RAC 11.1% $1.37 race oncology ltd

General Comments / Chat, page-9532

  1. 1,244 Posts.
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    Missing the point, and you’re wrong. RC220 didnt make it obsolete, it was obsolete because the industry doesn’t want it.

    IV formula was underway and planned before EMD, RAC were due to expand to 10 sites costing between $7-$15m
    Stratum 1 was entirely high dose chemo.

    My point still stands. RC220 coming online didn’t invalidate RAC’s strategy, the industry had no commercial interest in high dose chemotherapy and yet they were going to pursue it with up to $15m. And the very 2 people that made these decisions (DT/PL) are still here.

    As T said, thank god it didn’t go ahead as it would have wasted a ton of money and probably have been a massive set back, thank god they stuffed it up eh? RC220 arriving makes a better excuse though. At least stratum 2 may have been useful.

    That’s all from me

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    https://hotcopper.com.au/data/attachments/5764/5764412-08ebae99231ec74fb080de52b2c93348.jpg

    https://hotcopper.com.au/data/attachments/5764/5764415-e0943672bac0c2058e1781228988a728.jpg
 
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