Hello Subs,
This morning, Ocular Therapeutix (OCUL) reported Q4 financial results.
In that press release, the company noted that results from the Phase 3 SOL-1 study of AXPAXLI vs. Eylea will be reported in the second half of February, with 52-week data to be presented at the Macular Society Annual Meeting starting Feb 25th.
In this podcast, I opine about the cadence of the data release and what that means for February 2026 options expiration, what I’m expecting from for the primary durability endpoint at week 36, as well as expectations for the secondary vision endpoints, how SOL-1’s success or failure might impact SOL-R, and EYPT’s LUGANO and LUCIA studies, where OCUL stock might trade on difference scenarios.
Enjoy!
JNap
