#  @Mikeptyg Mike Mike posts on X about $ocul, $eypt, sanofi, risk the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1996712598696312832/interactions)  - [--] Week [-----] +480% - [--] Month [-----] +180% ### Mentions: [--] [#](/creator/twitter::1996712598696312832/posts_active)  ### Followers: [--] [#](/creator/twitter::1996712598696312832/followers)  - [--] Week [--] -4.20% - [--] Month [--] +28% ### CreatorRank: [---------] [#](/creator/twitter::1996712598696312832/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) **Social topic influence** [$ocul](/topic/$ocul) #48, [$eypt](/topic/$eypt), [sanofi](/topic/sanofi), [risk](/topic/risk), [ceo](/topic/ceo), [data](/topic/data), [up to](/topic/up-to), [at least](/topic/at-least), [rescue](/topic/rescue), [guess](/topic/guess) **Top accounts mentioned or mentioned by** [@jeremyfalmouth](/creator/undefined) [@houndcl](/creator/undefined) [@blasebio](/creator/undefined) [@meremrtl](/creator/undefined) [@balabioresearch](/creator/undefined) [@atticusanalysis](/creator/undefined) [@biomaven](/creator/undefined) [@11hr11minv](/creator/undefined) [@grok](/creator/undefined) [@ascendingbio](/creator/undefined) [@zentropy](/creator/undefined) [@semodough](/creator/undefined) [@descartesidea](/creator/undefined) [@havanaz8](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@firebutworking](/creator/undefined) [@tweetawaydk](/creator/undefined) **Top assets mentioned** [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Sanofi (SNY)](/topic/sanofi) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) ### Top Social Posts Top posts by engagements in the last [--] hours "@meremrtl The IL-6/Jak1 inhibition shows another MOA outside durability. No other TKIs including Axtinib (Ocul)has this benefit per data analysis . Also IL-6/Jak1 more prominent in DME over wet AMD .Only the worst wet AMD patients have issues with JAk1 receptor. Its a positive update" [X Link](https://x.com/Mikeptyg/status/1996718255080136896) 2025-12-04T23:08Z [--] followers, [--] engagements "@BalaBioResearch @JeremyFalmouth @houndcl It might be too early to buy Ocul before Lugano results next summer . Imagine a BP buying Ocul and then EYPT hits superiority in a best case scenario" [X Link](https://x.com/Mikeptyg/status/2002173137702535578) 2025-12-20T00:24Z [--] followers, [---] engagements "@atticusanalysis @Biomaven It does not come close to mimicking real-world setting . That is my point when it comes prioritizing SOL-R over SOL-1. MGMT set themselves up to go on the defensive all of [----] prior SOL-R readout . At least they were smart enough to dilute before a sell the news catalyst" [X Link](https://x.com/Mikeptyg/status/2003248917828260000) 2025-12-22T23:38Z [--] followers, [--] engagements "@11hr11minv @grok what movie is this" [X Link](https://x.com/Mikeptyg/status/2008682130461622758) 2026-01-06T23:28Z [--] followers, [--] engagements "@AscendingBio The presentation was about EyePointnot OCUL . You are referring to the Q&A in which he questioned whether [--] letter rescue criteria is applicable in real-world settings . He was being nice IMO as he could have picked SOL-1 design apart if he wanted to" [X Link](https://x.com/Mikeptyg/status/2011165587616252299) 2026-01-13T19:56Z [--] followers, [---] engagements "$OCUL at first glance seems like a pump and dump play . But for Reuters to publish and quote an RBC analyst adds a degree of credibility to the story. If true my guess is management unlocked SOL-1 data end of December and Sanofi team was happy with draft data" [X Link](https://x.com/Mikeptyg/status/2011818198086103085) 2026-01-15T15:10Z [--] followers, [----] engagements "@JeremyFalmouth @houndcl Ocul not known for being the risk-averse type . Breaking the NDA is also risky. $16 + CVR was a fair offer for reviewing masked data early summer factoring in risk. New offer is risk adjusted if they get a sneak peak of unblinded data" [X Link](https://x.com/Mikeptyg/status/2012233828903883213) 2026-01-16T18:41Z [--] followers, [---] engagements "@houndcl @JeremyFalmouth I think what you outlined might be going on . Report did not say deal is imminent. Its a good strategic move for Sanofi to take the risk of swooping in early and taking share of wetAMD market . High probability SOL-1 hits primary endpoint. Its pretty much baked in MC" [X Link](https://x.com/Mikeptyg/status/2012240319916425612) 2026-01-16T19:07Z [--] followers, [---] engagements "$OCUL put holders and shorts waiting for Tuesday PR" [X Link](https://x.com/Mikeptyg/status/2022448356069704168) 2026-02-13T23:10Z [--] followers, [----] engagements "Vabysmo and Eylea HD stand to lose the most with $EYPT / $OCUL wet amd drugs hitting market .Why pay a premium when an MD can put in a cheap biosimilar + sustained tki to extend 6-12 months I doubt $REGN or $RHHBY is going to sit back and watch M&A from the sidelines " [X Link](https://x.com/Mikeptyg/status/2011864067208855764) 2026-01-15T18:12Z [--] followers, [----] engagements "Which Ophthalmology company will be bought out first . $EYPT $KOD $OCUL $RGNX $XBI $IBB $EYPT $OCUL Other not listed $RGNX $EYPT $OCUL Other not listed $RGNX" [X Link](https://x.com/Mikeptyg/status/2013625943386976361) 2026-01-20T14:53Z [--] followers, [---] engagements "@zen_tropy Having all [--] requires a lot more dilution and risk . Does $OCUL have the manufacturing capacity for large scale commercialization Its the only thing Pravin doesnt brag about . Conversely $EYPT has a brand-new manufacturing facility built for [--] million inserts per year" [X Link](https://x.com/Mikeptyg/status/2014046437433122982) 2026-01-21T18:44Z [--] followers, [---] engagements "@semodough $OCUL $EYPT did Duker make fun of Pravins glow up Safe to asssume $EYPT CEO & $OCUL CEO will not be having coffee anytime soon after reading Mizuho $EYPT Chat with Their CEO on competition Safe to asssume $EYPT CEO & $OCUL CEO will not be having coffee anytime soon after reading Mizuho $EYPT Chat with Their CEO on competition" [X Link](https://x.com/Mikeptyg/status/2014718587462627497) 2026-01-23T15:15Z [--] followers, [---] engagements "@BlaseBio $OCUL going on a quiet period and not attending JPM is a bitch move . Now MMs/shorts control narrative. No legitimate reason SOL-1 is going to fail . But company management cant help themselves screw up communication line. Good tech . Terrible management" [X Link](https://x.com/Mikeptyg/status/2017351940015812918) 2026-01-30T21:39Z [--] followers, [----] engagements "@DescartesIdea @Havanaz8 @BlaseBio SP would be in 4s if leak was legitimate. Short interest % is a non-factor going into readout . SOL-1 is a layup . SOL-R is the real test " [X Link](https://x.com/Mikeptyg/status/2017355716822966299) 2026-01-30T21:54Z [--] followers, [---] engagements "$OCUL if its not on the record by $EYPT team its just a hearsay based rumor . A rival goes after Ocular Therapeutix $OCUL on eve of pivotal readout on eye treatment Eyepoint Pharma $EYPT CEO said to have trash-talked Oculars drug at a recent investor conference https://t.co/LSUm4WPWKA A rival goes after Ocular Therapeutix $OCUL on eve of pivotal readout on eye treatment Eyepoint Pharma $EYPT CEO said to have trash-talked Oculars drug at a recent investor conference https://t.co/LSUm4WPWKA" [X Link](https://x.com/Mikeptyg/status/2019493998679707719) 2026-02-05T19:31Z [--] followers, [---] engagements "$OCUL $EYPT no mention of [--] week end point. Were the goal posts moved to [--] weeks Cover for the long quiet period Is Duker some kind of pyschic PR raises more questions during this quiet period $OCUL SOL-1 Phase [--] superiority trial results remain masked to date - SOL-1 data expected to be presented at the 49th Macula Society Annual Meeting - Plans to submit NDA for AXPAXLI in wet AMD based on SOL-1 [--] Week data - Completed randomization of [---] subjects in SOL-R Phase [--] $OCUL SOL-1 Phase [--] superiority trial results remain masked to date - SOL-1 data expected to be presented at the 49th Macula" [X Link](https://x.com/Mikeptyg/status/2019566333625790938) 2026-02-06T00:18Z [--] followers, [----] engagements "@JeremyFalmouth $EYPT management is smart and disciplined. They dont discuss masked rescues publicly due to regulatory risk . This is known. $OCUL should take notes " [X Link](https://x.com/Mikeptyg/status/2021790892621762772) 2026-02-12T03:38Z [--] followers, [---] engagements "@adamfeuerstein @firebutworking What do you believe the BCVA delta from baseline should be to be deemed successful" [X Link](https://x.com/Mikeptyg/status/2023066507337478464) 2026-02-15T16:06Z [--] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Mikeptyg MikeMike posts on X about $ocul, $eypt, sanofi, risk the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks technology brands finance
Social topic influence $ocul #48, $eypt, sanofi, risk, ceo, data, up to, at least, rescue, guess
Top accounts mentioned or mentioned by @jeremyfalmouth @houndcl @blasebio @meremrtl @balabioresearch @atticusanalysis @biomaven @11hr11minv @grok @ascendingbio @zentropy @semodough @descartesidea @havanaz8 @adamfeuerstein @firebutworking @tweetawaydk
Top assets mentioned Ocular Therapeutix, Inc. (OCUL) Sanofi (SNY) Regeneron Pharmaceuticals Inc (REGN)
Top posts by engagements in the last [--] hours
"@meremrtl The IL-6/Jak1 inhibition shows another MOA outside durability. No other TKIs including Axtinib (Ocul)has this benefit per data analysis . Also IL-6/Jak1 more prominent in DME over wet AMD .Only the worst wet AMD patients have issues with JAk1 receptor. Its a positive update"
X Link 2025-12-04T23:08Z [--] followers, [--] engagements
"@BalaBioResearch @JeremyFalmouth @houndcl It might be too early to buy Ocul before Lugano results next summer . Imagine a BP buying Ocul and then EYPT hits superiority in a best case scenario"
X Link 2025-12-20T00:24Z [--] followers, [---] engagements
"@atticusanalysis @Biomaven It does not come close to mimicking real-world setting . That is my point when it comes prioritizing SOL-R over SOL-1. MGMT set themselves up to go on the defensive all of [----] prior SOL-R readout . At least they were smart enough to dilute before a sell the news catalyst"
X Link 2025-12-22T23:38Z [--] followers, [--] engagements
"@11hr11minv @grok what movie is this"
X Link 2026-01-06T23:28Z [--] followers, [--] engagements
"@AscendingBio The presentation was about EyePointnot OCUL . You are referring to the Q&A in which he questioned whether [--] letter rescue criteria is applicable in real-world settings . He was being nice IMO as he could have picked SOL-1 design apart if he wanted to"
X Link 2026-01-13T19:56Z [--] followers, [---] engagements
"$OCUL at first glance seems like a pump and dump play . But for Reuters to publish and quote an RBC analyst adds a degree of credibility to the story. If true my guess is management unlocked SOL-1 data end of December and Sanofi team was happy with draft data"
X Link 2026-01-15T15:10Z [--] followers, [----] engagements
"@JeremyFalmouth @houndcl Ocul not known for being the risk-averse type . Breaking the NDA is also risky. $16 + CVR was a fair offer for reviewing masked data early summer factoring in risk. New offer is risk adjusted if they get a sneak peak of unblinded data"
X Link 2026-01-16T18:41Z [--] followers, [---] engagements
"@houndcl @JeremyFalmouth I think what you outlined might be going on . Report did not say deal is imminent. Its a good strategic move for Sanofi to take the risk of swooping in early and taking share of wetAMD market . High probability SOL-1 hits primary endpoint. Its pretty much baked in MC"
X Link 2026-01-16T19:07Z [--] followers, [---] engagements
"$OCUL put holders and shorts waiting for Tuesday PR"
X Link 2026-02-13T23:10Z [--] followers, [----] engagements
"Vabysmo and Eylea HD stand to lose the most with $EYPT / $OCUL wet amd drugs hitting market .Why pay a premium when an MD can put in a cheap biosimilar + sustained tki to extend 6-12 months I doubt $REGN or $RHHBY is going to sit back and watch M&A from the sidelines "
X Link 2026-01-15T18:12Z [--] followers, [----] engagements
"Which Ophthalmology company will be bought out first . $EYPT $KOD $OCUL $RGNX $XBI $IBB $EYPT $OCUL Other not listed $RGNX $EYPT $OCUL Other not listed $RGNX"
X Link 2026-01-20T14:53Z [--] followers, [---] engagements
"@zen_tropy Having all [--] requires a lot more dilution and risk . Does $OCUL have the manufacturing capacity for large scale commercialization Its the only thing Pravin doesnt brag about . Conversely $EYPT has a brand-new manufacturing facility built for [--] million inserts per year"
X Link 2026-01-21T18:44Z [--] followers, [---] engagements
"@semodough $OCUL $EYPT did Duker make fun of Pravins glow up Safe to asssume $EYPT CEO & $OCUL CEO will not be having coffee anytime soon after reading Mizuho $EYPT Chat with Their CEO on competition Safe to asssume $EYPT CEO & $OCUL CEO will not be having coffee anytime soon after reading Mizuho $EYPT Chat with Their CEO on competition"
X Link 2026-01-23T15:15Z [--] followers, [---] engagements
"@BlaseBio $OCUL going on a quiet period and not attending JPM is a bitch move . Now MMs/shorts control narrative. No legitimate reason SOL-1 is going to fail . But company management cant help themselves screw up communication line. Good tech . Terrible management"
X Link 2026-01-30T21:39Z [--] followers, [----] engagements
"@DescartesIdea @Havanaz8 @BlaseBio SP would be in 4s if leak was legitimate. Short interest % is a non-factor going into readout . SOL-1 is a layup . SOL-R is the real test "
X Link 2026-01-30T21:54Z [--] followers, [---] engagements
"$OCUL if its not on the record by $EYPT team its just a hearsay based rumor . A rival goes after Ocular Therapeutix $OCUL on eve of pivotal readout on eye treatment Eyepoint Pharma $EYPT CEO said to have trash-talked Oculars drug at a recent investor conference https://t.co/LSUm4WPWKA A rival goes after Ocular Therapeutix $OCUL on eve of pivotal readout on eye treatment Eyepoint Pharma $EYPT CEO said to have trash-talked Oculars drug at a recent investor conference https://t.co/LSUm4WPWKA"
X Link 2026-02-05T19:31Z [--] followers, [---] engagements
"$OCUL $EYPT no mention of [--] week end point. Were the goal posts moved to [--] weeks Cover for the long quiet period Is Duker some kind of pyschic PR raises more questions during this quiet period $OCUL SOL-1 Phase [--] superiority trial results remain masked to date - SOL-1 data expected to be presented at the 49th Macula Society Annual Meeting - Plans to submit NDA for AXPAXLI in wet AMD based on SOL-1 [--] Week data - Completed randomization of [---] subjects in SOL-R Phase [--] $OCUL SOL-1 Phase [--] superiority trial results remain masked to date - SOL-1 data expected to be presented at the 49th Macula"
X Link 2026-02-06T00:18Z [--] followers, [----] engagements
"@JeremyFalmouth $EYPT management is smart and disciplined. They dont discuss masked rescues publicly due to regulatory risk . This is known. $OCUL should take notes "
X Link 2026-02-12T03:38Z [--] followers, [---] engagements
"@adamfeuerstein @firebutworking What do you believe the BCVA delta from baseline should be to be deemed successful"
X Link 2026-02-15T16:06Z [--] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::Mikeptyg