RAC Price sensitive 29 Jan 2026, 9:17 AM

December 2025 Quarterly Activity Report and Appendix 4C

Racura Oncology Ltd

December 2025 Quarterly Activity Report and Appendix 4C

Key points

  • Composition of matter patent claims filed over (E,E)-bisantrene
  • Discovery of (E,E)-bisantrene's primary mechanism of action as a G4-DNA and G4-RNA binder
  • Expanded clinical programs in NSCLC and AML

Full summary

Racura Oncology reported its Q2 FY2026 results, highlighting key events from the quarter. The company announced the filing of composition of matter patent claims over the (E,E)-bisantrene isoform, which if granted, will provide 20 years of patent protection. Racura also disclosed the discovery of (E,E)-bisantrene's primary mechanism of action as a G4-DNA and G4-RNA binder, with important anticancer effects on genes like MYC. The company expanded its clinical programs, announcing new trials in mutant EGFR non-small cell lung cancer (NSCLC) and acute myeloid leukemia (AML). Racura raised $3.22m through a private placement and ended the quarter with a strong cash balance of $20.94m, positioning the company to fund all committed activities through CY2027. The company also received $2.79m in R&D tax incentives and appointed Professor Laurence Hurley, a leading expert in G-quadruplex targeting drugs, to its Scientific Advisory Board.

Guidance

Racura Oncology expects to initiate a pivotal Phase 3 trial in AML and a Phase 1a/b trial in mutant EGFR NSCLC in 2026, subject to securing the required capital.

Outlook

Racura Oncology is actively exploring partnerships, license agreements, or a commercial merger and acquisition to accelerate access to RC220 for patients with cancer across the world. The company is well-positioned to fund all committed activities through CY2027 with its strong cash balance.

Summary generated by a large language model. Please interpret with care.

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