RAC 1.55% $1.31 race oncology ltd

Appreciate you sharing your experience which shows the...

  1. 615 Posts.
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    Appreciate you sharing your experience which shows the importance of having the conviction to hold.

    However, personally RAC makes up close to 50% of my portfolio so I will look to sell some at some stage before trial results are released which I see as the only variant to downside risk (besides macro risk). I guess another downside risk would be the IND application getting rejected but Dr T has stated the importance of this and the rigorous standards that he knows the FDA sets, so I see this as highly unlikely.

    It will also be interesting to see what the team decides with the breast cancer trials. Historically, we know they successfully used lower doses, and the FTO ability in the COH report suggests a low dose approach. I wonder if they will just follow this or run a second trial concurrently for breast cancer so they can see the effectiveness in high dose v low dose. Which ever route they choose to go, looking at the team that we have, it's easy to support them.

    I guess we should have a strong run for the next 12 months until results which hopefully sky rocket the SP after we replicate the historic trial results and show the importance of the FTO ability that bisantrene has.
 
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