OPT 2.78% 35.0¢ opthea limited

Hi primaus72,interesting catch on Eyepoint and their EYP-1901 in...

  1. 102 Posts.
    lightbulb Created with Sketch. 86
    Hi primaus72,

    interesting catch on Eyepoint and their EYP-1901 in wAMD.

    The one thing that immediately jumped to my eye when looking at their P2 data in wAMD was the baseline BCVA of their enrollees being absolutely extraordinarily high. Standing at almost 75 letters on the ETDRS chart at the beginning of the study.

    We know from all other P3 non-inferiority studies that ultimately lead to an approval to have enrolled patients that started with a baseline BCVA of around 60 letters only.
    This holds true for all of:
    - Beovu in HAWK and HARRIER,
    - Vabysmo in TENAYA and LUCERNE and
    - Avastin in CATT

    So it seems as if EYP-1901 enrolled kind of super-responders to Eylea only.
    As 75 letters for a wAMD patient is a very, very satisfactory result in real word. Allowing such patients to proceed with 99% of their daily live activities including driving a car etc.

    So, in the worst case those super-responders Eyepoint selected for their study were eventually kind of „saturated with VEGF-A“ and have just maintained the excellent level of vision improvement for another 6 months without EYP-1901 necessarily having contributed to this effect.

    Reducing the treatment burden of the 10% of real world super-responders to Eylea might certainly be worth a business case.
    Yet, it certainly does not come close to OPTs opportunity of eventually adding an entire line (= 5 letters) to the 80% of real-world patients that respond significantly less well to VEGF-A or more often not at all.


    https://hotcopper.com.au/data/attachments/6251/6251780-b95984e9c9b03681f3155012d9ca12ec.jpg


 
watchlist Created with Sketch. Add OPT (ASX) to my watchlist
(20min delay)
Last
35.0¢
Change
-0.010(2.78%)
Mkt cap ! $382.0M
Open High Low Value Volume
35.5¢ 36.5¢ 35.0¢ $934.4K 2.624M

Buyers (Bids)

No. Vol. Price($)
10 230715 35.0¢
 

Sellers (Offers)

Price($) Vol. No.
36.0¢ 17816 1
View Market Depth
Last trade - 16.10pm 28/06/2024 (20 minute delay) ?
OPT (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.