@JBeez_ great reminder as we transition from the lab to the clinic through to commercialisation.
another way of thinking about, apply the current market cap to the rNPV gives you the probability of success per the market. Working this backwards is this under or over estimating the probability of success?
The rNPV should be done in a sum of parts.
- AML
- CPACS (FTO and DACS)
- New molecule
Catalyst for derisk will be RC220 release and validation of CPACS within 12 months. Not yet putting numbers to it myself until this happens and SP gets somewhere reasonable.
@JBeez_ great reminder as we transition from the lab to the...
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