RAC 3.31% $1.61 race oncology ltd

RACE presenting on Share cafe on 4 Dec, page-48

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    presentation today was great. I haven’t yet seen the video of the AGM, so looking forward to release on Monday, and apologies if that would answer these questions.

    1. From the description in the AGM slides, I didn’t quite understand the “chicken and egg” problem for FTO. Is there a layman’s explanation for this?

    2. I believe also that there has been some acknowledgement of talks with big Pharma, and that they would need some “more data” before the transaction window would be open. Are you able to put any parameters around this - ie would this be satisfied by some of the planned feasibility studies, pre-clinical work, or ph II trial data?

    3. haven’t seen much from Borje since he joined the management team (I thought the early AGM was to support his attendance with timeframe). Should we assume he is flat out like yourself and Phil, or was most of his work aimed at supporting pillar 3 which gives him a bit of time?


 
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