Ocular Therapeutix (OCUL) Study update summary
Event summary combining transcript, slides, and related documents.
Study update summary
3 May, 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 dependence.
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
AXPAXLI met the primary endpoint: at week 36, 74.1% maintained vision (loss <15 ETDRS letters) vs. 55.8% for aflibercept (p=0.0006); at week 52, 65.9% maintained vision (p<0.0001).
Fewer AXPAXLI subjects lost ≥10 letters at both timepoints; anatomic control was tighter, with 55.9% maintaining central subfield thickness within 30 microns at week 36.
Rescue-free rates were high: 74.7% at week 36 and 68.8% at week 52, with delayed time to first rescue compared to aflibercept.
Durability extended toward a 9–12 month treatment horizon after a single injection, unprecedented in phase III wet AMD trials.
Safety profile
No treatment- or procedure-related serious adverse events; no endophthalmitis or retinal vasculitis observed.
Most common 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 to moderate intraocular inflammation were consistent with rates seen in similar populations and resolved without sequelae.
Latest events from Ocular Therapeutix
- AXPAXLI's Phase 3 success in wet AMD drives NDA plans amid rising R&D costs and strong cash reserves.OCUL
Q1 20265 May 2026 - Superiority study results support a unique label, broad indications, and strong commercial prospects.OCUL
TD Cowen 46th Annual Health Care Conference5 May 2026 - Proposals cover director elections, executive pay, stock plan expansion, and auditor ratification.OCUL
Proxy filing30 Apr 2026 - Key clinical, financial, and governance advances set the stage for long-term growth and value creation.OCUL
Proxy filing30 Apr 2026 - AXPAXLI is poised for broad adoption in wet AMD, backed by robust clinical data and a strong commercial strategy.OCUL
HCW @ Home27 Apr 2026 - AXPAXLI showed phase III superiority over anti-VEGF, with strong regulatory and clinical momentum.OCUL
RBC Capital Markets Virtual Ophthalmology Conference25 Mar 2026 - 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 - 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