@RazBioTech

Founder @ https://xitter.cf/t.co/rvCWR16DUM | 🧬 #biotech retail investor | 👀 $OCUL maxi | 🌎 Global citizen | 👋 always happy to connect

 London, England
biotickr.com
Joined October 2014
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178Media
$OCUL latest slide (post-hoc) show that the ~30% that does not respond well to Ax or Eylea can be identified week 4-8. In Axpaxli group, the remainder, 70%, all get to 9 month.
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$OCUL will file in a few weeks. Approval 2H -27. TKI-class is safe. Axpaxli BCVA curve doesn’t decay as $EYPT, but stabilises. SOL-R will hit NI vs 2mg. Will be marketed as maintenance, enormous market. Patients will start on eylea biosimilar, then be put on Axpaxli q6m/q9m+.
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$OCUL 52wk low @ $6.16
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In a Ph3 clinical trial in wAMD with rescue criteria 75um + 5 letters loss, to get 77% of patients to 6 months without rescuing is that number good or not? $KOD, $EYPT, $OCUL, $REGN, $RHHBY $XBI
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900m EV for $OCUL is nuts when clinical risk is behind us. There’s regulatory & commercial risk left. With SOL-R rescue criteria applied, which are inline with industry practice, 77% of patients in SOL-1 are rescue free at 6 months. This is a phase 3 program with an SPA.
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$OCUL would have loved to buy at these levels but too overweight this stock
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new $OCUL deck investors.ocutx.com/static-f…
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This basically says; SOL-R will hit
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$ocul $kod If both get approved, Axpaxli having better durability, on label and in practice, is close to a given. Sustained release vs bolus is structural. If durability drives share, $6B vs $1.5B is a wide gap.
AscendingBio@AscendingBioOct 9
Replying to @db67583765 @bioinvestor24 @BioInvest_MD
The path to market share is to have durability that meets or exceeds the other products on the market. $OCUL is weeks from submitting a product that is almost guaranteed to get a product approved with a label that will read durability of 6 months to 1 year. They will be able to advertise that this works for up to one year. Anyone who wants to grab a significant market share will need to be able to say the same.
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My algo is ruining me 🤣
Hîwa - هیوا@Hiwa_mar0Oct 8
İlk defa yayınlanıyor.. Saddam Hüso idama götürülürken ⚠️
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$KOD EV is $6.1b and $OCUL EV is $1.1b, difference is 5.2x. $KOD data was good, but feels priced for absolute perfection. $OCUL at $7.50 feels like an opportunity.
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Rasmus H retweeted
Nalin
@nalinrajput23Sep 30
Now the RAM prices make sense.
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$OCUL dump totally overdone. News is Axpaxli got a competitor at 6m dosing. Vabysmo class drug. Good potency and longer duration vs Vab. Very good BCVA @ 6m. For TKI class, superiority label and 9 or 12 month duration, there is ONLY Axpaxli. Ax also likely fewer rescues @ 6m
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$KOD will hit NI but with unsellable durability $OCUL left standing
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Both HELIOS-3 (DR, once-yearly dosing) and AXPAXLI’s potential wAMD approval are lined up for roughly the same window in H2 2027. That’s when $OCUL can go stratospheric and serious M&A interest shows up.
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$OCUL $EYPT
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I think market is sleeping on $OCUL durability. It’s in a different orbit entirely to Eylea, Eylea HD, Vabysmo and frankly even DURAVYU with its Q6M. In $OCUL phase 3 study 3/4 of patients were rescue free at 9 months and 2/3 where rescue free at 12 months. It will become SoC.
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Random thought; I addition to extending SOL-R to get HD superiority data + fibrosis data, I think Dugel is timing the SOL-R release for maximum $EYPT damage, ie when they are to raise or launch.
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My biggest concern with SOL-R was if axp could hit even numerical non inf against HD in this very stable pop. They are now going for stat superiority, much higher bar. $OCUL is swinging for the fences. Very gutsy!
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$OCUL “let’s use SOL-R to try to prove superiority against Eylea HD” 🔥
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