IRD Opus Genetics Inc.

$IRD macros turning my opus into my oh pos. This will catch fire ah or tomorrow…FDA approval Friday (83% likely according to AI).

$IRD Im new here and did my diligence. I found no new company financing/ATM dilution disclosure, material SEC filing, or negative LCA5/BEST1 clinical development in this check. The next scheduled BEST1 scientific presentation remains October 14. Analysts are raising targets and reiterated buy ratings. PDUFA this month for Phentolamine which already has FDA approval as RYZUMVI. Then theres the milestone payments once they get approval. Im bullish but this setup looks to good to be true.

$IRD 3 Data read in next 2 weeks include PDUFA.. You will be appreciated with this opportunity

Opus Genetics Secures FDA Approval For Eye Drops – Set To Receive Milestone Payment $IRD $VTRS $XBI https://stocktwits.com/news/equity/markets/opus-genetics-secures-fda-approval-for-reading-vision-eye-drops-viatris-holds-us-commercial-rights/cZxKBzoRBsx

$IRD Meta Muse suggested buying call contracts on this one due to upcoming FDA approval. It says that the approval chance is > 80%, and on approval chance of the stock reaching $8 upon approval is 80%. I am new to this forum. If anyone has any insights, can you share?

$IRD positive results in their clinical data for OPGx-Best1 and OPGx-LCA 5 gene therapy program time to fly tomorrow.

$IRD phentolamine is a once a day drop and lasts all day, it doesn’t have the side effects previous drops have had. Another benefit it doesn’t not effect the eye muscle. Every AI model I query expects peak US sales to be $500 million to $800 million. IRD royalties in the US appear to start at 12 percent scaling up to 20 percent net of cost I think. Global royalties 10 percent. Obviously not Viatris biggest drug but a nice addition News Friday or Monday potentially based on PDUFA date Correction on the value of the Voucher, upon approval of LCA5 the voucher is is automatic - last one sold for $200M There are currently no competition for any of the gene therapies. Best1 now has potential market of 24,000 people in the US alone. At over a $2 mil cost that is a serious market over a 3 to 4 yr period

$IRD BEST potential sales $50 billion plus - 22.000 patients at $2.5 mil LCA-5 sales potential $300 to $500 million a year In addition, the voucher they get upon approval will be worth over $125 million, which could be sold Ryzumvi PDUFA date by Monday Upon approval $10 million dollar payment Sales estimates range from $200 to $500 million plus a year. It appears to be better than other drops, as it lasts twice as long and does not stretch the muscle. Do your own research AI will confirm this They have other drugs in the pipeline

$IRD FDA approved Ryzumvi for presbyopia Friday, a day ahead of its Oct 17 target date. In VEGA-3, 27.2% of patients gained at least 15 letters of near vision vs 11.5% on placebo, with no serious treatment-related side effects. The approval still isn't a launch though. Viatris holds the US rights and said in the release it is exploring a partner to commercialize Ryzumvi for presbyopia, and IRD traded about 3.4% lower Friday after the news.

$IRD A few years back I went to pickup my first ever pair of prescription eye glasses. The lady at the counter asked me if I was there to pickup my 45s. I asked her why she called them 45s and she told me that is about the age folks come in for their first set of glasses. I turned 49 last week, and I picked up my glasses four years ago. Big thank you to all the folks at Opus. Seems like you’ve created a ground breaking product. Im looking forward to my next eye doctor appointment when I can request some of your eye drops. I don’t do contact lenses and my glasses are always smudged. 🙂

$IRD well I guess if it affected 92% of adults over 40 it would have some value, 90% not so much. Lol. This should blast after martini lunch hour.

$IRD am i the only one that knows this FDA approval "will trigger milestone payment to Opus Genetics "

$IRD with the news out and the current share price, this looks like a super entry point … the PR was impressive but not written in a way that you immediately would jump in the air … but I think people will read and understand this is quite exceptional:

$IRD 🏥 Opus Genetics, Inc. presented positive clinical data from its OPGx-BEST1 and OPGx-LCA5 gene therapy programs at Retina in Rio 2026, showing improved retinal sensitivity in 75% of evaluable participants in the low-dose cohort and sustained visual improvements through 24 months. Market-relevant event

$IRD Admittedly I just got in here so forgive some of the forthcoming ignorance. I was briefly in the company that was subsumed by IRD (whose ticker symbol currently escapes me), but haven’t looked back in on IRD for awhile. Does anybody have theories as to why the recent price action seemed so “unenthusiastic?” I see an upcoming PDUFA date in a seemingly large TAM. It would seem this company should see a rerate after approval. Is there something going on that is not obvious to the neophytes? TIA.

For those following the journey, the AI overlords are taking another crack at a prediction (#3). This is what it's saying: $IRD — Oct. 17 PDUFA: Phentolamine 0.75% for presbyopia Approval odds: ~50% Modeled equity impact: +2.5% approval / −7.4% CRL Why the coin toss? Both trials hit primary + key secondary endpoints with strong statistical significance and no treatment-related SAEs. It’s also the same 0.75% formulation already approved as RYZUMVI. But the absolute efficacy is modest: ~73% of treated patients still didn't achieve the ≥3-line improvement at 12 hours, despite p<0.0001. Add a fourth-entrant market (VIZ, QLosi, VUITY) and Viatris controlling the filing, launch and prioritization, and I’m keeping it around a coin flip. Separate risk: even with approval, label breadth/duration could materially change the royalty opportunity. Downside > upside because some success is already priced in, while a CRL removes near-term royalty/milestone value, delays cash flows and increases financing pressure. Let's see what happens 👀

📅 CATALYST REMINDER | $IRD October 20, 2026 — Investor Conference Opus Genetics will present at the Chardan Annual Healthcare Conference at 10:00 a.m. ET. More details in our hub. #IRD #Biotech #InvestorConference

$IRD 🏥 Opus Genetics, Inc. received FDA approval of phentolamine ophthalmic solution 0.75% for the treatment of presbyopia, expanding its approved use to age-related near vision impairment. Market-relevant event

$IRD it is unfortunate that the company does not release potential sales or voucher value. If they did the stock price would be $15 Of course, all depends on approvals. But with no competition and data documented so far everything looks fantastic

$IRD People ask why is this stock still red today after the news? Maybe because there are real dilution concerns. They have to come up with the money now.