Hi FFS,Just a little addition to you point regarding repayment...

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    Hi FFS,

    Just a little addition to you point regarding repayment of DVA:
    Given the information on page 32 / slide 35 in the latest Annual Report (=> click here <=) I would not expect the first of the seven fixed success payment (the one happening after approval but before commercialization) to be particularly high, maybe some US$50M. But that‘s just a guess…

    And equally important, definitely not due before approval some time in 3Q CY2026 (my modeling) or 4Q CY2026 (company’s guidance).

    So plenty of time for OPT to develop into a valuation when the actual repayment of DVA becomes a pretty negligible topic in the mind of management and investors like us.

    https://hotcopper.com.au/data/attachments/6775/6775744-641830867ce5dfb9873ef9bf46788de4.jpg

    Last edited by PigRace: 31/01/25
 
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