Ocuphire Pharma, Inc. (OCUP) ---> Fakten (Seite 6)

[watchingtheflood]

Antwort auf Beitrag Nr.: 75.451.908 von Niller84 am 14.03.24 10:47:52

Du weißt, was mit Dingen ist, die zu gut um wahr zu sein erscheinen? Sie sind in der Regel nicht wahr .... 🤠

[Niller84]

Antwort auf Beitrag Nr.: 75.435.417 von bonDiacomova am 12.03.24 06:22:58

@bonDiacomova
Das Upside Potenzial von rund 1000% klingt übertrieben, aber an sich denke ich, ist es absolut realistisch. Sogar auf Sicht von 12 Monaten, falls sich die Einnahmen auch nur annähernd so entwickeln wie vorhergesagt:
2024 EPS: -0.22
2025 EPS: 1.4
Das wäre ein forward PE von 1,44 was völlig absurd ist. Die Prognose ist natürlich alles andere als sicher, aber selbst ein PE von 15 wäre überhaupt nicht teuer bei der Pipeline, sprich selbst wenn der forward EPS nur halb soviel wird könnte Ocuphire sich locker verfünffachen. Dazu kommt, wenn Ocuphire schon 2025 profitabel wird, dann sollte eine weitere KE nicht erforderlich sein. Wenn ich nur eine Aktie halten könnte, würde ich tatsächlich Ocuphire wählen, da ich das Chance/Risiko Verhältnis als unglaublich gut erachte, nahezu zu gut um Wahr zu sein. Es kann natürlich auch schief gehen, das ist bei Biotech immer der Fall, aber man kann nur 100% verlieren und bei Ocuphire meines Erachtens potenziell mehrere 1.000% gewinnen, sofern sie nicht vorher aufgekauft werden. Von den schlechten Kursverlauf lasse ich mich nicht verrückt machen, sondern kaufe weitere Tranchen.

[bonDiacomova]

F & F

mal geschaut ob ein analyst etwas gefunden hat

Ocuphire Pharma (OCUP)

In a report issued on March 8, John Newman from Canaccord Genuity
maintained a Buy rating on Ocuphire Pharma, with a price target of $ 22.00
https://markets.businessinsider.com/news/stocks/analysts-off…

H.C. Wainwright analyst Matthew Caufield reiterated a Buy rating
on Ocuphire Pharma today and set a price target of $ 20.00
https://markets.businessinsider.com/news/stocks/buy-rating-a…

[bonDiacomova]

10 K

Key attributes of Ocuphire’s product candidate APX3330 include the following:

• Potential to be the first oral therapy. Compared to frequent intravitreal anti-VEGF injections, associated with ocular
complications, twice a day oral administration of APX3330 could be a convenient, new preventative therapeutic option or
adjunctive treatment option for large number of patients with retinal diseases, if approved.
• Upstream target implicated in two validated pathways. APX3330 is designed to modulate two validated cell signaling
pathways (angiogenesis and inflammation) known to cause various retinal diseases. Moreover, the APX3330 mechanism of
action is distinct in working upstream of the current anti-VEGF therapies, suggesting that it could complement anti-VEGF
therapies and potentially reduce frequency of doctor visits and intravitreal injections.
• Favorable tolerability profile. In 12 completed Phase 1 and Phase 2 clinical trials, APX3330 was observed to be well-tolerated.
The adverse events (“AEs”) were mostly infrequent and mild with transient pruritis being the most common.
• Potential benefit of systemic administration. As a systemic agent, APX3330 can be expected to treat bilateral binocular (both
eyes) retinal vascular disease.
• Oral tablet with scalable manufacturing process. APX3330 is formulated as an oral tablet with favorable stability
characteristics, and its active pharmaceutical ingredient is a small molecule with the advantages of standardized, scalable, and
lower-cost manufacturing processes.

PS - Potential Clinical Plans
Ocuphire and its partner, Viatris, VEGA-3 (NYXP-302) trial is planned as a double-masked, randomized, placebo-controlled, multicenter trial in
approximately 545 patients with presbyopia. This second registration trial will evaluate efficacy and safety of PS similar to VEGA-2 and include similar
primary and key secondary endpoints and analysis, with assessment of tachyphylaxis and an optional extension for a total of 48 weeks. Viatris, our
development and commercial partner, is expected to continue Phase 3 development in the first half of 2024.
Based on the positive results of the first Phase 3 trial, LYNX-1, Ocuphire and its partner, Viatris, are planning a similar second registration trial for
PS in up to 200 subjects for the treatment of decreased vision under dim (mesopic or low) light conditions after keratorefractive surgery. Viatris, our
development and commercial partner, is expected to continue Phase 3 development in the first half of 2024.

PS Presbyopia: Phase 3 VEGA-2 Trial (Completed)
VEGA-2 (NYXP-301) was a double-masked, randomized, placebo-controlled multi-center trial of PS, placebo and with adjunctive LDP compared
with vehicle (placebo) in presbyopic patients. Three hundred thirty-three subjects were randomized to one of 4 treatment groups in 2 stages.
The primary efficacy endpoint was met. The data from this study may be presented at future medical conferences.



Sales and Marketing
The company maintains discussions with a range of ophthalmic drug companies regarding development and commercialization of APX3330,
including co-development, distribution, license, or mergers and acquisitions. As part of the pre-commercialization planning, Ocuphire has started market
development activities, which include engaging with key opinion leaders as well as increased visibility and presence at retina, ophthalmology and
optometry medical and industry conferences.

Strategic Outlook

seite 88 und FF

https://app.quotemedia.com/data/downloadFiling?webmasterId=9…

As of December 31, 2023, our principal sources of liquidity consisted of cash and cash equivalents of $ 50.5 million

[bonDiacomova]

Viatris Presentation

https://investor.viatris.com/static-files/4ba5a0bf-5ae4-4425…
PDF seite 18
MR-141 Presbyopia - Status ---> Second Phase 3 to Start
MR-142 Dim Light or Night Vision Disturbances - Status ---> Phase 3 Ongoing

PDF seite 22
Key New Product Launches Expected in 2024
North America
‣ Ryzumvi™

[bonDiacomova]

Viatris Inc Earnings Call fuer F & F

Presentation

Good morning, and welcome to the Viatris Q4 and Full Year 2023 Earnings and 2024 Guidance Call.

We will be hosting an R&D event on March 27 in New York City,
to discuss the collaboration with Idorsia and other elements of the company's pipeline in more depth.

We received FDA approval of Ryzumvi, an eye drops for the treatment of pharmacologically-induced mydriasis

From our eye care pipeline, we expect to launch Ryzumvi

We are especially excited about advancing our eye care pipeline that has several programs
in a Phase III aimed at addressing vision-related disorders such as presbyopia, night vision disturbances and Blepharitis.

For the Eye Care portfolio, we expect further gains in 2024, resulting from the continued prescription growth in Tyrvaya
as we expand access through patient fulfillment, coupled with the launch of new product, Ryzumvi.

quelle https://finance.yahoo.com/news/q4-2023-viatris-inc-earnings-…

[bonDiacomova]

neues schaubild pipeline ocup

https://www.ocuphire.com/product-pipeline



schaubild viatris pipeline

aus dem artikel : Viatris Reduces Debt But Faces Growth Hurdles vom Feb. 22, 2024
https://seekingalpha.com/article/4672249-viatris-vtrs-stock-…

[Niller84]

Antwort auf Beitrag Nr.: 75.161.293 von FriFli am 25.01.24 08:56:56

@FriFli
Du hast Recht, so wie es aussieht entscheidet Viatris was genau publiziert wird wenn es um Ryzumvi geht. Kann man in diesem Post auf Stocktwits nachlesen.
https://stocktwits.com/OldManLogan/message/558923461

[bonDiacomova]

Antwort auf Beitrag Nr.: 75.161.293 von FriFli am 25.01.24 08:56:56

schaut tatsaechlich so aus - vll auch ein grund
warum "die CEO (Mina Sooch) gehen musste "

[FriFli]

Antwort auf Beitrag Nr.: 75.157.873 von bonDiacomova am 24.01.24 16:40:47

bon dia :-)
Ich vermute Viatris macht hier die Musik und gibt in den Verträgen genau vor wann was wie veröffentlicht wird.
Lässt sich aber wunderbar drüber spekulieren welche Interessen oder Umstände dahinter stecken.