Highest-materiality recent filing
Ocular Therapeutix Q1 net loss $88.6M; cash $666.7M; AXPAXLI NDA on track with SOL-1 data
Net loss $88.6M ($0.40 per share) vs $64.1M ($0.38) in Q1 2025; revenue $10.8M, up 0.8%.
Slides from 49th Macula Society Annual Meeting on Feb 27, 2026 posted on investor website.
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%.
Effective Jan 20, 2026, CFO/COO Donald Notman on temporary leave; Jason Robins named interim CFO and principal financial/accounting officer.
Ocular Therapeutix enters quiet period for SOL-1 Phase 3 trial; data on track Q1 2026
Quiet period for SOL-1 Phase 3 trial of AXPAXLI (wet AMD) begins December 20, 2025.
Ocular Therapeutix to submit AXPAXLI NDA based on SOL-1 year 1 data after FDA flexibility signal
FDA signals may allow single pivotal trial for AXPAXLI in wet AMD, changing prior two-trial requirement.
Ocular Therapeutix Q3 net loss $69.4M; SOL-R hits 555 subjects; cash ~$790M with offering
Net loss $(69.4)M ($0.38 loss per share) vs $(36.5)M loss in Q3 2024; revenue $14.5M, down 5.8% YoY.
SOL-1 Phase 3 wet AMD trial topline results expected Q1 2026; retention >95%, rescue events >95% meet criteria, no new safety signals.
Ocular Therapeutix prices $475M common stock offering at $12.53/share to fund AXPAXLI trials
Offering of 37,909,018 shares priced at $12.53 each for gross proceeds ~$475M; net proceeds ~$445.9M.
Ocular Therapeutix Q2 revenue falls 18% to $13.5M; net loss $67.8M; SOL-1 data Q1 2026
Q2 net revenue $13.5M, down 18% YoY; DEXTENZA unit sales up 5% but net revenue pressured by reimbursement challenges.
SOL-R enrollment complete; shareholders approve 8.75M share increase and CEO award
SOL-R Phase 3 trial for AXPAXLI (wet AMD) completed enrollment on May 31, 2025; target randomization of at least 555 subjects.
Ocular Therapeutix Q1 net revenue down 27.6% to $10.7M; cash $349.7M, runway to 2028
Net loss of $64.1M ($0.38 per share) vs. $64.8M ($0.49) in Q1 2024; R&D expenses doubled to $42.9M on wet AMD trials.
Q4 2024 revenue $17.1M (+15.4% YoY); FY2024 revenue $63.7M (+9.0% YoY). Net loss $(193.5)M for FY2024 vs $(80.7)M in FY2023.
CEO Dugel receives new compensation package with $819,200 salary, performance stock awards
Base salary raised to $819,200 annually; bonus target at 75% of salary; $368,100 2024 bonus plus $500,000 special one-time bonus.
Ocular Therapeutix Q3 net loss $36.5M; SOL-1 topline data expected Q4 2025
Net loss of $36.5M ($0.22 diluted EPS) vs $0.5M loss in Q3 2023; R&D spend jumped to $37.1M.
Ocular Therapeutix increases inducement share reserve to 6.054M shares
Board amended 2019 Inducement Stock Incentive Plan on Oct 4, 2024.
Ocular Therapeutix appoints Donald Notman as COO, retains CFO role
Donald Notman, age 65, appointed COO on August 29, 2024; continues as CFO and principal financial and accounting officer.
Ocular Therapeutix Q2 net loss $(43.8)M; AXPAXLI SOL-R accepted as pivotal trial
Net loss of $(43.8)M ($(0.26)/share) vs $(20.7)M ($(0.26)/share) in Q2 2023; revenue $16.4M (+8.3% YoY).
Stockholders approved amendment to increase authorized common stock from 200M to 400M shares.
Ocular Therapeutix cuts 13% of workforce, 37 jobs, to prioritize AXPAXLI
Board approved reduction in force of 37 employees (~13% of workforce), mainly in R&D and technical operations.
Ocular Therapeutix Q1 net loss $64.8M ($0.49/sh); revenue $14.8M up 10.4% YoY
Net loss of $64.8M ($0.49/sh) vs $30.3M loss ($0.39/sh) in Q1 2023; includes $28M non-cash loss on debt extinguishment.
Ocular Therapeutix appoints Pravin Dugel as CEO, Nadia Waheed as CMO; stock plan increased
Pravin U. Dugel appointed President and CEO, effective April 14, 2024; he remains Executive Chairman.
Ocular Therapeutix eliminates 50% service requirement in Dr. Kaiser's employment agreement
On March 28, 2024, Ocular Therapeutix modified the employment agreement of Medical Director Peter Kaiser, M.D.
Ocular Therapeutix Q4 net loss $29.2M, revenue $14.8M; cash $195.8M plus $325M PIPE
Q4 net loss $29.2M ($0.35 loss per share); revenue $14.8M, up 5% YoY.
Ocular Therapeutix raises $325M in private placement; appoints Pravin Dugel as Executive Chairman
Entered securities purchase agreement for 32.4M shares at $7.52/share and pre-funded warrants for 10.8M shares at $7.519/warrant, gross proceeds ~$325M.
On August 29, 2024, the board of directors of Ocular Therapeutix, Inc. (the “Company”) appointed Donald Notman to serve as Chief Operating Officer of the Company.
On April 14, 2024 (the “Transition Date”), the board of directors of Ocular Therapeutix, Inc. (the “Company”) appointed Pravin U. Dugel, M.D., to serve as President and Chief Executive Officer of the Company.
On the Transition Date, Dr. Dugel succeeded Antony C. Mattessich as the Company’s President and Chief Executive Officer, and Mr. Mattessich resigned from the board of directors of the Company.
Effective upon the commencement of Dr. Waheed’s employment, Rabia Gurses Ozden, M.D., will cease to serve as the company’s Chief Medical Officer.
On April 16, 2024, the Company announced that Nadia Waheed, M.D., had been appointed to serve as Chief Medical Officer of the Company, effective upon the anticipated commencement of her employment with the Company on May 20, 2024.
On February 20, 2024, Pravin U. Dugel, M.D., was appointed as Executive Chairman of the Company and as a Class III director, effective as of February 21, 2024
Max materiality 0.85 · Median 0.65 · Most common event earnings