# ![@JeremyFalmouth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1287884947.png) @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.

### Engagements: [-----] [#](/creator/twitter::1287884947/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287884947/c:line/m:interactions.svg)

- [--] Week [------] +5,689%
- [--] Month [------] -26%
- [--] Months [------] +152%
- [--] Year [-------] +1,998%

### Mentions: [--] [#](/creator/twitter::1287884947/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287884947/c:line/m:posts_active.svg)

- [--] Month [--] -70%
- [--] Months [--] +58%
- [--] Year [---] +720%

### Followers: [---] [#](/creator/twitter::1287884947/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287884947/c:line/m:followers.svg)

- [--] Week [---] +25%
- [--] Month [---] +38%
- [--] Months [---] +95%
- [--] Year [---] +208%

### CreatorRank: [-------] [#](/creator/twitter::1287884947/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287884947/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities) 

**Social topic influence**
[$ocul](/topic/$ocul) #4, [$eypt](/topic/$eypt), [in the](/topic/in-the), [rescue](/topic/rescue) #1913, [$tgtx](/topic/$tgtx), [$slno](/topic/$slno), [$abvx](/topic/$abvx), [$cytk](/topic/$cytk), [bullish](/topic/bullish), [data](/topic/data)

**Top accounts mentioned or mentioned by**
[@zipjet](/creator/undefined) [@houndcl](/creator/undefined) [@biomaven](/creator/undefined) [@adam7477882377](/creator/undefined) [@razbiotech](/creator/undefined) [@lucy3370](/creator/undefined) [@balabioresearch](/creator/undefined) [@plainyogurt21](/creator/undefined) [@descartesidea](/creator/undefined) [@mikeptyg](/creator/undefined) [@ly4101174](/creator/undefined) [@paperboy2009](/creator/undefined) [@semodough](/creator/undefined) [@elonmusk](/creator/undefined) [@wallstlobo](/creator/undefined) [@melvinriskmgmt](/creator/undefined) [@bioscout](/creator/undefined) [@seedy19tron](/creator/undefined) [@optionrunners](/creator/undefined) [@biotechsanya2](/creator/undefined)

**Top assets mentioned**
[Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Abivax SA (ABVX)](/topic/$abvx) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Sanofi (SNY)](/topic/sanofi) [Synthetify (SNY)](/topic/$sny) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Akropolis (AKRO)](/topic/$akro) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [IVERIC bio, Inc. Common Stock (ISEE)](/topic/$isee) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AbbVie Inc (ABBV)](/topic/$abbv) [ExlService Holdings, Inc. (EXLS)](/topic/$exls) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Biogen Inc (BIIB)](/topic/$biib) [Insmed, Inc. (INSM)](/topic/$insm) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [ADMA Biologics, Inc. (ADMA)](/topic/$adma) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [uniQure N.V. (QURE)](/topic/$qure) [Edgewise Therapeutics, Inc. (EWTX)](/topic/$ewtx) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [4D Molecular Therapeutics Inc. (FDMT)](/topic/$fdmt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Interesting to see Deep Track take an -8% stake in $OCUL. They were also large owners of $ISEE at the time of the buyout this year. New OCUL board member Adrienne Graves was chairman of the board at ISEE at time of buyout"  
[X Link](https://x.com/JeremyFalmouth/status/1738310058318905585)  2023-12-22T21:26Z [--] followers, [---] engagements


"$OCUL closing in on that all time high market cap. After the private placement closes next week its going to be close to the highs if the share price holds. Chart courtesy of Ycharts"  
[X Link](https://x.com/JeremyFalmouth/status/1761394315782242432)  2024-02-24T14:15Z [--] followers, [---] engagements


"$OCUL love listening to Pravin. Continues to emphasize negative effect of pulsatile dosing and poor long term outcomes from treatments like eylea $regn and vabysmo https://www.healio.com/news/ophthalmology/20240719/video-axitinib-implant-addresses-sustainability-in-wet-amd https://www.healio.com/news/ophthalmology/20240719/video-axitinib-implant-addresses-sustainability-in-wet-amd"  
[X Link](https://x.com/JeremyFalmouth/status/1817286397075521649)  2024-07-27T19:50Z [--] followers, [---] engagements


"Wow Black Rock increased $OCUL holdings by 42% to 11.5mil shares last quarter. Institutional ownership keeps rising"  
[X Link](https://x.com/JeremyFalmouth/status/1823480504898711729)  2024-08-13T22:03Z [--] followers, [---] engagements


"@aaadhikari @zipjet @jupomom Earnings call should be 2nd week of Nov. Hopefully then at the latest"  
[X Link](https://x.com/JeremyFalmouth/status/1842231126884037043)  2024-10-04T15:51Z [--] followers, [--] engagements


"$OCUL market cap hit an all time high this week"  
[X Link](https://x.com/JeremyFalmouth/status/1847784285509444049)  2024-10-19T23:37Z [---] followers, [----] engagements


"@SnackBioTech $OCUL has plenty of cash from private placement earlier this year and they will partner Axpaxli in Europe at some point(I suspect sooner rather than later) which will bring in more cash"  
[X Link](https://x.com/JeremyFalmouth/status/1849205377545494711)  2024-10-23T21:44Z [---] followers, [---] engagements


"Assenagon Asset Management opened a new [---] million share position in $OCUL last quarter. Institutional ownership continues to rise"  
[X Link](https://x.com/JeremyFalmouth/status/1849823965205655807)  2024-10-25T14:42Z [---] followers, [---] engagements


"@MarketMacher @DueDoctor Just did a little due diligence on AVDL $1bil MCap and revenue increasing to $50mil for Lumryz past quarter and Jazzs Xywav (direct competitor) did $380mil last quarter. Burn rate for AVDL dropped over last three quarters. Inst. ownership increasing too. Why the big drop"  
[X Link](https://x.com/JeremyFalmouth/status/1857968486611394648)  2024-11-17T02:06Z [--] followers, [--] engagements


"@Lucy3370 @X @elonmusk After you enter your search word (eg. $tgtx) enter a hyphen and the word you want excluded (eg. $tgtx -Mainz -$MYNZ) . I just learned this today and its cleaned up my searches"  
[X Link](https://x.com/JeremyFalmouth/status/1860064807115981010)  2024-11-22T20:56Z [--] followers, [---] engagements


"@familyoffice47 No but I would have to do more research to say for certain. @zipjet has probably thought through this from every angle though"  
[X Link](https://x.com/JeremyFalmouth/status/1862156163703320735)  2024-11-28T15:26Z [--] followers, [---] engagements


"@Lucy3370 Great find and very interesting $tgtx"  
[X Link](https://x.com/JeremyFalmouth/status/1865193563853607169)  2024-12-07T00:36Z [--] followers, [---] engagements


"@zipjet @wallstlobo I noticed the info below in the REGN presentation. Looks like they are going after much longer duration. Too bad SOL-1 isnt going up against eylea HD"  
[X Link](https://x.com/JeremyFalmouth/status/1879637757292941793)  2025-01-15T21:12Z [--] followers, [--] engagements


"Longer duration = increased market share $ocul Roche Vabysmo reported FY24 WW sales of CHF 3864m up 68% YoY. Vabysmo reaching US market share 31% nAMD 22% DME and 23% RVO. Susvimo: US relaunch in nAMD on-track with [---] implants completed in [----]. Susvimo: target for [----] is in the low-thousand implants $REGN $OCUL$EYPT Roche Vabysmo reported FY24 WW sales of CHF 3864m up 68% YoY. Vabysmo reaching US market share 31% nAMD 22% DME and 23% RVO. Susvimo: US relaunch in nAMD on-track with [---] implants completed in [----]. Susvimo: target for [----] is in the low-thousand implants $REGN $OCUL$EYPT"  
[X Link](https://x.com/JeremyFalmouth/status/1885332916424654889)  2025-01-31T14:22Z [--] followers, [---] engagements


"$ocul feels like we are gonna bleed into Q4. Barring surprise positive news not much planned to be released until then"  
[X Link](https://x.com/JeremyFalmouth/status/1889018916254478762)  2025-02-10T18:29Z [--] followers, [---] engagements


"$ocul I continue to be impressed with the execution of this management team. Relentless pursuit of getting Axpaxli to market ASAP while also improving trial design to enable label expansion of [--] to [--] months now. All in agreement with the FDA. Beautiful"  
[X Link](https://x.com/JeremyFalmouth/status/1896554462493421728)  2025-03-03T13:33Z [--] followers, [----] engagements


"$ocul great Cowen conference fireside. Still dont understand market reaction when trial changes increase speed to NDA filing and reduce trial cost. Also Pravin continues to emphasize they are thrilled which has signaled positive surprises in the past"  
[X Link](https://x.com/JeremyFalmouth/status/1896975704014966921)  2025-03-04T17:27Z [--] followers, [----] engagements


"$ocul more volume yesterday as the share price recovered than on Mondays big loss. Encouraging and I expect we get news that SOL-R is fully enrolled soon. Just need the sentiment in biotech to change"  
[X Link](https://x.com/JeremyFalmouth/status/1897268393021174175)  2025-03-05T12:50Z [--] followers, [---] engagements


"$ocul closed [--] cent above day before earnings close. Manic price action the past few days"  
[X Link](https://x.com/JeremyFalmouth/status/1897410033203470740)  2025-03-05T22:12Z [--] followers, [---] engagements


"Listened to todays $eypt call. Based on Lucia and Lugano trial progress unlikely they complete enrollment before $ocul completes enrollment of SOL-R. These trials all have primary endpoints at [--] or 56wks. If successful $ocul will likely be first to market with a TKI for wAMD"  
[X Link](https://x.com/JeremyFalmouth/status/1897447892832423989)  2025-03-06T00:43Z [--] followers, [---] engagements


"$OCUL 40%of patients in US drop out of trtmt. Blind are very costly for payers. Saving just 10% of those patients is 250K people which = more injections for doctors over time. Axpaxli will be eligible for premium pricing and ASP will increase which = more money for docs 2/5"  
[X Link](https://x.com/JeremyFalmouth/status/1899244738298966391)  2025-03-10T23:43Z [--] followers, [---] engagements


"$OCUL first time Ive heard a good explanation on why sham injections are not proper masking (too long to type up explanation). 3/5"  
[X Link](https://x.com/JeremyFalmouth/status/1899244740115120430)  2025-03-10T23:43Z [--] followers, [---] engagements


"$OCUL Pravin continues to not provide any hints at when he thinks SOL-R may be randomized or when well get data. He has always communicated this way even with SOL-1 early on and they beat expectations on enrollment. Pravin is consistent in how he communicates. 4/5"  
[X Link](https://x.com/JeremyFalmouth/status/1899244741759303722)  2025-03-10T23:43Z [--] followers, [---] engagements


"$OCUL the potential of NPDR and DME treatment with Axpaxli is really under appreciated. This is a huge market. They will meet with FDA in H125. 5/5"  
[X Link](https://x.com/JeremyFalmouth/status/1899244743785402719)  2025-03-10T23:43Z [--] followers, [---] engagements


"$OCUL #34 on the list Bernsten $XBI M&A - Who might buy whom largest demand: $MRK $PFE $BMY $ABBV and $BIIB targets: $TGTX $INSM $AXSM $ADMA $EXLS $ASND $SWTX $BBIO $KRYS $BPMC $RVMD $SMMT $SRRK $QURE $RYTM $AKRO $MRUS $EWTX $REPL $COGT https://t.co/g8F7FqOR0v Bernsten $XBI M&A - Who might buy whom largest demand: $MRK $PFE $BMY $ABBV and $BIIB targets: $TGTX $INSM $AXSM $ADMA $EXLS $ASND $SWTX $BBIO $KRYS $BPMC $RVMD $SMMT $SRRK $QURE $RYTM $AKRO $MRUS $EWTX $REPL $COGT https://t.co/g8F7FqOR0v"  
[X Link](https://x.com/JeremyFalmouth/status/1899420197934518524)  2025-03-11T11:20Z [--] followers, [---] engagements


"$ocul important clarification by Pravin on why amendments were made to the SPA/trials: FDA requires that a specific # of patients be followed for [--] yrs for safety. Original SOL-R was powered for this. As SOL-1 has progressed they have seen the best retention rates ever 1/2"  
[X Link](https://x.com/JeremyFalmouth/status/1899502881058750529)  2025-03-11T16:49Z [--] followers, [---] engagements


"@JamesEKrause One of my favorite $OCUL slidesdocs/patients pay for durability and OCUL will significantly improve upon standard of care. There is plenty of money to be made before a proven/safe gene therapy takes over in the distant future"  
[X Link](https://x.com/JeremyFalmouth/status/1916950410746859739)  2025-04-28T20:19Z [--] followers, [----] engagements


"Unreal. Arm across Caitlin Clarks body forearm/elbow in her side impeding movement Clarks upper body raises up as shes moving forward due to the contact and no foul. But sure the foul on Hull was totally legit. The lack of consistency in officiating is disappointing"  
[X Link](https://x.com/JeremyFalmouth/status/1926418245646487823)  2025-05-24T23:21Z [--] followers, [---] engagements


"$TGTX buying back shares regularly. I will be selling weekly puts going forward with prudent position of course. @Liberty20232023 $TGTX MW announced months ago that free cash flow would be used to buy back stock. Now he says they are doing it regularly. @Liberty20232023 $TGTX MW announced months ago that free cash flow would be used to buy back stock. Now he says they are doing it regularly"  
[X Link](https://x.com/JeremyFalmouth/status/1930779527069798832)  2025-06-06T00:11Z [--] followers, [---] engagements


"@Lucy3370 @elonmusk It sucks to have to do this but using the hyphen before any text will exclude it from a cashtag search. If you want to exclude a string of text then use the hyphen followed by the text in quotes. I have very long search string Ive saved and put behind cashtags when searching"  
[X Link](https://x.com/JeremyFalmouth/status/1938381095634145578)  2025-06-26T23:37Z [--] followers, [--] engagements


"@zipjet Huge stage taken by Fidelity(FMR). May explain the recent large after hours share transactions in $OCUL"  
[X Link](https://x.com/JeremyFalmouth/status/1942590157510557881)  2025-07-08T14:22Z [---] followers, [---] engagements


"@MelvinRiskMgmt @zipjet If you have some wisdom to impart feel free"  
[X Link](https://x.com/JeremyFalmouth/status/1942898551241236794)  2025-07-09T10:48Z [--] followers, [--] engagements


"@zipjet Its been very interesting watching OCUL and EYPT move up together. There is significantly more volume/money going into OCUL but it does seem to be a vote of confidence in tikis by investors"  
[X Link](https://x.com/JeremyFalmouth/status/1943100708682695038)  2025-07-10T00:11Z [---] followers, [---] engagements


"@Lucy3370 @PowderMonkey14 Are you trading in an IRA and holding long term shares in a cash brokerage account Protect those capital gains"  
[X Link](https://x.com/JeremyFalmouth/status/1943480048582803675)  2025-07-11T01:18Z [--] followers, [--] engagements


"@zipjet $OCUL significantly more volume during this run up. New highs in the horizon"  
[X Link](https://x.com/JeremyFalmouth/status/1943694319287767161)  2025-07-11T15:30Z [---] followers, [---] engagements


"@MelvinRiskMgmt @zipjet I believe large share transactions can be arranged privately and executed/reported after hours (dark pool) - did I get that wrong The 13g does indicate no one other persons interest exceeds 5% so I understand this is a roll up of all passive Fidelity fund holdings"  
[X Link](https://x.com/JeremyFalmouth/status/1944371485482615214)  2025-07-13T12:21Z [--] followers, [--] engagements


"$OCUL ripping since early June. Stacked call OI from $12-$15 left market makers short gamma. As price crossed $11 MMs hedged by buying shares accelerating the rally. Volume steady IV still relatively low bullish fuel remains into earnings"  
[X Link](https://x.com/JeremyFalmouth/status/1947018651309162879)  2025-07-20T19:39Z [---] followers, [---] engagements


"$OCUL FMRs 19mil share buy reduces the tradable float and pushes institutional ownership higher. This rally is different than the earlier retail driven highs. Two phIII trials enrolled NPDR soon with tight share supply clear fundamentals and significant institutional flow"  
[X Link](https://x.com/JeremyFalmouth/status/1947020109182271935)  2025-07-20T19:45Z [---] followers, [---] engagements


"$OCUL is at a $1.8 billion market cap today which is only 3x rough street estimate for [----] Axpaxli sales. Longer duration = significant market share. Axpaxli will experience the same or better growth as Vabysmo"  
[X Link](https://x.com/JeremyFalmouth/status/1947024418745782362)  2025-07-20T20:02Z [---] followers, [---] engagements


"$OCUL 500K shares traded at 10AM EST as share price moved up. More institutional flow"  
[X Link](https://x.com/JeremyFalmouth/status/1947304008185516324)  2025-07-21T14:33Z [---] followers, [---] engagements


"$OCUL 780+ Aug [----] calls already traded this morning as share price has moved up. Havent looked at time and sales info yet but likely buys and adds upside pressure as price moves up"  
[X Link](https://x.com/JeremyFalmouth/status/1947311666711982504)  2025-07-21T15:04Z [---] followers, [---] engagements


"$OCUL up to 1280+ the Aug 12.5s now"  
[X Link](https://x.com/JeremyFalmouth/status/1947340805443883448)  2025-07-21T17:00Z [---] followers, [---] engagements


"$OCUL will highlight key financial outcomes and progress made. New and interesting language from this team 🤔 Join us as we share our Q2 [----] earnings on August [--] where we will highlight key financial outcomes and progress made during the quarter. Learn more: https://t.co/3xL6s0lgv7 #RetinaRedefined https://t.co/o7UE8soUw8 Join us as we share our Q2 [----] earnings on August [--] where we will highlight key financial outcomes and progress made during the quarter. Learn more: https://t.co/3xL6s0lgv7 #RetinaRedefined https://t.co/o7UE8soUw8"  
[X Link](https://x.com/JeremyFalmouth/status/1950161129457512649)  2025-07-29T11:47Z [---] followers, [---] engagements


"If a $FDMT retinal disease gene therapy needs supplemental injections why would you ever take it Could this be why $OCUL is so strong today"  
[X Link](https://x.com/JeremyFalmouth/status/1951314970714456344)  2025-08-01T16:11Z [---] followers, [---] engagements


"Great to hear $REGN cite durability that allows longer duration between injections as a key driver for the 16% growth in eylea HD this past quarter. Bodes well for $ocul Axpaxli which if approved will reduce treatment/injection burden even further"  
[X Link](https://x.com/JeremyFalmouth/status/1951340089839329518)  2025-08-01T17:51Z [---] followers, [---] engagements


"A reminder before earnings that $TGTX has a share buyback program that is active. Pretty rare to see from a fast growing smid cap"  
[X Link](https://x.com/JeremyFalmouth/status/1951710042161590707)  2025-08-02T18:21Z [--] followers, [----] engagements


"$OCUL analysts seem uncomfortable with rescue criteria changes. Very consistent and confident responses by Pravin are reassuring. Appreciate the assurances given that data cuts from SOL-1 will provide confidence that positive SOL-1 results will translate to SOL-R success"  
[X Link](https://x.com/JeremyFalmouth/status/1952717329780834372)  2025-08-05T13:04Z [---] followers, [---] engagements


"$ocul 3)it was emphasized multiple times that the data from a positive SOL-1 will be presented in a way that gives confidence in the translation of success to SOL-R. 4)the extension study is brilliant and could show long term benefit of non pulsatitile dosing(Axpaxli vs eylea)"  
[X Link](https://x.com/JeremyFalmouth/status/1952930555932360786)  2025-08-06T03:11Z [---] followers, [---] engagements


"$ocul 5)the change in rescue criteria for sol-r reflects real world decision making in the clinic - I see this as a good thing and will help with adoption but given the repeated questions about this on the call the explanation may have missed the mark"  
[X Link](https://x.com/JeremyFalmouth/status/1952930557999911126)  2025-08-06T03:11Z [---] followers, [---] engagements


"$Ocul full disclosure that Im heavily biased and long - the current management team has delivered a lot of value to this shareholder and my confidence is growing that they will also deliver a lot of value to patients in the future"  
[X Link](https://x.com/JeremyFalmouth/status/1952930559669236189)  2025-08-06T03:11Z [---] followers, [---] engagements


"Also $OCUL SOL-1 trial reads out before $EYPT and will set the bar. Data from SOL-1 will translate to SOL-R giving an indication of whether or not SOL-R will be successful"  
[X Link](https://x.com/JeremyFalmouth/status/1953058948212285474)  2025-08-06T11:41Z [---] followers, [---] engagements


"$OCUL The 6mo loading and screening run in period for SOL-R non-inferiority trial is critically important from a de-risking perspective and works to statistically bias the trial in favor of Axpaxli. Here is how: 1/4"  
[X Link](https://x.com/JeremyFalmouth/status/1953479934497656995)  2025-08-07T15:34Z [---] followers, [---] engagements


"- Allows for identifying and excluding patients that demonstrate unstable disease activity and anatomy eliminating the sickest patients from randomization that would fair poorly over a long interval dosing regimen (eg 6mo+) . 2/4 $ocul"  
[X Link](https://x.com/JeremyFalmouth/status/1953479936880058680)  2025-08-07T15:34Z [---] followers, [---] engagements


"@Bio_Scout Gene therapy is most exciting from my perspective too but Im not willing to invest much money in it at this point. Maybe when I feel its been derisked"  
[X Link](https://x.com/JeremyFalmouth/status/1953888559070687329)  2025-08-08T18:38Z [---] followers, [--] engagements


"@Bio_Scout longer lasting therapies is the biggest unmet need in wAMD per the latest ASRS survey $ocul"  
[X Link](https://x.com/JeremyFalmouth/status/1954167170402857093)  2025-08-09T13:05Z [---] followers, [---] engagements


"$tgtx likely reason for decline is conservative SQ timeline(28). Kesimpta growing 33% yoy and Ocrevus SQ (Zunovo) is capturing 50% of Ocrevus patients - could pressure Briumvi future growth. Gross-to-net at low end of guidance was only other negative that stood out on the call"  
[X Link](https://x.com/JeremyFalmouth/status/1954638501896503339)  2025-08-10T20:18Z [---] followers, [---] engagements


"@83lease $tgtx I had also noted Opex down vs Q1 and H1 at $153mil w/full year guidance $300mil [--]. No Q3 revenue guidance same as last year - full year guidance raised to $585mil [--]. Gross-to-net at low end due to faster growth in the hospital setting maintained guidance at [--] to 75%"  
[X Link](https://x.com/JeremyFalmouth/status/1954660047620825410)  2025-08-10T21:44Z [---] followers, [---] engagements


"@zipjet Very interesting. We know Briumvi IV is effective and graph shows relative concentration of Briumvi SQ 2mo is higher than Briumvi IV at 6mo. It seems the amount of Briumvi left in the system at end of SQ cycle is not going to be an issue"  
[X Link](https://x.com/JeremyFalmouth/status/1954662497476047346)  2025-08-10T21:53Z [---] followers, [---] engagements


"Question answeredI ts a Betaville buyout speculation rumor $OCUL $OCUL - ole my goodness Betaville with [--] today $ABVX & $OCUL Ocular Therapeutix (NASDAQ:OCUL) rose 6% amid takeover speculation. There's speculation that a French pharmaceutical company is circling Ocular Therapeutix (NASDAQ:OCUL) according to traders who cited a Betaville $OCUL - ole my goodness Betaville with [--] today $ABVX & $OCUL Ocular Therapeutix (NASDAQ:OCUL) rose 6% amid takeover speculation. There's speculation that a French pharmaceutical company is circling Ocular Therapeutix (NASDAQ:OCUL) according to traders who"  
[X Link](https://x.com/JeremyFalmouth/status/1964008013485818210)  2025-09-05T16:49Z [---] followers, [---] engagements


"@RyanSTTrader @transcriptoad You are short $cytk at [-----] no"  
[X Link](https://x.com/JeremyFalmouth/status/1964319550989545640)  2025-09-06T13:27Z [---] followers, [---] engagements


"@Lucy3370 May see data by end of [--]. It will be positive by the end of the day (sometimes Im right😀)"  
[X Link](https://x.com/JeremyFalmouth/status/1965096974119797213)  2025-09-08T16:56Z [---] followers, [--] engagements


"$OCUL Pravin when asked to respond to M&A rumors said I personally want to see the card turn twice and emphasized that the full value of the company will not be realized until the card turn (SOL-1 Q126). Also said they have a lot more attention now"  
[X Link](https://x.com/JeremyFalmouth/status/1965459214412976309)  2025-09-09T16:56Z [---] followers, [----] engagements


"$SLNO almost all of the volume in the Nov25 40P/65C strikes were spread trades. A lot of [--] [--] and [--] lot trades starting around 10:58. that puts the total volume in this risk reversal at about 2500"  
[X Link](https://x.com/JeremyFalmouth/status/1968385369315172635)  2025-09-17T18:43Z [---] followers, [---] engagements


"$CYTK [----] of the Apr26 70C traded today. [----] bought in one trade today and havent checked to see about remaining volume but I expect most were bought. Bullish"  
[X Link](https://x.com/JeremyFalmouth/status/1968508812857356343)  2025-09-18T02:54Z [---] followers, [---] engagements


"$CYTK another [----] of the Apr26 70C bought this morning after [----] traded yesterday"  
[X Link](https://x.com/JeremyFalmouth/status/1968714113715945531)  2025-09-18T16:29Z [---] followers, [---] engagements


"$SLNO another big options trade on Friday. Interesting comboshort [----] Nov25 50P long [----] Oct25 50P long [----] Nov25 60C. Effectively a bullish risk reversal (Nov legs) with near term protection (Oct leg) expecting share price above $65 by Nov opex. Total debit $920K"  
[X Link](https://x.com/JeremyFalmouth/status/1969764503043658015)  2025-09-21T14:03Z [---] followers, [---] engagements


"$SLNO Another large bullish trade today2000 Jan26 45P sold"  
[X Link](https://x.com/JeremyFalmouth/status/1970241637659123733)  2025-09-22T21:39Z [---] followers, [----] engagements


"$CYTK a couple bullish trades800 Jan26 70C bought and [---] Jan26 80C bought. About [---] Oct25 55C sold as well around same time as Jan70C bought but unsure if this was a roll"  
[X Link](https://x.com/JeremyFalmouth/status/1970248285341524186)  2025-09-22T22:06Z [---] 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](https://x.com/JeremyFalmouth/status/1973466042249920947)  2025-10-01T19:12Z [---] followers, [--] engagements


"$BBIO ❤ persistent buying today"  
[X Link](https://x.com/JeremyFalmouth/status/1861843426427183210)  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](https://x.com/JeremyFalmouth/status/1945811716413042854)  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](https://x.com/JeremyFalmouth/status/1953058946106769847)  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](https://x.com/JeremyFalmouth/status/1953234234023244113)  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](https://x.com/JeremyFalmouth/status/1953479939325415451)  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](https://x.com/JeremyFalmouth/status/1953479942018044056)  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](https://x.com/JeremyFalmouth/status/1964002997656014943)  2025-09-05T16:29Z [---] followers, [---] engagements


"@wallstlobo @Sjfms1Steven OI increased from [----] to [----] for a net change of +721"  
[X Link](https://x.com/JeremyFalmouth/status/1970808870856753245)  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](https://x.com/JeremyFalmouth/status/1973438698063798501)  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](https://x.com/JeremyFalmouth/status/1974550129458942112)  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](https://x.com/JeremyFalmouth/status/1975676458346365048)  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](https://x.com/JeremyFalmouth/status/1975968984664244261)  2025-10-08T16:58Z [---] followers, [---] engagements


"Part of a bullish call spreadI missed that. Hat tip to @OptionRunners"  
[X Link](https://x.com/JeremyFalmouth/status/1975973149780082915)  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](https://x.com/JeremyFalmouth/status/1975982883945971824)  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](https://x.com/JeremyFalmouth/status/1978212072153346439)  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](https://x.com/JeremyFalmouth/status/1978224255532691829)  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](https://x.com/JeremyFalmouth/status/1978235973600227519)  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](https://x.com/JeremyFalmouth/status/1978240153270313471)  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](https://x.com/JeremyFalmouth/status/1982071406486552978)  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](https://x.com/JeremyFalmouth/status/1982564185373573227)  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](https://x.com/JeremyFalmouth/status/1983282584382763399)  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](https://x.com/JeremyFalmouth/status/1985364390841872808)  2025-11-03T15:12Z [---] followers, [---] engagements


"@Lucy3370 @BehroozNajafi"  
[X Link](https://x.com/JeremyFalmouth/status/1985368696878178631)  2025-11-03T15:29Z [---] followers, [---] engagements


"$ocul typical earnings reaction this year"  
[X Link](https://x.com/JeremyFalmouth/status/1985730989189185837)  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](https://x.com/JeremyFalmouth/status/1986112806865735738)  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](https://x.com/JeremyFalmouth/status/1988743383679136020)  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](https://x.com/JeremyFalmouth/status/1991521129014653075)  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](https://x.com/JeremyFalmouth/status/1992956287718703274)  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](https://x.com/JeremyFalmouth/status/1993296068021567703)  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](https://x.com/JeremyFalmouth/status/1993314055952732379)  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](https://x.com/JeremyFalmouth/status/1993320120953848132)  2025-11-25T14:05Z [---] followers, [---] engagements


"$SLNO [----] of the Jan26 65C bought in one block today for a total debit of $166K"  
[X Link](https://x.com/JeremyFalmouth/status/1993476452738564200)  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](https://x.com/JeremyFalmouth/status/1993515961119654181)  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](https://x.com/JeremyFalmouth/status/1993518533557555259)  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](https://x.com/JeremyFalmouth/status/1993793620697395691)  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](https://x.com/JeremyFalmouth/status/1993801044653142124)  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](https://x.com/JeremyFalmouth/status/1993803170762641481)  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](https://x.com/JeremyFalmouth/status/1994441345054670911)  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](https://x.com/JeremyFalmouth/status/1994468314114818145)  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](https://x.com/JeremyFalmouth/status/1994524971746656476)  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](https://x.com/JeremyFalmouth/status/1997152375904288945)  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](https://x.com/JeremyFalmouth/status/1997160953188938056)  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](https://x.com/JeremyFalmouth/status/1997353276728082444)  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](https://x.com/JeremyFalmouth/status/1998592854734872633)  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](https://x.com/JeremyFalmouth/status/2001276734566445372)  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](https://x.com/JeremyFalmouth/status/2001775067961737244)  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](https://x.com/JeremyFalmouth/status/2002101448855937296)  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](https://x.com/JeremyFalmouth/status/2002184676014968910)  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](https://x.com/JeremyFalmouth/status/2002450586860388730)  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](https://x.com/JeremyFalmouth/status/2002777443976048762)  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](https://x.com/JeremyFalmouth/status/2002795614325944445)  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](https://x.com/JeremyFalmouth/status/2002861737478086734)  2025-12-21T22:00Z [---] followers, [---] engagements


"@atticusanalysis Most of the thread discusses pk data. Not necessarily bullish or bearish"  
[X Link](https://x.com/JeremyFalmouth/status/2002892632293519504)  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](https://x.com/JeremyFalmouth/status/2002943782589964464)  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](https://x.com/JeremyFalmouth/status/2002946885318062364)  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](https://x.com/JeremyFalmouth/status/2002957410152202665)  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](https://x.com/JeremyFalmouth/status/2003099524559249573)  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](https://x.com/JeremyFalmouth/status/2004642207987540007)  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](https://x.com/JeremyFalmouth/status/2009074369482633429)  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](https://x.com/JeremyFalmouth/status/2010780160728195159)  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](https://x.com/JeremyFalmouth/status/2010792280974918130)  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](https://x.com/JeremyFalmouth/status/2012220423732076827)  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](https://x.com/JeremyFalmouth/status/2012227207351988330)  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](https://x.com/JeremyFalmouth/status/2012231460153872472)  2026-01-16T18:32Z [---] followers, [---] engagements


"@houndcl @Mikeptyg That also seems riskycould backfire easily and ruin the business relationship and mgmts reputation"  
[X Link](https://x.com/JeremyFalmouth/status/2012236060521029704)  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](https://x.com/JeremyFalmouth/status/2012697312443707886)  2026-01-18T01:23Z [---] 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](https://x.com/anyuser/status/2012711088916242856)  2026-01-18T02:18Z [---] 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](https://x.com/JeremyFalmouth/status/1952930553621024929)  2025-08-06T03:11Z [---] 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](https://x.com/JeremyFalmouth/status/2015076605635297404)  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](https://x.com/JeremyFalmouth/status/2015115595201606005)  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](https://x.com/JeremyFalmouth/status/2015118254792982946)  2026-01-24T17:43Z [---] followers, [----] engagements


"@pawcio2009 @seedy19tron Please be $ocul 🙏"  
[X Link](https://x.com/JeremyFalmouth/status/2016164308921504178)  2026-01-27T15:00Z [---] 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](https://x.com/JeremyFalmouth/status/1997153759773024762)  2025-12-06T03:58Z [---] 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](https://x.com/JeremyFalmouth/status/2018487558334783742)  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](https://x.com/JeremyFalmouth/status/2019136880999321992)  2026-02-04T19:52Z [---] 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](https://x.com/anyuser/status/2013948490280247642)  2026-01-21T12:15Z [---] 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](https://x.com/anyuser/status/2020525388565291211)  2026-02-08T15:49Z [---] followers, 10.7K 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](https://x.com/anyuser/status/2020525393858412930)  2026-02-08T15:49Z [---] 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](https://x.com/JeremyFalmouth/status/2021056645569315099)  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](https://x.com/JeremyFalmouth/status/2021067559244562774)  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](https://x.com/JeremyFalmouth/status/2021072555759833228)  2026-02-10T04:03Z [---] 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](https://x.com/JeremyFalmouth/status/2021209551815520642)  2026-02-10T13:08Z [---] 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](https://x.com/JeremyFalmouth/status/2021390025326531034)  2026-02-11T01:05Z [---] 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](https://x.com/JeremyFalmouth/status/2020508748855300580)  2026-02-08T14:43Z [---] 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](https://x.com/JeremyFalmouth/status/2020508751057367131)  2026-02-08T14:43Z [---] followers, [----] 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](https://x.com/JeremyFalmouth/status/2020508752726610292)  2026-02-08T14:43Z [---] followers, [----] engagements


"$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](https://x.com/anyuser/status/2020508754299478194)  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](https://x.com/anyuser/status/2020508756270788948)  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](https://x.com/JeremyFalmouth/status/2020525390553329993)  2026-02-08T15:49Z [---] 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](https://x.com/JeremyFalmouth/status/2020525392155566358)  2026-02-08T15:49Z [---] 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](https://x.com/anyuser/status/2020526951153193132)  2026-02-08T15:55Z [---] 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](https://x.com/JeremyFalmouth/status/2002824360869142641)  2025-12-21T19:31Z [---] 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](https://x.com/anyuser/status/2020508747009761588)  2026-02-08T14:43Z [---] 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](https://x.com/anyuser/status/2021755209580421429)  2026-02-12T01:16Z [---] followers, 11.3K 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](https://x.com/anyuser/status/2021782493767024853)  2026-02-12T03:04Z [---] 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](https://x.com/anyuser/status/2021755209580421429)  2026-02-12T01:16Z [---] followers, 11.3K 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](https://x.com/anyuser/status/2021782493767024853)  2026-02-12T03:04Z [---] 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](https://x.com/anyuser/status/2020525388565291211)  2026-02-08T15:49Z [---] followers, 10.7K 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](https://x.com/anyuser/status/2020525393858412930)  2026-02-08T15:49Z [---] 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](https://x.com/anyuser/status/2020526951153193132)  2026-02-08T15:55Z [---] 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](https://x.com/anyuser/status/2020508747009761588)  2026-02-08T14:43Z [---] followers, [----] engagements


"$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](https://x.com/anyuser/status/2020508754299478194)  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](https://x.com/anyuser/status/2020508756270788948)  2026-02-08T14:43Z [---] followers, [----] engagements


"I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story"  
[X Link](https://x.com/anyuser/status/2019484633377743150)  2026-02-05T18:53Z 124K followers, 29.6K engagements


"If you consider shorting OCUL consider shorting EYPT more heavily. Sincere advice"  
[X Link](https://x.com/anyuser/status/2017295216731107445)  2026-01-30T17:53Z [----] 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](https://x.com/anyuser/status/2013948490280247642)  2026-01-21T12:15Z [---] followers, [----] engagements


"$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 as Chief Marketing Officer Global Ophthalmology at Merck $OCUL Ocular Therapeutix Appoints David W. Robinson as Global Chief Commercial Officer Ocular Therapeutix Inc. https://t.co/V1lsE3Mvm0 $OCUL Ocular Therapeutix Appoints David W. Robinson as Global Chief Commercial Officer Ocular Therapeutix Inc."  
[X Link](https://x.com/anyuser/status/2013946019210252614)  2026-01-21T12:05Z 42.4K 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](https://x.com/anyuser/status/2012711088916242856)  2026-01-18T02:18Z [---] followers, [----] engagements


"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 M&A in the healthcare field and proved to be correct. For example: They said on Sep [--] [----] that Mutares is going to acquire Alcura (a French healthcare company). Only [--] week later on Oct [--] [----] Mutares announced that they submitted a binding offer to acquire Alcura. How fast Link [--] (La Lettre report on Sep [--] 2024): Link 2"  
[X Link](https://x.com/anyuser/status/2011800665178181718)  2026-01-15T14:00Z [---] followers, 15.2K 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](https://x.com/anyuser/status/2011983705888129329)  2026-01-16T02:07Z [---] followers, [----] engagements


"Thanks La Lettre. I can announce openly that I'm an Oh-Cool long now. Below is my single-figure pitch.🤠 Me these days. https://t.co/VxcXu9EsBW Me these days. https://t.co/VxcXu9EsBW"  
[X Link](https://x.com/anyuser/status/2011706027608326595)  2026-01-15T07:44Z [----] followers, 30.4K engagements


"$abvx $ocul @adamfeuerstein . When the CEO of LVMH (Bernard Arnault) issues an internal memo banning any contact with a specific publication that tells you everything. In Jan-2024 Arnault explicitly prohibited senior executives from speaking to La Lettre (ex-Lettre A) calling leaks to it a faute grave and an act of intolerable disloyalty. La Lettre publishes around 6:20am before any European or US markets open making claims of price manipulation nonsensical. If stories were wrong they could be denied before trading begins. Taken together this makes La Lettre the real deal and arguably one of"  
[X Link](https://x.com/anyuser/status/2011896577955176740)  2026-01-15T20:21Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing