RAC 4.02% $1.79 race oncology ltd

Pillar 1 - FTO, page-3

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    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




    Screen Shot 2020-12-30 at 12.44.33 pm.png

    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/

      Screen Shot 2020-12-30 at 1.19.20 pm.png

    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.


    Screen Shot 2020-12-30 at 1.08.55 pm.png
 
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