It was clear, in significant patient subsets from the recent OPT-302 wAMD study, that the BCVA outperformance vs SOC and from what we can see to date from KSI-301 (as you have pointed out) are so great that OPT-302 would almost no doubt be able to 'match' the underperformance of the current SOC/KSI-301 at like-for-like treatment intervals. Happy to be corrected on the logic here given I am not a retinal specialist.
As mentioned by @willbah, it appears Megan is well aware of this difference to competitors and has taken the least risk approach to guarantee trial outcomes before adding value to the indications at a later date.
Interesting observations on the events which lead to the increased valuations for Kodiak. The Baker Bros, also owning 10% of OPT, may have been prepared to offer similar deals. But, it appears Megan believes the DME trial results will rightly strengthen her negotiating position. I sense the corporate deal will come within 3-4 months of these results.
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