Well, this stock was trading $840 at the top, which indicates 99.99% dropdown from ATH and its IPO was well over $100. And back then, the trading volume was between 2.000 and 15.000 shares a day. It could've been way worse for you. Get over it and wait for commercialization.
Some quick notes:
Full filing: https://www.sec.gov/Archives/edgar/data/1649989/000110465926098415/otlk-20260630x10q.htm
Küchen Möbel sind alle von Bosch. Jap, Bosch hat mal ganze Küchen gemacht.
Biotech crashes are tricky. A stock drops 50–70% overnight and suddenly everything looks “oversold.”
I put together 8 hard stops I check before even considering one of these crashes.
The idea is simple: before asking how much upside is left, ask what could make the thesis uninvestable in the first place.
Would be interested to hear what people here would add, remove, or change.
They mentioned 50 to 75 M within 1 year of US launch. Will there be more dilution in the meantime? What about compliance? If they announce RS instead of extension (if possible)? then , that would plunge another 40% or so. I want to buy the dip and average to some extent
Someone throw some hope in here
>Outlook Therapeutics, Inc. (the “Company”) is unable to file its Quarterly Report on Form 10-Q for the quarterly period ended June 30, 2026 (the “Form 10-Q”) by the prescribed due date without unreasonable effort or expense. As a result of the Company’s size and recent turnover in its finance department, as well as the devotion of significant time and resources by the Company’s finance personnel in connection with the Company’s public offering that closed on August 14, 2026, the Company has had limited available internal accounting and finance personnel to assist with review and preparation of its financial statements to ensure adequate disclosure of the financial information required to be included in the Form 10-Q. The Company expects to file the Form 10-Q on or prior to the 5^(th) calendar day following the prescribed due date of the Quarterly Report, as required by Rule 12b-25 under the Securities Exchange Act of 1934, as amended.
https://www.sec.gov/Archives/edgar/data/1649989/000110465926097838/tm2623360d1_nt10q.htm
As a non-accelerated filer, OTLK had to file the 10-Q to the SEC within 45 days after the end the quarter. Aug 14 was the filing deadline. Due to "significant time and resources" spent on the offering that closed on Aug 14, internal accounting and finance personnel were unable to assist with the review and preparation of its financial statements for the 10-Q.
OTLK intends to file the 10-Q no later than Aug 19th, five calendar days after the original due date.
In a report released on August 14, Julian Harrison from BTIG reiterated a Buy rating on Outlook Therapeutics, with a price target of $4.00.
Julian Harrison has given his Buy rating due to a combination of factors tied to LYTENAVA’s differentiated profile and Outlook Therapeutics’ launch strategy. He highlights that LYTENAVA is the only FDA-approved ophthalmic bevacizumab, which should reduce safety and liability concerns versus compounded alternatives, and underpins management’s forecast of more than $500M in annual U.S. sales by 2030.
Harrison also notes that the company’s commercialization plans, including targeted outreach to high-potential retina practices and a clear reimbursement roadmap, support this growth outlook. Additional upside of roughly $300M in sales is seen as possible if compounded bevacizumab supply is disrupted, while early revenue contributions from Europe and a recent capital raise provide further support for the $4 price target, which remains unchanged.
SOURCE:
I’ve been looking into OTLK recently and I’m trying to decide whether it’s worth investing in.
For those who follow the company closely, would you personally invest at the current price? What are the biggest risks I should be aware of?
I’d appreciate any honest opinions, bullish or bearish.
I have been thinking a lot about the most recent earnings call, specifically the 9k profit. A lot of people are comparing apples to oranges with the US and EU markets in terms of common practices and pricing models.
In the EU (and correct me if im wrong) i think it's easier to use off label avastin even though there is a labelled more controlled version. I do not think this will be the case in the US market, especially with insurance companies and the prevelance of law suits.
The resulting impact of this is that otlk sales in the US (pending a successful rollout and marketing campaign) will dwarf, and almost make irrelevant the EU sales income.
Would love to hear your thoughts, this is just my opinion so feel free to disagree.
May the odds be ever in your favour!
SOURCE:
If OTLK has thought me anything, its I haven't a clue how the markets work. I need to do better.
YARTEMLEA generated $28.5 million of Q2 net revenue, up from $9.9 million in Q1, and Omeros reached reported operating breakeven. The June cash figure precedes July convertible-note repurchases with an aggregate $60.2 million purchase price plus approximately $0.2 million of accrued interest, so commercial momentum and post-transaction liquidity must be read together.
Outlook Therapeutics: Q3 2026 Corporate & Financial Update
1. FDA Approval & US Market Opportunity
2. Commercial Launch Execution & Timeline
3. Financial Guidance & Q3 Results
4. European & Global Expansion
EU sales have been a massive disappointment.
EU net revenue since launch:
For FY2026, EU net revenue is overall negative: -$1.071M from Oct 1, 2025 - Jun 30, 2026. The US launch is extremely important for OTLK. They'll need to prove they can meet/exceed expectations in the US after they launch LYTENAVA later this year.
