Replies to post #450 on Ocular Therapeutix Inc (OCUL)

[Whalatane]

Saw this back in mid Jan

In late 2025 and January 2026, Sanofi emerged as the primary suitor for Ocular Therapeutix.

The Motivation: Sanofi is targeting Ocular’s lead asset, AXPAXLI (an axitinib hydrogel implant). This technology allows for a "set it and forget it" treatment for wet AMD, which perfectly complements Sanofi’s gene therapy strategy of "reducing treatment burden."

The Bid: Sanofi reportedly offered $16 per share (approx. $2.3 billion) in September 2025. Following a rejection from the OCUL board, reports in January 2026 indicate Sanofi is preparing a higher, revised offer to secure the company.
+1

Kiwi