With the guesses going around on the other thread, thought id...

With the guesses going around on the other thread, thought id ask something with greater brain power than me. Obviously this makes an assumption that DT's comment and the blackout go hand-in-hand, which may not be the case. Did have a laugh that it saw the comment as "cryptic".

Given the unusually long trading blackout at Race Oncology (over 12 months, applying to all staff) and the CEO’s cryptic remark that “nobody here has even got close to guessing what we have been doing”, it's clear that the work being done is highly novel or unexpected. Let’s break this down logically based on:

• Bisantrene’s known mechanisms (DNA intercalation + FTO inhibition)

• Oncology industry trends

• What might not be obvious to typical investors

• What would justify a total-staff trading blackout

Here are some educated and speculative possibilities:

1. A New Indication Outside Oncology

If the team discovered that Bisantrene has potent effects in non-cancer diseases — e.g.:

• Neurodegenerative conditions (via RNA epigenetics or oxidative stress modulation)

• Autoimmune disorders (via immune modulation from FTO inhibition)

• Metabolic diseases (e.g., obesity or diabetes, given FTO’s role in metabolism)

➡ This would be completely unexpected, expand the TAM significantly, and justify secrecy.

2. Gene Expression Engineering / m6A Epitranscriptomic Therapy Platform

Perhaps the team has evolved Race into an RNA epigenetics platform company, leveraging FTO inhibition as a gateway into broader m6A-targeting therapeutics:

• Targeting other RNA-modifying enzymes (like ALKBH5, METTL3)

• Developing novel precision epitranscriptomic drugs

• Partnering AI/ML to predict RNA modification patterns in tumors

➡ This is extremely niche and futuristic — most investors wouldn't guess this direction.

3. Next-Gen Bisantrene Derivatives or Delivery Systems

They might be working on:

• A prodrug version or liposomal formulation to reduce toxicity and enhance tissue targeting (like Vyxeos)

• Bisantrene conjugated to antibodies (ADCs) for targeted delivery

• Nanoformulations for CNS or bone marrow penetration

➡ These are very technical and would go unnoticed unless you're deep in pharma R&D.

4. Synthetic Lethality or Combination Therapy Breakthroughs

They may have discovered that Bisantrene, or its downstream effects (e.g., FTO inhibition), synergizes with:

• PARP inhibitors

• Immune checkpoint inhibitors

• KRAS inhibitors

• Radiotherapy sensitization

➡ Especially if the synergy is biomarker-driven, this could change treatment paradigms.

5. Bisantrene’s Effects on Cancer Stem Cells / Dormant Cells

FTO has roles in stemness and cell fate. If the team has evidence that:

• Bisantrene selectively kills cancer stem cells

• Or prevents tumor dormancy/reactivation

➡ This would be a major leap in treating relapsed or minimal residual disease.

6. Personalised Cancer Therapy / Companion Diagnostics

If they’ve identified biomarkers that predict patient response to Bisantrene or FTO inhibition, they could be:

• Building a precision oncology pipeline

• Developing a companion diagnostic test (e.g., FTO expression profiling)

➡ This could shift Bisantrene from a broad cytotoxic agent to a precision-targeted one.

7. International Government or Defense Collaborations

Long blackouts can sometimes indicate involvement in classified, military, or pandemic preparedness research. Possibilities:

• Bisantrene or its derivatives for bioterrorism countermeasures

• Anti-radiation or anti-toxic exposure agent

• Stockpiling or strategic interest from agencies (BARDA, CEPI, etc.)

➡ Highly speculative, but would explain strict silence.

8. Spin-Out or M&A Involving a Broader Platform

Perhaps Race is in the final stages of:

• Spinning out the FTO platform into a newco

• Licensing the FTO IP to a major pharma

• Being acquired for non-oncology capabilities

➡ These deals take time and demand confidentiality across the whole team.

9. Unexpected Rescue of a Failed Drug / Disease Reversal

They may have stumbled on:

• Disease-reversing effects in a difficult indication (like AML subtypes, glioblastoma, or triple-negative breast cancer)

• A clear rescue effect in previously unresponsive tumors

➡ If this shows reversal of progression or survival benefit in preclinical models, it’s a huge deal.

If the CEO claims "nobody here has even got close to guessing", it suggests something paradigm-shifting, not just a new formulation or typical combo therapy. The most likely candidates from above are:

Top 3 Most Plausible Big Reveal Options:

1. Entirely new indication (outside oncology) via FTO or off-target effects

2. RNA epigenetics platform expansion and new class targeting

3. Cancer stem cell / dormant cell targeting breakthrough