Thx for the link ... Saw Citi note
OCUL P 3 data Q4 2025
EYPT. P 3 data in 2026
Expects OCUL to be first to market ...efficacy skews towards EYPT while trial end pts skew towards OCUL ...expect both to meaningfully share in wAMD market with one eventually dominating .
I think OCUL will be submitting data from 2 P 3 trials ...so should have a smoother road to approval.
Dont know how much better EYPT's drug is ( based on data today ) vs OCUL ....but if close , first mover advantage for OCUL IMHO is huge
Kiwi
OCUL P 3 data Q4 2025
EYPT. P 3 data in 2026
Expects OCUL to be first to market ...efficacy skews towards EYPT while trial end pts skew towards OCUL ...expect both to meaningfully share in wAMD market with one eventually dominating .
I think OCUL will be submitting data from 2 P 3 trials ...so should have a smoother road to approval.
Dont know how much better EYPT's drug is ( based on data today ) vs OCUL ....but if close , first mover advantage for OCUL IMHO is huge
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
