Certainly a bit happening out there. Fred Guerard’s recent...

Certainly a bit happening out there. Fred Guerard’s recent presentation had a couple of interesting insights in that Opthea were actively working on a phase III trial for DME to start after the phase III readouts and the PCV subgroup was likely a $1 billion market in its own right. Notably this is the subset that had the greatest improvement in the phase IIb trial.
I have been thinking phase III results for Opt-302 could in fact deliver better results than the phase IIb trial. It is a known patients on VegF-A therapy continue to slowly relapse over time. Opt-302 in combination therapy in the phase IIb trial effectively stopped that decline for most patients. The phase IIb trial was over 6 months. If this effect is maintained for the full 12 months of the phase III trial then this effect may be magnified.