Ophthalmology companies
27 listed ophthalmology companies, largest first, with lead program and the next catalyst each has disclosed.
| Company | Ticker | Lead program | Indication | Next catalyst |
|---|---|---|---|---|
| Regeneron Pharmaceuticals, Inc. | REGN | EYLEA HD / EYLEA (aflibercept) | Neovascular AMD, diabetic macular edema, other retinal diseases | Q4 2026 — Phase 3 results vs pembrolizumab in adjuvant melanoma |
| Glaukos Corporation | GKOS | iDose TR (travoprost intracameral implant) | Open-angle glaucoma / ocular hypertension (IOP reduction) | — |
| Belite Bio, Inc | BLTE | Tinlarebant (LBS-008), oral RBP4 antagonist | Stargardt disease type 1 (STGD1) | February 12, 2027 — FDA PDUFA target action date (NDA with Priority Review) |
| Kodiak Sciences Inc. | KOD | tarcocimab tedromer (Zenkuda, KSI-301) | wet AMD, diabetic retinopathy, retinal vein occlusion | Q4 2026 — Completion of enrollment, second pivotal cohort (PEAK/PINNACLE) |
| Tarsus Pharmaceuticals, Inc. | TARS | XDEMVY (lotilaner ophthalmic solution) 0.25% | Demodex blepharitis | 2026 — Expected close of Alkeus acquisition (adds Phase 3 gildeuretinol program for Stargardt disease) |
| Viridian Therapeutics, Inc.\ | VRDN | veligrotug (Lumvoa), IV anti-IGF-1R | thyroid eye disease (TED) | H2 2026 — Phase 1 healthy volunteer data |
| Ocular Therapeutix, Inc. | OCUL | AXPAXLI (axitinib intravitreal implant) | neovascular (wet) age-related macular degeneration | Q4 2026 — Submit NDA for wet AMD |
| Harrow, Inc. | HROW | VEVYE (cyclosporine ophthalmic solution) 0.1% and branded ophthalmic portfolio | dry eye disease (VEVYE); portfolio spans ocular anesthesia, retina, post-operative inflammation and others | 2027 — Commercial launch (FDA-approved EYLEA biosimilar) |
| SpyGlass Pharma, Inc. | SGP | Bimatoprost Drug Pad-IOL System (BIM-IOL System) | Open-angle glaucoma and ocular hypertension (IOP reduction at time of cataract surgery) | 2027 — Complete enrollment in two registrational Phase 3 trials |
| MeiraGTx Holdings plc | MGTX | Botaretigene sparoparvovec (bota-vec) | X-linked retinitis pigmentosa (RPGR) | Q2 2027 — Pivotal Phase 2 AQUAx2 12-month data readout |
| Design Therapeutics, Inc. | DSGN | DT-168 | Fuchs endothelial corneal dystrophy (FECD) | Q4 2026 — Update on registrational plans |
| 4D Molecular Therapeutics, Inc. | FDMT | 4D-150 | Wet age-related macular degeneration (wet AMD); DME in preparation | Q2 2027 — 4FRONT-1 Phase 3 topline data |
| Sight Sciences, Inc. | SGHT | OMNI Surgical System and SION Surgical Instrument | primary open-angle glaucoma (interventional glaucoma / MIGS) | — |
| Oculis Holding AG | OCS | OCS-01 (OPTIREACH dexamethasone eye drop) | Diabetic macular edema (DME) | Q4 2026 — PREDICT-1 registrational Phase 2/3 topline results |
| Surrozen, Inc. | SRZN | SZN-8141 | diabetic macular edema; neovascular AMD | 2026 — Initiation of Phase 1b/2a DUET study in DME |
| Opus Genetics, Inc. | IRD | Phentolamine Ophthalmic Solution 0.75% (PS) - presbyopia sNDA and LYNX-3 (mesopic vision); OPGx-LCA5 is co-lead registrational gene therapy | Presbyopia (sNDA under FDA review, PDUFA 2026-10-17); decreased mesopic vision after keratorefractive surgery (LYNX-3 Phase 3) | October 2026 — Present data at EURETINA Congress |
| Lineage Cell Therapeutics, Inc. | LCTX | OpRegen (RG6501) | Geographic atrophy secondary to dry age-related macular degeneration | — |
| Ocugen, Inc. | OCGN | OCU400 | Retinitis pigmentosa (gene-agnostic, early to late stage) | 2028 — OCU410 BLA submission targeted for 2028 for geographic atrophy. |
| Outlook Therapeutics, Inc. | OTLK | LYTENAVA (bevacizumab-vikg) | wet age-related macular degeneration | Q4 2026 — US commercial launch |
| LENZ Therapeutics, Inc. | LENZ | VIZZ (aceclidine ophthalmic solution) 1.44% (LNZ100) | presbyopia | — |
| LENSAR, Inc. | LNSR | ALLY Robotic Cataract Laser System | Cataracts and surgically induced corneal astigmatism | — |
| OKYO Pharma Ltd | OKYO | urcosimod | Neuropathic corneal pain | — |
| Kalaris Therapeutics, Inc. | KLRS | TH103 | Neovascular age-related macular degeneration (nAMD) | H1 2027 — Preliminary data from Phase 1b/2 trial |
| Aldeyra Therapeutics, Inc. | ALDX | reproxalap | dry eye disease (also allergic conjunctivitis) | 2027 — ADX-2191 Phase 3 PVRL trial initiation now expected in 2027 (previously H1 2026). |
| Kiora Pharmaceuticals, Inc. | KPRX | KIO-301 | Retinitis pigmentosa | — |
| KALA BIO, Inc. | KALA | MSC-S / AI platform-as-a-service (no active drug program) | none | — |
| PRF Technologies Ltd. | PRFX | OcuRing-K (ketorolac sustained-release intraocular ring; LayerBio) | Post-cataract-surgery inflammation and pain | 2026 — LayerBio expects to start patient enrollment in the planned U.S. multi-center Phase 2 trial of OcuRing-K before year-end 2026. |
The free Monday brief
Last week's readouts and FDA decisions and the dated catalysts in the week ahead, each with its filing sentence.