We're currently only pursuing Zan + Anthracyclines in the clinic (although Sheba 2.0 might yet validate CPACS in liquid tumours). Upside on any opportunity outside this space would be heavily discounted without clinical validation.
Assume that CPACS w/ Anthracyclines is validated in all solid tumours in this coming P1a/b trial... If Zan was used in combination with 10% of the US Anthracycline market that could net $1.1B in peak annual sales (note the Triangle report forecasts greater CPACS peak revenue in m/NBC alone @ ~US$1.6B). My base case valuation scenario (if CPACS is clinically validated) for an Anthracycline synergy might be 4 x peak sales of US$1.1B (>AU$6B).
Assume further dilution from here and RAC winds up with ~250m SOI. That's $24/share.
You can scale market capture, include additional geographies and adjust dilution as you please.
We're currently only pursuing Zan + Anthracyclines in the clinic...
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