Every 8-K that Ocular Therapeut (OCUL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow OCUL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OCUL filings page.
Ocular Therapeutix reported second quarter 2026 total net revenue of $13.5 million, essentially unchanged from a year earlier, and a net loss of $(78.8) million, or $(0.35) per share. Cash and cash equivalents were $598.6 million as of June 30, 2026, which the company believes will fund planned operating expenses, debt service and capital spending into 2028 based on current plans.
The company is prioritizing AXPAXLI (OTX-TKI) for wet age-related macular degeneration. After a positive FDA Type C meeting, it plans to submit a wet AMD NDA in Q4 2026 via the Section 505(b)(2) pathway, following a pre-NDA meeting in Q3 2026. The NDA is expected to rely on Phase 3 SOL-1 Week 52 efficacy and safety data, interim SOL-R safety data, and confirmatory evidence. In SOL-1, 74.1% of AXPAXLI-treated subjects maintained vision at Week 36 and 65.9% at Week 52, both statistically superior to aflibercept. A post-hoc analysis estimates up to a 72% reduction in intravitreal injection burden over 60 weeks versus a projected on-label aflibercept regimen.
Ocular Therapeutix reported that stockholders approved Amendment No. 5 to its 2021 Stock Incentive Plan, increasing the number of shares issuable under the plan by 10,000,000 shares. This expands the equity pool available for employee, director, and officer compensation.
The Board also appointed Jason Robins, previously interim Chief Financial Officer, as Chief Financial Officer. His annual base salary will be $535,100 from July 1, 2026, with a target cash bonus of 45% of salary. He received an option for 14,024 shares and a restricted stock unit award for 15,441 shares, subject to multi‑year vesting. Stockholders supported holding future advisory votes on executive compensation every year.
Ocular Therapeutix reported a larger quarterly loss while advancing its lead retina drug AXPAXLI through late-stage trials. For the first quarter ended March 31, 2026, total net revenue was $10.8 million, up slightly from $10.7 million a year earlier, driven almost entirely by DEXTENZA product sales.
Research and development spending rose to $66.2 million from $42.9 million as the company funded its Phase 3 SOL-1, SOL-R and HELIOS-3 trials and initiated the SOL-X extension study. Net loss widened to $88.6 million, or $0.40 per share, compared with a $64.1 million loss, or $0.38 per share, in the prior-year quarter.
Cash and cash equivalents were $666.7 million as of March 31, 2026. Ocular believes this balance can fund planned expenses, debt service and capital needs into 2028, including completion of SOL-1, SOL-R topline data, SOL-X, HELIOS-3 and potential HELIOS-2, as well as pre-commercial investment for AXPAXLI.
Ocular Therapeutix, Inc. is making investor presentation slides available covering detailed results from its SOL-1 Phase 3 superiority clinical trial of AXPAXLI (also known as OTX-TKI) for treating wet age-related macular degeneration. The slides will be posted on the company’s website Investors section on February 27, 2026, aligned with its presentation at the 49th Macula Society Annual Meeting.
Ocular Therapeutix, Inc. reported that it has released its financial results for the quarter and year ended December 31, 2025. These results were announced in a press release dated February 5, 2026.
The company furnished the full text of this earnings press release as Exhibit 99.1. This information is provided under a disclosure rule for earnings results and is designated as “furnished,” meaning it is not treated as formally “filed” under certain securities law liability provisions or automatically incorporated into other securities filings unless specifically referenced.
Ocular Therapeutix announced that its Chief Financial Officer and Chief Operating Officer, Donald Notman, has taken a temporary medical leave of absence effective January 20, 2026. To ensure continuity in its finance function, the Board appointed Jason Robins, previously Senior Vice President, Finance, as interim Chief Financial Officer, also serving as principal financial and principal accounting officer until Mr. Notman’s anticipated return.
In connection with this interim role, Mr. Robins received a stock option to purchase 33,000 shares of common stock at an exercise price of $11.45 per share, vesting in equal monthly installments over four years under the 2021 Stock Incentive Plan. The company notes there are no related-party transactions or family relationships involving Mr. Robins, and that he entered into its standard indemnification agreement covering certain legal expenses related to his service.
Ocular Therapeutix is entering a quiet period starting December 20, 2025 as it prepares for database lock of its SOL-1 Phase 3 clinical trial of AXPAXLI (also known as OTX-TKI) for wet age-related macular degeneration. The company states that SOL-1 data remain on track for the first quarter of 2026. Its next planned investor communication is expected in early February 2026, when it plans to release financial results for the fourth quarter and full year 2025 and provide an update on the timing of SOL-1 data.
Ocular Therapeutix, Inc. furnished an update that it has announced its financial results for the quarter ended September 30, 2025. The details of those quarterly results are contained in a press release dated November 4, 2025, which is included as Exhibit 99.1 and incorporated by reference. The company notes that this information is being provided under a specific disclosure item and is treated as "furnished" rather than "filed" under securities laws, which affects how it is used in other regulatory filings and liability provisions.
Ocular Therapeutix, Inc. entered into an underwriting agreement for an underwritten public offering of 37,909,018 shares of its common stock at an offering price of $12.53 per share, with underwriters purchasing at $11.7782 per share. The company expects to receive approximately $445.9 million in net proceeds after underwriting discounts, commissions and expenses. The shares are being issued under an automatically effective shelf registration statement on Form S-3, with closing expected on or about October 1, 2025, subject to customary conditions. Based on its current operating plan, including DEXTENZA product sales and observing a $20.0 million minimum liquidity covenant, the company believes its existing cash and cash equivalents plus these proceeds will fund planned operating expenses, debt service and capital expenditures into 2028, though this excludes full commercialization expenses for AXPAXLI and is based on assumptions that may change.
Ocular Therapeutix reported progress and plans for its AXPAXLI (OTX-TKI) ophthalmology program, including multiple Phase 3 trials in wet age-related macular degeneration (wet AMD) and non-proliferative diabetic retinopathy (NPDR), plus a new U.S. patent allowance. In wet AMD, the company’s registrational SOL-1 Phase 3 trial has completed randomization of 344 subjects, is being run under an FDA special protocol assessment, shows retention above 95%, and has not generated new or unexpected safety signals to date, with topline results expected in the first quarter of 2026. A second Phase 3 trial, SOL-R, has completed enrollment and is designed to show non-inferiority to on-label aflibercept dosing, with topline data expected in the first half of 2027 and a planned follow-on long-term extension trial (SOL-X).
For NPDR, the company plans two Phase 3 studies, HELIOS-2 and HELIOS-3, using a diabetic retinopathy severity score–based primary endpoint at Week 52, and has FDA agreement under a special protocol assessment for the HELIOS-2 design. The company also received a notice of allowance for a U.S. patent with claims covering methods of treating ocular diseases with AXPAXLI, which is expected to provide protection into 2044, absent any extensions.