Aug. 23 at 10:53 PM
$OCUL for all those waiting for a buyout, IMO, it ain’t happening soon. I believe that this Board and management team and their investment, financial and legal advisers are shooting for the stars. I think they feel really strong about and are very confident in what they have. They are going to commercialize Axpaxli for wetAMD, start selling it and wait for the for the top line results from NPDR phase 3 before they would get the kind of interest they think they deserve.
That being said, I think they have to give strong consideration right now to anything at
$6 billion or more. What I think they are really looking for is
$10 to
$15 billion in the back half of 2027 or beyond.
The real question for each investor is what their objective is. Anyone that doesn’t have an objective and sale plan right now is foolish IMO.
As to an international partnership(s), not a chance unless all prospects of being acquired disappear.
Just my thoughts.