Racura Oncology (RAC) Investor Presentation summary

Investment highlights and value drivers

• Approaching critical data and value inflection points with imminent clinical trial results and significant news flow expected throughout 2025.

• RC220, a reformulated bisantrene, offers easier administration, 20 years of IP protection, and builds on extensive clinical data.

• Focus on patient health, especially cancer survivors, with strategies to reduce treatment-related cardiovascular damage.

• Investor-focused approach with clear communication and funding strategies.

• Management team with deep biotech and oncology experience, significant personal investment, and proven track record.

Product innovation and clinical data

• RC220 is a new, more soluble formulation of bisantrene, enabling peripheral delivery and maintaining validated PK/PD properties.

• Demonstrated potent anti-cancer activity alone and in combination with doxorubicin across a wide range of cancers.

• Animal studies show RC220 provides cardioprotection, reducing fibrosis and improving cardiac function compared to doxorubicin alone.

• Recent clinical trials in AML showed a 40% response rate in heavily pre-treated patients, exceeding clinician expectations.

• Over 1,500 patients' worth of clinical data supports RC220's efficacy and safety profile.

Addressing unmet medical needs

• Doxorubicin, while effective, causes permanent cardiovascular damage, limiting its use and dosing in high-risk patients.

• Cancer survivors face a 37% increased risk of cardiovascular disease, with damage from chemotherapy often permanent.

• Cardiotoxicity is a major barrier to optimal chemotherapy regimens; reducing it could expand patient eligibility and improve outcomes.

• New specialties like cardio-oncology are emerging to address these long-term treatment effects.

• Key opinion leaders emphasize the need for cardioprotective therapies that do not compromise anti-cancer efficacy.