Ocular Therapeutix — Third Quarter 2026 Earnings Summary

Ocular Therapeutix reported a net loss of $94.8 million for the third quarter of 2026, with total net revenue of $12.9 million and a cash balance of $530.6 million as of September 30, 2026. The company remains on track to submit a New Drug Application for its investigational product AXPAXLI in the fourth quarter of 2026 under the 505(b)(2) regulatory pathway for the treatment of wet age-related macular degeneration. Recent clinical data from the SOL-1 trial demonstrated sustained anatomical control, while the SOL-R trial has been modified to move its primary endpoint to Week 40 and exclude subjects with early persistent retinal fluid. Additionally, Ocular Therapeutix appointed Riad Sherif to its Board of Directors and continues enrollment in the HELIOS-3 Phase 3 trial for diabetic retinopathy.