RAC
Delivery · Highdata caveat$442M2mo
Racura Oncology
Biotech · Oncology
Repurposing bisantrene for AML and solid tumours
Data HealthTrials1 of 1 active · stale enrollment
Cash data from Dec 2025 4C(5mo old)Figures from ASX filings · not financial advice
[ VITALS ]
Cash on Hand
$2.1M
Dec 2025 4C
Runway
2moCRITICAL
Based on Dec 2025 4C
Market Cap
$442M
Burn Rate
$3.8M/qtr
Dec 2025 4C
Shares Outstanding
185M
Pipeline Assets
2
Latest Insightprice-sensitive announcements & broker notes
Price-sensitiveOther3 June 2026
Emerging Companies Specialist Invests in Racura
Racura Oncology secured a strategic private placement of 526,315 shares at $1.90 per share (17-23% discount) from a specialist institutional investor focused on emerging healthcare companies. Combined with previous offerings (Piggyback and Bonus Options), the company has raised a total of $31.2 million to support clinical development of RC220 and working capital.
3M Price
RAC.ASX$2.370+3.9% 3M
Low $2.160High $3.370
Pipeline Assets (2)
Discovery
Preclinical
Ph 1
Ph 1/2
Ph 2
Ph 2/3
Ph 3
NDA
Capital Raises & Buybacks
12mo dilution 1.3%12mo $3M2 raises
Current shares outstanding: 185M
Placement
Options
2026-06-04placement
$1.0M
2026-05-28options exercise
Other ticker dataInsider activity, holders, grants, publications
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Insider activity, holders, grants, publications
Director Transactions
7 transactionsLast 90dNet Buy
Buys1+1 vs prior
Sells0
Buy Value$30k
Catalysts (9)· 1 upcoming · 8 past
Bisantrene Phase 1/2 AML interim data
UpcomingExpectedarrow_upwardHigh31 May 2026
expand_more8 past catalysts
ConfirmedremoveMed3 June 2026
The Piggyback Options expired on 29 May 2026 as scheduled, one day before this announcement. The announcement confirms the completion of this milestone as part of Racura's capital raising activities.
Track RecordDelivery Consistency Index
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Delivery Consistency Index
Historical delivery and spending consistency. Data is limited for recently added companies.
Delivery Consistency Index
Delivery
High92/100(limited data)
Timeline adherence · phase-adjusted tolerance · recency-weighted · min 3 catalysts
Capital discipline
High93/100
Burn rate stability · stage-adjusted thresholds · runway trend · R&D focus
Hit 5 of 5 guided dates· rolling 2yr· of 9 tracked
What drove these scores · rolling 2yr
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Cash position declining — Cash balance dropped >30% over last 3 quarters
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Capital raise likely — Delivered 135d early
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Stable burn rate — 7% quarterly variation — consistent spend
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R&D-focused spend — 83% of opex directed to R&D
·
Proposed issue of securities - RAC — Delivered on time
·
Racura Enters Underwriting Agreement for Options — Delivered on time
·
Piggyback Options Expiration — 5d late — within 90d phase tolerance
·
Proposed issue of securities - RAC — Delivered on time
·
Limited data adjustment — Score adjusted toward neutral (5/6 data points) — accuracy improves with more completed catalysts
Completed catalysts
✓Capital raise likely— Raised $3.2M placement at $2.83/share (6% premium, Dec 2025)
135d early
✓Proposed issue of securities - RAC
On time
✓Racura Enters Underwriting Agreement for Options— Racura Oncology has entered into an underwriting agreement with an existing shareholder to underwrite up to 1,838,524 remaining unexercised $1.25 Piggyback Options expiring 29 May 2026, with no underwriting fee. Combined with 18.3m options already exercised, the total capital raise from this option series will reach $25.2m to fund clinical programs in AML, lung cancer, and anthracycline cardioprotection.
On time
✓Piggyback Options Expiration— The Piggyback Options expired on 29 May 2026 as scheduled, one day before this announcement. The announcement confirms the completion of this milestone as part of Racura's capital raising activities.
+5d late
✓Proposed issue of securities - RAC
On time
Outcome quality (positive/negative readouts) reflects the science, not execution — shown above but excluded from the score.
These metrics reflect historical operational data only. They are not predictive of future performance, do not constitute investment advice, and should not be used as the basis for any investment decision.
Clinical Trials(2)
1 activeClinicalTrials.gov ↗
Ph1RecruitingEnrollment stale · 434d
RC220Doxorubicin (Adriamycin)
A Safety and Pharmacokinetics Study of RC220 Combined With Doxorubicin in Adult Participants With Solid Tumours.
Solid Tumours · Advanced Solid Tumours
18 Years+
Primary endpoint Part 1. Incidence of dose limiting toxicities (DLTs)
ENROL53
no manual snapshots — enter via record_enrollment.py
Announcements(20)
article
OtherPSauto_awesome
Emerging Companies Specialist Invests in Racura3 June 2026
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