Quite an array of activity recently across a few threads, unfortunately the focus seems to be on finding justification of the current SP.
In an effort not to dwell on the negatives and look at the positives, I reflected on
@Davisite's (Dr T) Post #:
70828036 as well as
@PatchKolan’s Post #:
70810207 and Post #:
70753680 which reminded me that perhaps the “drama” has stopped us from seeing the forest for the trees. As Dr T stated, “the things that need fixing can be fixed”.
I further considered the statement from Dr T that “none of this drama has changed the fundamental potential of bisantrene”. Considering some of the fundamental potential, we’ve seen pre-clinically and clinically: positive early preclinical ovarian cancer results
1, independent study showing bisantrene inhibits FTO
2, bisantrene kills melanoma cancer cells that overproduce FTO
3, preclinical anthracycline synergy and with cardio protection
4, compelling preclinical kidney cancer results
5, improvement of cancer immunotherapy treatment
6, impressive synergy with BRAF and MEK inhibitors treating melanoma
7, protection of mouse hearts from chemotherapy damage
8, broad anti-cancer activity in 143 human cancer cell lines
9 and most recently "striking" as well as “impressive” Phase 2 AML trial results with a 40% response rate in heavily pre-treated patients
10.
There’s nothing presented currently to doubt the “fundamental potential”, considering the encouraging pre/clinical results thus far plus the multi-billion dollar potential market opportunity identified in the Triangle Insights report
11,12. This independent report should be read again by shareholders to remind themselves of the opportunity.
On that note RC220, while seemingly behind schedule continues to move along the regulatory checkpoints and hopefully into the arms of patients as soon as possible. This will be a huge catalyst for shareholders and importantly, life changing for the patients that will benefit from treatment.
I conclude, if the asset doesn't need fixing, it's all the other parts that need "fixing" that "can be fixed". This will be presented in the eagerly awaited revised, and presumably final clinical and commercial strategy, showing how we will capitalise our “standing on the goal line" with our "remarkable" asset.
tl;dr science of bisantrene still positive, new strategy soon to capitalise on potential
IMO, DYO, GLTAH
1 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02344727-6A1021436?access_token=83ff96335c2d45a094df02a206a39ff42 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02363873-6A1028517?access_token=83ff96335c2d45a094df02a206a39ff43 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02428461-2A1327000?access_token=83ff96335c2d45a094df02a206a39ff44 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02455256-2A1340260?access_token=83ff96335c2d45a094df02a206a39ff45 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02497549-2A1362342?access_token=83ff96335c2d45a094df02a206a39ff46 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02533946-2A1380364?access_token=83ff96335c2d45a094df02a206a39ff47 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02535808-2A1381463?access_token=83ff96335c2d45a094df02a206a39ff48 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02536753-2A1382082?access_token=83ff96335c2d45a094df02a206a39ff49 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02714403-2A1475123?access_token=83ff96335c2d45a094df02a206a39ff410 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02736515-2A1486065?access_token=83ff96335c2d45a094df02a206a39ff411 https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL5wq%2FzRnzv%2BV4%2FLFiGug%3D12 https://youtu.be/r2qAmeeJowQ
(20min delay)