Every material Form 8-K OCULAR THERAPEUTIX, INC has filed with the SEC since June 12, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ocular Therapeutix's board elected Riad Sherif, M.D., as a director effective November 6, 2026, and director Seung Suh Hong gave notice of his resignation effective December 31, 2026. The filing says Hong's resignation is not due to any disagreement with the board or management, and Sherif receives the same non-employee director compensation as other outside directors.
Riad Sherif, M.D., 58, elected to the board effective November 6, 2026 as a Class I director, serving until the 2027 annual meeting
Sherif received an option for 88,000 shares at $6.60 per share and a restricted stock unit award for 28,000 shares, vesting annually over three years
Sherif is CEO and a board member of Oculis Holding AG; he previously held roles at Novartis and Alcon
Seung Suh Hong, Ph.D., resigns from the board effective December 31, 2026
Ocular Therapeutix reported third quarter 2026 results with total net revenue of $12.9 million, down from $14.5 million a year earlier, and a net loss of $94.8 million, or $(0.42) per share, versus a net loss of $69.4 million, or $(0.38) per share, in the prior-year quarter. Research and development expenses rose to $74.8 million from $52.4 million, and the company said it had $530.6 million in cash as of September 30, 2026, with runway expected into 2028.
Net revenue was $12.9 million for Q3 2026, compared with $14.5 million for Q3 2025.
Net loss was $(94.8) million, or $(0.42) per share, versus $(69.4) million, or $(0.38) per share, a year earlier.
R&D expenses were $74.8 million versus $52.4 million, reflecting faster HELIOS-3 and SOL-X enrollment and higher headcount.
Cash and cash equivalents were $530.6 million as of September 30, 2026; the company expects this to support operations into 2028.
Ocular Therapeutix said its Chief Strategy Officer, Sanjay Nayak, resigned, effective October 16, 2026, to become CEO of a privately held company. The filing does not name a successor or describe any transition arrangements.
Sanjay Nayak notified the company of his resignation on October 14, 2026.
Resignation is effective October 16, 2026.
He is leaving to become Chief Executive Officer of a privately held company, which the filing does not name.
The filing does not name a successor or give financial terms.
Ocular Therapeutix reported second quarter 2026 results with a net loss of $78.8 million, up from $67.8 million a year earlier, while total net revenue was flat at $13.5 million. The company said its AXPAXLI NDA submission for wet AMD remains on track for Q4 2026 and that its cash balance of $598.6 million supports operations into 2028, though higher spending lifts the loss.
Net loss of $78.8 million, or $0.35 per share, versus a net loss of $67.8 million, or $0.39 per share, in Q2 2025
Total net revenue of $13.5 million, flat year over year
R&D expenses rose to $54.1 million from $51.1 million, and G&A rose to $22.2 million from $14.3 million
Cash and cash equivalents of $598.6 million as of June 30, 2026, with runway expected into 2028
At its June 10, 2026 annual meeting, Ocular Therapeutix stockholders approved Amendment No. 5, which adds 10,000,000 shares to the 2021 Stock Incentive Plan, and re-elected two Class III directors. The Board also formally appointed Jason Robins, who had been interim CFO since January 20, 2026, as Chief Financial Officer, with a higher base salary and equity grants.
Stockholders approved Amendment No. 5, adding 10,000,000 shares to the 2021 Stock Incentive Plan, with 150,723,228 votes for and 5,688,862 against.
Jason Robins was appointed CFO on June 10, 2026; his base salary rises to $535,100 on July 1, 2026, with a bonus target of 45% of base salary.
Robins received a stock option for up to 14,024 shares and a restricted stock unit award for 15,441 shares, both effective June 10, 2026.
Pravin U. Dugel, M.D. and Merilee Raines were elected Class III directors, and PricewaterhouseCoopers LLP was ratified as auditor for fiscal 2026.
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