Ann: Opthea Completes COAST Final Week 52 Patient Visit, page-6

generics probably will not take much of a hold in US due billing model with fixed margins (4.3%) for retina clinics - the more the drugs cost the more they make. Also advantage of having two injections given the clinics make money of injection fees.

For ex-US - they will probably do a co-formulation a specific VEGF-A drug and corner the market. If REGN doesn’t come to the party they will probably go with a biosimilar for the knock out punch.