secwatch.observer — SEC 8-K summary ====================================== Issuer: OCULAR THERAPEUTIX, INC (OCUL) CIK: 0001393434 Form: 8-K Filed at: 2026-02-05T23:59:59+00:00 Accession: 0001104659-26-010633 Event type: earnings Sentiment: neutral Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Ocular Therapeutix Q4 net loss $0.29/shr; SOL-1 data readout at Macula Society Feb 25-28 -------------------------------------------------------------------------------- - Q4 2025 net revenue $13.3M, down 22.4% YoY; full year $52.0M, down 18.5%. - Net loss Q4 $64.7M ($0.29/shr), full year $265.9M ($1.42/shr); R&D spend rose to $50.8M. - SOL-1 Phase 3 wet AMD superiority data to be presented at Macula Society meeting Feb 25-28, 2026. - Plans to submit NDA for AXPAXLI in wet AMD based on SOL-1, pending positive results and FDA interactions. - Cash $737.1M as of Dec 31, 2025; raised $475M in Sep 2025 equity offering; runway into 2028. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1393434/000110465926010633/0001104659-26-010633-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1393434/000110465926010633/tm265061d1_8k.htm HTML page: https://secwatch.observer/filing/0001104659-26-010633 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer