Ocular Therapeutix™ Reports Third Quarter 2026 Financial Results and Business Highlights
Ocular Therapeutix reported Q3 2026 net revenue of $12.9 million (down from $14.5 million a year ago) and a net loss of $94.8 million, or $(0.42) per share, versus $(69.4) million or $(0.38) a year earlier, driven by a jump in R&D spending to $74.8 million. The lead story is regulatory: the AXPAXLI NDA for wet AMD remains on track for 4Q 2026 under the 505(b)(2) pathway following a positive September Pre-NDA meeting, supported by positive SOL-1 Phase 3 data and an interim SOL-R Week 52 safety analysis also coming in 4Q.
Key figures
- Revenue
- 12874000
- Guidance
- AXPAXLI NDA submission for wet AMD on track for 4Q 2026; SOL-R primary endpoint moved to Week 40 with topline results on track for 1Q 2028
- Revenue Yoy
- -11.5%
- Cash runway
- into 2028
- Rd expense q3
- 74787000
- Shares outstanding
- 219884956
- Sol 1 dry at week8
- 71%
- Cash and equivalents
- 530612000
- Rd expense prior year q3
- 52358000
- Sol 1 dry through week36
- ~70%
- Helios3 enrollment target
- 620
- Sol r screen failure excluded
- ~20%
AI analysis
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