Racura Oncology (RAC) Investor Presentation summary

Company overview and leadership

• Clinical stage biopharmaceutical company focused on cancer care, listed on ASX with a $296.5m market cap and $17.2m cash as of June 2024.

• Lead asset is bisantrene (RC220), a chemotherapeutic with a strong safety profile and less cardiotoxicity than anthracyclines.

• Board and management team have extensive experience in biotech, oncology, and pharmaceutical development.

• Largest shareholder is the CEO, holding over 10% of shares.

• Collaborations with leading institutions and active pursuit of partnerships and licensing opportunities.

Market opportunity and unmet need

• Anthracyclines are widely used but limited by permanent cardiovascular toxicity, especially in children.

• Chemotherapy patients have a 37% increased risk of cardiovascular disease; a single dose can cause heart damage.

• Global anthracycline use is growing at a 6.6% CAGR, expanding the addressable market.

• Reducing cardiotoxicity could allow more effective regimens and treat more patients.

• Estimated annual market potential for bisantrene in cardioprotection and anti-cancer use is $7b.

Bisantrene (RC220) clinical development and advantages

• Bisantrene has demonstrated efficacy and safety in over 1,500 patients across 50 trials, with approvals in France.

• RC220 is a new, more soluble intravenous formulation, preserving efficacy and safety while enabling solid tumor treatment.

• RC220 offers new intellectual property protection and a long commercial lifespan.

• Shows broad anti-cancer activity and enhances doxorubicin efficacy in 85% of tested cancer cell lines.

• Demonstrated cardioprotection in preclinical models, reducing heart damage from anthracyclines without added toxicity.