RAC 2.30% $1.49 race oncology ltd

Ann: Race Strategic Update March 2021, page-277

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    Additional musings:

    1. By directly comparing Bisantrene to doxorubicin to establish cardiac safety coupled with preclinical models establishing the mechanism of heart safety, RAC could have data to theoretically replace anthracycline therapies in cancer.

    2. Since AML trials are open label, RAC will have interim in-human data for the FTO inhibitory properties of high dose Bisantrene by the end of the year. The AUS EM AML trial is expected to start late 2021, which could provide high and low dose in-human FTO inhibitory data for Bisantrene by Q1 2022. Remeber that RAC will also likely be collecting data that relates to PD-1 or other genetic markers that support combination therapies.

    All IMO - DYOR.
 
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