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Race Oncology (RAC) investor relations material
Race Oncology Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
(E,E)-bisantrene discovered to act by binding to G4-DNA & RNA, not as a doxorubicin-like chemotherapeutic, fundamentally transforming commercial and clinical opportunities.
Clinical programs expanded for RC220 in lung cancer, solid tumours, and acute myeloid leukaemia, targeting major cancer markets.
Composition of matter patent claims filed for (E,E)-bisantrene, potentially providing 20 years of protection.
Appointment of Prof. Laurence Hurley to Scientific Advisory Board, strengthening expertise in G4-targeting drugs.
Company name changed from Race Oncology Limited to Racura Oncology Ltd.
Financial highlights
Cash and cash equivalents of $20.94 million at 31 December 2025.
Private placement raised $3.22 million at a premium to market; early option conversions added $5.62 million.
R&D and drug manufacturing accounted for over 63% of spending ($1.35 million) in the quarter.
Received $2.79 million R&D Tax Incentive from the Australian Taxation Office for FY2025.
Outlook and guidance
Funding secured to support all committed activities through calendar year 2027.
HARNESS-1 Phase 1a/b trial in EGFRm NSCLC to commence in early 2026, with additional sites to be activated in H1 CY2026.
Preclinical collaboration with Emory University to study (E,E)-bisantrene in osimertinib-resistant NSCLC expected to last over 12 months.
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Q1 FY25 delivered double-digit growth, margin expansion, and a record order book despite global headwinds. - JKHY
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Record HST-driven growth and margin gains support 2026 outlook amid industrial headwinds. - KREF
Net loss for 2025, but strong liquidity, portfolio repositioning, and active capital management. - ODFL
Q4 revenue and earnings declined, but yield, service, and capital returns remained strong. - ORN
Acquisition expands marine construction scale and reach, supporting long-term profitable growth. - THG
Record earnings, improved underwriting, and strong capital actions drive robust 2025 results. - BAM
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Q4 2025 revenue up 43% to $19.3B; 2026 guidance: $80–$83B revenue, $33.50–$35 EPS. - CDW
2025 sales and profits rose, with strong cash returns and 2026 growth set to outpace the market.
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