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$OCUP 125mm biotech w/ 4 shots on goal this year
February readout in RM (pupil constriction)
Q2 readout in Presbyopia
Q3 readout in Night Vision Sensitivities
Q4 readout in DME/DR
Mkt will likely better appreciate pipeline following the first readout in Mydriasis
February readout in RM (pupil constriction) Q2 readout in Presbyopia Q3 readout in Night Vision Sensitivities Q4 readout in DME/DRMkt will likely better appreciate pipeline following the first readout in Mydriasis
$OCUP Focusing on Mydriasis, there are over 80mm eye exams per year with many of them involving pupil dilation. Lasting effects of discomfort/blurred vision (6+ hours) following dilation can disturb work flow/driving ability.
Solution: Nyxol for $5 out of pocket @ point of care
Solution: Nyxol for $5 out of pocket @ point of care
$OCUP Nyxol is intended to restore pupil size following routine eye dilatation exams. They demonstrated impressive efficacy in a ph2 trial hitting stat sig for PD at 1hr post tx w/ 1 drop of Nyxol
Post hoc (using ph3 endpt) shows that they hit at 120mins, strong trend at 60min
Post hoc (using ph3 endpt) shows that they hit at 120mins, strong trend at 60min
$OCUP now the FDA wants them to show an effect at 90 minutes post dose for registration. Co has strengthened their odds of success by:
Administering 2 drops (vs 1 drop in ph2)
Much larger sample size, 185 pts (vs 62 in ph2)
Equal stratification 1:1 by iris color
POS =
Administering 2 drops (vs 1 drop in ph2) Much larger sample size, 185 pts (vs 62 in ph2)Equal stratification 1:1 by iris colorPOS =
$OCUP A near term win in mydriasis would give the co added momentum as they head into a spell of readouts later in the year
Don't sleep on $OCUP
Don't sleep on $OCUP
