RAC 3.61% $1.47 race oncology ltd

Pillar 1 - FTO (new thread), page-3

  1. 11,249 Posts.
    lightbulb Created with Sketch. 29638
    Current Renal Cancer chemotherapy regimens are listed here.

    https://www.cancertherapyadvisor.co...mens/renal-cell-carcinoma-treatment-regimens/

    The combination of OPDIVIO and YERVOY seems to be the leading treatment. It looks like Sutent was the previous standard of care.

    https://www.opdivo.com/advanced-ren...on/about-opdivo-yervoy/clinical-trial-results






    So what's the opportunity for Bisantrene:
    1. OPDIVIO is a PD-1 inhibitor
    2. PD-1 inhibitors are susceptible to resistance
      https://biomarkerres.biomedcentral.com/articles/10.1186/s40364-020-00212-5
    3. Inhibiting FTO can make PD-1 inhibitors work better (that's been shown for Melanoma)
      https://www.nature.com/articles/s41467-019-10669-0
    4. 90% of ccRCC are caused by mutations in the von Hippel-Lindau (VHL) tumour suppressor gene
      https://www.researchgate.net/public...in_Sporadic_Conventional_Renal_Cell_Carcinoma
    5. FTO was found to be synthetically lethal in cells with inactive VHL. Inhibition of FTO was found to kill VHL(-) ccRCC cancers.
      https://pubmed.ncbi.nlm.nih.gov/32817424/


    I can see a head to head battle between BMS and Merck and potentially a keen interest in what Bisantrene could do to make their PD-1 inhibitors work better.


 
watchlist Created with Sketch. Add RAC (ASX) to my watchlist
(20min delay)
Last
$1.47
Change
-0.055(3.61%)
Mkt cap ! $250.5M
Open High Low Value Volume
$1.53 $1.58 $1.46 $143.9K 96.36K

Buyers (Bids)

No. Vol. Price($)
1 230 $1.47
 

Sellers (Offers)

Price($) Vol. No.
$1.48 550 1
View Market Depth
Last trade - 16.10pm 12/11/2024 (20 minute delay) ?
RAC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.