Well, it seems a few people on this forum believe that 50:50 is too conservative. So, if I redo the expected value (EV) calculation based on 65:35, with a 5X uplift if successful, then OPT's expected value is $2.24, minus the discount rate of return for a wait time of 1 year and 3 months. Complications arise as Lucentis and Eylea trials are not mutually exclusive; therefore, failure in one is a strong indicator of failure in the other, and of course, success in one will foreshadow success in the other. Success in both could very well result in 8-10X valuation $6.90.
Based on the above from my perspective OPT is a strong speculative buy.
Ann: Opthea to Host Key Opinion Leader Event on April 3, 2024, page-33
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Last
34.5¢ |
Change
0.005(1.47%) |
Mkt cap ! $376.5M | |||
| Open | High | Low | Value | Volume |
| 34.0¢ | 35.0¢ | 33.5¢ | $986.8K | 2.875M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 55705 | 34.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 35.0¢ | 29727 | 1 |
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| Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
| OPT (ASX) Chart |