Opthea Management

Management criteria checks 0/4

We currently do not have sufficient information about the CEO.

Key information

Fred Guerard

Chief executive officer

US$1.5m

Total compensation

CEO salary percentage	24.9%
CEO tenure	1.1yrs
CEO ownership	n/a
Management average tenure	less than a year
Board average tenure	1.1yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Fred Guerard's remuneration changed compared to Opthea's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	US$1m	US$373k	-US$220m

Compensation vs Market: Fred's total compensation ($USD1.50M) is above average for companies of similar size in the Australian market ($USD910.58K).

Compensation vs Earnings: Insufficient data to compare Fred's compensation with company performance.

CEO

Fred Guerard (52 yo)

1.1yrs

Tenure

US$1,496,440

Compensation

Dr. Frederic Guerard, also known as Fred, Pharm. D., M.S., is Chief Executive Officer of Opthea Limited from October 27, 2023. He has been Independent Director at LENZ Therapeutics, Inc. since September 20...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Frederic Guerard	Chief Executive Officer	1.1yrs	US$1.50m	no data
Megan Baldwin	Founder & Chief Innovation Officer	no data	US$1.36m	0.016% A$ 128.9k
Karen Adams	VP of Finance & Company Secretary	3.4yrs	US$466.17k	0% A$ 0
Thomas Reilly	Chief Financial Officer	less than a year	no data	no data
Kevin Bitter	VP of Strategy & Corporate Development	no data	no data	no data
Anand Sundaram	Vice President Marketing	less than a year	no data	no data
Fang Li	Senior Vice President of Regulatory Affairs	less than a year	no data	no data
Julie Clark	Senior Vice President of Clinical Development	less than a year	no data	no data
Arshad Khanani	Chief Medical Advisor & Chairman of Medical Advisory Board	less than a year	no data	no data
Jen Watts	VP Global Clinical Operations	less than a year	no data	no data
Dayong Li	Senior VP	less than a year	no data	no data
Mike Campbell	Chief Commercial Officer	less than a year	no data	no data

0.5yrs

Average Tenure

52yo

Average Age

Experienced Management: OPT's management team is not considered experienced ( 0.5 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Arshad Khanani	Chief Medical Advisor & Chairman of Medical Advisory Board	less than a year	no data	no data
Jeremy Levin	Chairperson	4.1yrs	US$309.43k	0.0051% A$ 41.6k
Quinton Oswald	Independence Non-Executive Director	2.6yrs	US$135.81k	no data
Julia Haller	Independent Non-Executive Director	3.4yrs	US$170.25k	no data
Frank Holz	Member of Medical Advisory Board	less than a year	no data	no data
Lawrence Gozlan	Independent Non-Executive Director	4.3yrs	US$790.52k	0.15% A$ 1.2m
Sujal Shah	Independent Non-Executive Director	less than a year	US$16.72k	no data
Anshul Thakral	Non-Executive Director	1.4yrs	US$103.72k	no data
Susan Orr	Independent Non-Executive Director	2.6yrs	US$130.26k	no data
Andrew Chang	Member of Medical Advisory Board	less than a year	no data	no data
Anat Loewenstein	Member of Medical Advisory Board	less than a year	no data	no data
Patricio Schlottmann	Member of Medical Advisory Board	less than a year	no data	no data

1.1yrs

Average Tenure

62yo

Average Age

Experienced Board: OPT's board of directors are not considered experienced ( 1.1 years average tenure), which suggests a new board.

Opthea Management

Management criteria checks 0/4

Key information

Recent management updates

Opthea Limited Announces Board Changes

Opthea Limited, Annual General Meeting, Nov 15, 2024

Opthea Limited Appoint Executives

Opthea Limited Announces Executive Changes

Opthea Limited Announces Board Appointments

Less than half of directors are independent

Recent updates

Opthea Limited Announces Board Changes

Opthea Limited, Annual General Meeting, Nov 15, 2024

Opthea Limited Appoint Executives

Price target increased by 16% to AU$0.91

Forecast to breakeven in 2027

Consensus revenue estimates decrease by 30%, EPS upgraded

Opthea Limited Announces Executive Changes

New minor risk - Profitability

Full year 2024 earnings: EPS and revenues miss analyst expectations

Forecast to breakeven in 2027

New minor risk - Profitability

Consensus revenue estimates decrease by 10%, EPS upgraded

Price target decreased by 10% to AU$0.79

Opthea Limited Announces Board Appointments

Opthea Limited has completed a Follow-on Equity Offering in the amount of AUD 227.314307 million.

Forecast to breakeven in 2027

New major risk - Shareholder dilution

New major risk - Shareholder dilution

Opthea Limited Completes Enrollment in Pivotal Phase 3 Clinical Program with Sozinibercept in Wet AMD

Price target increased by 14% to AU$0.90

Consensus revenue estimates decrease by 96%, EPS upgraded

New major risk - Financial position

Consensus revenue estimates increase by 13%

New minor risk - Profitability

Consensus revenue estimates decrease by 14%

Less than half of directors are independent

Consensus EPS estimates fall by 11%

Opthea Limited Announces Board Changes

Consensus revenue estimates fall by 94%

Consensus revenue estimates decrease by 14%, EPS upgraded

Founder recently sold AU$2.2m worth of stock

Opthea Appoints Arshad M. Khanani as Chief Medical Advisor

Consensus revenue estimates decrease by 94%

Opthea Limited Completes Enrollment in First Pivotal Trial with Sozinibercept

Opthea Strengthens Team with Key Clinical and Regulatory Hires

Opthea Limited Announces Executive Changes

Opthea Limited, Annual General Meeting, Nov 30, 2023

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Consensus revenue estimates fall by 94%

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Consensus revenue estimates increase by 15%, EPS downgraded

Price target decreased by 9.0% to AU$1.55

Opthea Limited Announces “Sozinibercept” as the Nonproprietary Drug Name for OPT-302

Opthea Limited Announces Executive Changes

Opthea Limited Appoints Anshul Thakral as Non-Executive Director of the Board

Consensus revenue estimates increase by 12%

Consensus EPS estimates upgraded to US$0.25 loss

Consensus EPS estimates fall by 44%

First half 2023 earnings released: US$0.17 loss per share (vs US$0.11 loss in 1H 2022)

Consensus revenue estimates increase by 12%

Opthea Limited Announces Phase 2B Trial Results of OPT-302 in Combination with Lucentis for Wet Amd Published in the Journal Ophthalmology

Consensus forecasts updated

Independent Non-Executive Director exercised options to buy AU$173k worth of stock.

High number of new directors

Opthea Limited Appoints Timothy E. Morris as Chief Financial Officer

Opthea Limited, Annual General Meeting, Nov 16, 2022

Consensus forecasts updated

Full year 2022 earnings: EPS and revenues miss analyst expectations

Opthea Secures up to USD 170 Million in Non-Dilutive Financing for OPT-302 in wet AMD

Opthea Limited, Annual General Meeting, Sep 26, 2022

Opthea Secures up to USD 170 Million in Non-Dilutive Financing for OPT-302 in wet AMD

Is Opthea (ASX:OPT) In A Good Position To Invest In Growth?

High number of new directors

Opthea Limited Announces Data for OPT-302 in Combination with Ranibizumab for Polypoidal Choroidal Vasculopathy Presented at ARVO 2022

High number of new directors

Opthea Limited Announces Board Appointments

Consensus forecasts updated

Here's Why We're Watching Opthea's (ASX:OPT) Cash Burn Situation

Opthea Limited Appoints Joel Naor, as Chief Medical Officer