Ocular Therapeutix, Inc. · NASDAQ:OCUL
Ocular Therapeutix — AAO Retina Subspecialty Day Congress 2026
18 slides from Ocular Therapeutix's conference presentation, Oct 9, 2026
Slide 1: Phase 3 Trial of OTX-TKI (SOL-1) for Wet AMD
Phase 3 Trial of OTX-TKI (SOL-1) for Wet AMD Darius Moshfeghi, MD Chief of the Retina Division and Professor of Ophthalmology Stanford University School of Medicine, Palo Alto, CA AAO Retina Subspecialty Day Congress | New Orleans, LA | October 9, 2026 MC-US-OTX-301
Slide 2: Disclosures and Disclaimers
Disclosures and Disclaimers Financial Disclosures • Consultant: Akebia, Alexion, Aspire, Boehringer Ingelheim, Feliqs, GigCapital7, Ocular Therapeutix, Plenoptika, Vision Labs AI • Stockholder: Ainsly Limited, dSentz, Feliqs, Ocular Therapeutix, Osanni Bio, Pr3vent, Plenoptika, Pykus, RetinaBio, Vis
Slide 3: How Far Have We Extended Treatment?
How Far Have We Extended Treatment? DRUG / TRIAL INTERVAL STUDIED % ACHIEVING INTERVAL TRIAL TYPE Ranibizumab 0.5 mg Every 4 weeks FIXED REGIMEN SUPERIORITY MARINA / ANCHOR1,2 Aflibercept 2 mg Every 4-8 weeks FIXED REGIMEN Non-inferiority VIEW1 / VIEW23 Brolucizumab 6 mg Up to 12 weeks ~56% Non-infe
Slide 4: Real-World Anti-VEGF Use: Longer Intervals, Decreasing Visual Acuity
Real-World Anti-VEGF Use Shows As Treatment Intervals Increase, Visual Acuity Decreases Treatment Interval in Weeks Long-Term Visual Outcomes* Estimated Time Between Anti-VEGF Injections 14 10 12.6 Mean Change in BCVA from Baseline 8 12 11.1 10.4 10.5 10.7 10.2 6 3.9 10 4 2.7 8.5 1.6 2 0.6 (Weeks) 8
Slide 5: nAMD Benchmark: Vision and Superiority
nAMD Benchmark: Vision and Superiority NONINFERIORITY TRIALS SUPERIORITY TRIALS Aflibercept 2 mg vs. VIEW 1 / VIEW 2 Ranibizumab1 VISION Pegaptanib vs. sham9 Brolucizumab vs. HAWK / HARRIER Aflibercept 2 mg2 MARINA Ranibizumab vs. sham10 Abicipar vs. Ranibizumab vs. CEDAR / SEQUOIA Ranibizumab3 ANCH
Slide 6: Unmatched Durability: First Trial to Demonstrate Durability >9 Months
Unmatched Durability: First Trial to Demonstrate Durability >9 Months Maintenance of Visual Acuity* Primary Endpoint Key Secondary Endpoint P = 0.0006 100% P < 0.0001 100% Proportion of Subjects, % Proportion of Subjects, % 74.1% 75% 75% 65.9% 55.8% 50% 50% 44.2% 25% 25% 0% 0% Week 36 Week 52 OTX-TK
Slide 7: Key Questions Emerging from the Data
Key Questions Emerging from the Data What is Driving this Sustained Durability? How May Early Fluid Control Inform Treatment Decisions in Clinical Practice? 7
Slide 8: OTX-TKI Hydrogel Visible in >90% at Month 6 and ~50% at Month 9
OTX-TKI Hydrogel Was Visible in >90% of Patients at Month 6 and ~50% at Month 9 Post Hoc Analysis: Time to Hydrogel Dissipation 1.0 0.9 0.8 Time to Implant Grade 1 0.7 0.6 0.5 0.4 0.3 0.2 0.1 OTX-TKI 0.45 mg (n=167) 0.0 0 4 8 12 16 20 24 28 32 36 40 44 48 52 56 60 Time from Baseline (Weeks) Axitinib
Slide 9: Key Questions Emerging from the Data
Key Questions Emerging from the Data What is Driving this Sustained Durability? How May Early Fluid Control Inform Treatment Decisions in Clinical Practice? 9
Slide 10: Most OTX-TKI Subjects (~75%) Had No Supplemental Injections at Week 36
Most Subjects (~75%) in the OTX-TKI Arm Did Not Receive Supplemental Injections at Week 36 Proportion of Supplemental-free Subjects Time to First Supplemental Treatment Post Hoc Analysis Secondary Endpoint 1.0 100% P = 0.0856* P = 0.0006* 0.9 80.6% P = 0.0005† 0.8 Probability of Not Having 74.7% Sup
Slide 11: Real-World Retreatment Criteria and Quantitative Dryness Using AI
Real-World Retreatment Criteria and Quantitative Dryness (qDry) Using AI-based Retinal Fluid Analysis Defines Quantitative Dryness Clinically Relevant Implemented Prospectively ≤10 nL of total retinal fluid was used 10 nL was the median total retinal DRCR Protocol AO uses 10 nL as as the definition
Slide 12: Most Patients in SOL-1 Demonstrated Retinal Fluid Control
Most Patients in SOL-1 Demonstrated Retinal Fluid Control with AI-based Retinal Fluid Analysis Post Hoc Analysis: Patients with qDry Retina at Week 8 Loading Phase Change in Fluid Volume OTX-TKI 0.45 mg Aflibercept 2 mg from Baseline at Week 8 N = 170 N = 172 ≤10 nL increase (qDry Retina) 120 (70.6%
Slide 13: 2/3 of OTX-TKI Patients Would Achieve 9-month Dosing
Using Real-world AI-based Retreatment Criteria, 2/3 of OTX-TKI Patients Would Achieve 9-month dosing Post Hoc Analysis: Patients with qDry Retina at Week 8 OTX-TKI 0.45 mg Aflibercept 2mg Week 24 Week 36 Week 36 Week 24 Week 24 Week 36 Week 36 Week 24 9-month durability after loading 75% 68% 60% 47%
Slide 14: Early Fluid Control Maintained Through Week 36 with OTX-TKI
Patients With Early Fluid Control (~70%) Maintained Their Response through Week 36 with OTX-TKI Post Hoc Analysis: Mean Change in Total Retinal Fluid Volume by qDry Status at Week 8 OTX-TKI 0.45 mg Aflibercept 2mg 130 130 Mean Change in Total Fluid Mean Change in Total Fluid Volume from Baseline, nL
Slide 15: Early Fluid Control Demonstrated Sustained BCVA Outcomes
Patients With Early Fluid Control Demonstrated Sustained BCVA Outcomes with OTX-TKI Post Hoc Analysis: Mean BCVA Change by qDry Status at Week 8 OTX-TKI 0.45 mg Aflibercept 2mg Mean Change from Screening Mean Change from Screening in BCVA, ETDRS Letters in BCVA, ETDRS Letters 10 10 +6.7 +5.4 5 5 0 0
Slide 16: OTX-TKI was Generally Well Tolerated
OTX-TKI was Generally Well Tolerated Subjects with Ocular AEs in OTX-TKI Aflibercept Vitreous Floaters the Study Eye (>2%) Through 0.45 mg 2 mg Week 52, n (%) n = 170 n = 172 • All cases were mild to moderate in severity • No evidence of associated IOI Vitreous floaters 21 (12.4) 2 (1.2) • Onset coi
Slide 17: Key Takeaways
Key Takeaways SOL-1 met its primary endpoint, demonstrating superiority vs. aflibercept 2 mg in maintenance of visual acuity at Week 36 OTX-TKI hydrogel remained visible in >90% of patients at Month 6 and ~50% at Month 9 ~70% of OTX-TKI treated subjects quantitatively dry at Week 8 continued to be q
Slide 18: Thank You
Thank You
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