Rasmus H FUD to ? PoC, which Australia already proved. True, formal rescue crit not met, but CEO said all 3 showed fluid return. Trial designed to study maintenance, so px's come controlled (clearly not dormant). Comp arm got Eylea every 8 wks, no need for rescue
$OCUL Less than $300m EV is cheap. I get that we have no binaries for years and with funding solved there’s no incentive for management to keep sp high in short/medium term. Actually opposite so they can accumulate options/RSU’s on the cheap. I think this is 10x in 36 months.
$OCUL BofA: “KOLs we spoke with had noted they would like to see at least a 2-step improvement in 20-30% of pts in a registrational trial.” That looks like a high bar given the HELIOS results. Was it just low n? Would an induction dose matter? Can population be tweaked?
$OCUL interesting comments on wAMD trial design. Said FDA surprised them with potential of conducting a Superiority trial. Said they comfortable w/ what pivotal will look like, getting data on feasibility and cost,feel they know what the FDA will accept, and close to knowing path
Dex might not even be sold for $30 million...they need to partner ..plan and simple...everyday they dont...they are burning more $$ and leverage is less and less...hence the drop in stock price...it is a shame how badly the execution has been
