4D Molecular Therapeutics Inc（FDMT）资讯与事件FDMT4D Molecular Therapeutics Inc

Ocular Therapeutix Shares Drop 22% to $7.53

Shares of Ocular Therapeutix (OCUL) are down 22% to $7.53 in morning trading after competitor 4D Molecular Therapeutics (FDMT) announced Phase 3 clinical data for its wet age-related macular degeneration drug candidate, 4D-150. Ocular Therapeutix is also developing a flagship wet AMD treatment, AXPAXLI, and preparing for its own FDA filing in Q4.

4D Molecular Therapeutics Launches 4SIGHT Phase 3 Clinical Trial

4D Molecular Therapeutics announced that the first patients have been enrolled across multiple sites in the 4SIGHT Phase 3 clinical trial evaluating 4D-150 for the treatment of diabetic macular edema, DME. The Company also reported 2-year data from the SPECTRA clinical trial. Clinical activity results: Post-aflibercept loading doses, patients required substantially fewer injections compared to on-label aflibercept 2mg Q8W: 61% overall treatment burden reduction; 75% estimated overall treatment burden reduction utilizing 4SIGHT Phase 3 supplemental injection criteria, which are more in line with contemporary Phase 3 trials; 2 of 9 remained injection-free

4DMT Reports Q2 Revenue of $3.78M, Beating Consensus

Reports Q2 revenue $3.78M, consensus $2.71M. "The second quarter of 2026 reflected continued strong execution across 4DMT, including completion of enrollment for 4FRONT-2, presenting positive long-term PRISM data and strengthening our financial flexibility through securing a strategic credit facility with Hercules," said David Kirn, Co-founder, President and Chief Executive Officer of 4DMT. "With topline data from both 4FRONT-1 and 4FRONT-2 in wet AMD expected in 2027, our DME Phase 3 expected to initiate in the third quarter and our Investor Day planned in October, we are well positioned to advance 4D-150 as a potential paradigm-changing backbone therapy for patients with wet AMD and DME."