RAC 2.42% $1.61 race oncology ltd

You can (very crudely) extrapolate the opportunity presented in...

  1. 2,583 Posts.
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    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...
 
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