is commenced in Australia using RC220. Provides BC and mBC proof of concept and genomic markers for FTO.

Geographical license deal for RC220 in future to activate US pivotal trial.

3. Genomic marker in Sheba 2.0 and BC trial to validate FTO as a target. Conditional approval using P2 breakthrough designation (subject to post approval FTO biomarker assay validation).

4. Almost forgot the dark horses, Kyprolis combo trial or Lung cancer!…

OR

New CEO will we see Peter Molloy or BG rejoin the ranks? Too soon? Perhaps Susan dent or one of Pete’s contacts