Racura Oncology Ltd (RAC) Fair Value & Analysis
Healthcare · AU · Market cap A$527M
Fair value as of: Jun 24, 2026
Analysis
Racura Oncology Ltd (RAC) currently trades at A$2.38, while our model-based Fair Value estimate is A$0.3700 — implying the stock looks roughly 84.5% overvalued today. We read business quality at 95/100 (high quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: low).
About the company
Racura Oncology Ltd operates as a Phase 3 clinical biopharmaceutical company for cancer care. Its lead asset is RCDS1 (E,E-bisantrene), a small molecule anticancer agent that primarily functions through G4-DNA & RNA binding to potent inhibition of the cancer growth regulator MYC. The company is advancing a proprietary formulation of RCDS1 (RC220) to address the unmet needs of patients across various oncology indications with Phase 3 clinical programs in acute myeloid leukaemia, Phase 1a/b program in mutant epidermal growth factor receptor non-small cell lung cancer (EGFRm NSCLC), and a Phase 1a/b program in combination with the anthracycline doxorubicin. It has collaborations with Astex, MD Anderson, Sheba City of Health, UNC School of Medicine, University of Wollongong, and University of Newcastle. The company was formerly known as Race Oncology Ltd and changed its name to Racura Oncology Ltd in December 2025. Racura Oncology Ltd was incorporated in 2011 and is headquartered in Syd…
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.