I certainly wasn’t part of the company back in 2016 - I had never heard of RAC until June 2019 when I finally got down to R in my systemic due diligence on all the ASX listed biotechs.
The major RAC unique risks are my opinion are all executional. It is one thing to have a great plan, but if you don’t deliver then it does not matter how good the plan was. There is also some clinical risk around Pillar 1, but given the potential and Pillars 2 & 3, this is relatively minor.
To me the risk is all execution, execution and more execution.
MST valuation of RAC, page-179
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