RAC 0.81% $1.22 race oncology ltd

Hi @Davisite, finally had a chance to listen to the AGM today,...

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    Hi @Davisite, finally had a chance to listen to the AGM today, thought it went well and answered a lot of the questions I had. One thing that stands out with the revised strategy is that RAC is now looking to go for accelerated approval via cardio protection using VO2 peak to show efficacy.

    Im just wondering if this path to approval will place a limit on what price insurers will place on bisantrene as a treatment if it goes through the process successfully. As per the slide below, taken from the Triangle review, there is a significant difference between price points with CP and CP+AC. Does this pathway place an early cap on RC220 which is worth taking a bit of a haircut on due to expanding into different indications earlier or is there a way to get RC220 priced differently once anti-cancer synergy is proven?


    https://hotcopper.com.au/data/attachments/5797/5797815-c93c6694dd256fc48aae2af457c76cdf.jpg
 
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