OPT 0.82% 61.5¢ opthea limited

Eylea/COAST trial readout early Q2 is a step into the unknown as...

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    Eylea/COAST trial readout early Q2 is a step into the unknown as OPT has never has been throughly tested against this treatment (i think).

    I feel much more comfortable with SHORE/Lucentis as we already had good results on 330 patient phase 2b trial.

    If COAST fails I think there will be lots of panic selling of OPT so maybe opportunity to load up at cheap prices (like below 20c for OPT and less than 5c for oppies) ahead of the SHORE readout.

    Many ways to play this out - obviously I hope both trials are successful but I think COAST has quite a lot of risk which may not be fully recognised.
 
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