Also don't forget the background of the historic AML trials. An...

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wombat777

11,249 Posts.

29635

23/05/23

10:21

Post #: 67910968
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Originally posted by Kron00 ↑

We are not far off getting AML data out of Israel showing Zan in combo at optimum dosage or close too (as they are in phase 2 stage after dose escalation) in the exact indication it was previously approved for and has a wealth of history in treating patients in.

Has shown a previous 40% R/R in June 2020 in late stage patients, this time it’s in combo. We might see, 50, 60, 70% or even higher?

Remember RAC at the 2021 AGM stated AML on its own may have a $300m usd revenue opportunity which at 3.5x peak sales is an SP of approx $9.50au

This is not including cardio benefit which has been shown pre-clinically, FTO which has been shown pre-clinically and being measured or sampled in this exact trail.

RAC run from 30c to $2 in 6 months following the last sheba result, don’t sleep on this news we are about to get.

This trial alone is why i have been buying as much as i can at these levels as its the lowest bar, highest probability of success, shortest timeline to result, and at a worst case minimum means a double, triple, or more of my investment.

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Also don't forget the background of the historic AML trials. An average Complete Response of 51% in Phase II trials that reported results between 1987 and 1994 [1]. It's a background that IMO potentially supports further confidence of a strong result in the Israel aka Sheba 2.0 trial.

[1] https://raceoncology.com/wp-content...e-a-review-of-the-literature-ijcrt-17-015.pdf

It was this historic consistency in performance that caused Dr T to stop and take a very careful look at Bisantrene when he reviewed ASX biotech tickers in alphabetical sequence in early 2019.

RAC Price at posting: $1.66 Sentiment: Hold Disclosure: Held
47 Upvote

3 Great analysis

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