OCULAR THERAPEUTIX, INC (OCUL) Form 8-K — Nov 9, 2026
Ocular Therapeutix (NASDAQ: OCUL) reported Q3 2026 results with total revenue of $12.9 million, down from $14.5 million a year ago, and a net loss of $94.8 million ($0.42 per share) versus a $69.4 million loss in Q3 2025, driven by a jump in R&D spend to $74.8 million. The bigger story is clinical: the AXPAXLI NDA for wet AMD remains on track for 4Q 2026 following a positive September Pre-NDA meeting under the 505(b)(2) pathway, with an interim SOL-R Week 52 safety analysis due this quarter to bring the aggregate safety dataset to more than 300 patients with one year of follow-up.
Key figures
- Revenue
- 12874000
- Total Debt
- 73535000
- Revenue Yoy
- -11.4%
- Total Assets
- 605647000
- Cash Position
- 530612000
- Shares Outstanding
- 220000000
- Cash runway
- into 2028
- Q3 2025 revenue
- 14544000
- Q3 2026 rd expense
- 74787000
- Sol r topline timing
- 1Q 2028
- Nda submission window
- 4Q 2026
- Aggregate safety dataset
- more than 300 patients with at least one year of follow-up
- Sol1 week36 maintained vision
- 74.1% vs aflibercept, 17.5% risk difference (p=0.0006)
- Sol r primary endpoint timing
- moved to Week 40 from Week 56
AI analysis
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