RAC 7.61% $1.70 race oncology ltd

In regards to FTO in particular (but this logic also applies to...

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    In regards to FTO in particular (but this logic also applies to other elements of RAC), I think what we haven't been told is just as important as what we have. Race obviously aren't in a position to release FTO data currently for all sorts of reasons that we can speculate on (IP protection, still gathering/analysing data, company strategy, etc.).

    However, after studying Zantrene and FTO for so long now, including with human data obtained from Sheba, would Race be in a position to know that Zantrene actually doesn't inhibit FTO? This knowledge would likely at a minimum cause them to stop promoting Zantrene as a FIC/BIC FTO inhibitor, and probably would require an update to the market and change of company strategy/priorities given the material impact such a revelation would cause.

    Thankfully, we've not seen or heard anything like this from the company. Instead, it's just radio silence.

 
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