OCUL · OCULAR THERAPEUTIX, INC

2026

1. 3 ago 2026S-8Registro de acciones para empleadosEDGAR
2. 3 ago 202610-QInforme trimestralEDGAR

   Frente al informe anterior del mismo tipo: 152 frases nuevas y 132 eliminadas. (ver el anterior)

   Ver 12 de las 152 frases nuevas

   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, 2026 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.

   Financial Statements (unaudited) ​ 5 ​ Condensed Consolidated Balance Sheets as of June 30, 2026 and December 31, 2025 ​ 5 ​ Condensed Consolidated Statements of Operations and Comprehensive Loss for the three and six months ended June 30, 2026 and 2025 ​ 6 ​ Condensed Consolidated Statements of Cash Flows for the six months ended June 30, 2026 and 2025 ​ 7 ​ ​ Condensed Consolidated Statements of Stockholders’ Equity for the three and six months ended June 30, 2026 and 2025 ​ 8 ​ ​ ​ ​ Notes to the Condensed Consolidated Financial Statements ​ 10 ​ Item 2.

   The forward-looking statements in this Quarterly Report on Form 10-Q include, among other things, statements about: ● our ongoing registrational clinical trials, including our Phase 3 clinical trial of AXPAXLI for the treatment of wet age-related macular degeneration, or wet AMD, which we refer to as the SOL-1 trial; our repeat-dosing study of AXPAXLI for the treatment of wet AMD, which we refer to as the SOL-R trial; our long-term extension study for AXPAXLI for the treatment of wet AMD, which we refer to as the SOL-X trial; and our Phase 3 clinical trial of AXPAXLI for the treatment of non-proliferative diabetic retinopathy, or NPDR, which we refer to as the HELIOS-3 trial; ● any additional clinical trials we might determine in the future to conduct for AXPAXLI or any other product candidate we determine to develop; ● determining our next steps for our product candidate OTX-TIC for the treatment of patients with open-angle glaucoma, or OAG, or ocular hypertension, or OHT; ● our plans and strategies to develop and seek regulatory approval for and commercialize AXPAXLI, OTX-TIC and any other product candidates that we might develop based on our proprietary bioresorbable hydrogel-based formulation technology ELUTYX, including our plans to submit a new drug application for AXPAXLI for the treatment of wet AMD based on the SOL-1 trial Week 52 data, interim safety data from the SOL-R trial and confirmatory evidence; ● our commercialization, marketing and manufacturing plans, capabilities and strategy, including our commercialization efforts for our product DEXTENZA; ● our ability to manufacture DEXTENZA and any of our product candidates, including AXPAXLI, in compliance with Current Good Manufacturing Practices and in sufficient quantities for our clinical trials and commercial use; ● the timing of and our ability to submit applications and obtain and maintain regulatory approvals for DEXTENZA and any of our product candidates, including AXPAXLI; ● our estimates regarding future revenue; expenses; the sufficiency of our cash resources; our ability to fund our operating expenses, debt service obligations and capital expenditure requirements; and our needs for additional financing; ● the potential for us to raise additional capital, including through equity offerings, debt financings, collaborations, strategic alliances, licensing arrangements, royalty agreements and marketing and distribution arrangements; ● the potential advantages of AXPAXLI and any of our other product candidates as well as DEXTENZA; ● the rate and degree of market acceptance and clinical utility of our products; ● our ability to secure and maintain reimbursement for our products as well as the associated procedures to insert, implant or inject our products; 3 Table of Contents ● our estimates regarding the market opportunity for AXPAXLI and any of our other product candidates as well as DEXTENZA; ● our license agreement and collaboration with AffaMed Therapeutics Limited under which we are collaborating on the development and commercialization of DEXTENZA and our product candidate OTX-TIC in mainland China, Taiwan, Hong Kong, Macau, South Korea, and the countries of the Association of Southeast Asian Nations; ● our capabilities and strategy, and the costs and timing of manufacturing, sales, marketing, distribution and other commercialization efforts with respect to DEXTENZA and any additional products for which we may obtain marketing approval in the future, including AXPAXLI; ● our intellectual property position; ● the impact of government laws and regulations; and ● the outcome of any legal proceedings that have been or may be instituted against us, including the litigation brought against us by EyePoint, Inc.

   Food and Drug Administration, or FDA, has not approved AXPAXLI as a product name. ​ 4 Table of Contents PART I—FINANCIAL INFORMATION Item 1.

   AXPAXLI (also known as OTX-TKI) is the Company’s investigational, bioresorbable, intravitreal hydrogel incorporating axitinib, a small molecule, multi-target, tyrosine kinase inhibitor with anti-angiogenic properties.

   AXPAXLI is based on the Company’s proprietary ELUTYX hydrogel-based formulation technology.

   Based on its current operating plan which includes estimates of anticipated cash inflows from existing product sales and cash outflows from operating expenses and capital expenditures, the Company believes that its existing cash and cash equivalents of $598,641 as of June 30, 2026, will enable it to fund its planned operating expenses, debt service obligations and capital expenditures at least through the next 12 months from the issuance date of these unaudited condensed consolidated financial statements while the Company observes a minimum liquidity covenant of $20,000 in its credit facility (Note 7). ​ The future viability of the Company is dependent on the Company’s ability to generate cash flows from the sales of the Company’s product candidates, such as AXPAXLI, if and as approved, and the sales of DEXTENZA, and to raise additional capital to finance its operations.

   If the Company is unable to obtain funding on a timely basis, in sufficient amounts, or at all, the Company could be 10 Table of Contents forced to delay, reduce or eliminate some or all of its research and development programs for product candidates, product portfolio expansion or commercialization efforts, any of which could adversely affect its business prospects, or the Company may be unable to continue operations. ​ 2.

   The accompanying unaudited condensed consolidated financial statements as of June 30, 2026 and for the three and six months ended June 30, 2026 and 2025 have been prepared by the Company, pursuant to the rules and regulations of the SEC for interim financial statements.

   In the opinion of management, all adjustments, consisting only of normal recurring adjustments necessary for a fair statement of the Company’s financial position as of June 30, 2026, the results of operations for the three and six months ended June 30, 2026 and 2025, and cash flows for the six months ended June 30, 2026 and 2025 have been made.

   The results of operations for the three and six months ended June 30, 2026 are not necessarily indicative of the results of operations that may be expected for the year ending December 31, 2026.

   The Company is currently evaluating the impact of the amendment but does not expect the adoption to have a significant impact on the disclosures related to its consolidated financial statements. 11 Table of Contents In September 2025, the FASB issued ASU No. 2025-06 Intangibles – Goodwill and Other – Internal-Use Software.

3. 3 ago 20268-KResultadosEDGAR

   Ocular Therapeutix reportó un saldo de caja de 598,6 millones de dólares al 30 de junio de 2026, con perspectiva de financiación hasta 2028.

   Lo que dice el documentoCash balance of $598.6 million as of June 30, 2026, with expected runway into 2028 BEDFORD, MA, August 3, 2026 (GLOBE NEWSWIRE) -- Ocular Therapeutix, Inc.

   Traducción automática (claude-sonnet-5), con la cita comprobada contra el documento y revisada por una persona.

4. 29 jul 2026SC 13G/ACambio en participación significativaEDGAR
5. 18 jun 20264Operación de un directivo o accionista significativoEDGAR

   Dugel Pravin (consejero, directivo):

   • donacion, 50.092 acciones a 0,00 $.
   • donacion, 50.092 acciones a 0,00 $.
   • Ninguna es una compra ni una venta en bolsa.
6. 12 jun 20264Operación de un directivo o accionista significativoEDGAR

   Lindstrom Richard L Md (consejero):

   • concesión de acciones, 14.000 acciones a 0,00 $.
   • Ninguna es una compra ni una venta en bolsa.
7. 12 jun 20264Operación de un directivo o accionista significativoEDGAR

   Hong Seung Suh (consejero):

   • concesión de acciones, 14.000 acciones a 0,00 $.
   • Ninguna es una compra ni una venta en bolsa.
8. 12 jun 20264Operación de un directivo o accionista significativoEDGAR

   Robins Jason Shand (director financiero):

   • concesión de acciones, 15.441 acciones a 0,00 $.
   • Ninguna es una compra ni una venta en bolsa.
9. 12 jun 20264Operación de un directivo o accionista significativoEDGAR

   Graves Adrienne L (consejero):

   • concesión de acciones, 14.000 acciones a 0,00 $.
   • Ninguna es una compra ni una venta en bolsa.
10. 12 jun 20264Operación de un directivo o accionista significativoEDGAR

    Warden Charles M (consejero):

    • concesión de acciones, 14.000 acciones a 0,00 $.
    • Ninguna es una compra ni una venta en bolsa.
11. 12 jun 20264Operación de un directivo o accionista significativoEDGAR

    Williams Leslie J. (consejero):

    • concesión de acciones, 14.000 acciones a 0,00 $.
    • Ninguna es una compra ni una venta en bolsa.
12. 12 jun 20268-KCambio en el consejo o la direcciónEDGAR

    Ocular Therapeutix nombró el 10 de junio de 2026 a Jason Robins, hasta entonces director financiero interino, como su Chief Financial Officer.

    Lo que dice el documentoOn June 10, 2026, the Board appointed Jason Robins, the Company’s interim Chief Financial Officer, to serve as the Chief Financial Officer.

    Traducción automática (claude-sonnet-5), con la cita comprobada contra el documento y revisada por una persona.

13. 12 jun 20264Operación de un directivo o accionista significativoEDGAR

    Raines Merilee (consejero):

    • concesión de acciones, 14.000 acciones a 0,00 $.
    • Ninguna es una compra ni una venta en bolsa.
14. 5 jun 20264Operación de un directivo o accionista significativoEDGAR

    Waheed Nadia (director médico):

    • vende 14.828 acciones a 8,27 $ · de un plan 10b5-1 escrito de antemano.
15. 3 jun 2026144Aviso de venta de acciones restringidasEDGAR
16. 28 may 20264Operación de un directivo o accionista significativoEDGAR

    Nayak Sanjay (directivo):

    • vende 1.858 acciones a 8,20 $ · de un plan 10b5-1 escrito de antemano.
17. 28 may 20264Operación de un directivo o accionista significativoEDGAR

    Dugel Pravin (consejero, directivo):

    • vende 21.156 acciones a 8,20 $ · de un plan 10b5-1 escrito de antemano.
    • donacion, 394.696 acciones a 0,00 $ · de un plan 10b5-1 escrito de antemano.
    • donacion, 394.696 acciones a 0,00 $ · de un plan 10b5-1 escrito de antemano.
18. 28 may 20264Operación de un directivo o accionista significativoEDGAR

    Heier Jeffrey S. (director científico):

    • vende 3.018 acciones a 8,20 $ · de un plan 10b5-1 escrito de antemano.
19. 28 may 20264Operación de un directivo o accionista significativoEDGAR

    Kaiser Peter (directivo):

    • vende 2.967 acciones a 8,20 $ · de un plan 10b5-1 escrito de antemano.
20. 26 may 2026144Aviso de venta de acciones restringidasEDGAR
21. 26 may 2026144Aviso de venta de acciones restringidasEDGAR
22. 26 may 2026144Aviso de venta de acciones restringidasEDGAR
23. 26 may 2026144Aviso de venta de acciones restringidasEDGAR
24. 15 may 2026SC 13G/ACambio en participación significativaEDGAR
25. 5 may 202610-QInforme trimestralEDGAR
26. 5 may 20268-KResultadosEDGAR

    Ocular Therapeutix reportó un saldo de caja de 666,7 millones de dólares al 31 de marzo de 2026, con expectativa de cobertura de operaciones hasta 2028.

    Lo que dice el documentoCash balance of $666.7 million as of March 31, 2026, with expected runway into 2028 BEDFORD, MA, May 05, 2026 (GLOBE NEWSWIRE) -- Ocular Therapeutix, Inc.

    Traducción automática (claude-sonnet-5), con la cita comprobada contra el documento y revisada por una persona.

    En el documentoEl ensayo alcanzó su objetivo principal…with sustained disease control. The SOL-1 superiority trial is being conducted under a Special Protocol Assessment (SPA) agreement with the U.S. Food and Drug Administration (FDA). Having successfully met the primary endpoint in SOL-1, AXPAXLI is the first ever novel investigative agent to successfully demonstrate superiority to a single dose of an approved anti-VEGF. With a highly statistically significant primary endpoint…

27. 30 abr 2026ARSInforme anual para accionistasEDGAR
28. 30 abr 2026DEF 14AConvocatoria de junta de accionistasEDGAR
29. 30 abr 2026DEFA14AMaterial adicional para la junta de accionistasEDGAR
30. 13 abr 20264Operación de un directivo o accionista significativoEDGAR

    Dugel Pravin (consejero, directivo):

    • donacion, 394.696 acciones a 0,00 $.
    • donacion, 394.696 acciones a 0,00 $.
    • Ninguna es una compra ni una venta en bolsa.