$OCUL Paxtrava - the Glaucoma data look promising. Not without risks. We do the studies because we do not know, what we do not know.
Thus, OCUL has another potential blockbuster in the pipeline. A P-value of 0.0001 tells us there is a dramatic therapeutic effect given the tiny N. That means that the studies will not need to be large, which means less costly. Durysta was approved off 12 week studies. Suggests the studies of Paxtrava will not need to be very long either, though guessing likely over 8 months. Again the cost is sustainable even for a little underfunded company.
IMO this puts Paxtrava in third position behind doing trials for Axpaxli in wAMD (one already started under an SPA) and then in DR (diabetic retinopathy) an underserved disease.
wAMD is a huge market and DR could also be multi-billion.
It will be interesting to see how OCUL prioritizes moving the pipeline ahead. I'd prefer a partner for Paxtrava. But if one is not forth coming then I would think it a favorable omen if management decides to move it ahead in third priority.
Bottom line is I doubt that OCUL remains independent. At some point one of these three indications will attract a buyer. JMHO.
It is astonishing what foolish things one can temporarily believe if one thinks too long alone ... where it is often impossible to bring one's ideas to a conclusive test either formal or experimental. J.M. Keynes
