John's questions to Ocular Therapeutix Inc (OCUL) leadership • Q2 2025
Question
John, on for Serge Belanger at Needham and Company, asked whether the SOUL-one readout should be seen as a de-risking event for the SOLAR trial or as more complementary, given their distinct designs.
Answer
Pravin Dugel, Executive Chairman, President & CEO, responded that it is 'clearly both.' While acknowledging the trials have different patient populations, he affirmed the drug is the same and that the company will provide data cuts from SOUL-one to give confidence in the translation to SOLAR. He also pointed to SOLAR's inherent de-risking features, such as its patient selection process and optimal primary endpoint timing, as standalone reasons for confidence.