RAC 0.26% $1.95 race oncology ltd

MST valuation of RAC, page-152

  1. 5,129 Posts.
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    In effect , what you mean @RaceOncology , or what is pertinent to holders is -

    ** Shareholders & investors need to understand & comprehend the base values for bisantrene .
    ( ie. values being way higher still than here - particularly with *re- proof of high efficacy with AML , then add *breast cancer trials this year and *POC data , in addition with *past clinical trials data inc phase 3 trials ; *past over 40 clinical trials inc fore -mentioned phase 3 and *pastapproval and use in France )

    The intrinsic huge potentials with Race oncology. (FTO )
    I definitely do not see FTO value as zero anymore .
    *FTO is very valuable - and already we are gleaning attempts to develop other FTO protein inhibitors , and numerous mentions in latest research .

    The *City of Hope(COH) recognised Bisantrene as the no.1 FTO protein inhibitor from over 260000 drug agents .
    Note : Bisantrene being also the only realistic candidate from the top scoring agents - no 2 not a feasible oncology drug really with serious immune compromising side- effects and alarming instability with doses able to be used from patient to patient.
    Bisantrene is way superior to the next candidates in FTO activity , as well as known safety , which is well- proven.

    Bisantrene has been used recently and in the past in thousands of patients already .

    People are alive today due to being given bisantrene when they were so incredibly sick with relapsed AML , 30 years ago nearly , and had nil other options remaining,& literally were going to die within months, but were two of very few leukaemia patients who were very lucky to have an exact matching bone marrow donor available from a sibling .
    Bisantrene worked where doxorubicin had not been enough and they could not have anymore . In a horror time of battling AML and several relapses for each child patient back then , they were direly ill , bisantrene was finally effective and gave them each complete remissions as were also achieved for dozens of other patients. These two women received their bone marrow transplant which was miracle in itself then and are living normal lives with children of their own decades later now in France .
    ( due to significant toxicity with doxorubicin it is dose limited for patients, determined by individuals weight and age - but doxorubicin is still a current standard of care chemotherapy drug , predominantly used routinely in breast cancer patients)

    *The fact of likely fast- track pathway to approvals in the US & therefore Europe again , and Australia etal ; and
    *use off- label probably for breast and ovarian cancer virtually at once ++ .

    This is the compelling appeal to large pharma to acquire early , although better if positive pre- clinical results and proof of concept shown for breast cancer treatment as Doxyrubicin safer alternative.

    However to me —
    ** Bisantrene is already very valuable on the evidence alone for breast cancer efficacy and greater longevity with bisantrene compared to standard of care drugs ; and the known efficacy and past approvals for AML with the 2020 Sheba trial results re- showing compelling efficacy , plus extra -medellary very high rates of complete remission. **

    This is the base case to me - not only Pillar 3 .

    And also that the FTO inhibition potential already is not of nil discerned value in event of acquisition interest by a major pharmaceutical company .

    The overall value of bisantrene in lowest case scenarios is multi- billions of dollars US .

    A higher shareprice before ever any negotiations , with solid shareholders - is the best possible way to realise worth .

    What matters is that we keep and hopefully attract very solid shareholders , small and large — who can Hold
    Last edited by Aqua65: 07/03/21
 
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