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Ocular Therapeutix (OCUL) investor relations material
Ocular Therapeutix Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and clinical focus
Focuses on retina diseases with two phase III studies, SOL-1 and SOL-R, targeting VEGF using a tunable hydrogel platform.
SOL-1 readout expected in Q1 2026; SOL-R in the first half of 2027.
Aims to address sustainability and long-term outcomes in retinal disease treatment.
Seeks to improve patient adherence and outcomes by providing sustained VEGF suppression.
Clinical trial design and objectives
SOL-1 is designed for a superiority label in wet macular degeneration, validated by FDA SPA.
SOL-R focuses on clinical relevance and non-inferiority, with both trials required for approval.
SOL-1 provides data on drug durability and repeatability; SOL-R compares against standard and high-dose EYLEA.
Numeric analysis versus high-dose EYLEA offers commercial leverage.
SOL-X open-label extension will provide long-term data, especially for crossover patients.
Target product profile and adoption
Targeting a triad: superiority label, large market size, and high adoptability.
Superiority label enables clinicians to choose the drug from day one, bypassing step therapy.
Seamless adoption expected due to similar administration experience as current anti-VEGFs.
Durability goal is nine to ten months, aligning with six-month patient visits.
Next Ocular Therapeutix earnings date
Next Ocular Therapeutix earnings date
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