Rove MagicCorner @RMagiccorner

$OCGN #OCUGEN 👇 👇 👇 👇 I had no idea that they can sell the voucher prior to the approval 💥💥💥 1. Priority Review Voucher (PRV) tied to OCU410ST (because of its rare pediatric disease designation). They could sell this voucher for roughly $100–200 million even before the drug is approved. They’re evaluating whether/when to do that. 2. Partnership or licensing deals outside the U.S. for OCU400, OCU410ST, and possibly their geographic atrophy (GA) program. These would bring in money (or shared costs) without issuing lots of new shares. 3. Existing warrants held by Janus Henderson: 10 million warrants that can be exercised at $1.50 each. If exercised, that would bring in another $15 million. They expire in August 2027. So, They’re looking at several ways to bring in more money—selling a special voucher, striking partnership deals overseas, and possibly having investors exercise old warrants—mainly so they don’t have to flood the market with new shares and dilute current owners.

$OCGN #OCUGEN 👇 👇 👇 @Ocugen @drsmusunuri The number of institutional owners rose 47.50% in the most recent quarter (MRQ). That is a large jump in the number of institutions buying in. Institutions hold 141.3 million shares long. That represents 41.75% of the shares outstanding (excluding 13D/G filings, which are large activist/stakeholder filings). They added 65.56 million shares in the most recent quarter — a +102.59% increase. In other words, institutional long ownership roughly doubled in one quarter. Institutional Value (Long) The total market value of those institutional long holdings is about $245.5 million.

$OCGN Great business update. Key takeaways: PPQ batches completed: “Ocugen has successfully qualified OCU400’s intended commercial manufacturing process and generated batches supporting both the BLA and commercial launch supply.” That is a big deal. Manufacturing and CMC issues are one of the biggest reasons gene therapies run into regulatory problems, with roughly 80% of gene therapy CRLs involving CMC deficiencies. Ocugen has now shown that its intended commercial manufacturing process works and can consistently produce OCU400 to the required standards. That substantially derisks manufacturing ahead of commercialization, again huge deal. No disclosed timeline delays or shifts across the major programs. Everything continues to move forward as planned. OCU410 Phase 3 was cleared by the FDA, the required trial size was reduced substantially, and the program also received RMAT designation. Both are significant because they show how favorably regulators are viewing the platform and the strength of the existing data. Ocugen now has multiple assets receiving unusually strong regulatory recognition. OCU410ST also completed enrollment and dosing ahead of schedule. The MENA terms were laid out: up to $255M in milestones, a 22% royalty on net sales, upfront and development payments, and Ocugen retains responsibility for manufacturing the commercial supply. Cash runway is now projected into 2028, carrying the company through several major clinical and regulatory catalysts. The one thing we did not see was the start of the rolling OCU400 BLA submission. Ocugen would need the completed PPQ data for the manufacturing portion of the BLA, so it is good to see that major requirement now taken care of. If they submit the CMC modules before the Q1 Phase 3 data, that would give the FDA time to review the manufacturing package and allow Ocugen to address any questions or changes earlier if there was any, which would reduce the chance of there being a manufacturing related delay later. If they wait for the Phase 3 data and submit the BLA together, the overall approval timeline listed doesn’t change. It does though leave Ocugen with less time to address any potential CMC questions during the review process. Overall, nearly everything investors wanted addressed was addressed, along with several additional bullish developments. Still to see the plan was to begin a rolling BLA in Q3 and then not see it started, especially while the company simultaneously announced that the PPQ batches supporting the BLA and commercial launch supply were successfully completed, is a bit annoying ngl. 🍻

#OCUGEN Successfully completed OCU400 PPQ manufacturing batches in preparation for a potential BLA submission and commercial launch supply #BLA presentation IS near #LETSGOOO

During today's earnings call, CEO @drsmusunuri highlighted 2Q 2026: $130M financing, binding term sheet to license #OCU400 in the MENA region, #OCU410 Phase 3 advancement and RMAT designation, and continued commercial readiness. #EarningsUpdate Read: bit.ly/4fTopTL

ir.ocugen.com/news-releases/…

Behind every breakthrough is a patient, a family, and a story. At Ocugen, we remain committed and are humbled by the potential impact our science can have on people's lives. Moments like these reinforce our purpose and create hope for patients and families around the world!

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57 years ago

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$OCGN #OCUGEN

ir.ocugen.com/news-releases/…

RMAT designation helps accelerate promising regenerative medicines for patients with significant unmet medical needs. This important milestone reinforces our commitment to advancing #OCU410 with urgency for the millions living with #geographicatrophy secondary to #dAMD. #Biotech

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57 years ago

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Exactly, they need authorized shares just like NVIDA google or any other company. If shareholders won’t approve shares they will have no choice but to RS. Company has shown countless times their interests align with shareholders, they won’t dilute us to hell, it took them 5 years to use the last 150m, this batch will last them years to come while they commercialize their 3 blockbuster drugs globally. 🍻

#OCUGEN Today, @NobleCapMkts (LEBOYER) issued a "Buy" rating and a $12 price target 🎯 @TipRanks The Phase 1 study for #OCU200 #DSMB concludes tomorrow. Catalyst!! IMO #LETSGOOO

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$OCGN #OCUGEN @Ocugen @drsmusunuri 👏👏👏 Wow upto 8% .....amazing, more is on the way!!!

Big milestone for #OCU410! The @FDA has granted RMAT designation to our investigational one-time gene therapy for #geographicatrophy, secondary to #dAMD, recognizing its potential to address a significant unmet need. #GeneTherapy Read more: bit.ly/3TLJiZL

ir.ocugen.com/news-releases/…

$OCGN OCUGEN TO HOST CONFERENCE CALL ON THURSDAY, AUGUST 6 AT 8:30 A.M. ET TO DISCUSS BUSINESS UPDATES AND SECOND QUARTER 2026 FINANCIAL RESULTS

Mark your calendars! Join us on Thursday, August 6, at 8:30 a.m. ET for Ocugen's 2Q 2026 financial results and a business update. #QuarterlyUpdate #Biotech #InvestorRelations Read our latest press release for details on how to join: bit.ly/44PRfzx

$OCGN Thanks @NeenaHaider & @Ocugen for giving hope when there was none 👇 “For families hearing this diagnosis today, they don’t have to be afraid anymore,” says Manny. “There’s hope now. There are researchers, companies, organizations, and people working every day to help us."

Ocugen @Ocugen

2 weeks ago

#OCU400 clinical trial participant Manny is sharing his journey in the newest @FightingBlindness story. Learn how living with #retinitispigmentosa shaped his life and why research gave him hope. #Biotech Read the full story: bit.ly/3TWCV5S

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#OCU400 clinical trial participant Manny is sharing his journey in the newest @FightingBlindness story. Learn how living with #retinitispigmentosa shaped his life and why research gave him hope. @Ocugen #Biotech Read the full story: bit.ly/3TWCV5S

Hear from Arshad M. Khanani, MD, MA, FASRS, in his @RetinalPhys interview from #ASRS2026 as he discusses the Phase 2 ArMaDa study, #OCU410, and the path toward Phase 3 for #geographicatrophy. #GeneTherapy #Retina Watch the full interview: bit.ly/44K4lhB