Today's article in Seeking Alpha didn't help Ampio's case at all because the article was botched up with careless and unfounded comments such as Ampion's approval will take longer than investors realize. What the author did not realize is that this these are pivotal Phase III trials. They may take a little longer because of the additional run in study but not to the extent the author implies.
The article also errs tremendously in the statement that Optina may take some of the Eylea and Lucents sales for DME. Optina is in trials for DME specifically. Optina is a pill. Eylea and Lucentis are brutal injections directly into the eyeball. They are expensive running close to $2,000 per treatment. Eylea and Lucentis have serious adverse side effects. Now consider that Optina has NO SIDE EFFECTS, is less costly and is A PILL.
That would suggest to any reasonable thinking person that Optina will not just take a few sales away, but it will CRUSH Eylea and Lucentis making them obsolete overnight.
If Optina is approved, REGN is a hug money making short.
Isn't REGN's Eylea currently only used for AMD(Age Related Degeneration) and not DME? Optina is being tested for DME only. I'm guessing a successful trial would mean it also would be used for AMD. REGN has absolutely gone through the roof with it's Eylea sales.
Regarding Ampion, the story that is not told is how huge the potential market is if it works. There are a great many Osteoarthritis sufferers who choose not to get treated because of the poor treatment options. Many of those would seek being treated with Ampion.
... And osteoarthritis is just scratching the surface for Ampion. Think of something along the lines of a prescription super-aspirin in terms of breadth of uses. A super-anti-inflammatory. Where you see inflammation, you'll see Ampion - everywhere!