Replies to post #261 on Ocular Therapeutix Inc (OCUL)

[Whalatane]

N7. sorry to see that with EYPT. I saw the headline that it was a positive trial but apparently some questioned the data on digging deeper

Raymond James reiterated $OCUL Strong Buy-$19.
$REGN $SRZN $APLS
Raymond James said in its note to investors:
"Wednesday, before market open, EyePoint ( $EYPT, not covered ) released 6-month top-line results for the VERONA study of Duravyu in diabetic macular edema (DME).

In our view, the results were neutral to positive for the sustained release VEGFR TKI drug class within DME, but leave plenty of room for Ocular's Axpaxli to improve.

We note that Ocular does not currently have Axpaxli in clinical trials for DME, but has stated intent to pursue a broad development strategy in all indications where anti-VEGF therapies have proven effective.

In our view Axpaxli, which utilizes a more potent TKI axitinib (vs. vorolanib for Duravyu), holds the
advantage on durability and fluid reduction as evidenced by the relative efficacy in NPDR, which should translate well to DME.

OCUL hasn't been acting that great lately so I'm thinking about reducing my position ....need to do some DD
Raggy and RMB are in CADL which has data due this Qt . Hope it works for them .
I generally stay away from Oncology
Kiwi

[Whalatane]

Cantor Fitzgerald (pre-mkt) reit'd $EYPT Overweight, says "there's nothing here that makes us less positive on the DME data/opportunity - if anything, it gives us higher confidence in the POS for a less clinically risky non-inferiority pivotal program:"
$OCUL $REGN $SRZN $XBI
TD Cowen reiterated $EYPT Buy-$20, says the 24-week benefit should still be enough to achieve Phase III success—and if the Phase III is successful with Q6M dosing, DME is a blockbuster opportunity that is not far off from wet AMD:

Cantor and Cowan still positive on EYPT . From a Quick Look at their trial ...small numbers and one patient that appeared to drop out then was " rescued " may have skewed results .
OCUL tho IMHO is further ahead , has a P 3 readout in Q4 with 1 fully enrolled P 3 trial and a second recruiting , their previous trials indicated benefit in DME and they have plenty of cash .
Some think they have the stronger drug
They also will have first mover advantage
JMO
Kiwi