Ocugen, Q3 2026 Earnings Call Transcript

Ocugen has all three late-stage modifier gene therapy programs in Phase III and remains on track to file three BLAs by 2028. OCU400 enrollment is complete, with top-line data expected in Q1 2027; the company says its Phase III study is powered to detect a treatment effect. OCU410ST’s independent monitoring committee recommended continuing the Stargardt trial without changes, and 12-month data are expected in Q2 2027. OCU410 has begun Phase III testing for geographic atrophy, with enrollment targeted for completion in 2027.

Commercial expansion includes an OCU400 license for the Middle East and North Africa, with potential milestone payments and royalties, and a Bahamas pathway that could enable treatment as early as year-end, subject to full approval. Ocugen expects its $84.6 million in cash and investments to fund operations into 2028, covering two of the three late-stage programs through their anticipated BLA filings.