RAC 2.86% $1.53 race oncology ltd

Finally had a change to read this properly ( not easy to read...

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    Finally had a change to read this properly ( not easy to read earlier on my phone ).

    Awesome work.

    Fabulous best in class, first in class analysis. Interesting angle on risk for a buyer with Bisantrene having a massive head start ( which will only make a buyer more keen to achieve a deal outcome ).

    The strong efficacy of Bisantrene compared to efficacy of the other agents subject to M&A transactions is striking. Whilst most were first in class their efficacy data was weak. I had not looked at this in my peer analysis ( just focused on the value ).
 
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