RAC 11.5% $1.65 race oncology ltd

Cardioprotection thread, page-452

  1. 2,611 Posts.
    lightbulb Created with Sketch. 3189
    You can (very crudely) extrapolate the opportunity presented in the Triangle report for the global Zan + Anthracycline synergy market.

    Global Anthracycline Market:

    https://hotcopper.com.au/data/attachments/6132/6132877-c61abc369a22327c8859907ed0bbc77c.jpg


    Triangle mBC/NBC CPACS pricing @ $15,000:

    https://hotcopper.com.au/data/attachments/6132/6132798-ae05211185e2a9bc0558abe04f6e8a8b.jpg

    Discount rest of world pricing by 2/3 :

    https://hotcopper.com.au/data/attachments/6132/6132808-bfa316e8347dfdb9743ddb11c6cedb14.jpg

    The market capture is unknown, but you can play around with the numbers (in USD).

    https://hotcopper.com.au/data/attachments/6132/6132855-1e5ed3da8cb5435c18e13fc2e84b12a9.jpg

    This excludes the additional synergy opportunities identified by either RAC or our research partners with drugs that negatively impact HCM (Zan protects HCM).

    https://hotcopper.com.au/data/attachments/6132/6132867-4ef2b9689c85f34deb6dba5c5d045c4a.jpg

    And even this list excludes other cardiotoxic therapies identified by third parties; Radiotherapy, Immunotherapies etc.

    Zan's TAM really isn't worth worrying about...
 
watchlist Created with Sketch. Add RAC (ASX) to my watchlist
(20min delay)
Last
$1.65
Change
0.170(11.5%)
Mkt cap ! $279.8M
Open High Low Value Volume
$1.48 $1.65 $1.46 $479.4K 307.1K

Buyers (Bids)

No. Vol. Price($)
2 950 $1.63
 

Sellers (Offers)

Price($) Vol. No.
$1.65 11353 4
View Market Depth
Last trade - 16.10pm 03/06/2024 (20 minute delay) ?
Last
$1.63
  Change
0.170 ( 10.6 %)
Open High Low Volume
$1.48 $1.65 $1.46 54704
Last updated 15.57pm 03/06/2024 ?
RAC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.