RAC 0.00% $1.69 race oncology ltd

Same as @PatchKolan posted below BP want results to show that...

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    Same as @PatchKolan posted below BP want results to show that any potential drug candidate is de-risked & shows potential to become pipeline.

    BP look for the “ideal drug profile”, which Zantrene already ticks a lot of boxes, but really need human trials to show efficacy, safety data before the pharmacoeconomics can be calculated to show how much better our drug can be compared to current standards of care. Once we tick more boxes in this IDP expect a slew of strategic alliances prior to straight out M&A, which would rerate RAC, eventually lead to M&A bidding wars. Data & results to back up what we have seen or suspect in trials are key.

    As posted by @Wombat patent cliffs are upcoming for a lot of major drugs, including Keytruda so with post covid war chests a lot of companies are looking for their next exclusive pipeline & revenue driver while providing better standard of care for patients. If new formulas don’t require a doctor to administer (central line) & can be done by nurse the cost savings for American insurance companies alone would add massive value to Zantrene.

    Lastly check out the slide below on M&A, we already have informal collaboration, contractual agreements with COH, Otsuka, UON, Prof Murray Cairns, Prof Ngo & HMRI. Prof. Ngo just awarded for the discovery of cardioprotection in Zantrene (and potential to change MILLIONS of lives). So DCB will be working towards more strategic alliances to get us towards that M&Zantrene/licensing target.

    Hope that makes sense from my limited knowledge.

    https://hotcopper.com.au/data/attachments/5079/5079838-9447acc9c5f9d9cc3f88098d15126a85.jpg
    https://hotcopper.com.au/data/attachments/5079/5079841-b50acbcf5ce0f6b270296fdbbb77b2d6.jpg

 
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