RAC 0.81% $1.22 race oncology ltd

RAC media coverage, page-29

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    I believe there is possibly an ongoing defamation matter being brought by Mr Tolga Kumova against the Stock Swami (aka Alan Davison).

    Some of it may be true in terms of what he presents but what is important as in any "reporting" is context. There is not much balance in the way information is presented and is for a sensationalist purpose. His modus operandi seems to focus on whatever negative can be found and if you do that often enough you might get a few right - and that is his schtick.

    Example the pivot from NPP and associated revenues I believe is due to the new strategy and not wanting to limit buyout potential remembering NPP was a strategy that pre-dates the current management team not does he look at positives like the like the independent City of Hope FTO discovery. As far as patents go why focus on what was not passed versus what has and the orphan drug designation in US and EU as the largest economical markets.
 
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