OTLK - CEO, Bob Jahr Today Topics Covered

OTLK – Key Launch Takeaways
Bob Jahr’s latest interview highlighted several important points:

• Reorders: Physicians using LYTENAVA are continuing to reorder.
• >$500M U.S. annual revenue by 2030 remains management’s conservative Base Case.
• Only <35% market share of repackaged bevacizumab would be needed to reach that level.
• Broad payer coverage is a key focus ahead of launch.
• Q4 2026: Early adopters → Q1 2027: broader rollout → April 2027: permanent J-code and expected acceleration.

For me, the key indicators are:
Payer coverage → US units → actual use → reorders → scaling adoption.

That will tell us much more than initial distributor sell-in alone.

Q4 2026 should be very interesting.

SOURCE:

post on Stocktwist by Tom2772