Mike

@Sjfms1Steven @acoscap18259 @wallstlobo @zipjet Issue with Ocul is that the dream team diluted the hell out of the company . Upside limited as a result . This company is either going to get bought out on the cheap short-term or go into “prove it” mode and eventually buy back shares.

The returns over the past 5 years at KOD has been no bowl of cherries. It went from $125 to $5 and languished between 5-10 for 3-1/2 years. It's only been over the last 9 months that this gone from $5 to $30 and then to where it is today. Great short-term results, but.... OCUL went from $2 to $16 in a span of 2 years before it sold off to $8 today over the past 3 months. I'll be more than happy if we get that 4x by Dec 2026.

$OCUL Dugel at RBC We are aligned with regulators abroad for approval of Axpaxli. That is oversimplified, but I think that is what we are being told.

@Sjfms1Steven @AscendingBio Agree it’s not a big deal if patients don’t see the floaters and the particles are outside the field of vision . It’s more of a communication issue between docs and patients that the floaters are a non-issue .

Doesn’t really matter does it when the patient doesn’t see them. That’s what out of the visual axis means. They will most likely show that the floaters from the 1st insert dissipate before the next insert starts to contribute to new floaters that are never viewed by the patient.

$OCUL On RBC call, did Pravin imply using single SOL-1 study for NDA approval raises FDA standard ? That is some impressive spin 👏

@zipjet RBC analyst grilled both ceos this morning. Was refreshing because usually they use kid gloves with these fireside chats incentivized by book runner money .

$OCUL Dugel at RBC asked about the $EYPT suit: (I do have a transcript so here is the essence of his comments as I recall them.) Sad and disappointed that the suit was filed. We should be open about the science and addressing questions from the data.

@AscendingBio Not sure the weight the SPA holds going into the decision. On paper , the sol-1 has no re-dose data, and SOC control arm. Safety data is ok . But analyst made a good point in asking whether the re-dose will increase floater rate . In general, the bar is high far wetAMD drugs.

@Mikeptyg I agree that there are unpredictable forces at work at the FDA. V. Prasad leaving should have a big positive impact. Because they have a SPA for SOL-1 with the FDA and this drug is already FDA approved for other applications, I do not expect problems.

@AscendingBio Good point and clarification. I’m just not sure if SOL-1 qualifies FDA leadership guidance. Who knows? A lot of gray area to interpret these days with the FDA .

Actually, he was referencing the New England Journal of Medicine letter by FDA leadership that emphasized that because of greater emphasis on well designed studies the standard has actually been raised by making 1 study the default. (1 well designed study is much better than 2 that are not well designed.)

@strau22 @Sjfms1Steven I invested post reverse split . My avg is around 7’s . I’ll survive . Yeah , NPDR doesn’t work with TKIs. Ocul will confirm this . The remnants are a non issue . You should complain about EYPT needle gauge while you are at it .

@Mikeptyg @Sjfms1Steven That low share count is a result of a 10-1 reverse split. After the split they had 12 million shares. They have 84 million now. Their drug failed the NPDR trial. Their drug leaves the remnants of the drug's vehicle for 18-24 months after the drug is absorbed.

It’s kind of ironic that $OCUL investors don’t know they were the ones that were mislead by the fake Duravyu safety data . The “Dream Team” wants to downplay $EYPT as a competitor by presenting a false narrative on Duravyu safety data. Pathetic move by $OCUL .

@JeremyFalmouth @marinafu33 @TripESU89 As an EYPT long , I don’t care for this lawsuit. Just a distraction. Unfortunately, these companies hate each other.

@JeremyFalmouth @marinafu33 @TripESU89 Posting a clinical trial site link is either sloppy or a deliberate move to bury the citation that cases are non-Duravyu related in vast data report. Discovery will resolve this . Let’s see how the courts handle it . Best outcome is a retraction and parties move on.

@Sjfms1Steven Yeah , they sold off their pipeline and cleaned up their books . They turned it around . I will try to refrain from gloating about our low share count .

@Mikeptyg You picked the wrong horse pal. EYPT’s has suckered in shareholders ever since they got sued by the government for deceptive practices with the looser drug they had for cataract surgeries.

@Sjfms1Steven You picked the wrong horse buddy . Sad to see retail longs get played by the Dream Team that pads their pockets with your shares while the book runners cash in .

@Mikeptyg Good luck to you and the losers at EYPT. They’ll never make any $’s with their drug so they’ve resorted to trying the courts. They lost in the courts before, they’ll loose again.

@JeremyFalmouth @marinafu33 @TripESU89 It’s a blatant misrepresentation. Look forward to the retraction . Judge is going to drop the hammer on them if they use your logic .

@Mikeptyg @marinafu33 @TripESU89 Doesn’t change the fact that there were three incidents

@JeremyFalmouth @marinafu33 @TripESU89 Devil in the detail buddy .

@Mikeptyg @marinafu33 @TripESU89 the reference was hyperlinked on the ocul slide. Took me 2 minutes to find this. Their slide is accurate. Do better...

@marinafu33 @TripESU89 @JeremyFalmouth The fact Ocul has not deleted the EYPT safety slide yet shows you how incompetent the Dream Team is .

@marinafu33 @TripESU89 @JeremyFalmouth Behold googler, I have Exhibit B.: [1] This event is not related to study drug or the injection site .

@marinafu33 @TripESU89 @JeremyFalmouth That’s the Eylea arm hot shot

@Mikeptyg @TripESU89 @JeremyFalmouth Just google it: In the Phase 2 DAVIO 2 clinical trial (which evaluated EYP-1901/Duravyu for wet AMD), investigators reported two cases of endophthalmitis as of late 2023, considered serious adverse events (SAEs). Also reports of retinal detachment and retinal tears.

@JeremyFalmouth @TripESU89 How ? Show me the proof ?

@Mikeptyg @TripESU89 Your contention that there were no cases of endoopthalmitis in the Duryvu arm are not accurate though.

@TripESU89 @JeremyFalmouth Ironically, that’s how this case will probably be settled with the court cost add-ons. Ocul mgmt team should just apologize, retract and move on .

@Mikeptyg @JeremyFalmouth Just posting information. Don’t know enough to say anything one way or another except that both management teams would be better keeping quiet about everything except their drug & stay 100% focused on getting their drug approved and to market.

@Sjfms1Steven The “scientific terms” is why they are being sued 😂 I’m sorry to break this to you , but your “Dream Team” overlords made a catastrophic mistake. Good luck downplaying this and making excuses for them .

EYPT's management sucks. They have always sucked. Their CEO insinuated that OCUL was withholding SOL-1 data because they knew it was bad. The guy must be a Democrat. Instead of stooping to the low life tactics of EYPT, OCUL's management laid it out in scientific terms that EYPT's drug is not as good as OCUL's.

BREAKING : Mohsen Darrebaghi, who had threatened to assassinate Donald Trump & Benjamin Netanyahu, a Brigadier General in the Iranian Air Force, has been killed. He was a relative of salin supreme leader Ayatollah Ali Khamenei.