impressive overview, thanks Dr. T.

First 111 Last

Share
Profile

Follow
Jamo71

31 Posts.

03/02/21

13:42

Post #: 50674047
Share

Originally posted by RaceOncology: ↑

It is not simple in pharma to talk about competitors if you have a non-generic drug. In regards competition you need to look at the two major uses as the competitive landscape is very different in both.

1. A better anthracycline. These drugs are extremely widely used chemotherapeutics, very cheap (a couple of hundred dollars a dose), but also very damaging to the heart. While you can consider a drug like doxorubicin a competitor to bisantrene, if you want to avoid heart damage you don’t have much alternative other than to not use an anthracycline or only use it at low dose. This is not good as these drugs are very effect against cancers. For many patients the grim choice they are faced with is treat the cancer effectively and suffer the consequences to their heart, or avoid the heart damage and under treat the cancer. Bisantrene offers a way out of this dilemma by offering a drug that is just as effective against the cancer but without the heart damage.

2. A FTO targeted agent. The only competitor here is brequinar, but brequinar has major pharmacological issues around dosing that makes it hard to use in practice. Also the preclinical data from the City of Hope suggests brequinar does not work as well as bisantrene on FTO overexpressing cancers. I am glad we own bisantrene and not brequinar.

While it is for every investor to make their own investigation in regards the competitive landscape, I am comfortable with RAC’s position.

Expand

impressive overview, thanks Dr. T.

RAC Price at posting: $2.10 Sentiment: Buy Disclosure: Held
9 Upvote

0 Great analysis

Reply

Top Stories

STX

Strike Energy secures $153 million for Perth Basin gas projects

RDN

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

AML

Cultural heritage agreement puts Walford Creek exploration back on the map

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

SBW

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

There are more pages in this discussion • 411 more messages in this thread...

First 111 Last

Add RAC (ASX) to my watchlist

(20min delay)
Last $1.73		Change -0.110(5.98%)		Mkt cap ! $294.6M

Open	High	Low	Value	Volume
$1.88	$1.89	$1.71	$360.7K	203.4K

Buyers (Bids)

No.	Vol.	Price($)
1	4108	$1.73

Sellers (Offers)

Price($)	Vol.	No.
$1.74	1317	2

View Market Depth

No.	Vol.	Price($)
2	5611	1.705
6	18809	1.700
2	1918	1.690
1	5934	1.685
1	4646	1.680

Price($)	Vol.	No.
1.730	1900	2
1.735	1317	2
1.740	3969	1
1.750	3183	2
1.760	5000	1

Last trade - 14.09pm 24/06/2024 (20 minute delay)

RAC (ASX) Chart

impressive overview, thanks Dr. T.

Strike Energy secures $153 million for Perth Basin gas projects

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

Cultural heritage agreement puts Walford Creek exploration back on the map

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

impressive overview, thanks Dr. T.

Top Stories

Strike Energy secures $153 million for Perth Basin gas projects

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

Cultural heritage agreement puts Walford Creek exploration back on the map

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News