Ocular Therapeutix, Inc. (OCUL) Earnings Call Transcripts

Ocular Therapeutix, Inc.'s Latest Earnings Call - June 17, 2026

In the second quarter of fiscal year 2026, Ocular Therapeutix (OCUL) reported significant advancements in its clinical program for AXPAXLI, particularly the SOL-1 trial, which demonstrated unprecedented durability and efficacy against EYLEA. The company plans to submit a New Drug Application (NDA) based solely on the SOL-1 data in the fourth quarter of 2026, signaling a strong path to market. Management emphasized that the results exceeded expectations, with a p-value of 0.0006, and indicated a robust commercial strategy to capitalize on the anticipated approval, aiming for a launch in 2027.

Reported metrics

Guidance from management

Management maintained a strong outlook for AXPAXLI, with plans to submit the NDA in Q4 2026 and expectations for a launch in 2027, contingent on FDA approval.

What management said

All right. Good afternoon, everyone. We're going to go ahead and get started here. Welcome to the Ocular Therapeutix 2026 Investor Day. So during today's presentation, certain statements we will be making constitute forward-looking statements under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially as a result of a variety of factors, including ris...

So one of the things that many of you don't know is who this man standing next to us or sitting next to us is. And he won't talk about himself, so I'm going to do it for him. And he has extensive ophthalmic experience in numerous indications as a regulatory person. It's 35 years in both big and small pharma. He's been at Novartis, B&L, Pfizer, GSK. And most importantly, he has overseen the global approval of over 18 ...

What analysts pressed on

Analysts expressed concerns regarding potential regulatory hurdles and the competitive landscape, particularly in light of ongoing trials from competitors. There were questions about the implications of SOL-R results on the NDA submission and market positioning.

Main topics on the call

• SOL-1 Trial Success — The SOL-1 trial achieved statistical superiority over aflibercept with a p-value of 0.0006, demonstrating unmatched durability with 69% of patients rescue-free at 12 months. Management stated, "AXPAXLI did something that...
• NDA Submission Timeline — Ocular plans to submit its NDA in Q4 2026 based on SOL-1 data alone, having received formal alignment with the FDA. Management noted, "We have complete formal and documented alignment with the FDA that we will have a com...
• Commercial Strategy and Market Potential — The market for AXPAXLI is projected at $15 billion, with management highlighting a potential for broad adoption among retina specialists. David Robinson stated, "Greater than 90% of retina specialists would adopt AXPAXLI...
• Regulatory Confidence — Management expressed high confidence in the NDA submission process, citing compelling data and strong regulatory alignment. Art Ciociola emphasized, "Our expectations and confidence in accepting this application... are i...

Read the full Ocular Therapeutix, Inc. transcript (June 17, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 40 Ocular Therapeutix, Inc. earnings call transcripts on record, spanning March 12, 2020 to June 17, 2026. Based on this history, Ocular Therapeutix, Inc. reports quarterly. The most recent call on file is dated June 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

OCUL

Exchange

NasdaqGM

Country

US

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

40

First call

March 12, 2020

Most recent

June 17, 2026

Reporting cadence

quarterly