Needham

尼德姆

initiated coverage on

开始关注

Ocular Therapeutix Inc

眼科治疗公司

OCUL

眼科学会

, noting the company’s lead asset, Axpaxli, an investigational axitinib-based intravitreal implant for wet age-related

，注意到该公司的主导资产Axpaxli，一种基于阿昔替尼的玻璃体内植入物，用于治疗湿性年龄相关性 заболевание.

macular degeneration (wet AMD)

黄斑变性（湿性AMD）

.

。

Axpaxli is the company’s key value driver and is under evaluation in two phase 3 trials. If positive, these trials could support approval with a product label that enables maintenance treatment with Q6M (every 6 months)-Q12M (every 12 months) dosing, which would represent a significant improvement over current treatment options that offer up to Q2M (every two months)-Q4M (every 4 months) dosing..

Axpaxli 是公司关键的价值驱动因素，目前正在进行两项三期试验评估。如果结果积极，这些试验可以支持产品获批，并允许使用每六个月（Q6M）至每十二个月（Q12M）一次的维持治疗方案，这将比目前提供每两个月（Q2M）至每四个月（Q4M）一次的治疗方案有显著改进。

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分析师认为温迪需要迎头赶上，需更加专注于技术、人才和全球扩张。

Ocular Therapeutix has completed randomization in the first wet AMD trial, SOL-1. The company expects topline results for SOL-1 to be available in the

Ocular Therapeutix 已完成首个湿性AMD试验 SOL-1 的随机化。公司预计 SOL-1 的初步结果将在

fourth quarter of 2025

2025年第四季度

.

。

The company has enrolled 311 subjects in SOL-R, Ocular’s second registrational trial of Axpaxli in wet AMD. The company also plans to seek FDA feedback in the first half of 2025 on clinical trial design for Axpaxli in non-proliferative diabetic retinopathy (NPDR).

该公司已在SOL-R中招募了311名受试者，这是Ocular公司针对湿性AMD的Axpaxli的第二次注册试验。该公司还计划在2025年上半年就Axpaxli用于非增殖性糖尿病视网膜病变（NPDR）的临床试验设计寻求FDA的反馈。

The analyst Serge Belanger has initiated with a Buy rating

分析师塞尔吉·贝朗热发起评级为买入。

and a price target of $15

目标价格为15美元

.

。

Needham writes that intravitreally injected anti-VEGFs make up the ~$15 billion retinal disease market.

尼德姆写道，玻璃体内注射的抗VEGF药物构成了约150亿美元的视网膜疾病市场。

The analyst expects Axpaxli to play a role as a second-line treatment in the ~40% of 1.65 million wet AMD patients treated with anti-VEGFs who fail to adequately respond to anti-VEGFs and/or are dissatisfied with the high number of required IVT injections. Needham expects peak sales of around $1.5 billion based on a 15-20% share of this second-line AMD patient population..

分析师预计，Axpaxli 将在约 40% 的 165 万湿性 AMD 患者中发挥二线治疗的作用，这些患者对使用抗 VEGF 药物反应不佳和/或因需要频繁玻璃体内注射而不满意。Needham 预计，基于这一二线 AMD 患者群体 15-20% 的市场份额，其峰值销售额将达到约 15 亿美元。

“We believe Axpaxli’s product profile and unique pivotal ph 3 program offer substantial advantageous differentiation over other products in development seeking to provide long-term treatment duration,” Needham writes.

“我们认为，Axpaxli的产品概况和独特的关键ph3计划相较于其他正在开发的、旨在提供长期治疗效果的产品具有显著的优势差异，”Needham写道。

Ocular Therapeutix reported a fourth-quarter loss of 29 cents per share, compared to a consensus of 24 cents, with

Ocular Therapeutix 报告称，第四季度每股亏损 29 美分，而市场普遍预期为每股亏损 24 美分，

sales of $17.1 million

销售额为1710万美元

.

。

The company expects its cash balance of $392.1 million to fund operations into 2028 without raising

公司预计其 3.921 亿美元的现金余额将为运营提供资金支持直至 2028 年，无需筹集更多资金。

additional capital

额外资本

.

。

Price Action:

价格行为:

OCUL stock is up 10.10% at $8.42 at the last check on Tuesday.

OCUL股票在周二最后一次检查时上涨了10.10%，达到8.42美元。

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OCUL

眼科学

Ocular Therapeutix Inc

眼科治疗公司

$8.36

8.36美元

9.34

9.34

%

%

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