Ann: Security Class Reinstatement to Quotation- OPTOB, page-434

  1. 2,239 Posts.
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    Great stuff everyone.

    I think this is a critical point: suppression of "upregulation of VGF C&D" over the long term—W24 ~ W52.
    WetAMD is chronic, it requires lifelong management so W52+++ is the real goal.

    P3 6 letters+ success - Any big pharma VEGF-A player offering co-formulation with Sonzinibercept is a winner, OPT will become a multibillion-dollar prize in any bidding war. e.g. a hypothetical "ELYEA VisionEdge" or "Lucentis Xcel". Co-formulation would obviously serve patients' best interests—better sight for longer in a single injection is the ultimate goal. Coformulation would become "foundational" gold standard for sustained care for the lifetime of the patient.

    P3 Partial success. If P3 isn’t a slam dunk but a modest 2~3 letters with a valid p - demonstrating modest but real therapeutic merit, the option holders might miss out. However, it could present a second-place outcome to OPT holders, with a price well under $1 but not 3cents. Of course, expecting at least P2B outcomes wink.png

    P3 Fail: Well big questions need to be asked about P2B and what happened. At the very least the existing science around cellular signaling pathways, VEGF and wAMD need to be questioned .
 
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