Sep. 16 at 12:29 PM
$ONCO what should be the value of Onconetix if they acquire 10% of OCUVEX next month (REAL NUMERS BASED ON THE MARKET HISTORY.) Yes, crazy , life changing stock.
1. Base Assumptions
Ocuvex is commercializing Omlonti (omidenepag isopropyl) in the U.S.
A conservative revenue estimate for Omlonti in the glaucoma/ocular hypertension market: ~
$200M annually (small compared to the multi-billion market size, but realistic for early adoption).
Small-cap biotechs with an FDA-approved commercial product often trade around 5× EV/Sales multiples.
2. Valuation of Ocuvex
$200𝑀 revenue × 5
(EV/Sales multiple)=
$1𝐵
valuation for Ocuvex
$200MREVENUE×5(EV/Sales multiple)=
$1BVALUATION for
Ocuvex
3. ONCO’s Potential Stake
If Onconetix (ONCO) acquires 10% of Ocuvex:
10%×
$1𝐵=
$100𝑀
10%×
$1B=
$100M
4. Relative to Current Market Cap
ONCO’s current market cap (Sept 2025): ~
$2–3M.
That implies a potential 30× to 50× upside if the market fully prices in Ocuvex revenues and ONCO’s stake.
Bullish
