Hello Subs!
This (long) podcast covers OCUL’s AXPAXLI vs. EYPT’s DURAVYU ahead of the readout of EYPT’s first-phase 3 study called LUGANO.
I provide background on the science, clinical data, endpoints we know (from OCUL’s SOL-1), and endpoints we’re extrapolating based on existing data (to OCUL’s SOL-R and EYPT’s LUGANO/LUCIA studies). I make some predictions and share my assessment of the market. I conclude with thoughts on valuation and how my portfolio is positioned at this time.
Cheers!
JNap
