The single injection Gene Therapy to restore vision is unique science with an incredible TAM. This man explains best:

https://ocugen.com/patients/#foobox-1/0/Patient_03-v7-B.mp4

• News

  • Determined the high dose of OCU410ST to be the maximum tolerated dose
  • No serious adverse events have been reported
    • Ocugen received Orphan Drug Designation from the FDA for the treatment of ABCA4-associated retinopathies including Stargardt disease, retinitis pigmentosa 19 (RP19), and cone-rod dystrophy 3 (CORD3).
    • https://finance.yahoo.com/news/data-safety-monitoring-board-approves-110200568.html

• Ocugen Pipeline - Quick overview

  • Vaccin
    • Fully funded by NIAID (Headed by Fauci) . Ocugen retains ALL the rights to the Vaccin. NIAID expected to start a Phase 1 trial this year.
    • The vaccin is for INHALE - meaning easy to administer, AND stockpiling with LONG shelf-life.
    • https://medicine.wustl.edu/news/nasal-covid-19-vaccine-halts-transmission/
  • Eye portion
    • RMAT designation. Essentially speeds up trials and approvals.
    • EMA acceptance of USA trial results.
    • Extended trials into Canada
  • NEOCART
    • CEO stated once that the technology is not preferred by surgeons. He may have made a mistake here. But, at the other hand - this science has seen a phase 3 before, it missed endpoints nearly. Ocugen therefore has a road-map and knows exactly what is required to get it through PH3.

• Ocugen Short

  • Short stats
    • 50,000,000 short, about 20%,
  • Cash runway
    • Till Q3 2025, this however will be sorted by a partner between now and end of Q1 2025. How do I know? CEO said so during the last investor conference (see webcast, last 10 minutes). HC Wainwright document said, it seemingly had a mistake in it stating "seeking BP".

• Other facts

  • Ocugen has tested 2$ twice. And will do again
  • CEO has seen Institutional buying
    • On September 30, 2024, State Street Corp made a significant addition to its investment portfolio by acquiring 1,047,896 shares of Ocugen Inc (NASDAQ:OCGN), a biotechnology firm based in the USA. This transaction increased State Street Corp's total holdings in Ocugen to 15,824,517 shares,
  • Ocugen Board of Advisors sees Pfizer and Bill and Melinda Gates Foundation executives.
  • Russell3000 inclusion since June
  • Deals in the Eye-care space have been plenty
    • Merck (MRK.N), opens new tab on Wednesday agreed to buy privately held biotech EyeBio for as much as $3 billion, as it looks to diversify its portfolio of experimental drugs with treatments for eye diseases.The drugmaker agreed to pay $1.3 billion in cash and another $1.7 billion in future milestone-based payments for EyeBio, and will gain access to its retinal disease drug Restoret as part of the deal.

• Expected Catalysts

  • Generic updates, with each positive update (especially regarding the Eye portion) product value increase.
  • Vaccin Trial Start - ZERO cost to OCGN.
    • Vaccin updates, the market always reacts strongly to.
  • Partnerships for
    • Eye
    • Neocart