RAC 7.22% $1.41 race oncology ltd

Same condition. Different design. First trial measured insulin...

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    Same condition. Different design.

    First trial measured insulin or blood sugar reduction
    Second trial measured delay in patients progressing to stage 3 type 1 diabetes.


    Goes to show how critically important trial design and intended use case is for any drug, as the path you take can be it’s success or it’s failure.

    Just as well RAC are seeking input from some of the worlds smartest in not only commercial strategy, but clinical design. Might take a little bit longer, but we are in good hands.

    The above story also lines up to what Damian & RAC are wanting to achieve, get all the ducks in a row, lay out all the plans in a package, approach BPs that might align and that have need for a blockbuster in the portfolio (ie have the resources and ability to scale and realise the potential)

    Partner up with an agreement in place, progress the drug towards commercialisation as a team, and the moment BP become comfortable with the data & it has been de-risked enough, they swallow full IP at a substantial premium.

    Partnership will happen this year or in the coming months IMO & full buyout within the 2yrs or whenever enough Positive data is generated.

    (Not to say we won’t get an offer on the data we all ready have, it’s possible, it just won’t reflect full value)
 
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