Competitive PositioningStock is down 4%-7% on the surprise news of the rescue criteria change and confirmation of timelines that put Axpaxli behind Eyepoint's Duravyu in terms of NDA filing.
Investor ConcernsThe change in rescue criteria for the SOL-R trial reflects a more stringent measure, causing concern among investors.
Trial ChangesOcular is changing the rescue criteria in SOL-R to align more closely with real-world practice, which management believes will help facilitate easy adoption in the commercial setting, if approved.