RAC 0.55% $1.82 race oncology ltd

MST valuation of RAC, page-174

  1. 2,042 Posts.
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    I like the thinking outside the box.

    the risks regarding a competitor(is new drug or mechanism) is much less so. As a drug that is made from scratch or just discovered to do something still has to go through the whole drug process, unless they find a drug like bisantrene that has already been through trials in the past. Certainly possible, highly improbable but I guess a risk all the same.

    over expressed cancer becoming resistant would be an issue for the acquirer of the drug I would assume, as I assume that would be something over time.

    being poached is possible, but if all board sees things the same as Dr T, I would think they would see so much upside it would be av step down financially. Obviously taking into consideration the risk.

    unfortunately, I can't argue whether Dr T is delusional or not... I'll just leave that as a risk tongue.png
 
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