Owners of Lucentis and Eylea can pay the most. They already have the sales force, relationship with doctors etc so they already have the infrastructure to commercialise in place. As the incumbents they also have the most to lose. Takeaway - they can pay the most. Also for OPT, they represent the lowest risk partner for a licencing deal for the reasons above.
Working with a generics manf. could happen, but it would be out of their wheelhouse. Would also greatly change the risk/reward dynamic for OPT shareholders. Personally, I'd be happy to see a licencing deal and the SP at $6 this year, rather than a crapshoot solo effort taking 4 years with potential for SP to go to $15.
OPT Price at posting:
$2.95 Sentiment: Buy Disclosure: Held
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