RAC 1.35% $1.88 race oncology ltd

The RAC 3-Pillar Trifecta, page-223

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    @wombat777 this is hugely better than no analysis.

    But I find it misleading to place RAC at the top of the list in targeted oncology, i.e. Pillar 1 FTO.

    Which phase of targeted oncology has RAC completed?

    The only completed trial for bisantrene for Pillar 1 FTO targeted oncology is the investigator-initiated City of Hope pre-clinical, plus the breast cancer preclinical contained some very preliminary work as an afterthought.

    It is true that bisantrene has reached approval for chemotherapy. So safety won't be an issue in the targeted oncology low doses. Which is a big plus.

    But does that justify putting RAC at the top of the entire list? I don't think so.

    I think RAC should be placed at the top of the pre-clinical peer group, not at the top of the entire table.

    I agree that RAC is clearly very undervalued with respect to the preclinical peer group.
    Last edited by IndexInvestor: 16/01/21
 
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