Reported results
- Total net revenue was $12.9 million for the third quarter of 2026, compared with $14.5 million for the third quarter of 2025.
- GAAP net loss for the third quarter of 2026 was $(94.8) million, or $(0.42) per basic and diluted share, compared with $(69.4) million, or $(0.38) per basic and diluted share, for the third quarter of 2025.
- GAAP research and development expenses were $74.8 million for the third quarter of 2026, compared with $52.4 million for the third quarter of 2025.
- GAAP selling and marketing expenses were $15.7 million for the third quarter of 2026, compared with $13.1 million for the third quarter of 2025.
- GAAP general and administrative expenses were $18.8 million for the third quarter of 2026, compared with $16.0 million for the third quarter of 2025.
- Total cash and cash equivalents were $530.6 million as of September 30, 2026.
Guidance
- Ocular Therapeutix believes that its current cash balance of $530.6 million as of September 30, 2026 is sufficient to support its planned operating expenses, debt service obligations and capital expenditure requirements into 2028.
Price and volatility reaction
The stock moved +3.9% on the print. No front-expiry chain was on file, so there is no straddle expected move.
| Measure | Value | Basis |
|---|---|---|
| Close before release | 6.595 | 2026-11-06 |
| Close after release | 6.85 | 2026-11-09 |
| Realised move | +3.9% | close to close |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-11-09 (8-K, Item 2.02). Read the original filing on sec.gov.
