OPT 5.05% 51.8¢ opthea limited

Ann: Opthea's OPT-302 Granted Fast-Track for wet AMD, page-27

  1. 5,487 Posts.
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    @whytee

    damn HC won't let me reply to your post.. not sure why it does that.

    Anyway, you probably know more than I do about large investors in this space.. but I personally don't see the logic in placing a large bet two years in advance, and if I did I'd only place a little at a time over the space of the next two years to soak up all the 'inpatient money' willing to sell at such low valuations. I hope holders on HC don't fall into this category, because I do believe patience will prevail for OPT if you are already in. I am personally just looking for a better entry.

    If I understood you correctly, it seems you also believe that a partnership at these low valuations is not what management would be interested in. So would it be fair to say you agree the likelihood of one happening between now and December 2021 would be remote? Despite management saying they are interested, the timing just doesn't make sense right now?

    Rather your thinking is that large investors will be rushing to get into OPT (as another investor said, FOMO) two years out from trial results?

    I think we all hope that is the case for all companies we hold.. so totally appreciate the sentiment and where you are coming from.

    If you have a chance, could you point me in the right direction of similar treatments that have partnered up? Names of those products would do, I am happy to do the research myself.. I am googling with very little success.

    Thank you in advance
    Last edited by stockrock: 08/07/21
 
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