RAC 7.61% $1.70 race oncology ltd

Pillar 1 - FTO (new thread), page-35

  1. 2,913 Posts.
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    My comment is made based on the comment from RaceOncology -

    "Our hypothesis is that when low dose bisantrene is combined with a PD-1 inhibitor we can treat cancers that don’t respond to the checkpoint inhibitors on their own."

    To me this sounds like they hope to find synergy with Keytruda to make it better, not compete against it. So based on that, to answer your points it would be:

    1) It will make it more effective without significantly increasing toxicity (it's low dose Bisantrene)
    2) Hopefully it will make it effective.

    I for one won't price it in until there is some clinical evidence, however the hypothesis is a great one in my opinion. Fingers crossed it works - both for patients and shareholders.

    IMO, DYOR, good, etc
 
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