Outlook Therapeutics: Speculative Buy With High Stakes In The Anti-VEGF Market

Myriam Alvarez
2.58K Followers
(12min)

Summary

  • Outlook Therapeutics is resubmitting a BLA for ONS-5010 by 2024, with top-line data expected in Q4, 2024.
  • ONS-5010 received European Commission Marketing Authorization for treating wet AMD in May 2024, and it is preparing for a commercial launch in early 2025.
  • The anti-VEGF retina market is estimated at $15.9 billion globally, with substantial market opportunities in the US, EU, and UK.
  • I deem OTLK stock a speculative buy due to its substantial upside potential, assuming successful FDA approval and market launch. I believe the risks are justified, given its considerable upside potential.

Light beam is shining through retina and lens on eyesight exam

Zorica Nastasic

Outlook Therapeutics (NASDAQ:OTLK) is a late clinical-stage biopharmaceutical company focusing on ONS-5010/LYTENAVA (bevacizumab-vikg) indicated for retinal conditions such as wet age-related macular degeneration [wet AMD], diabetic macular edema [DME], and branch retinal vein occlusion [BRVO]. The company is resubmitting a BLA for ONS-5010 at

This article was written by

2.58K Followers
My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking Alpha. Our analyses are conducted independently, and we adhere to Seeking Alpha's Shared Association Guidelines.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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