@JeremyFalmouth Avatar @JeremyFalmouth JeremyF

JeremyF posts on X about $ocul, $eypt, in the, rescue the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 13% stocks 6% technology brands 3%

Social topic influence $ocul #13, $eypt 13%, in the 10%, rescue #2383, data 5%, $slno 5%, bullish 5%, arm #994, comments 3%, sol 3%

Top accounts mentioned or mentioned by @houndcl @zipjet @biomaven @adam7477882377 @razbiotech @balabioresearch @plainyogurt21 @descartesidea @mikeptyg @ly4101174 @avidresearch @paperboy2009 @semodough @pawcio2009 @seedy19tron @optionrunners @biotechsanya2 @behrooznajafi @lucy3370 @johnhersc79276

Top assets mentioned Ocular Therapeutix, Inc. (OCUL) Soleno Therapeutics, Inc. Common Stock (SLNO) BridgeBio Pharma, Inc. Common Stock (BBIO) Akropolis (AKRO) Gilead Sciences, Inc. (GILD) TG Therapeutics, Inc. (TGTX) Regeneron Pharmaceuticals Inc (REGN) Cytokinetics Inc. (CYTK) Sanofi (SNY) Synthetify (SNY) Abivax SA (ABVX)

Top Social Posts

Top posts by engagements in the last [--] hours

"$OCUL On powering "way overpowered.patients that we looked at in our two ph1 trials (49) with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss.there were patients who were rescued.typically for fluid in a non foveal environ" 5/6"
X Link 2026-02-08T14:43Z [---] followers, [----] engagements

"$OCUL .There was only one patient that actually did lose [--] letters and that was because of a worsening cataract. So we believe that the proportion of patients that will lose [--] letters in the ex PAXley arm will be well less than 10%" 6/6"
X Link 2026-02-08T14:43Z [---] followers, [----] engagements

"$OCUL Piper Sandler Nov [--] 2023: Dr. Kaiser on control arm expectations for 15ltr loss "we can look at predicate studies and the closest predicate study would be the CAT study.they had a PRN arm where they got a Lucentis injection at baseline or Avastin.1/4"
X Link 2026-02-08T15:49Z [---] followers, 10.7K engagements

"$OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6"
X Link 2026-02-08T14:43Z [---] followers, [----] engagements

"@RazBioTech @zipjet I dont believe that to be the case because as I read through analyst reports the docs questioned dont express concern about the delta when it comes to treating patients. They are focused on the durability and BCVA of Ax. They know the non-inferiority trial is next"
X Link 2026-02-10T03:00Z [---] followers, [---] engagements

"@RazBioTech @zipjet Maybe they saw something in data that convinced them to change guidance It is odd but if they hit stat sig achieve superiority with stable BCVA outcome then I think its safe to assume non inferiority probability of success goes up and the value of the company should as well"
X Link 2026-02-10T03:43Z [---] followers, [---] engagements

"@RazBioTech @zipjet I did just read a note from Baird in December where Dr. Dhoot guessed up to 70% could be rfr in control arm(based on MARINA) but he also saw Axpaxli at 90% at 6mo and 85% at 9mo so they could still achieve stat sig in that extreme of a case"
X Link 2026-02-10T04:03Z [---] followers, [--] engagements

"@avidresearch @houndcl I still struggle with guide from mgmt. Earliest comments from AM stated 30-50% will require rescue then later AM and Kaiser indicated again [--] to 50% would require rescue. Then Pravin comes in [--] months later with 80% will require a rescue. Maybe saw something in the masked data"
X Link 2026-02-11T01:05Z [---] followers, [---] engagements

"$OCUL "We also looked at the IRIS database in the US. We've looked at the Aetna database in the U. K. And other databases in the U. K.When Lucentis launched in the U. K the reimbursement pathway the reimbursed product pathway was that you presented as a naive patient.3/6"
X Link 2026-02-08T14:43Z [---] followers, [----] engagements

"$OCUL .But then you flip it and say if you're going to do power calcs you're going to need to know how what your drug is going to do. And if you look at the roughly [--] patients in the studies to date that we've done with Axpaxli none of the pts have had a 15ltr loss.3/4"
X Link 2026-02-08T15:49Z [---] followers, [----] engagements

"@zipjet @RazBioTech Yep. And green shaded areas can be ignored as they are just the analyst base case or expectation. Stat sig hits anywhere in the white or green"
X Link 2026-02-10T13:08Z [---] followers, [---] engagements

"$OCUL .this is from non optim vision.we're optimizing vision and the [--] ltr loss is from optim vision not from study entry.in MARINA trial.we think about 38% 40% of the patients in that trial who are analogous went on to a [--] letter loss" 2/6"
X Link 2026-02-08T14:43Z [---] followers, [----] engagements

"$OCUL .and then were followed and trtd as needed.in that study 90% of the patients needed a shot In the [--] year. So we don't have a [--] month add on that but at [--] year it was 90%. So we cut that number to about 40-50% is our guess for how many pts will need an injection.2/4"
X Link 2026-02-08T15:49Z [---] followers, [----] engagements

"$OCUL .So we're not going to put [--] as a number. We're going to put a conservative number. But our power calcs are based on a 15% delta between Axpaxli and EYLEA we expect it to be considerably greater than that quite frankly. 4/4"
X Link 2026-02-08T15:49Z [---] followers, [----] engagements

"Someone start a Polymarket bet on whether or not $EYPT gets asked about their trials masked rescue count and cadence during their chat tomorrow 😂"
X Link 2026-02-12T03:04Z [---] followers, [----] engagements

"$OCUL new CCO was architect of EYLEA launch while at Regeneron. Impressive resume. $OCUL Appoints David W. Robinson as Global Chief Commercial Officer January [--] [----] PDF Version Accomplished global commercial leader with deep expertise in retina drug launches Primary architect for the industry-defining launch of EYLEA while at Regeneron Most recently served $OCUL Appoints David W. Robinson as Global Chief Commercial Officer January [--] [----] PDF Version Accomplished global commercial leader with deep expertise in retina drug launches Primary architect for the industry-defining launch of EYLEA"
X Link 2026-01-21T12:15Z [---] followers, [----] engagements

"$OCUL Nov [--] [----] Jeffries - AM comments on sol-1: On cntrl arm "we used a number of diff databases. We used the PEER trial in the Lucentis trials where there was an entry of naive patients into the trial in a sham only arm 50% of those patients progress to a [--] ltr loss.1/6"
X Link 2026-02-08T14:43Z [---] followers, [----] engagements

"$OCUL from same conf comment from Kaiser: "One of the reasons why OCT has never been put in any label is there's no correlation between vision and OCT change.we're starting to understand that fluid doesn't correlate with visual acuity outcomes.in AMD. It's different in DME.""
X Link 2026-02-08T15:55Z [---] followers, [----] engagements

"@avidresearch @failed_drugs @houndcl My guesstimate is 90+Ax rfr 60% control. Im betting on Kaisers comments being most likely to be reality"
X Link 2026-02-11T01:42Z [---] followers, [---] engagements

"$OCUL Pravin started commenting on SOL-1 masked rescue info in Jan'25. Following is a summary of most comments from Pravin related to SOL-1 mased rescue info since Jan'25. Also fed NotebookLM and had it create an infographic for fun. Takeaway: Pravin has been consistent. 1/2"
X Link 2026-02-12T01:16Z [---] followers, 13.1K engagements

"@wz2013 @pawcio2009 $OCUL Pravin has been consistently dropping hints for more than a year nowcurious to see if the dunking on him/OCUL stops after Tuesday"
X Link 2026-02-14T17:17Z [---] followers, [----] engagements

"@riverstonecap @MattBiotech I think the question to evaluate is has Pravins actions put the company in a better or worse position to deliver shareholder value over the long term I would also consider that new data and new opportunities will influence a course of action"
X Link 2025-10-01T19:12Z [---] followers, [--] engagements

"$BBIO ❤ persistent buying today"
X Link 2024-11-27T18:43Z [---] followers, [---] engagements

"$CLSD running out of cash and exploring strategic alternatives. Unfortunate for investors who have been in this name for a while. Less competition for $OCUL and $EYPT"
X Link 2025-07-17T11:43Z [---] followers, [---] engagements

"$OCUL important detail in trial design that extends SOL-R is the 6mo screening and loading ramp to weed out unstable patients. $EYPT is not doing this. OCUL has the best of the best in the retina space designing their trials and this significantly increases pos. $EYPT Completed Phase [--] enrollment for DURAVYU in wet AMD. Topline data for LUGANO is expected in mid-2026 with LUCIA topline data to closely follow. $OCUL Cash cash equivalents $256M $EYPT Completed Phase [--] enrollment for DURAVYU in wet AMD. Topline data for LUGANO is expected in mid-2026 with LUCIA topline data to closely follow."
X Link 2025-08-06T11:41Z [---] followers, [----] engagements

"During $EYPT call the ceo stated that supplements are not viewed as treatment failures in our trial. Will be interesting to see if nonsupplemented patient data is broken out from supplemented. This differs from $OCUL trial approach and will impact reduced trtment burden claims"
X Link 2025-08-06T23:18Z [---] followers, [---] engagements

"- this increases the probability of better efficacy outcomes for Axpaxli where it would be status quo in the aflibercept control arm which would also be full of responders and outperformance of the control arm would not be expected. 3/4 $ocul"
X Link 2025-08-07T15:34Z [---] followers, [---] engagements

"The net effect is that mean vision change in the Axpaxli arm should track closely to the control arm minimizing any difference. Note that $eypt is not taking this same approach. 4/4 $ocul"
X Link 2025-08-07T15:34Z [---] followers, [---] engagements

"$OCUL what happened at 11am I dont see a similar volume and price pattern in XBI or competitors like EYPT"
X Link 2025-09-05T16:29Z [---] followers, [---] engagements

"@wallstlobo @Sjfms1Steven OI increased from [----] to [----] for a net change of +721"
X Link 2025-09-24T11:13Z [---] followers, [--] engagements

"$OCUL understandable the market is digesting the offering. The detail that Waheed and Heier went into on the SOL trials design is going to be lost on most people because they wont take the time to listen. The length OCUL has gone to to tilt the POS in their favor is remarkable"
X Link 2025-10-01T17:23Z [---] followers, [----] engagements

"$SLNO filled the recent gap no lower low and lots of Nov25 call buying yesterday in multiple strikes"
X Link 2025-10-04T19:00Z [---] followers, [---] engagements

"@seedy19tron @bigpharmaguy I get that you dont like $ocul but you could have done a lot worse this year with your money elsewhere. Its exciting times for us long term ocul investors"
X Link 2025-10-07T21:35Z [---] followers, [---] engagements

"$SLNO huge volume in the Nov25 65C contract. Up to [----] contracts traded. Will check time and sales data later but appears to be bullish"
X Link 2025-10-08T16:58Z [---] followers, [---] engagements

"Part of a bullish call spreadI missed that. Hat tip to @OptionRunners"
X Link 2025-10-08T17:14Z [---] followers, [---] engagements

"Worth revisiting the performance of $EYPT tki in their ph2 wAMD trialspotential read thru to $OCUL SOL trial results. Recall that ocul has the more potent tki (axitinib). Also note that neither ocul or $CLSD(axitinib) have had any drug related SAEs in their trials to date While we wait for $OCUL SOL-1/R results recall that $EYPT DAVIO trial (n=161) change in BCVA from baseline at the 6month mark was noninferior to Eylea EYP-1901 2mg +1.0 letters; 3mg +0.9 ltrs Aflib. q8W change of +1.3 ltrs Positive read through for the more potent Axpaxli While we wait for $OCUL SOL-1/R results recall that"
X Link 2025-10-08T17:53Z [---] followers, [---] engagements

"@biotechsanya2 @BalaBioResearch Equivalent how Eypt NPDR trial failed whereas ocul is advancing Axpaxli for NPDR and soon DME. Small n for Ocul in wAMD trial thus far but Axpaxli is clearly more durable. The debate will end Q126 when SOL-1 results are announced"
X Link 2025-10-14T21:31Z [---] followers, [---] engagements

"@biotechsanya2 @BalaBioResearch I was only addressing your comment about them having equivalent products. I think that SOL-1 results will end the debate around that"
X Link 2025-10-14T22:19Z [---] followers, [--] engagements

"@BalaBioResearch $EYPT has now raised $560 million since Dec23 and share price down 27% since then. $OCUL has raised $800 million and is up 44% since Pravin and team took the helm Apr24. Who has the better management team"
X Link 2025-10-14T23:06Z [---] followers, [---] engagements

"@BalaBioResearch $EYPT just announced a $150 million raise at a 5-9% discount to todays closing share price. $OCUL just raised $475 million at no discount to the day-of closing share price. Whose management team negotiated the better deal"
X Link 2025-10-14T23:23Z [---] followers, [---] engagements

"Good read here. There usually is some level of truth in these Betaville rumors. Bodes well for $SLNO I believe. Also recent rumor of interest in $OCUL pre SOL-1 readout is encouraging. $akro 14A filing one of the most interesting M&A filings Ive read. Would urge everyone to read to get an idea of what goes on behind the scenes in some of these transactions. The conversations started as early as a year ago. So we know party A is $Gild (from reference to $akro 14A filing one of the most interesting M&A filings Ive read. Would urge everyone to read to get an idea of what goes on behind the"
X Link 2025-10-25T13:07Z [---] followers, [----] engagements

"@Biotenic @mroliverbarnes I didnt see the Betaville Sept. 5th $ocul rumor either. Thanks for putting all this great info together"
X Link 2025-10-26T21:45Z [---] followers, [---] engagements

"@OptionRunners $SLNO big combo trade today. [----] of the Nov25 55P sold and 70C/90C verticals bought. Hat tip to @jbulltard1"
X Link 2025-10-28T21:19Z [---] followers, [----] engagements

"@BehroozNajafi @Lucy3370 To clarify the subQ update mentioned is for the phase [--] trial that was completed not the current phase [--] trial. It still will be very interesting information though"
X Link 2025-11-03T15:12Z [---] followers, [---] engagements

"@Lucy3370 @BehroozNajafi"
X Link 2025-11-03T15:29Z [---] followers, [---] engagements

"$ocul typical earnings reaction this year"
X Link 2025-11-04T15:28Z [---] followers, [---] engagements

"$OCUL FMR LLC now owns 15% of outstanding shares. Thats a 62% increase over last quarter. I would assume they were in on the latest offering"
X Link 2025-11-05T16:46Z [---] followers, [----] engagements

"$TGTX huge put sale today - one block of [----] May26 29P with only [--] contracts in OI - these were sold to open - bullish. This is the first large put sale I recall seeing in a long time. This happened soon after Michael Weisss chat with TD Cowen today"
X Link 2025-11-12T22:59Z [---] followers, [---] engagements

"$OCUL all but about [--] of the [----] Dec25 15C traded yesterday were bought and there is a big increase in OI this morning. Not a huge dollar amount at risk but bullish flow nonetheless"
X Link 2025-11-20T14:56Z [---] followers, [---] engagements

"@zipjet I believe this puts $ocul ahead of $eypt for DME assuming Ocul gets DME indication as a result of HELIOS trials success. Eypt recent press release indicated first patient would be dosed in Q1 of 2026"
X Link 2025-11-24T13:59Z [---] followers, [---] engagements

"$ocul looks like these were bought to open based on OI increase this morning $OCUL $14 16/01/2026 $200K https://t.co/tKgLfPix5X $OCUL $14 16/01/2026 $200K https://t.co/tKgLfPix5X"
X Link 2025-11-25T12:29Z [---] followers, [---] engagements

"@Paperboy2009 12/2/24 $ocul stated that SOL-1 reached target randomization. 1/14/25 stated that topline for SOL-1 expected q425 (36wk endpoint). 3/3/25 announced extending masking to 52wks which added [--] weeks to endpoint. JPM starts Jan [--]. Thats [--] weeks from last patient 52wk mark"
X Link 2025-11-25T13:41Z [---] followers, [---] engagements

"@Paperboy2009 For reference $Eypt announced full enrollment of [---] participants in Davio2 ph2 wAMD trial on 3/27/2023 with a [--] month endpoint. Results were announced 12/4/2023. Thats about [--] weeks from trial completion to data announcement"
X Link 2025-11-25T14:05Z [---] followers, [---] engagements

"$SLNO [----] of the Jan26 65C bought in one block today for a total debit of $166K"
X Link 2025-11-26T00:26Z [---] followers, [---] engagements

"@Paperboy2009 $REGN managed to release topline results for their PULSAR wAMD trial (96 week endpoint t [----] patients and [---] sites) within [--] weeks of last patient last visit (June [--] [----] Aug 10). I think $OCUL can get SOL-1 topline results to investors by JPM if they really want to"
X Link 2025-11-26T03:03Z [---] followers, [---] engagements

"@Paperboy2009 Caveat here is that not all $ocul sol-1 participants were randomized by Dec [--] [----] press release and they dont disclose date of last patient randomization. If they got it done that week there is a chance we could see topline data by JPM"
X Link 2025-11-26T03:13Z [---] followers, [---] engagements

"@semodough $OCUL. We can also make assumptions about SOL-R. Randomization complete Nov 4th + 56wks(primary endpoint) Dec [--] [----] + [--] weeks to get last visit in and release top line data Jan [--] [----] for a super ambitious target. As Pravin said Nov [--] they have quite a bit of leeway"
X Link 2025-11-26T21:26Z [---] followers, [---] engagements

"@semodough $ocul. Looking at $EYPT LUCIA ph3 wAMD trial (56wk) same timing assumptions apply - estimated topline date of Oct [------] (full random Jul29 + 56wks Aug252026+8wks). Its possible EYPT only has [--] month lead on NDA filing but OCUL can use 505b2 NDA path to help close that gap"
X Link 2025-11-26T21:56Z [---] followers, [---] engagements

"@semodough Assuming all trials are successful when all is said and done there is a very good possibility that both $EYPT and $OCUL are approved at (or very near) the same time. The EYPT timing advantage that has been touted by EYPT and analysts seems to not be much of an advantage at all"
X Link 2025-11-26T22:04Z [---] followers, [---] engagements

"$CYTK huge bullish put flow today odd for a light trading day4000+ Dec25 55P sold with only [---] contracts in OI"
X Link 2025-11-28T16:20Z [---] followers, [---] engagements

"$OCUL a block of [---] Mar26 10P sold for [----]. Max profit of $211K if ocul closes above $10 on March opex. Bullish"
X Link 2025-11-28T18:07Z [---] followers, [---] engagements

"$OCUL $EYPT clinicians perspective on TKIs and the current treatments in trial https://youtu.be/NwVZsJwXCK0si=Rcc2LGxHxSGVFfQf https://youtu.be/NwVZsJwXCK0si=Rcc2LGxHxSGVFfQf"
X Link 2025-11-28T21:53Z [---] followers, [---] engagements

"@john_hersc79276 @zipjet Superiority on the label matters and SOL-1 will determine this. Its not intended to dose Eylea the same as in the clinic during SOL-1 and the FDA is good with it. If the FDA approves based on SOL-1 ocul still has to complete SOL-R for safety database and commercial viability"
X Link 2025-12-06T03:53Z [---] followers, [--] engagements

"@RazBioTech I think they have to take the risk because Eypt is going to have the n for safety after their first ph3 trial in May I believe. If Eypt takes the same approach it could widen the gap between Axpaxli and Duryvu approval dates if ocul were to just stay the course"
X Link 2025-12-06T04:27Z [---] followers, [---] engagements

"$OCUL could get really expensive really quick. Big demand for long acting treatment in a $15 billion market then add on top of that the NPDR market where currently 1% of the [---] million potential patients are treated. The opportunity is massive"
X Link 2025-12-06T17:11Z [---] followers, [----] engagements

"@zipjet $OCUL and when you consider that 40% of wAMD patients discontinue treatment in the first year the current $15B market expands significantly when you give the discontinuers a long acting treatment that keeps them from quitting"
X Link 2025-12-10T03:17Z [---] followers, [---] engagements

"$OCUL readout before JPM gives management a little over one month from unblinding to readout. $OCUL Needham 1Q26 Timing of Readout $OCUL has previously indicated they expected SOL-1 topline results in 1Q26. Based on the $OCUL recently entering a quiet period ahead of the data readout expect results in early-January ahead of the JPM conference that gets underway on $OCUL Needham 1Q26 Timing of Readout $OCUL has previously indicated they expected SOL-1 topline results in 1Q26. Based on the $OCUL recently entering a quiet period ahead of the data readout expect results in early-January ahead of"
X Link 2025-12-17T13:02Z [---] followers, [----] engagements

"$OCUL per 8K filed today the SOL-1 data still has not been cleaned and locked. So data is still blinded. Based on additional info in the 8K it can be assumed that when SOL-1 results are presented they will be presented in full with detail in Q1 and not just the topline"
X Link 2025-12-18T22:02Z [---] followers, [----] engagements

"@BalaBioResearch @houndcl Uncertainty around approval of NDA based on great SOL-1 results alone which could mean loss of first mover advantage"
X Link 2025-12-19T19:39Z [---] followers, [---] engagements

"@Mikeptyg @BalaBioResearch @houndcl EYPT trials are noninf. and readout before OCUL noninf. trial but EYPT would have to run a separate superiority trial head2head vs Axpaxli to get superiority label (if SOL-1 successful). Such an interesting scenario if Axpaxli is superior at same time Duryvu is noninf. to Eylea"
X Link 2025-12-20T01:10Z [---] followers, [---] engagements

"@plainyogurt21 @Biomaven Fair point. I know the SOL-1 Axpaxli formulation has a much higher initial elution rate then consistent through dissolution whereas the formulation of the phase [--] trials had low initial elution and released a bolus at insert dissolution. This should help with early stability"
X Link 2025-12-20T18:46Z [---] followers, [---] engagements

"@plainyogurt21 @houndcl @LY4101174 @Biomaven NHPs have slightly more pigmentation (melanin) than humans and humans have 2.5x the vitreous volume. Peak concentration could be 60% lower in humans. Concentration should still be close to 10x higher in the choroid vs retina in humans. (my laymans research)"
X Link 2025-12-21T16:25Z [---] followers, [--] engagements

"@Biomaven @plainyogurt21 @houndcl @LY4101174 Yeah I should have replied to the specific post further up the thread that expressed concern over axitinib concentrations. Poor choice of words on my part too (toxicity)"
X Link 2025-12-21T17:37Z [---] followers, [---] engagements

"@houndcl @Biomaven @plainyogurt21 @LY4101174 Reading more on axitinib it is hydrophobic with very low water solubility. Concentration achievable in retinal tissues is limited by this. The biophysical limitations in the eye differ from the test tube where theoretical risks have been identified(eg. TIE2 inhibition)"
X Link 2025-12-21T22:00Z [---] followers, [---] engagements

"@atticusanalysis Most of the thread discusses pk data. Not necessarily bullish or bearish"
X Link 2025-12-22T00:03Z [---] followers, [---] engagements

"@plainyogurt21 @houndcl @Biomaven @LY4101174 I had to lean on ChatGPT for the calcs but assuming 4mL human vitreous volume and a similar release rate of 986ng/day in humans Concentration steady state is 27ng/mL(350xIC50) and 17.2Hrs to fall below IC50 once release stops"
X Link 2025-12-22T03:26Z [---] followers, [---] engagements

"@plainyogurt21 @houndcl @Biomaven @LY4101174 Correction: 29.6ng/mL concentration. Also patent assumes the vitreous concentration target should be 100xIC50 (10x for vitreous to retina gradient and another 10x for RPE/cellular penetration)"
X Link 2025-12-22T03:38Z [---] followers, [--] engagements

"@atticusanalysis Ill add that the more I read about the pk data the better I feel about my investment but Im biased. I spent a lot of time trying to alleviate safety concerns i had based on pk data and what others had initially brought up but Ive come full circle and am back to good"
X Link 2025-12-22T04:20Z [---] followers, [----] engagements

"@plainyogurt21 @Biomaven $OCUL Oculs presentation at CTS this year shows 100% of phase 1b trial partic. in the Ax. arm were rescue free through 6mnth per protocol Every time Ocul mgmt speaks they mention more than 95% of SOL trial rescues are per protocol. We may see a big positive surprise in SOL-1"
X Link 2025-12-22T13:45Z [---] followers, [---] engagements

"$OCUL Dr. Boyd(head of FDA Ophthalmology) when asked at RWC [----] about the approach of conducting both a superiority trial and a noninferiority trial rather than [--] geographically differentiated noninferiority https://www.retinalphysician.com/issues/2025/may/rwc11/ https://www.retinalphysician.com/issues/2025/may/rwc11/"
X Link 2025-12-26T19:55Z [---] followers, [----] engagements

"$OCUL super interesting discussion. Pravins comments on M&A start at 8:30 https://youtu.be/BIUF016qyOcsi=sEhwHujP8rfeXILr https://youtu.be/BIUF016qyOcsi=sEhwHujP8rfeXILr"
X Link 2026-01-08T01:27Z [---] followers, 14.9K engagements

"@RazBioTech @BOSSTRADING0 Odd tradeassume vertical was bought - breakeven price $8. Max profit is a double ($3). Timing is odd too - no guarantee sol-1 results are before Feb opex. Weve seen recently how bad bio speculation in the options market can be (A B V X). Im not reading into this $ocul"
X Link 2026-01-12T18:25Z [---] followers, [---] engagements

"@DescartesIdea @acoscap18259 @RazBioTech @BOSSTRADING0 if there were a real leak you would see much worse than a 5% drop. This is an opex week and big players are positioning for the readout. Expect increased volatility all week"
X Link 2026-01-12T19:13Z [---] followers, [--] engagements

"@Mikeptyg Interesting. I completely missed the RBC note. Would not be unheard of for a company to unblind data to a potential suitor prior to a trial readout. $ocul"
X Link 2026-01-16T17:48Z [---] followers, [----] engagements

"@houndcl @Mikeptyg I think its unlikely this has happened by the way. Im not sure the incentive would outweigh the risk at this point. The initial $16 offer if accurate isnt a very big carrot"
X Link 2026-01-16T18:15Z [---] followers, [---] engagements

"@CamillusMiura Do you think the intracellular action could be a beneficial differentiator for Axpaxli when compared to the extracellular action of REGN2176-3 on PDGFR"
X Link 2026-01-16T18:32Z [---] followers, [---] engagements

"@houndcl @Mikeptyg That also seems riskycould backfire easily and ruin the business relationship and mgmts reputation"
X Link 2026-01-16T18:50Z [---] followers, [---] engagements

"@basadomente Nice review of the situation. Agree that a post readout offer by SNY is most likely if the rumor is true. Pravin has stated multiple times that he wants to see the card turn. Not accepting an offer pre-readout tracks given the confidence he has expressed in the results"
X Link 2026-01-18T01:23Z [---] followers, [---] engagements

"Great $ocul thread by @zen_tropy . Also a handful of comments/observations from the call stood out 1)confidence is growing as masked data is reviewed 2)the 6mo screen/loading ramp for SOL-R strengthens probability of success by excluding unstable patients - this is key. $ocul Analysts focused on change to rescue criteria in SOL-R which Pravin describes as purely strategic informed by confidence in masked rescue data coming out of SOL-1 and meant to be more closely aligned with clincal rescue practice. A quick ai-overview of the change: https://t.co/KopltbtN5B $ocul Analysts focused on change"
X Link 2025-08-06T03:11Z [---] followers, [---] engagements

"@john_hersc79276 @uchi_wawa @zipjet If you havent listened to investor day call or recent chats with Pravin give them a listen and pay attention to superiority discussion. Agree SOL-1 trial is hokey but thats what ocul has to do to get superiority on the label and that will be extremely valuable in the long run"
X Link 2025-12-06T03:58Z [---] followers, [---] engagements

"$OCUL one of the more informative threads Ive participated in. Gets pretty deep into the PK data of Axpaxli/axitinib. @Biomaven Few questions on the SOL-1 design. From the Aussie and US trial data the rescue rates at [--] months would be 50%. What are your expectations for the placebo group and expectations are set at 60-70% for investors which seem.high. granted these are different https://t.co/ISJediOK5s @Biomaven Few questions on the SOL-1 design. From the Aussie and US trial data the rescue rates at [--] months would be 50%. What are your expectations for the placebo group and expectations are"
X Link 2025-12-21T19:31Z [---] followers, [----] engagements

"Look closely at those graphs Thanks La Lettre. I can announce openly that I'm an Oh-Cool long now. Below is my single-figure pitch.🤠 https://t.co/ziGBhcnqLT Thanks La Lettre. I can announce openly that I'm an Oh-Cool long now. Below is my single-figure pitch.🤠 https://t.co/ziGBhcnqLT"
X Link 2026-01-16T02:07Z [---] followers, [----] engagements

"$ocul interesting post speaks to credibility of La Lettre. I still dont believe any offer would be accepted prior to sol-1 readout based on Pravins repeated statements that he wants to see the card turn in order to maximize value. No offence and appreciate your work but I believe it simply because La Lettre is a France-based media and only reports news related to French companies like Sanofi ( $SNY especially) and $ABVX Abivax while most biotech news is only US-related. Furthermore they did report https://t.co/wVcMi1FW1D No offence and appreciate your work but I believe it simply because La"
X Link 2026-01-18T02:18Z [---] followers, [----] engagements

"@birgirm80 @nitjignit @monaco_biotech @Biomaven @jfais20 @adamfeuerstein @BalaBioResearch @harvey_ramer @doepke_michel @Piper_Sandler $Ocul Its who you know: -David Guyer co-founder of Iveric and co-founder of EyeBio recruited Pravin to Iveric -EyeBio was purchased by Merck in [--] -New global CCO @ ocul is Mercks former CMO of global ophthalmology at time of EyeBio acquisition"
X Link 2026-01-24T14:57Z [---] followers, [---] engagements

"@zipjet @Biomaven $ocul like this bearish comment from Pravin at Baird "the cadence of rescues.We would be alarmedif all the rescues were occuring very early or very late or in areas that we didnt expect.We dont see that at all.We're very very happy with the pattrn or the cadnce of rescues.""
X Link 2026-01-24T17:32Z [---] followers, [----] engagements

"@zipjet @Biomaven $ocul or this one from the Q2 earnings call: One is because we see the SOL-1 masked data and we're very very excited by it. We're very confident. Our confidence continues to grow as we see the masked data.""
X Link 2026-01-24T17:43Z [---] followers, [----] engagements

"@pawcio2009 @seedy19tron Please be $ocul 🙏"
X Link 2026-01-27T15:00Z [---] followers, [----] engagements

"@zen_tropy @houndcl @jeremyj0916 Trying to find earliest comments24 Investor Day at about 1:28:00-That 20% mark is important.We are very confident about it. The way that it was derived is through internal modeling as well as some publicly available data. We haven't guided you as to those internal modelings"
X Link 2026-02-03T00:51Z [---] followers, [--] engagements

"@DescartesIdea @RazBioTech Its clearly a spread and possibly a roll down of a spread(11/5 to 10/3)you have [----] puts across [--] strikes in Feb. You can check time and sales to see if these all went off at the same time"
X Link 2026-02-04T19:52Z [---] followers, [---] engagements

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