OPT 2.78% 35.0¢ opthea limited

Not sure whether this is positive for OPT.Fundamentally we're...

  1. 32 Posts.
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    Not sure whether this is positive for OPT.

    Fundamentally we're all in this for one of the owners of either Lucentis or Eylea to buy/partner with OPT. With Beovu struggling to gain traction, it takes some pressure off Lucentis and Eylea. That pressure, combined with imminent patent expiry, are what will drive M&A. I'm not saying that Beovu struggling removes the rationale for buying OPT, but it might decrease the urgency somewhat
 
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