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Opthea Limited (AU:CYV)
ASX:CYV
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Opthea (CYV) AI Stock Analysis

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AU:CYV

Opthea

(Sydney:CYV)

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Underperform 39 (OpenAI - 5.2)
Rating:39Underperform
Price Target:
AU$0.01
▼(-98.00% Downside)
Action:Downgraded
Date:06/05/26
The score is weighed down primarily by weak financial performance (minimal/volatile revenue, large recurring losses, and heavy ongoing cash burn with negative equity) and very weak technical momentum signals. Valuation contributes limited support due to negative earnings and no stated dividend yield.
Positive Factors
Differentiated lead candidate
Opthea's lead biologic targets VEGF-C/D and is developed for combination use with anti-VEGF-A in wet AMD and DME. This complementary mechanism offers a durable strategic advantage: potential additive efficacy, attractive partnerability for co-development/licensing, and a clearer clinical differentiation path if trials succeed.
Negative Factors
Persistent high cash burn
Sustained operating cash outflows at ~-159M annually create a structural reliance on external financing to fund ongoing clinical development. This persistent burn elevates dilution and execution risk, constrains strategic optionality, and could delay or limit program progression if new funding or partnerships are not secured.
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Positive Factors
Negative Factors
Differentiated lead candidate
Opthea's lead biologic targets VEGF-C/D and is developed for combination use with anti-VEGF-A in wet AMD and DME. This complementary mechanism offers a durable strategic advantage: potential additive efficacy, attractive partnerability for co-development/licensing, and a clearer clinical differentiation path if trials succeed.
Read all positive factors

Opthea (CYV) vs. iShares MSCI Australia ETF (EWA)

Opthea Business Overview & Revenue Model

Company Description
Ceryvyn Therapeutics Limited, a clinical-stage biopharmaceutical company, researches and develops therapeutic products based on targeting vascular endothelial growth factors (VEGF) C, D and R3 in Australia and the United States. The company's pipe...
How the Company Makes Money
Opthea is a clinical-stage company and does not have publicly available information indicating recurring commercial product revenue; null. Its funding and inflows are primarily expected to come from financing activities (e.g., issuing equity and/o...

Opthea Financial Statement Overview

Summary
Financials reflect a high-burn, pre-commercial biotech profile: revenue is very small and highly volatile (FY2025 down ~92% YoY), losses remain very large, and operating/free cash flow are deeply negative (~-159M FY2025). Debt was eliminated in FY2025, but negative equity (~-201M) and a sharply smaller asset base increase funding and dilution risk.
Income Statement
8
Very Negative
Balance Sheet
18
Very Negative
Cash Flow
10
Very Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue-215.74K25.00K124.67K108.00K125.05K91.98K
Gross Profit-215.74K25.00K124.67K-89.31K-107.42K-360.29K
EBITDA-69.91M-123.19M-199.29M-134.88M-99.01M-50.14M
Net Income277.17M-162.79M-220.24M-211.88M-127.99M-60.79M
Balance Sheet
Total Assets23.72M56.80M188.79M148.19M87.32M184.36M
Cash, Cash Equivalents and Short-Term Investments22.13M48.44M172.47M133.99M44.63M118.19M
Total Debt0.00376.89M141.65M85.84M0.00112.97K
Total Liabilities1.22M257.87M264.60M156.98M17.55M4.16M
Stockholders Equity22.50M-201.07M-75.81M-8.79M69.77M180.20M
Cash Flow
Free Cash Flow-95.61M-158.66M-161.05M-179.34M-98.39M-61.08M
Operating Cash Flow-98.25M-158.64M-161.02M-179.30M-98.37M-61.06M
Investing Cash Flow-539.00-13.00K-33.49K-32.64K-16.91K656.48K
Financing Cash Flow-19.17M34.77M243.73M167.28M171.60K116.94M

Opthea Technical Analysis

Technical Analysis Sentiment
Last Price0.60
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:CYV, the sentiment is undefined. The current price of 0.6 is equal to the 20-day moving average (MA) of ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a undefined sentiment for AU:CYV.

Opthea Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
57
Neutral
AU$5.36B-1.72%59.13%-121.52%
52
Neutral
AU$3.08B-25.12-14.02%1069.25%18.67%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
46
Neutral
AU$895.39M-8.68-59.59%-70.72%
41
Neutral
AU$3.16M-0.41-179.37%24.59%
41
Neutral
AU$115.30M-3.22279.21%-37.23%
39
Underperform
AU$17.78M0.0644.23%-98.07%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:CYV
Opthea
0.01
-0.59
-97.67%
AU:CYP
Cynata Therapeutics Limited
0.02
-0.14
-90.00%
AU:MSB
Mesoblast Limited
2.59
0.86
50.14%
AU:TLX
Telix Pharmaceuticals
16.03
-8.00
-33.29%
AU:CU6
Clarity Pharmaceuticals Ltd.
2.45
-0.96
-28.15%
AU:RCE
Recce Pharmaceuticals Ltd.
0.37
0.03
8.96%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 05, 2026