Racura Oncology (RAC) Investor presentation summary

Corporate overview and financials

• ASX-listed late-stage clinical biopharmaceutical company with a market cap of $409.8m and $34.3m cash at bank as of June 2026, with no debt and fully funded through 2028.

• Recent funding round in May 2026 raised $17.8m, supporting ongoing and future clinical programs.

Investment highlights and drug innovation

• Lead drug bisantrene has been clinically validated in over 50 trials, with a new formulation (RC220) offering improved administration and 20 years of patent protection.

• RC220 targets MYC, a key cancer growth regulator, by binding and stabilizing G-quadruplex DNA and RNA, silencing the c-MYC oncogene.

• MYC dysregulation is present in 70% of cancers, representing a significant untapped therapeutic opportunity.

Clinical pipeline and competitive landscape

• Three clinical programs: Phase 3 in AML, Phase 1 in EGFRm lung cancer (in combination with osimertinib), and Phase 1 in cardioprotection with doxorubicin.

• RC220 is the only MYC-targeting drug with clinical efficacy at Phase 3, while competitors remain in early stages with limited activity.

• Programs address large markets: AML ($3.5B+), osimertinib ($7.2B+), and doxorubicin ($1.5B+).