OPT 4.88% 43.0¢ opthea limited

Ann: Security Class Reinstatement to Quotation- OPTOB, page-46

  1. 12 Posts.
    lightbulb Created with Sketch. 5
    Personally I think everyone is underestimating the upside. This is a very unusual (even unprecedented) situation. If both trials are successful, sozinibercept will be co-dosed with most treatments, whether Pfizer as market leader buys the company or OPT elects to sell into the market themselves. In a $10B market, my guesstimate of $1B annual profit is conservative. At a PE of 10, thats $10B market cap, or about $8 SP? Normally speculation occurs before the trial results, so maybe $4 in early 2025 just before the first result then more after.
 
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