Nitin Joshi

[Nitin Joshi @nitjignit]

@OCUTX Need to shift focus on maximizing shareholders valuation and not just issuing grants to employees...

[Ocular Therapeutix @OCUTX]

At @RetinaWCongress, our team was proud to share data from our landmark SOL-1 Phase 3 superiority clinical trial in wet age-related macular degeneration with the global retina community.

Learn more about our mission to redefine the retina experience: https://t.co/8jYdtHRoXZ

[zipjet @zipjet]

$OCUL. See slide 70, ALL FLOATERS GONE.

Of course this is what we expected provided the hydrogel breakup was the cause.

But now we KNOW.

[Nitin Joshi @nitjignit]

@zipjet Thanks for sharing

[JeremyF @JeremyFalmouth]

$OCUL Pravin “we couldn’t be more confident that we will be approved with a single study…that process has already begun…we every reason to expect that the numbers that we have will be more than sufficient to allow for approval”

[zipjet @zipjet]

$OCUL - I missed this RayJa presentation by Dugel until a friend point it out.

IF you are interested in OCUL. Worth your time. Slide 89 is mentioned so here it is: (Note EYPT Endophthalmitis implications 1901)

https://t.co/CaKUGTi0RJ

[quantumup @Quantumup1]

Chardan⬆️the PT on $EYPT to $29 from $27 and reiterated at a Buy rating.
$OCUL $REGN RHHBY SRZN KOD FDMT
Chardan said in its note—EyePoint reported 4Q25 financial results and provided updates on its Duravyu programs.
The company ended the quarter with cash, cash equivalents, and marketable securities of $306 mm, with the projected operational runway into 4Q27.
Updating our forward estimates raises our PT to $29 from $27.

The next big catalyst for EyePoint is the Phase 3 Duravyu data from LUGANO and LUCIA trials in mid-2026. Our confidence in this program remains high, supported by robust Phase 2 data and the recently reported SOL-1 data from Ocular Therapeutics (Buy), which, we believe, provides further validation of the TKI MoA in wet AMD.

[Nitin Joshi @nitjignit]

@wallstlobo Get that and let SP fly....

[Nitin Joshi @nitjignit]

@wallstlobo Yeah absolutely BS

[Fred Anthony @wallstlobo]

$OCUL looks like SimplyWallSt is pushing the $SNY rumor again now $26 - $30

[Fred Anthony @wallstlobo]

$OCUL

[dough @semodough]

$OCUL RJ PT $28 prominent retinal specialist discussed SOL-1 results-KOL’s center
treats a high volume of retinal disease patients.has led or participated in multiple advisory boards&steering committees.KOL commented on SOL-1 design, efficacy, safety outcomes&
expressed high confidence in the prospects of Axpaxli for wAMD treatment- pointed to the Kaplan-Meier curve as the key signal, indicating that among high- to moderate-need patients (those not rescued
early) there was a roughly six-month separation at the same probability of remaining rescue-free

[zipjet @zipjet]

$OCUL the FDA process has begun

[zipjet @zipjet]

$OCUL a Superiority label with flexible dosing intervals

[dough @semodough]

$OCUL Cowen PT $20 investor dinner, Ocular management was excited that the Macula presentation
both demonstrated Axpaxli's consistent durability and efficacy and answered key investor
questions after the topline. More new analyses will be eagerly shared to answer evolving
questions. remains bullish on the single-trial pathway and subsequent adoption,
and we see regulatory upside at these levels.

[dough @semodough]

$OCUL Cowen OCUL post full data Fri MGT reitereated letters lost in the full trial population is notworse than Eylea as was the worst fear, time to first rescue is such a clear separation,& safety fine. Tara thinks apaxli very likely to be approved off Sol-1 (65% chance, obv mgmt. very confident here as well) &notes KOL feedback at Macula also pointed to little controversy on ax

[dough @semodough]

$OCUL BOFA raising PT $27 OCUL US: Ocular Therapeutix: Price Objective Change - Detailed SOL-1 data at Macula Society reinforces our confidence in approval - BUY

[dough @semodough]

$OCUL Piper PT$31 Strengthening Axpaxli Clinical Profile

[quantumup @Quantumup1]

Clear Street⬆️ $OCUL to $28/reiterated at Buy, plus⬆️LoS to 65%.
$EYPT REGN RHHBY KOD $SRZN
Clear Street said:
Ocular presented detailed data from the SOL-1 superiority trial in wet age-related macular degeneration (wAMD) at the Macula Society Annual Meeting and held an investor call this morning to discuss the results and several issues that were raised following the SOL-1 topline announcement on February 17th (see our note). Efficacy data was consistently positive, and bolstered the claim that AXPAXLI offers durable control of wAMD. Perhaps more importantly, discussion and context around floaters and cataracts addressed common push-back that we received in the past week, most importantly describing these "floaters" as residual drug product observed by a clinician, which did not affect the patients' vision, and contextualizing the cataract rate across competitor products.

With these data in hand, it is clear that AXPAXLI is not only a major improvement in the largest unmet need (dosing interval) in a ~$14B global wAMD market, but safety and tolerability are clean.

We do not believe that current trading levels adequately reflect the likelihood of success for the program and the multi-billion dollar size of the commercial opportunity.

We are reiterating our BUY rating and raising our price target to $28 (from $21/sh) on increased likelihood of success for the program (to 65% from 45%).

[zipjet @zipjet]

$OCUL BAC question about marketing Axpaxli