Replies to post #223228 on Biotech Values

[DewDiligence]

I haven't looked closely at those two companies, but the idea of replacing post-surgical eye drops with a tiny drug-eluting implant makes a lot of sense, IMO.

[semi_infinite]

EYPT - correction Dexycu for cataract surgery is a sustained release suspension and not an insert. Yutiq is a sustained release bioerodible insert for chronic eye inflammation. Besides OCUL, there is also GKOS with iStent for relieving IOP in glaucoma patients and currently no overlap with eypt or ocul. See below.

http://s21.q4cdn.com/471661912/files/doc_presentations/2019/Glaukos-Presentation_January-2019.pdf

[DewDiligence]

OCUL phase-3 miss for glaucoma insert relative to placebo:

https://www.businesswire.com/news/home/20190520005742/en

The trial’s primary efficacy endpoint was to demonstrate a statistically superior mean reduction of IOP from baseline for OTX-TP treated subjects compared with placebo insert treated subjects at nine different time points, three diurnal time points (8 AM, 10 AM, and 4 PM) at each of 2, 6, and 12 weeks following insertion. Topline results show that the trial did not achieve its primary endpoint of statistically significant superiority in mean reduction of IOP compared with placebo at all nine time points.

The stock appears to be halted.