RAC

3.79%

$1.53 race oncology ltd

I also agree with 99% of what Mason has said (from what I...

First 1477 Last

Share
Profile

Follow
Titans19

2,947 Posts.

1315

07/09/21

14:08

Post #: 55892802
Share

Originally posted by IndexInvestor: ↑

Mason I agree with 99% of what you say.

But 18097 specificity looks good:
"IC50 value of 18097, the most potent FTO inhibitor, was 179 μmol/L for ALKBH5 (Fig. S2G), which is about280-fold greater than that to FTO."

I can't find the corresponding number for bisantrene and ALKBH5 in Su et al.

Expand

Originally posted by Mason14: ↑

I would argue that they are far from done with preclinical work. From what I can see, their research was focused primarily on developing and then improving an FTO inhibitor, and then determining if 18097 could inhibit FTO in some basic cellular and in vivo models. While it is great that the study has yielded some efficacy data, my understanding is there would need to be much more work done to gather in-depth efficacy data as well as toxicity, pharmacokinetic, and safety data before progessing into phase 0 (human microdose) or phase 1 clinical trials (below; 1). This would all be needed before they could even be remotely 'close' to RAC and Zantrene. As we know, RAC have a mountain of efficacy and safety data in breast cancer patients, at doses that far exceed theorised regimens required for FTO inhibition. RAC can enter into phase II clinical trials for breast cancer straight off the bat, which I think could put the lead time at around a minimum of 36 months. I don't think this paper whittles our lead at all.

1 https://www.profil.com/knowledge-center/trial-stages

Yes, the IC50 for 18097 is 640 nM, but this is far from specific in my opinion. For example, brequinar has an IC50 of 712 nM for FTO, which is below the 1uM cut off. Great, but it also has an IC50 of 19-20nM for DHODH. What this means is when brequinar makes its way into an organism, it will bind with much high specificity to DHODH, which makes targeting FTO challenging. There is nothing to suggest that this can't also happen to compound 18097.

RAC is way ahead in all cancer indications where clinical responses have been determined, not just AML.

Personally, I would be looking at Dac51 to make estimations on lead time. While it does seem to have some weak anti-cancer properties in some in vivo models, it is the next most potent compound and clinically advanced. I think it would be interesting to estimate the lead time in months or years, but I am not sure of the best way to do this.

Expand

I also agree with 99% of what Mason has said (from what I understand anyway).

My only question came from this comment -

"There is nothing to suggest that this can't also happen to compound 18097."

Is there anything to suggest that it will happen to compound 18097?

RAC Price at posting: $3.38 Sentiment: None Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

IRX

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

TLG

Talga Group wins key permit for flagship graphite mine in Sweden

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

MTH

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

What's causing the cost-of-living crisis, and how to navigate it

NVU

Nanoveu surges 10% after benchmark testing for new AI chip begins

SNX

Sierra Nevada raises $2M for silver exploration at Blackhawk

SWP

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

M4M

Macro, Norden set up transport solutions initiative for West Pilbara

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

There are more pages in this discussion • 1,548 more messages in this thread...

First 1477 Last

Add RAC (ASX) to my watchlist

(20min delay)
Last $1.53		Change -0.060(3.79%)		Mkt cap ! $259.9M

Open	High	Low	Value	Volume
$1.54	$1.56	$1.53	$130.2K	84.73K

Buyers (Bids)

No.	Vol.	Price($)
1	4993	$1.53

Sellers (Offers)

Price($)	Vol.	No.
$1.58	10451	1

View Market Depth

No.	Vol.	Price($)
1	4993	1.525
1	12381	1.520
3	9872	1.510
3	11327	1.505
9	14363	1.500

Price($)	Vol.	No.
1.580	10451	1
1.595	6000	1
1.600	23239	1
1.630	6183	1
1.650	17029	2

Last trade - 16.10pm 18/10/2024 (20 minute delay)

RAC (ASX) Chart

I also agree with 99% of what Mason has said (from what I...

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

Talga Group wins key permit for flagship graphite mine in Sweden

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

What's causing the cost-of-living crisis, and how to navigate it

Nanoveu surges 10% after benchmark testing for new AI chip begins

Sierra Nevada raises $2M for silver exploration at Blackhawk

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

Macro, Norden set up transport solutions initiative for West Pilbara

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

I also agree with 99% of what Mason has said (from what I...

Top Stories

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

Talga Group wins key permit for flagship graphite mine in Sweden

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

What's causing the cost-of-living crisis, and how to navigate it

Nanoveu surges 10% after benchmark testing for new AI chip begins

Sierra Nevada raises $2M for silver exploration at Blackhawk

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

Macro, Norden set up transport solutions initiative for West Pilbara

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News