The only serious doubts in my mind are
1. Is OPT302 effective over long timeframes ie. 52w vs 24w (I think mgt know this answer already thru ph2b open label phase but has not been made public)
2. How does OPT302 perform with Eylea (CEO has said lucentis and eylea are effectively the same drug in terms of clinical outcomes so hard to see OPT302 perform significantly worse in COAST vs SHORE)
I think these are the two unknowns which are keeping prices depressed ahead of ph3 readout - reading between the lines these doubts are unfounded but mr market is not in the mood speculate on the outcomes just yet.
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