I like your optimism. But we don't even have the results of Norse 8 yet, let alone FDA approval. Furthermore, a price of $500 per injection in Europe is completely unrealistic. Take a look at the European prices of the competitors in the OTLK presentation. A maximum of $300 in Europe is realistic.
My best case scenario: 67% of off label Bavi injections (6.3m x 0.67 = 4.22m) at $400 (USA: $500, Europe: $300) per injections results in annual sales of $1.7B.
OTLK is a one trick pony therefore a multiple of 3. So a MC of $5.1B, means a PPS of $127.5 with O/S of 40M.
Hopefully no major capital increase will be necessary in 1Q 2025, as indicated by Thermo.
My best case scenario: 67% of off label Bavi injections (6.3m x 0.67 = 4.22m) at $400 (USA: $500, Europe: $300) per injections results in annual sales of $1.7B.
OTLK is a one trick pony therefore a multiple of 3. So a MC of $5.1B, means a PPS of $127.5 with O/S of 40M.
Hopefully no major capital increase will be necessary in 1Q 2025, as indicated by Thermo.
Recent OTLK News
- Form 8-K - Current report • Edgar (US Regulatory) • 05/26/2026 11:15:41 AM
- Outlook Therapeutics Wins Appeal Following Formal Dispute Resolution Process for ONS-5010/LYTENAVA™ (bevacizumab-vikg) • GlobeNewswire Inc. • 05/26/2026 11:00:00 AM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 05/22/2026 09:03:14 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/15/2026 08:31:12 PM
- Outlook Therapeutics Reports Second Quarter Fiscal Year 2026 Financial Results and Provides Corporate Update • GlobeNewswire Inc. • 05/15/2026 08:05:00 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 05/13/2026 09:12:56 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/13/2026 08:36:26 PM
- Form D - Notice of Exempt Offering of Securities • Edgar (US Regulatory) • 05/07/2026 08:24:31 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/23/2026 08:30:39 PM
- Outlook Therapeutics Announces Closing of $5.0 Million Registered Direct Offering • GlobeNewswire Inc. • 04/23/2026 08:05:00 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 04/23/2026 11:30:17 AM
- Outlook Therapeutics Announces $5.0 Million Registered Direct Offering Priced At-the-Market Under Nasdaq Rules • GlobeNewswire Inc. • 04/22/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/21/2026 08:15:44 PM
- Outlook Therapeutics Completes Federal Dispute Resolution (FDR) Meeting with FDA for ONS-5010/LYTENAVA™ (bevacizumab-vikg) • GlobeNewswire Inc. • 04/21/2026 01:05:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/07/2026 08:15:24 PM
- Outlook Therapeutics Announces Formal Dispute Resolution Request for ONS-5010/LYTENAVA™ (bevacizumab-vikg) Accepted by FDA • GlobeNewswire Inc. • 04/07/2026 12:50:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/25/2026 09:04:56 PM
- Outlook Therapeutics Announces Closing of $5.0 Million Public Offering • GlobeNewswire Inc. • 03/25/2026 08:05:00 PM
- Outlook Therapeutics Announces Pricing of $5.0 Million Public Offering • GlobeNewswire Inc. • 03/24/2026 11:00:00 AM
- Outlook Therapeutics Announces Proposed Public Offering • GlobeNewswire Inc. • 03/23/2026 09:30:00 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 03/23/2026 09:18:35 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/16/2026 01:00:28 PM
- Outlook Therapeutics Announces New $18.4 Million Non-Convertible Note Financing and Amendment to Existing Convertible Note • GlobeNewswire Inc. • 03/16/2026 12:05:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/10/2026 08:30:54 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/05/2026 10:01:18 PM
