I think the AML Investigator was only ever a BATNA (i.e. Plan B).
Decitabine has negligible cardiotoxicity (too rare to really warrant concern). So the synergy opportunity for the AML trial was only ever increased anti-cancer efficacy.
This means that RC220 doesn't need to be validated as a cardioprotective agent for Otsuka/Astex to see value in licensing RC220 for use in combination with Decitabine**.
Borje has already demonstrated an increase in the cytotoxicity of Decitabine (and others) when used in combination with Zan preclinically. RC220 has just been clinically validated (no Phlebitis). Now would be the perfect time to enter a joint development collaboration with the likes of Otsuka/Astex for Decitabine - or even AbbVie/Genetech for Venetoclax.
**Licensing RC220 now, prior to CPACS validation, warrants a massive $$$ increase to future licensing agreements post CPACS validation.
RAC Price at posting:
$1.21 Sentiment: Buy Disclosure: Held
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