The AMD and DME markets are very large and growing fast as the incidence of diabetes accelerates.
Lucentis and Eylea have no competition yet, but if Optina is approved, their sales will plummet because Optina is a pill rather than a brutal injection directly into the eyeball and Optina works better because it actually repairs the leaking blood vessels.
Optina has an extremely high probability of FDA approval because it has already passed safety and efficacy has already been demonstrated even though the numbers were small. Retina Today was impressed enough with the efficacy of Optina that they published a cover story called, "Oral Danazol For DME"
If I were a Regeneron shareholder, I would be watching the Optina trial closely because it is very likely to cause great damage to Eylea and Eylea generates 100% of REGN's revenues.