Racura Oncology (RAC) Investor presentation summary

Corporate overview and financials

• ASX-listed clinical-stage biopharmaceutical company focused on cancer care, with strong funding to support ongoing programs.

• Market capitalization of $735.36m, cash at bank of $13.67m, and no debt as of October 2025.

• Issued bonus and piggyback options, raising $5m with potential for an additional $25m before May 2026.

Drug development and intellectual property

• Lead asset RC220 is a new, improved (E,E)-bisantrene formulation with enhanced solubility and safety, building on extensive historical clinical data.

• RC220 and RC110 utilize the (E,E)-bisantrene isomer, which has potent anticancer activity.

• Three new patent applications filed, including composition of matter claims, providing up to 20 years of exclusivity.

Mechanism of action and clinical significance

• (E,E)-bisantrene binds and stabilizes G-quadruplex structures in DNA/RNA, regulating key cancer genes, especially MYC.

• G4-targeting leads to reduced expression of oncogenes, inhibition of telomerase, and increased m6A RNA levels, making cancer cells less aggressive.

• MYC is dysregulated in over 70% of malignancies and remains undrugged by direct inhibitors.