Speculative M&A Transaction Analysis, page-584

The P1DE is expected to begin before the P2 EMD AML trial, which is indicated on this activity timeline provided by RAC in May 2021 (1). While this is the case, there is not enough evidence for me to discern which trial will release results first - my suspicion is the P2 EMD AML trial due to the smaller dose escalation phase within the stratum 2 study design. My understanding is that patients for stratum 2 will be selected based on those "unable to tolerate high intensity chemotherapy", and not through a sensitivity assay (2).

@mildmanneredme I forgot about stratum 2 of the P2 EMD AML trial, so an argument could be made the Zantrene is a P2 FTO-directed compound.



1 https://newswire.iguana2.com/af5f4d73c1a54a33/rac.asx/6A1031779/RAC_Race_investor_briefing_updated_presentation
2 https://newswire.iguana2.com/af5f4d73c1a54a33/rac.asx/2A1301406/RAC_Contract_to_Commence_Phase_2_Extramedullary_AML_Trial