N7. I'll do some more. DD as I have time this week . Thx for the analysis ...my energies been elsewhere last couple of days .
Re timing etc . Poster Chromosome on the AMRN board . He worked at ZS pharma and they were competing with RLYP for a new / better drug for treating high serum potassium in dialysis patients . High serum pot leads to heart arrhythmia's and heart attacks .
Anyway ...ZS Pharma's drug was slightly better than RLYP's drug ...but because their production facility was delayed in getting FDA approval .....RLYP's drug was first on the market .
Now RPYP's drug dominates as most ( including my wife who prescribes it ) are familiar with it , has the codes for ordering etc etc .
Pt being ...huge advantage for first mover ...and OCUL will likely be the first on the market assuming efficacy and safety in their final P3 trials .
To date OCUL's AXPAXLI is just as safe as Eyelea and 80% are " rescue free " out to 10 mths ...I'll chk EYPT's drug for comparison .
Feel free to find holes in my analysis . I'm wrong a lot ...cant afford to let any ego get in the way of correcting course when necessary .
Rosemouthbomber ( from AMRN ) is also in a number of other biotechs I'm in ...RZLT , UNCY and ARDX ...all with their own issues and catalysts in 2025
Kiwi
Re timing etc . Poster Chromosome on the AMRN board . He worked at ZS pharma and they were competing with RLYP for a new / better drug for treating high serum potassium in dialysis patients . High serum pot leads to heart arrhythmia's and heart attacks .
Anyway ...ZS Pharma's drug was slightly better than RLYP's drug ...but because their production facility was delayed in getting FDA approval .....RLYP's drug was first on the market .
Now RPYP's drug dominates as most ( including my wife who prescribes it ) are familiar with it , has the codes for ordering etc etc .
Pt being ...huge advantage for first mover ...and OCUL will likely be the first on the market assuming efficacy and safety in their final P3 trials .
To date OCUL's AXPAXLI is just as safe as Eyelea and 80% are " rescue free " out to 10 mths ...I'll chk EYPT's drug for comparison .
Feel free to find holes in my analysis . I'm wrong a lot ...cant afford to let any ego get in the way of correcting course when necessary .
Rosemouthbomber ( from AMRN ) is also in a number of other biotechs I'm in ...RZLT , UNCY and ARDX ...all with their own issues and catalysts in 2025
Kiwi
Recent OCUL News
- Ocular Therapeutix™ Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • GlobeNewswire Inc. • 04/14/2026 11:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/13/2026 09:15:06 PM
- Ocular Therapeutix™ Announces Additional Positive Week 52 Data from Landmark SOL-1 Phase 3 Trial of AXPAXLI™ in Wet AMD • GlobeNewswire Inc. • 04/13/2026 11:00:00 AM
- Ocular Therapeutix™ to Present Additional SOL-1 Data and Analyses at Upcoming Scientific Conferences in April • GlobeNewswire Inc. • 04/01/2026 11:00:00 AM
- Ocular Therapeutix™ Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • GlobeNewswire Inc. • 03/09/2026 08:01:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/27/2026 09:02:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/25/2026 11:19:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/25/2026 11:18:30 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/25/2026 11:17:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/24/2026 11:13:43 PM
- Ocular Therapeutix™ to Participate in March Investor Conferences • GlobeNewswire Inc. • 02/24/2026 12:00:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/23/2026 09:23:19 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/23/2026 09:21:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/23/2026 09:18:20 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/23/2026 09:16:55 PM
- Ocular Therapeutix™ to Present Detailed SOL-1 Data at the 49th Macula Society Annual Meeting and Host Investor Webcast to Discuss Presentations • GlobeNewswire Inc. • 02/23/2026 12:00:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/20/2026 09:36:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/18/2026 01:31:05 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/18/2026 01:29:16 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/18/2026 01:28:28 AM
- Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend] • Edgar (US Regulatory) • 02/17/2026 11:13:23 PM
- Ocular Therapeutix plunges 35% despite positive wet AMD Phase 3 data • IH Market News • 02/17/2026 03:35:10 PM
- Ocular Therapeutix™ Reports Positive Results from Landmark SOL-1 Phase 3 Superiority Trial in Wet AMD • GlobeNewswire Inc. • 02/17/2026 12:00:00 PM
- Ocular Therapeutix™ to Announce Topline Data for SOL-1 Phase 3 Superiority Trial in Wet AMD on Tuesday, February 17, 2026 • GlobeNewswire Inc. • 02/13/2026 10:00:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/12/2026 09:33:28 PM
