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
49.0¢ |
Change
0.040(8.89%) |
Mkt cap ! $603.2M | |||
| Open | High | Low | Value | Volume |
| 46.0¢ | 49.0¢ | 45.5¢ | $3.430M | 7.316M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 7000 | 48.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 49.0¢ | 156010 | 6 |
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| OPT (ASX) Chart |