Outlook Therapeutics Inc (OTLK)

[thermo]

Cost containment is a big healthcare theme. ONS-5010 / LYTENAVA™ is part of the solution, in my view. Yes, it will cost more than off label bevacizumab but the majority of anti-vegf costs come from branded products, not off-label. So, overall, the introduction of LYTENAVA is cost containment positive.

I also think the OTLK is developing a pricing / reimbursement strategy that will pay docs more than what they receive with off-label bevacizumab.

As part of its pricing strategy, OTLK hired a consulting firm to survey insurance providers and determine price sensitivity. The results were very positive and indicate insurance providers will be very supportive with their reimbursement policies.

Last point, once a pre-filled syringe is available, the convenience benefit will make LYTENAVA compelling to the docs.