Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36554 Ocular Therapeutix, Inc. (Exact name of registrant as specified in its charter) Delaware 20-5560161 (Sta ...

• One of most common, severe diabetes complications; leading cause of blindness in working-age population *per planned protocol dosing Sources: Eye care of the patient with diabetes mellitus. American Optometric Association, Second Edition; Market Scope - 2022 Retinal Pharmaceuticals Market Report, Global Analysis 2021-2027; Market Scope Q2-2022 US Retina Quarterly Update; AAO DR Preferred Practice Pattern; JAMA Ophthalmol. 2021;139(9):946-955 (PANORAMA); Arcadu F, et al. NPJ Digit Med. 2019;2:92. • Diabeti ...

财务数据和关键指标变化 - 第一季度总收入为1,340万美元,略高于2022年同期的1,320万美元 [53] - DEXTENZA产品净收入从2022年同期的1,250万美元增长到1,320万美元,增长约6% [47] - 研发费用从2022年同期的1,310万美元增加到1,470万美元,主要是由于临床和临前项目相关费用的增加 [54] - 销售和营销费用从2022年同期的910万美元增加到1,080万美元,主要是由于销售人员增加 [55] - 一般和行政费用从2022年同期的760万美元增加到910万美元,主要是由于人员相关成本和专业费用的增加 [55] - 2023年第一季度净亏损为3,030万美元,而2022年同期为1,250万美元 [56] 各条业务线数据和关键指标变化 - DEXTENZA在市场销量同比增长25%,达到7,200多个单位 [47] - DEXTENZA在2023年3月创下单月13,000多个单位的最高销量纪录 [48] - 公司预计2023年DEXTENZA全年净销售收入将在5,500万美元至6,000万美元之间,较2022年增长约10%至20% [51] 各个市场数据和关键指标变化 - 未提及 公司战略和发展方向及行业竞争 - 公司正在开发OTX-TKI,这是一种针对VEGF介导性视网膜疾病的新型治疗方法,可以提供持续的VEGF受体抑制作用,改善现有治疗方案的局限性 [9-20] - OTX-TKI在临床试验中表现出良好的疗效和持久性,公司计划尽快启动两项针对湿性AMD和糖尿病视网膜病变的首次关键性临床试验 [29-30] - 公司正在开发OTX-TIC,这是一种用于治疗原发性开角性青光眼或眼压升高的曲美布汀缓释植入物,有望解决患者用药依从性的问题 [41-43] - 公司继续推进干眼症项目OTX-DED和OTX-CSI的开发 [45] 管理层对经营环境和未来前景的评论 - 公司对DEXTENZA的2023年全年销售目标保持信心,预计将实现10%-20%的增长 [51] - 公司目前有7,900万美元的现金和现金等价物,预计可支持公司运营到2024年中期 [58] 问答环节重要的提问和回答 问题1 **Jon Wolleben 提问** 对于OTX-TKI 12个月数据的预期,以及生物降解过程中的变化情况 [63-64] **Antony Mattessich 回答** 预计随着轴替尼浓度下降,部分患者的疾病会有所恶化,这表明药物的药动学和药效学数据是一致的 [65-66] 问题2 **Joe Catanzaro 提问** 关于OTX-TKI湿性AMD临床试验设计,是否会包括两种不同剂量或配方的对比 [71] **Antony Mattessich 回答** 有可能会包括两种不同配方的对比 [73] 问题3 **Tara Bancroft 提问** 关于OTX-TKI湿性AMD临床试验设计的更多细节,比如选择EYLEA还是LUCENTIS作为对照组,以及是否会采用优效性终点 [75] **Antony Mattessich 回答** 暂时不方便透露更多细节,公司正在评估各种可能的设计方案 [76]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36554 Ocular Therapeutix, Inc. (Exact name of registrant as specified in its charter) Delaware 20-5560161 (St ...

Thank you, Rabia. The company reported a net loss for the fourth quarter of 2022 of $15.5 million or a loss of $0.20 per share on a basic basis and a loss of $0.24 per share on a diluted basis compared to a net loss of $3.9 million or a net loss of $0.05 per share on a basic basis and a loss of $0.23 per share on a diluted basis for the same period in 2021. Net loss in the fourth quarter of 2022 included a $5.2 million noncash item attributable to a decrease in the fair value of the derivative liability ass ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-36554 Ocular Therapeutix, Inc. (Exact name of registrant as specified in its charter) Delaware 20-5560161 (State or ...

Ocular Therapeutix, Inc. (NASDAQ:OCUL) Q3 2022 Earnings Conference Call November 7, 2022 4:30 PM ET Company Participants Donald Notman – Chief Financial Officer Antony Mattessich – President and Chief Executive Officer Rabia Ozden – Chief Medical Officer Peter Kaiser – Chief Medical Adviser-Retina Conference Call Participants Joe Catanzaro – Piper Sandler Kambiz Yazdi – Jefferies Yi Chen – H.C. Wainwright Yuan Zhi – B. Riley Georgi Yordanov – Cowen Caroline Palomeque – Berenberg Operator Good day, and thank ...

Ocular Therapeutix, Inc. (NASDAQ:OCUL) Q2 2022 Earnings Conference Call August 8, 2022 4:30 PM ET Company Participants Donald Notman - CFO Antony Mattessich - President, CEO & Director Rabia Ozden - Chief Medical Officer Conference Call Participants Jonathan Wolleben - JMP Securities Stacy Ku - Cowen and Company Yi Chen - H.C. Wainwright & Co. Joseph Catanzaro - Piper Sandler & Co. Operator Good afternoon, ladies and gentlemen. Thank you for standing by, and welcome to the Ocular Therapeutix Second Quarter ...

Ocular Therapeutix, Inc. (NASDAQ:OCUL) Q1 2022 Earnings Conference Call May 9, 2022 4:30 PM ET Company Participants Donald Notman – Chief Financial Officer Antony Mattessich – President & Chief Executive Officer Michael Goldstein – Chief Medical Officer Conference Call Participants Joe Catanzaro – Piper Sandler Dane Leone – Raymond James Jon Wollenben – JMP Securities Yi Chen – H.C. Wainwright Anita Dushyanth – Berenberg Capital Operator Good afternoon, ladies and gentlemen, thank you for standing by. And w ...

Ocular Therapeutix, Inc. (NASDAQ:OCUL) Q4 2021 Earnings Conference Call February 28, 2022 4:30 PM ET Company Participants Donald Notman - Chief Financial Officer Antony Mattessich - President & Chief Executive Officer Michael Goldstein - Chief Medical Officer Conference Call Participants Joe Catanzaro - Piper Sandler Jon Wolleben - JMP Securities Dane Leone - Raymond James Yi Chen - H.C. Wainwright Anita Dushyanth - Berenberg Capital Operator Good afternoon, ladies and gentlemen. Thank you for standing by a ...