Jul. 15 at 2:55 PM
$OCUL regeneron's eyelea is a 10 billion USD drug. vabysmo is a
$4. billion USD drug. Both are 14 Billion combined. Both require eye injections every 4-15 weeks/ Axpaxli by ocul or Ocular therapeutix require injections every 6-12 months. This is a very large improvement. As a potential
$4 billion drug this would equate to
$1.25 Billion of profit or
$8-12 Usd in eps. At PE of 20 conservatively we have a
$100 + sp