I think the underlying mechanism of action (MOA) as to why Bisantrene provides ‘targeted therapy synergy’ is the real reason for blackout. I know it’s splitting hairs, as sort of the same thing.
My theory (highly / extremely speculative) is that part of the CPACS MOA identified is an enabler for Bisantrene’s broad spectrum anti-cancer synergy. In short there could be an enhanced ‘anti-cancer’ MOA that has been discovered which is supportive of a Platform Drug status.
Even if it doesn’t change blue sky valuations, it potentially makes it an easier sell to Pharma and adds fuel to spark a bidding war.
If I am wrong then still doesn’t change the fact Bisantrene could provide targeted therapy synergy. But instead using the already known anti-cancer MOA’s. Could simply be FTO inhibition, but I am not convinced this accounts for observations seen in the preclinicals across multiple drug classes.
Watch this space!
p.s. wish list is to see Bisantrene’s ‘chemo’ classification upgraded at some point.
RAC Price at posting:
$1.42 Sentiment: Buy Disclosure: Held
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