{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-055411","form_type":"8-K","ticker":"OCGN","cik":"0001372299","company_name":"Ocugen, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.203644+00:00","generated_at":"2026-05-14T23:18:05.951589+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Ocugen posts Q1 loss, details positive Phase 2 GA data, prices $115M notes","bullets":["Net loss of $(0.06) per share for Q1 2026; cash, cash equivalents, and restricted cash of $32.2M as of March 31, 2026.","Phase 2 OCU410 trial for GA showed statistically significant 31% reduction in lesion growth at 12 months with optimal dose; 20% of patients showed no progression.","Enrollment completed for OCU400 Phase 3 RP trial (N=140) and OCU410ST Stargardt Phase 2/3 trial (N=63); BLA submissions targeted by 2027.","Priced $115M (up to $130M with over-allotment) of 6.75% Convertible Senior Notes due 2034 at 90% of par; conversion premium of 45% at $2.68/shr.","Net proceeds ~$99.5M; $32.7M to repay Avenue debt (12.5% interest); expected to extend cash runway into 2028."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-055411","json":"https://secwatch.observer/filing/0001104659-26-055411.json","markdown":"https://secwatch.observer/filing/0001104659-26-055411.md","text":"https://secwatch.observer/filing/0001104659-26-055411.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/tm2613584d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:18:05.951589+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c87151e6c03eed4a7668845a844b8bf31015fd0e","claim":"Ocugen, Inc. reported financial results for quarter ended March 31, 2026.","evidence_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001193125-26-213239","ticker":"ARTV","company_name":"Artiva Biotherapeutics, Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"Artiva reports 71% ACR50 in refractory RA at 6 months, FDA alignment for Phase 3 trial; Q1 net loss $23.5M","event_type":"other_material","sec_items":["2.02","7.01","8.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-213239","json":"https://secwatch.observer/filing/0001193125-26-213239.json","markdown":"https://secwatch.observer/filing/0001193125-26-213239.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1817241/000119312526213239/0001193125-26-213239-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1817241/000119312526213239/d38160d8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","comparable_excerpt":"Artiva Biotherapeutics, Inc. (the \"Company\") issued a press release announcing its financial results for the quarter ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1817241/000119312526213239/0001193125-26-213239-index.htm"}},{"accession":"0001628280-26-039786","ticker":"YEXT","company_name":"Yext, Inc.","filed_at":"2026-06-02T20:05:58+00:00","headline":"Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039786","json":"https://secwatch.observer/filing/0001628280-26-039786.json","markdown":"https://secwatch.observer/filing/0001628280-26-039786.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/yext-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","comparable_excerpt":"Exchange Act, except as expressly set forth by specific reference in such a filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nYext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm"}},{"accession":"0001104659-26-058234","ticker":"LQDA","company_name":"Liquidia Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"Liquidia Q1 2026 net income $53M vs $38M loss YoY; YUTREPIA sales $130M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058234","json":"https://secwatch.observer/filing/0001104659-26-058234.json","markdown":"https://secwatch.observer/filing/0001104659-26-058234.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/0001104659-26-058234-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/tm2614109d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","comparable_excerpt":"First Quarter 2026 Financial Results YUTREPIA sales led to the company’s third consecutive quarter of profitability with net income of $52.9 million and positive non-GAAP adjusted EBITDA of $71.2 million in the first quarter of 2026. Cash and cash equivalents totaled $222.8 million as of March 31, 2026, compared to $190.7 million as of December 31, 2025. Product sales, net, were $129.9 million for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/0001104659-26-058234-index.htm"}},{"accession":"0001193125-26-215674","ticker":"LXEO","company_name":"Lexeo Therapeutics, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Lexeo Therapeutics Q1 net loss $20.2M; cash $227.6M; LX2006 pivotal trial protocol submitted to FDA","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-215674","json":"https://secwatch.observer/filing/0001193125-26-215674.json","markdown":"https://secwatch.observer/filing/0001193125-26-215674.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/0001193125-26-215674-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/lxeo-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","comparable_excerpt":"Lexeo Therapeutics Reports First Quarter 2026 Financial Results and Operational Highlights","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/0001193125-26-215674-index.htm"}},{"accession":"0001656472-26-000032","ticker":"CRON","company_name":"Cronos Group Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Cronos Q1 net revenue up 40% to $45.2M; authorizes $50M share buyback; CanAdelaar close extended to Sep 9","event_type":"earnings","sec_items":["1.01","2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001656472-26-000032","json":"https://secwatch.observer/filing/0001656472-26-000032.json","markdown":"https://secwatch.observer/filing/0001656472-26-000032.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/0001656472-26-000032-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/cron-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","comparable_excerpt":"reference in such a filing or document. \n\n--- EX-99.1 (EX-99.1) ---\n\nCronos Group Reports 2026 First Quarter Results Net revenue in Q1 2026 increased by 40% year-over-year to $45.2 million Achieved record net revenue and gross profit in Q1 2026 Reached #1 market share in vapes in Canada 1 Ninth consecutive quarter of record net revenue in Israel, where PEACE","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/0001656472-26-000032-index.htm"}},{"accession":"0001827090-26-000017","ticker":"CERT","company_name":"Certara, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Certara Q1 revenue $106.9M (+1%), net loss $8.8M; divests Regulatory Writing for $85M cash","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001827090-26-000017","json":"https://secwatch.observer/filing/0001827090-26-000017.json","markdown":"https://secwatch.observer/filing/0001827090-26-000017.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/0001827090-26-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/certara-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","comparable_excerpt":"First Quarter 2026 Results Total revenue for the first quarter of 2026 was $106.9 million, representing year-over-year growth of 1% on a reported basis. Software revenue for the first quarter of 2026 was $49.7 million, representing year-over-year growth of 7% on a reported basis. Services revenue for the first quarter of 2026 was $57.2 million, representing a year-over-year decrease of 4% on a reported basis . Total Bookings for the first quarter of 2026 were $115.3 million, representing a year-over-year decrease of 2%. Software Bookings for the first quarter of 2026 were $48.7 million, representing a year-over-year increase of 20%. The increase in software bookings was attributable to strong customer demand across our platform. Services Bookings for the first quarter of 2026 were $66.6 million, representing a year-over-year decrease of 14%. The decrease in services bookings was primarily driven by the timing of contract recognition and execution. Total cost of revenues for the first q","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/0001827090-26-000017-index.htm"}},{"accession":"0001876042-26-000148","ticker":"CRCL","company_name":"Circle Internet Group, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Circle Q1 revenue +20% to $694M; announces $222M ARC token presale","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001876042-26-000148","json":"https://secwatch.observer/filing/0001876042-26-000148.json","markdown":"https://secwatch.observer/filing/0001876042-26-000148.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1876042/000187604226000148/0001876042-26-000148-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1876042/000187604226000148/crcl-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","comparable_excerpt":"USDC in circulation of $77.0 billion at quarter end grew 28%; USDC onchain transaction volume in Q1’26 of $21.5 trillion grew 263% ● Total revenue and reserve income in Q1’26 of $694 million grew 20% ● Net income from continuing operations in Q1’26 of $55 million decreased 15% ● Adjusted EBITDA in Q1’26 of $151 million grew 24% Business Highlights ● ARC Token: $222M","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1876042/000187604226000148/0001876042-26-000148-index.htm"}},{"accession":"0001673985-26-000033","ticker":"ASIX","company_name":"AdvanSix Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"AdvanSix Q1 net loss $15.5M; sales up 7% to $404M; declares $0.16 dividend; appoints new CFO","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001673985-26-000033","json":"https://secwatch.observer/filing/0001673985-26-000033.json","markdown":"https://secwatch.observer/filing/0001673985-26-000033.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/0001673985-26-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/asix-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926055411/0001104659-26-055411-index.htm","comparable_excerpt":"the second quarter.\" Summary first quarter 2026 financial results for the Company are included below: 1 ( $ in Thousands, Except Earnings Per Share) 1Q 2026 1Q 2025 (1) Sales $404,183 $377,791 Net Income (loss) (15,546) 23,344 Diluted Earnings Per Share (0.58) 0.86 Adjusted Diluted Earnings Per Share (2) (0.50) 0.93 Adjusted EBITDA (2) 4,756 51,626 Adjusted","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/0001673985-26-000033-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}