AmlDean

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AmlDean

AmlDean

@amldean19

Just a Lawn Care guy trying to get by.

Katılım Temmuz 2023
72 Takip Edilen87 Takipçiler
AmlDean
AmlDean@amldean19·
$ocgn BlackRock with quite the jump in ownership, plus the RMAT designation for #OCU410 is a big milestone as it allows for a Rolling BLA which speeds up approval time🤘
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Ivan
Ivan@IvandeaGreat·
Well said! I love this breakdown
AmlDean@amldean19

$ocgn @drsmusunuri If you build it they will come. That's the approach @Ocugen is taking with their regional partnership method. Find partners covering key markets around the world to bring global availability to those in need. I still wouldn't mind seeing a big boy step in💥🤘

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BBV152
BBV152@BBV152·
$OCGN Thanks @NeenaHaider & @Ocugen for giving hope when there was none 👇 “For families hearing this diagnosis today, they don’t have to be afraid anymore,” says Manny. “There’s hope now. There are researchers, companies, organizations, and people working every day to help us."
Ocugen@Ocugen

#OCU400 clinical trial participant Manny is sharing his journey in the newest @FightingBlindness story. Learn how living with #retinitispigmentosa shaped his life and why research gave him hope. #Biotech Read the full story: bit.ly/3TWCV5S

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AmlDean
AmlDean@amldean19·
$ocgn @drsmusunuri If you build it they will come. That's the approach @Ocugen is taking with their regional partnership method. Find partners covering key markets around the world to bring global availability to those in need. I still wouldn't mind seeing a big boy step in💥🤘
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Supplements Manufacturer
Supplements Manufacturer@MoreFlax·
$OCGN #OCUGEN I ask myself why Small Pharma partnerships vs Big Pharma deals in those two specific territories? I have my opinion, and i believe Shankar is playing long hand chess game. It will benefit the Company as well as shareholders!
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AmlDean
AmlDean@amldean19·
$OCGN This approach benefits patients and shareholders the most. Regional partners will know their demographic the most and be more accessible. A big and broad partnership can have holes in coverage plus leverage their well known name to get better terms.
Supplements Manufacturer@MoreFlax

$OCGN #OCUGEN I ask myself why Small Pharma partnerships vs Big Pharma deals in those two specific territories? I have my opinion, and i believe Shankar is playing long hand chess game. It will benefit the Company as well as shareholders!

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TheUrbanFarmer
TheUrbanFarmer@NattaCop·
$OCGN Once OCU400 delivers stellar data, everything starts getting factored in, including very bullish partnerships like this. Here’s what our MENA partnership realistically looks like playing out.
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AmlDean
AmlDean@amldean19·
$OCGN The days are numbered for shorts. Playing with fire at this point but at same time they can just cover when news hits and volume spikes. They'll just add to the inevitable run 🚀 Plus another update from Jay on 410 next week similar to this one 👇 share.google/SIbam9kzwuYCvS…
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TheUrbanFarmer
TheUrbanFarmer@NattaCop·
$OCGN Psst… this company’s drug for RP is nearing Phase 3 completion. The drug would be approved for roughly 95% of the entire RP market. Meaning even the smallest yearly market penetration equates to billions in revenue. Just in the US and EU: 1% = $4B 3% = $12B 5% = $20B The company is currently valued at only around $497M with cash runway into 2028. Topline Phase 3 data is expected in Q1 2027, and the re rate this company could see is something you’ll want to be a part of. So far, Ocugen’s modifier gene therapy platform is being tested across three drugs, and every trial has continued showing 100% efficacy signals with zero drug related serious adverse events. If Phase 3 data continues that trend, you honestly couldn’t ask for more bullish topline results. At that point, the market will no longer be valuing Ocugen like some speculative biotech. It will start valuing them based on a clear blockbuster drug with a clear path into an insanely underserved market, while also realizing their entire modifier gene therapy platform was just validated in Phase 3. This is when biotech re rates happen so suddenly and violently. While Phase 3 risk is still hanging over a company, the market heavily discounts nearly everything. But once the data clearly points toward approval, those billions in future revenue stop looking theoretical. Analysts rebuild their models, institutions can finally justify stepping in and years of potential sales start getting priced into the company all at once. Bullish topline data could realistically re rate Ocugen into the $10B–$20B range basically overnight. And the crazy part is that would be based on OCU400 alone. The market would then also have to start pricing in OCU410 and OCU410ST, two more potential blockbuster drugs following right behind it using the exact same modifier platform that was just proven to work. You’ve been warned. 😉🍻
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AmlDean
AmlDean@amldean19·
#Ocugen $ocgn Let Q3 commence ah ah
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Ivan
Ivan@IvandeaGreat·
What a solid take! De-risking steps towards the moonshot 🚀 OCU400 rolling BLA kicking off any day now, OCU410ST interim in Q3, and OCU410 Phase 3 on deck. Proper Preparation Prevents Piss Poor Performance indeed. Well done sir! $OCGN long and strong 🤌🏼
AmlDean@amldean19

#Ocugen $ocgn Let Q3 commence ah ah

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