One issue I see JBeez, RAC isn't currently pursuing mBC...
We can't produce a current NPV as we've no idea on what the FDA will require (trial wise) for CPACS (Zan + Dox) in solid tumours broadly, and therefore forecasting costs through to registration is a massive thumb suck.
I try not to get too caught up in what a reasonable present valuation might be, but focus on the opportunity at large, and try and determine the likelihood of success. For instance, extrapolating the Triangle report data; if Zan captures just 1% of the global CPACS Zan+Dox synergy opportunity, ballpark peak revenue looks to be ~US$3.4B.
IMO, what holders should be considering now; what does a third party consider our likelihood of success, and what is a regional licensing deal worth to them? Astex have agreed to free issue RAC with Inqovi, so they can't consider our chance of success 0...
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One issue I see JBeez, RAC isn't currently pursuing mBC...We...
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Last
$1.86 |
Change
-0.015(0.80%) |
Mkt cap ! $316.8M |
Open | High | Low | Value | Volume |
$1.88 | $1.88 | $1.79 | $163.0K | 89.00K |
Buyers (Bids)
No. | Vol. | Price($) |
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2 | 34299 | $1.84 |
Sellers (Offers)
Price($) | Vol. | No. |
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$1.86 | 3635 | 1 |
View Market Depth
No. | Vol. | Price($) |
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1 | 34027 | 1.840 |
1 | 3000 | 1.810 |
1 | 1231 | 1.790 |
1 | 8557 | 1.770 |
4 | 10695 | 1.750 |
Price($) | Vol. | No. |
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1.860 | 3635 | 1 |
1.875 | 198 | 1 |
1.895 | 3000 | 1 |
1.900 | 33 | 1 |
1.940 | 5148 | 2 |
Last trade - 16.10pm 18/07/2024 (20 minute delay) ? |
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