Ocular Therapeutix (OCUL) Study update summary
Event summary combining transcript, slides, and related documents.
Study update summary
2 Mar, 2026Study design and mechanism of action
SOL-1 was a phase III, FDA-aligned, superiority trial evaluating AXPAXLI (OTX-TKI) in wet AMD, enrolling 344 subjects with high baseline vision and anti-VEGF dependency.
AXPAXLI uses axitinib, a potent intracellular pan-VEGF and pan-PDGF inhibitor, delivered via a bioresorbable hydrogel for sustained, predictable drug release over 9–12 months.
The hydrogel platform allows for standard intravitreal injection, no surgery, and synchronized drug release and resorption.
Efficacy results
At week 36, 74.1% of AXPAXLI subjects maintained vision (loss of <15 ETDRS letters) vs. 55.8% for aflibercept (p=0.0006); at week 52, 65.9% maintained vision (p<0.0001).
AXPAXLI showed superiority in key secondary endpoints, including fewer subjects losing ≥10 letters and tighter anatomic control on OCT.
Over 80% of patients dry at baseline maintained vision at 9 months; 68.8% of AXPAXLI subjects were rescue-free at week 52.
Durability extended toward a 9–12 month treatment horizon with a single injection.
Safety profile
No treatment- or procedure-related serious adverse events, endophthalmitis, or retinal vasculitis were observed.
Main non-serious ocular event was vitreous floaters (12.4%), attributed to hydrogel dissolution; these were transient, peripheral, physician-reported, and had no impact on vision.
Cataract rates (7.1%) and mild intraocular inflammation were consistent with rates seen in similar populations and resolved without sequelae.
Latest events from Ocular Therapeutix
- AXPAXLI's phase III success sets a new standard in wet AMD, with regulatory approval in progress.OCUL
The Citizens Life Sciences Conference 202611 Mar 2026 - Superiority achieved in retina study, paving way for broad label and premium market position.OCUL
TD Cowen 46th Annual Health Care Conference2 Mar 2026 - AXPAXLI showed superior, durable vision and anatomic outcomes over aflibercept in wet AMD.OCUL
Study result17 Feb 2026 - Net loss widened in 2025 as clinical trials advanced, but cash runway extends into 2028.OCUL
Q4 20255 Feb 2026 - Pivotal phase III trials aim for long-acting retinal therapy and future NPDR expansion.OCUL
Piper Sandler 36th Annual Healthcare Conference3 Feb 2026 - AXPAXLI shows durable efficacy and safety in retinal disease, with pivotal trials progressing.OCUL
Investor Day 20243 Feb 2026 - Q2 revenue up 8.3% to $16.4M, with strong cash reserves and advancing retinal pipeline.OCUL
Q2 20242 Feb 2026 - FDA validates pivotal trials; rapid enrollment and strong efficacy position drug for major market impact.OCUL
H.C. Wainwright 26th Annual Global Investment Conference 202421 Jan 2026 - Potent pan-VEGF therapy shows strong safety, efficacy, and rapid trial progress for retinal diseases.OCUL
UBS Virtual Ophthalmology Day19 Jan 2026