RAC 2.86% $1.44 race oncology ltd

Pillar 1 - FTO (new thread), page-368

  1. 11,249 Posts.
    lightbulb Created with Sketch. 29637
    You are correct. The total market for Breast Cancer Therapeutics is projected by this firm to be USD $32B by 2026.

    https://www.mordorintelligence.com/industry-reports/breast-cancer-therapeutics-market

    Versus total Doxorubicin market USD $1.38B by 2024 (from link you posted). Now only a fraction of this market, albeit a large fraction would be for Breast Cancer.


    Here's earlier analysis I did of the usage of Doxorubicin in HER- and HER+ breast cancer chemotherapy regimens. The proportion across the combined group is 60% ( 12 of 20 regimens use Doxorubicin ).

    https://www.cancertherapyadvisor.co...ns/breast-cancer-invasive-treatment-regimens/

    Screen Shot 2021-03-07 at 9.08.20 am.png

    This is why I think Bisantrene with its heart safety will create a wedge into the existing market for Breast Cancer and lead to the total market value for Breast Cancer significantly expanding ( by around 45% based on estimate of peak sales for Bisantrene for Pillar 2 and market research firm estimates of the size of the Breast Cancer therapeutics market in 2026). Doxorubicin is the dominant drug used in Breast Cancer chemotherapy ... so what happens when something much, much safer for the heart comes along.
    Last edited by wombat777: 07/03/21
 
watchlist Created with Sketch. Add RAC (ASX) to my watchlist
(20min delay)
Last
$1.44
Change
0.040(2.86%)
Mkt cap ! $245.3M
Open High Low Value Volume
$1.45 $1.49 $1.41 $101.7K 69.88K

Buyers (Bids)

No. Vol. Price($)
1 9216 $1.44
 

Sellers (Offers)

Price($) Vol. No.
$1.47 7767 2
View Market Depth
Last trade - 16.10pm 09/08/2024 (20 minute delay) ?
RAC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.