Calls
1
u/lbreav
Reddit r/ASX_Bets
Win Rate
0.0%
return
-32.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 17
$3.01
-32.9%
The author bought Race Oncology because its reformulated e,e-bisantrene was found to work via Myc inhibition through G4 binding, making it effectively the only Myc inhibitor in the clinical pipeline, and the prior approved use of bisantrene for AML significantly de-risks safety. Stated catalysts include a current phase 3 bridging study in AML with FDA orphan drug designation, early ctDNA/RNA-based clinical validation of Myc inhibition possibly from existing trial data, a just-starting non-small cell lung cancer trial, and potential use as a cardioprotective alongside chemo or with tyrosine kinase inhibitors to prevent TKI resistance. The investment thesis is a bidding war among big pharmas facing patent expiries, supported by the CEO being the largest shareholder and recently buying on market, with Merck's ~US$32bn approach for Revolution Medicines cited as a valuation comparable. The author notes the company may be circumspect about validation data because it does not yet have composition of matter patents.
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u/lbreav has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: RAC.AX.
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