Ocular Therapeutix Inc

Amazing and standard setting durability for latest 10 month TKI-update in wAMD, have a listen here: https://ocutx.gcs-web.com/events/event-details/ocular-therapeutix-interim-10-month-data-update-ongoing-us-phase-1-clinical

Current marketcap is in the ~$450m range and the asset is now P3 ready. Given that KOD was trading at a mcap of ~$6b halfway through P3 studies as a "one trick pony" suggests OCUl is undervalued. I'm long. Very long. 

OCUL video #1

In this video from Eyecelerator@AAO, Peter Kaiser, MD, discusses data from a phase 1 clinical study investigating OTX-TKI for the treatment of wet age-related macular degeneration.

https://www.healio.com/news/ophthalmology/20221002/video-otxtki-shows-promising-results-in-wet-amd

OCUL video #2

Presenting author Dilsher Dhoot, MD, California Retina Consultants, discussed the analysis In an interview with HCPLive at the conference: Analysis of OTX-TKI Implant Shows Promise for Wet AMD Treatment

https://www.hcplive.com/view/dilsher-dhoot-md-analysis-otx-tki-implant-promise-wet-amd

This is fantastic data from OCUL. High dose Eylea managed 80% rescue free at 4 months in their recent P3, whereas OCUL's TKI looks like 80% rescue free at 6 months. It's still early days, but this looks like a drug to me...