Outlook Therapeutics Inc (OTLK)

[H2R]

BLA SUBMITTED!!! LYTENAVA™ is brand name

https://ir.outlooktherapeutics.com/news-releases/news-release-details/outlook-therapeutics-submits-biologics-license-application-us

They did keep their timeline. The PR is what was expected:

ISELIN, N.J., March 31, 2022 (GLOBE NEWSWIRE) -- Outlook Therapeutics, Inc. (Nasdaq: OTLK), a biopharmaceutical company working to develop and launch the first FDA-approved ophthalmic formulation of bevacizumab for use in retinal indications, today announced it has submitted its Biologics License Application (BLA) to the U.S. Food and Drug Administration (FDA) for ONS-5010, an investigational therapy which, if approved, will be branded as LYTENAVA™ (bevacizumab-vikg), for the treatment of wet age-related macular degeneration (wet AMD). If approved, LYTENAVA™ (bevacizumab-vikg) could replace the current practice of using unapproved repackaged IV bevacizumab sourced from compounding pharmacies for the treatment of wet AMD.

“This BLA submission for our investigational ONS-5010 not only marks a very significant moment for Outlook Therapeutics, but represents a real step forward for potentially providing an on-label, FDA-approved alternative for the most frequently used anti-VEGF treatment in wet AMD patients in the United States,” said Russ Trenary, President and Chief Executive Officer, Outlook Therapeutics. “If approved for marketing, we hope to see our ophthalmic bevacizumab become a valuable on-label therapy offering clinicians and their patients a safe and effective ophthalmic formulation of a treatment whose value has been proven over many years of clinical practice. We are excited for the potential to offer an ophthalmic bevacizumab formulation that ships straight from our factory partners to distribution centers while avoiding the risks of using unapproved repackaged IV bevacizumab that is approved for intravenous use but not for intravitreal administration.”

In anticipation of potential FDA marketing approval in late 2022 or early 2023, Outlook Therapeutics has begun commercial launch planning, including best-in-class partnerships with FUJIFILM Diosynth Biotechnologies for drug substance, and with drug product manufacturer Aji Biopharma Services for finished drug product. The Company also is actively building out its distribution and commercial team structures.

“The significant efficacy results we are submitting from our NORSE TWO Phase 3 pivotal trial demonstrated the one-, two- and three-line visual acuity responders one would hope for in a pivotal wet AMD trial,” according to Terry Dagnon, Chief Operations Officer with Outlook Therapeutics. “Additionally, given the need to address the potential public health concerns related to repackaged IV bevacizumab, we are submitting the important integrated safety data from our NORSE registration clinical program. While noting reported ocular inflammation safety data from other recent product development efforts in wet AMD, we are very excited to be submitting our safety dossier. We observed a total of one ocular inflammation adverse event (iritis) reported from our three completed NORSE clinical studies. When normalizing this single event to the large number of ONS-5010 injections in our clinical trials, it occurred at a 0.05% incidence.”

“The retina community is very excited about a potential on-label treatment option of bevacizumab and the data we have seen from Outlook Therapeutics makes this a real treatment option for us upon FDA approval,” said Firas M. Rahhal, MD, Retina-Vitreous Associates Medical Group, Assoc. Clinical Professor of Ophthalmology, UCLA School of Medicine.

About the NORSE Registration Clinical Program for Wet AMD

The BLA submission is based on the totality of data from Outlook Therapeutics’ wet AMD clinical program for ONS-5010, which consists of three completed registration clinical trials: NORSE ONE, NORSE TWO and NORSE THREE.

NORSE ONE was a clinical experience trial involving 61 wet AMD participants at nine trial sites in Australia. It compared ONS-5010 to ranibizumab (LUCENTIS®) as a treatment for wet AMD. NORSE ONE showed the first markers of efficacy and safety in humans for ONS-5010 ophthalmic bevacizumab. In the trial, ONS-5010 efficacy and safety data were consistent with historical published studies of bevacizumab in ophthalmology. NORSE ONE also supported the trial design and inclusion criteria established for NORSE TWO, the pivotal Phase 3 registration clinical trial.

The NORSE TWO Phase 3 pivotal trial enrolled a total of 228 wet AMD patients at 39 clinical trial sites in the United States. It was a superiority trial design comparing the safety and efficacy of ONS-5010 ophthalmic bevacizumab dosed monthly against ranibizumab (LUCENTIS®) dosed according to the PIER dosing regimen in the LUCENTIS® label. The trial data met both their primary and secondary endpoints with high statistical significance and clinical relevance. For its primary endpoint, 41.7% (p = 0.0052) of patients gained at least 15 letters of vision, and for its secondary endpoints 56.5% (p = 0.0016) of subjects gained ≥ 10 letters of vision and 68.5% (p = 0.0116) gained at least 5 letters. The key secondary endpoint was also met: mean change in BCVA from baseline to Month 11, which was 11.2 letters gained (p = 0.0043). The NORSE TWO data also showed a strong safety profile consistent with previously reported data for ONS-5010 and prior research.

NORSE THREE was an open-label safety study of ONS-5010 in 197 patients conducted in the United States to provide the necessary number of retina patients dosed with ONS-5010 to complete the requirements of the BLA.

Safety results across the three NORSE trials demonstrated a strong benefit-to-risk safety profile. Across all three ONS-5010 registration trials, there was only one ocular inflammation adverse event, which was reported in NORSE TWO; the event was treated topically and resolved without sequelae. The most common adverse reaction (≥ 5%) reported in patients receiving ONS-5010 was conjunctival hemorrhage related to the injection procedure (5%). These safety findings continue to support minimal ocular inflammation and safety signals consistent with what was previously reported in the 2011 CATT trial (National Eye Institute) and other large adequate and well-controlled ophthalmic studies of bevacizumab.

[DavidW2]

I believe BLA submission news before 4/1.

[H2R]

BLA submission planned for Q1: a few days left

The March investor presentation kept the BLA submittal for Q1 2022:

"U.S. FDA BLA submission targeted for calendar Q1 2022 with anticipated
approval to follow 9-12 months later"

Slide 31
https://ir.outlooktherapeutics.com/static-files/11f87d8a-4a26-4798-97c6-f545a60870a1

I hope the April investor presentation has the good news, if not a PR, even better, with a PDUFA date set, before the end of April :) A bit optimistic but doable if they keep their dates.

Best of luck with your investments!

[H2R]

Hi Thermo,

Your posts have that honesty and rational ring to them. I appreciate your sharing your thoughts with others. And I bet I am far from the only one.

Compared with a number of other biotechs with high potential, the OTLK story is more straightforward.

I hope they continue to keep their planned timeline and that we hear about the BLA submission within the next couple weeks or so, as per their Feb. 14th PR "With the registration clinical trials completed, Outlook Therapeutics plans to submit a new BLA under the Public Health Service Act (PHSA) 351(a) regulatory pathway in the first quarter of calendar 2022. "
https://ir.outlooktherapeutics.com/news-releases/news-release-details/outlook-therapeutics-reports-financial-results-first-quarter-0

Best of luck with your investments!

[thermo]

A follow-up to my prior comment.

I'm not a cheerleader for my investments. I will be honest with people about both the promise and the peril. So, if anyone took my last comment as unduly negative, I want to be clear. OTLK is one of my favorite longs.

The pricing risk in wAMD is nothing new. I considered it when I first established my position at $1 and I don't think the pricing risk is evolving differently than I first expected.

My target is still $10. If I believed what management is telling me about their hopes/expectations my target would be higher.

[H2R]

Hi Thermo,

A friend of mine was at the New Orleans SECO (I think that's the one) conference and talked to the exhibitors, including the folks at Eylea.

She asked about a number of things including their pricing and the reps said they did not see any price changes for Eylea in the near future.

(They also said they had 80% of the market, so what should we believe).

Anyways, one data point on the pricing.

And Vabysmo is going to be highly priced too:
https://www.fiercepharma.com/pharma/nod-hand-can-genentech-roche-challenge-regeneron-s-eyela-vabysmo

(Another nice PPS action today :)

Best of luck with your investments!

[thermo]

I've heard from docs that faricimab is quite good and they expect to transition many of their patients currently on Eylea to faricimab.

So, Eylea will be pressured by faricimab and biosimilars. Pricing will come down. Biosimilars will price at 60% - 70% of Eylea, or around $1000 or perhaps $800.

But the need for cost control in healthcare isn't going away (e.g. the use of step edit protocols). The regulations that will cause doctors to stop prescribing an off-label drug when a comparable on-label is available isn't going away. These are the key realities behind my OTLK forecast.

I ask myself, what's my margin of safety with OTLK? How wrong can I be on my forecast and still be right on the stock? I find that to be, still, a very wide margin.

[H2R]

Hi Thermo,

I stumbled upon this article:

https://www.healio.com/news/ophthalmology/20220131/fda-approves-vabysmo-for-treatment-of-wet-amd-dme

https://www.fiercepharma.com/pharma/nod-hand-can-genentech-roche-challenge-regeneron-s-eyela-vabysmo

I don't get answers from OTLK's IR.

Do you have a sense of the impact on the overall market (Wet AMD...) by any chance? And OTLK's potential with this new player?

Thanks!

[DavidW2]

Could be $3-$4+ after BLA announcement.

Company said to file BLA Q1 2022. So I think it will happen in next 3 weeks.

[thermo]

OTLK acting incredibly well.

[thermo]

got it... an OTLK buy-out is possible. I think there have been discussions before and, for a strategic that already has the right sales force, the economics of adding a high margin product will be compelling.

We could see something before an FDA decision but, if early sales ramp as I expect, OTLK will be hard to ignore.

My peak rev assumption is $1B but it is possible to get to a $2B number if the stars align.

[H2R]

Hi Thermo,

Thanks for taking the time.

I was not thinking of NWBO's BO, I was thinking of OTLK, and if the steps you outlined for "that other company" would be applicable to OTLK, especially given what seems to be incentive to do so for the C-Suite.

Whichever way (BO or commercial), I am very bullish on OTLK.

Thanks again!

Best of luck with your investments!

[thermo]

[thermo]

H2R, sorry I didn’t respond… I haven’t been on these boards for a month.

I think it’s too early for buyout negotiations. Although I can see a very large potential market for DCVax, I can also see other questions that have to be answered before large pharma steps in. They are very risk adverse. That said, I’m not bothered by that at all. I really never think about buyouts. They happen when everything is going well but I just focus on if a company is trending toward doing well, which is certainly the case with NWBO.

W.R.T. 9 meters biopharma. I own it but I’m not buying more down here. Once I have a relationship with management (which is the case here), I tend to keep a least a small position and stay in touch in management. If something changes, I’ll notice and scale up.

Glad to see you here in OTLK. Institutional investors are skeptical, thinking ONS 5010 won’t get much penetration, but management very optimistic. Step edit programs / health care cost issues aren’t going away and the next innovation isn’t changing that.

[pfelgueiras]

Thanks H2R
All the best also for your investments.
Best Regards
Pedro Felgueiras

[H2R]

Thanks pfelgueiras, I do like insiders buying at those prices.

Best of luck with your investments!

[pfelgueiras]

HILZINGER KURT J. report that he bought more 47.160 OTLK shares, now he have 245.409 OTLK shares.
Another INSIDER BUY in OTLK!

HILZINGER KURT J. , report on SEC FORM 4 that he bought more 47.160 OTLK shares, now he have 245.409 OTLK shares.

On February 24, 2022 bought 41,160 OTLK shares at $1,46

On February 28, 2022 bought 6,000 OTLK shares at $1,60

SOURCE: https://ir.outlooktherapeutics.com/static-files/25d8b5d5-77c5-445a-9c66-334215960ccd

[pfelgueiras]

"OTLK It's not a Trade, it's a Project. Becoming a Millionaire takes work!"
also:
"THE BIG MONEY IS NOT IN THE BUYING AND THE SELLING, BUT IN THE WAITING"

See more information about OTLK at r/OTLK_Investors

[VMLG17]

pfelg, you were close, but a little more time is needed until the pps reaches $2. As OTLK management has stated, the BLA should be completed by end of 1Q 2022, or any day now, and the corresponding PR should also boost the share price with FDA approval being very possible before the end of the year. Hopefully, that momentum will be maintained headed into 2023.

[H2R]

Hilzinger, Director: purchase 175k shares for $256,970

Insider Buy: Outlook Therapeutics
BY MT Newswires

05:45 PM EST, 02/23/2022 (MT Newswires) -- Kurt J Hilzinger, Director, on February 22, 2022, executed a purchase for 175,132 shares in Outlook Therapeutics ( OTLK) for $256,970. Following the Form 4 filing with the SEC, Hilzinger has control over a total of 198,249 shares of the company, with 198,249 shares held directly. The market value of the direct and indirect holding, based on the transaction price, is approximately $285,479.

SEC Filing:

https://www.sec.gov/Archives/edgar/data/1649989/000120919122012325/xslF345X03/doc4.xml

[H2R]

Nov 16, 2021 Roundtable Event
From the OTLK Website

https://ir.outlooktherapeutics.com/events/event-details/outlook-therapeutics-present-virtual-investor-roundtable-event

Is very convincing, especially when hearing what the two doctors have to say in their own practice, the % of off-label avastin used (pretty much the typical 50% noted in OTLK's presentations), the issues with that off-label usage, them looking forward to a safer/more predictable alternative.

Then hearing from the commercial side, really reassuring. They have a good team.

It's about one hour, but very much worth it. I added another slice yesterday based on that presentation.

It may take a year, maybe two, (or much faster if BO of course), but I'm even more confident in OTLK today.

I watched a couple more presentations, but when it's only from the company's CEO, I find it less effective. My personal slant.

Best of luck with your investments!

[pfelgueiras]

OTLK I believe Price above $2 end of February 2022!
Today OTLK was GREEN and Price UP +7,1%, was a good day for OTLK!
Also After Market the OTLK Price continues to go UP.

The Form 25 is regarding OTLKW Series A Warrants going Away on is exercisable date Feb 18, 2022. (See FROM 25 SEC).

Source: https://ir.outlooktherapeutics.com/static-files/bb95874b-d49f-4a22-847b-e733a25d2932

Can be one more step to the Buyout!

(See more information about OTLK at r/OTLK_Investors)

[H2R]

Cash/cash equivalents: $70.2 million on 12/31/2021

Financial Highlights for the Fiscal First Quarter Ended December 31, 2021

For the fiscal first quarter ended December 31, 2021, Outlook Therapeutics reported a net loss attributable to common stockholders of $14.5 million, or $0.08 per basic and diluted share, compared to a net loss attributable to common stockholders of $14.5 million, or $0.12 per basic and diluted share, for the same period last year.

In November 2021, Outlook Therapeutics closed a $57.5 million gross proceeds equity offering, including full exercise of underwriter’s option to purchase additional shares, which is expected to provide funding to the anticipated approval of the ONS-5010 BLA expected in the first calendar quarter of 2023.

At December 31, 2021, Outlook Therapeutics had cash and cash equivalents of $70.2 million.

https://seekingalpha.com/pr/18669894-outlook-therapeutics-reports-financial-results-for-first-quarter-fiscal-year-2022-and


They can't be taken down by shenanigans at this stage (See the Lucy Komisar videos:

). I believe they are now past that stage and have a clear line to marketability.

Best of luck with your investments!

[H2R]

Upcoming Milestones / PR 2022-02-14

* Planned submission of new BLA to the FDA in the first calendar quarter of 2022;

* Ongoing pre-launch commercial planning underway in anticipation of potential approval for ONS-5010 within the next 12 months;

* Completion of the NORSE SEVEN study evaluating Outlook Therapeutics’ vial delivery system versus a pre-filled syringe of ONS-5010 in calendar 2022; and

* Continued preparation for NORSE FOUR (BRVO) and NORSE FIVE and NORSE SIX (DME) evaluating ONS-5010 for additional ophthalmic indications in calendar 2023.

https://seekingalpha.com/pr/18669894-outlook-therapeutics-reports-financial-results-for-first-quarter-fiscal-year-2022-and

Executing on the plan.

Best of luck with your investments!

[pfelgueiras]

OTLK is looking for Director of Financial Planning and Analysis
"(Maybe hire someone else from AmerisourceBergen to plan and organize the Buyout)"

Opportunity and Summary of Position:

Director of Financial Planning and Analysis will oversee the budget and finances of the company.

Reporting Relationships:

The Director of Financial Planning and Analysis at Outlook Therapeutics’ reports to the Financial Controller.

Position Responsibilities:• Forecasting, budgeting and long-range planning.• Decision support on initiatives and investments.• Performance analysis and management reporting.• Identify and drive profitability and cash flow improvements.• Preparing revenue projections and forecasting expenditure.• Link revenue forecasts with margin expectations.• Develop mid and long-range strategic plans.• Ensure investment strategies support cost savings.• Evaluate resource investments and provide recommendations.• Track business case results with closed loop to forecast and budget• Produce KPIs with scorecards for each cost category.• Perform analysis on all operating metrics and KPIs.• Results v budget with variance analysis and explanation. Evaluation of gap closure initiatives with tracking• Support Business unit and product profitability. Business Unit and Product margin views• Synergy and integration tracking. Drive process and organizational efficiency initiatives• Creates and implements business plans, projections, budgets, and other single and multi-year analysis projects.• Collaborates with other departments and senior leadership to establish an effective budget for the organization.• Provides relevant financial information to executive management team.• Communicates with management on behalf of the Chief Financial Officer.• Collaborates with the Chief Financial Officer and Financial Controller and assists as needed for all matters related to the organization’s financial, planning, and budget programs.• Performs other related duties as assigned.

**Candidate Qualifications:**The company is seeking an individual with the following qualifications and who is willing to make a long-term commitment to the organization:



Education/Certificationo Bachelor’s degree in accounting, finance or business required; MBA and/or CPA preferred.o Bachelor’s degree with 10-15+ years of experience in Finance and Business management roles, preferably FP&A.o Strong presentation, interpersonal, and written skills.o Leadership experience in people management, program management and a strong track record of effectiveness in execution, time management, and influencing to deliver objectives.o Strong execution orientation and ability to inspire action.

Qualifications and Skillso Exceptional verbal and written communication skills.o Excellent organizational skills and attention to detail.o Ability to prioritize and delegate tasks.o Ability to analyze and evaluate budgets and financial models.o Ability to create and present ideas and budgets in a variety of formats.o Ability to maintain confidential records.o Proficient with Microsoft Office Suite or related software as needed to create and analyze budgets.

CompensationAn attractive compensation package will be offered to the successful candidate. It will include a competitive base salary and incentive bonus. A benefits package customary to the position will also be provided including 401k match, medical and dental.Outlook Therapeutics is an equal opportunity employer.

Interested applicants can send resumes to: [e-mail]

Source: https://outlooktherapeutics.com/director-fpa/

[goforthebet]

only the shareprice isn´t going where it should be :)

[pfelgueiras]

OTLK - Corporate Presentation February 2022
Everything goes as planned!
Source: https://ir.outlooktherapeutics.com/static-files/b4e4a969-af03-4f17-9680-882c1c84239d

[H2R]

Upcoming Milestones

From today's PR:
http://ir.outlooktherapeutics.com/news-releases/news-release-details/outlook-therapeutics-provides-corporate-update-and-business

* Planned submission of new BLA to the FDA in the first calendar quarter of 2022;

* Execution of the NORSE SEVEN study evaluating Outlook Therapeutic’s vial delivery system versus a pre-filled syringe of ONS-5010;

* Ongoing pre-launch commercial planning underway in anticipation of potential ONS-5010 approval; and

*Continued progress on preparation for NORSE FOUR (BRVO) and NORSE FIVE AND SIX (DME) evaluating ONS-5010 for additional ophthalmic indications.

From another section of the PR:

If the BLA is approved as anticipated in the first quarter of calendar 2023, it is expected to result in 12 years of marketing exclusivity for ONS-5010 as the first and only ophthalmic formulation of bevacizumab approved by the FDA to treat wet AMD.

So their timeline for market approval is BLA Q1 2022, consistent with their planning over the last year and approval a year later. 9-12 months is not usual. When we see an actual PDFUA date set, this will become all the more real.

Best of luck with your investments!

[pfelgueiras]

Top 10 Hedge Funds Holding OTLK

In total we count 55 hedge funds holding OTLK as of their latest 13F filing, but among those we've sorted out just the top ten hedge funds holding OTLK by largest position size, and presented them here in slideshow format.

#1. BlackRock Inc.
#2. Vanguard Group Inc
#3. LVW Advisors LLC
#4. State Street Corp
#5. Geode Capital Management LLC
#6. Millennium Management LLC
#7. Northern Trust Corp
#8. Stelac Advisory Services LLC
#9. Two Sigma Advisers LP
#10. Nuveen Asset Management LLC

See more information about OTLK at r/OTLK_Investors

Source: By Holdings Channel Staff, updated Tuesday, January 25, 2:24 AM

[Glider549]

Appreciate it.
Id also rather it happen sooner than years later

[H2R]

Hi Glider,

I'm not versed in the BO negotiations which may or may not happen (esp. post BLA acceptance). My guess is that OTLK is in a great position to negotiate, i.e. they do not have to sell. They are strongly incentivized (see the SA article), but that's not the only way forward. It may also depend on the interested parties. If a few potential buyers are vying for OTLK, that makes their lives easier.


If a BO occurs though, the return may not be as big as what it could be in 2-3-4 years, but it would be a lot faster. Either way, the percentage of success/great return is high, be it with or without a BO.

I'm just a regular retail investor. I try not to extrapolate too much.

Best of luck with your investments!

[Glider549]

Question;
If they are seeking a buyer, wouldn't that lower the value of the company especially if they are in a hurry?
Is this the norm with them?

[H2R]

Hi Thermo,

I read all your posts since you became 'thermo' (I think you lost an 'o' in some IHub accident :) and posted on 10/27/2016. Lots to learn!

If I may, a couple of questions for you, if that's appropriate.

1) To BO or not to BO: In one post regarding BO (on the NWBO board) when it was a topic at the time (yes, a bit of a manic-depressive board :), you wrote the following steps would :

Remember, NW is still blinded to the data, so any acquirer is blinded to the data, so there is no (near term) acquisition offer.

Data lock => analysis => topline => controversy re top line => strategics (maybe) kick the tires => FDA BLA acceptance =>

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=153940597

If you are comfortable answering this question:
* would it be reasonable to have at least earnest BO negotiations post FDA BLA acceptance leading to a BO? (In the past, I've seen BO happen in the three -six months range post BLA. I don't have the links at hand)
* What are your expectations regarding a BO (maybe % wise)?

2) On a completely different subject, are you (still) bullish on 9 meters biopharma? Something you would advise to look into?

I appreciate someone with your experience is willing to share his thoughts. I will again buy another slice of OTLK tomorrow and it still won't register on the daily graphs :)) You play in a different league.

Kind regards

[H2R]

C Suite BO Incentives

Thanks, VMLG17 for the SA article, lots of good info.

After analyzing some of the CEO COO CFO ... compensation, this is what the author writes:

The point of analyzing all these executive compensation structures is to see the common theme of high incentivization for the whole board to find a buyer for Outlook.

That one is new to me. He has other points in the article (office space, ...) that could be interpreted as a company looking less to build a marketing/sales team post PDUFA and more aiming for a BO. That would mean a much faster return on investments.

Whichever way things turn out (BO, Commercialization), lots of positive pointing to an undervalued stock, by a strong margin.

Best of luck with your investments!

[VMLG17]

Bullish Jan. 21, 2022 Seeking Alpha article: https://seekingalpha.com/article/4480794-outlook-therapeutics-fda-approval-possible-buyout?mailingid=26453681&messageid=must_reads&serial=26453681.108183&utm_campaign=Must%2BRead%2BJanuary%2B22%2C%2B2022&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads

[H2R]

Bought another OTLK slice, could not resist Mr. Market latest offer :)

Best of luck with your investments!

[pfelgueiras]

$OTLK Buyout?
Where will NOVARTIS spend the $20.7B from Roche stake sale?

Novartis pharma division’s chief financial officer Mukul Mehta highlighted eye and respiratory diseases as possible areas for bolt-on deals, Welford noted in a Wednesday note after talking to the executive.

Novartis is getting a huge influx of cash from selling its 20-year stake in Roche, triggering speculation about where the Swiss pharma will spend the money $20,7B

What will it be next NOVARTIS M&A move? ...OTLK?

Another large acquisition could be next, with a familiar face now reportedly on the shopping list.

Buy on rumors, sell on news!

See more information about OTLK at r/OTLK_Investors

Oncology belongs to a different division at Novartis.

[pfelgueiras]

OTLK - The pre-offer of a Buyout has started? (More opinions I read regarding a OTLK Buyout)

"I Think the pre-offer buying of OTLK Buyout has started!"
A buyout will be based on the value to the buyer, not the share price.

A low share price means a potential buyer may try to buy up as many shares pre-offer as possible.

Let's say you offer $30/share.

If you accumulated 10MM shares before the offer was made, you saved $300MM dollars.

If someone beats your offer, you still sell those 10MM shares for a profit.

I think this is why we are seeing bear raids and FUD accounts.

I think the pre-offer buying has started.

I expect an offer to be announced around the time the FDA accepts the BLA.

Any offer will be based on the buyer's valuation.

Whoever has the highest valuation will make the highest offer.

Share price won't matter a lick.

So a $30/share offer is reasonable, if a buyer thinks the value is there.

This is why I keep saying that none of us has enough information to know what the offer will be.

But I think it will be $8-$12MMM . Or less. Probably not more. I would be amazed if it's less than $5MMM

For more information about OTLK, see at r/OTLK_Investors

[H2R]

Consistent timelines, BLA this Quarter!

Thanks pfelgueiras for the updated company presentation, https://ir.outlooktherapeutics.com/static-files/8a3fe36f-d7e7-4453-806b-2ffbfeb502c3, https://investorshub.advfn.com/boards/read_msg.aspx?message_id=167475302

My favorite slide:



Looking forward to the BLA submission PR this quarter.

Best of luck with your investments!

[goforthebet]

for me that way is not working but Itried it otherwise and now it´s working. thanks for the link anyway. :)

[pfelgueiras]

$OTLK JTC Team to Host Virtual Investor 2022 Top Picks Conference on January 25th
PITTSTOWN, NJ / ACCESSWIRE / January 12, 2022 /JTC Team ("JTC"), a fully integrated corporate communications and investor relations firm, today announced it will host the Virtual Investor 2022 Top Picks Conference January 25-27, 2022. As part of the virtual event, JTC partnered companies will provide a corporate presentation, followed by an interactive Q&A session.

The schedule for the event is as follows:

Tuesday, January 25, 2022

3:00 PM ET: Outlook Therapeutics, Inc. (Nasdaq:OTLK) - WEBCAST

- Access the event and schedule of presenting companies at virtualinvestorco.com -

- Live video webcast presentations of participating companies followed by interactive Q&A session -

[pfelgueiras]

Its working.
I copy r/OTLK_Investors to google and works.

[pfelgueiras]

OTLK - Corporate Presentation January 2022
Good news, ...everything is progressing as planned.

For more information about OTLK see at r/OTLK_Investors

Source:
https://ir.outlooktherapeutics.com/static-files/8a3fe36f-d7e7-4453-806b-2ffbfeb502c3

[goforthebet]

r/OTLK_Investors that is not working. there seems to be missed something?? thx

[VMLG17]

BO at $40 at some point would be great.

[pfelgueiras]

If you want to see more information about OTLK and also about a potential Buyout, take a look at r/OTLK_Investors
Very good posts there.

[goforthebet]

Hi VML, thanks for the reply. Good to see another investor still watching ;) long term it´s looking very good, just frustrating what we looking at right now. I thought with an average of 1.33 I am good... lol Have a nice week!

[VMLG17]

GFTB, Thanks for all the OTLK MB posts. I've got many OTLK shares and down 35% as I bought right before the recent financings last year. I watched the HCW event this morning and liked what the CEO had to say. The trail was designed in coordination with the FDA, BLA submission to FDA this quarter, and a good chance of FDA approval before YE 2022. They also have a pipeline so the stock should go higher than the 12-month price target of $7-8 pps in '23 and beyond. It also sounds like they are going it alone vs. BO with mention of a sales force to launch revenues.

[goforthebet]

The video webcast can now be seen.. Link below in the PR from Jan. 4th

https://ir.outlooktherapeutics.com/news-releases/news-release-details/outlook-therapeutics-present-hc-wainwright-bioconnect-conference

[goforthebet]

did everybody sell here? no communication - only me alone ?