The unknown is not if RC220 is going to behave the same as RC110 (it will), not least because the variation between patients is greater than any possible slight difference in PK/PD between the two forms. The unknown is if RC220 will be cardioprotective when used in combination with doxorubicin. This has never been done before in patients. Everyone needs to estimate how likely this will be true - I think likely, but I have an unfair advantage in knowing the mechanism of action.
Probably more important right now for investors is what is RC220 worth just as an anticancer drug. This is proven since RC220 is just RC110 without the crystallisation for anticancer purposes and any future clinical trials for anticancer (say AML) are just a matter of running through the motions.
There is one final kicker - what if Race is able to find some major use for RC220 that is unexpected from the historical trials.
RAC Price at posting:
$1.40 Sentiment: Buy Disclosure: Held
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