- NuCana has been on my watch list over the past year due to its intriguing ProTide platform technology, which could generate multiple oncology drugs that can outperform the current standard of care.
- The share price has been under pressure since January and has been ground into an attractive valuation. I believe there is an astonishing risk-reward at these prices.
- I provide some background information about the company's platform and nucleoside analogs. In addition, I discuss the company's pipeline candidates and how they differentiate from their origin product.
- Finally, I discuss my plan for accumulating a sizeable position in NCNA ahead of Acelarin's Phase III readout.
For further details see:
NuCana: Starting A Speculative Position At An Astonishing Risk-Reward