earnings
confidence high
sentiment positive
materiality 0.75
Ocular Therapeutix Q2 2026 net loss $78.8M; AXPAXLI NDA on track for Q4 2026
OCULAR THERAPEUTIX, INC
- Net loss of $78.8M ($0.35 per share) for Q2 2026, vs. $67.8M loss in Q2 2025.
- Cash balance $598.6M as of June 30, 2026; expected runway into 2028.
- AXPAXLI NDA submission for wet AMD planned for Q4 2026 after FDA Type C meeting alignment.
- Post-hoc SOL-1 analysis shows up to 72% reduction in treatment burden vs. aflibercept (2 mg) over 60 weeks.
- DEXTENZA revenue flat at $13.5M; R&D expenses $54.1M, up from $51.1M in Q2 2025.