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Whalatane

01/15/25 12:04 PM

#250 RE: Number sleven #249

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