OPT 6.74% 41.5¢ opthea limited

Ann: Opthea to Host Key Opinion Leader Event on April 3, 2024, page-42

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    From the clip:
    “We are excited to test sozinibercept in large P3 programmes […] with the goal of […] showing that we can improve visual acuity hopefully by up to 5 letters or more.“

    To my memory, this is the first time somebody sharing responsibility for running the trials dares to explicitly mention a „5 letters or more“ improvement as what OPT internally is really hoping for. If this hope materializes then Eichenbaum is absolutely right saying that sozinibercept would disrupt the wAMD market.

    I just cannot believe existing players continuing to stay quiet with this disruptive opportunity being up for sale / partnership just 15 months ahead of P3 results. Therefore, I’d indeed expect a partnership occurring over the next 3 months being more probable than a classic CR.
 
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