@NattaCopi
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Not your average farmer. Winners always win. My music @TheUrbanFarmer(all platforms) most songs https://nitter.cf/t.co/wuKdH0WLVV dm 4 discord inv
Based City, USA.
Joined January 2022
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The American people deserve the truth.
FDA, do you remember Covaxin? The traditional whole-virion vaccine that you forced to jump through every bureaucratic hoop, while you were fast-tracking mRNA boosters based on trials conducted on just 8 mice? You urged the company to seek approval through a U.S. BLA trial, and they did—spending over $100 million on a massive Phase 3 trial that yielded top-line data showing broad protection against all variants of concern. Yet, despite this, you never approved an alternative traditional vaccine option after they successfully navigated your obstacle course. Why? Because just months after those results were published, you changed the rules to block any vaccine built on the original virus. This effectively killed the market for traditional vaccines based on the whole coronavirus. Meanwhile, you rolled out the next set of mRNA boosters, designed to mimic just a tiny piece of the spike protein on a virus that’s famously studied for its high mutation rates.
It’s been four long years, and you still haven’t approved any competitor vaccines. The government collects royalties from mRNA sales, with companies like Moderna paying over $400 million in a single year. But those profits wouldn’t roll in from a traditional vaccine sale, would they? How has this financial entanglement influenced your decision-making during the pandemic?
Your job is to serve the public—to prioritize science and protect the American people. But you’ve failed in that duty. Instead, you’ve used taxpayer dollars to accelerate only the development of “vaccines” that you own patents on, blocking all competitor vaccines for over four years. Do you really think the American people will trust that this next round of mRNA boosters will finally work, after six previous rounds failed to deliver?
Your actions have severely damaged your credibility. Government entities should never receive kickbacks from the sales of drugs they’re responsible for approving. This is an egregious conflict of interest, and we’re living with the consequences. The amount of blood on your hands is staggering. Next-generation vaccines that have been proven to stop transmission are approved overseas, yet Americans have no choice but to take this mRNA snake oil.
This is the biggest scam our country has ever seen. It’s time for real journalism to uncover the truth. There must be accountability, and the American people deserve to know who the main perpetrators are.
Rest in peace to all those lost in this pandemic due to this corruption.
TheUrbanFarmer retweeted
Another exciting milestone for OCU400 as we work to bring this innovative therapy to patients globally!
Hear from CEO @drsmusunuri on how the LARTA Board in the Bahamas is enabling access to #OCU400 for #retinitispigmentosa through an Expanded Access Program with #commercialpricing and its potential to help patients worldwide. @MOHW242 #Genetherapy $OCGN 🔗 bit.ly/4xNFDZR
$OCGN The biggest question investors have now is:
How many people are actually going to travel to the Bahamas and get OCU400?
No one knows yet, but we can get a rough idea of the potential private pay market.
At $2M per treatment, I’m not going to pretend someone worth $2M is likely to spend every penny they have to save their vision. With financing, payment plans, family money, etc that absolutely could happen, but let’s be conservative and only count families with access to $5M+ in investable assets.
Capgemini’s latest wealth data shows 2.6M people worldwide have $5M+ in investable assets.
Since the person with RP doesn’t have to be the millionaire, could be their parent, spouse, child, etc, let’s use a small 3 person immediate family assumption.
That’s roughly 0.095% of the world’s population within that $5M+ family wealth pool.
Now apply that percentage to the 1.6M people worldwide living with RP.
You get:
1,500 potential private pay OCU400 patients.
At $2M each, that’s:
$3 BILLION in treatment sales!
Now Ocugen doesn’t need anything remotely close to the entire potential market.
Capture just 10%?
That’s only around 150 patients.
150 × $2M = $300M in gross treatment sales.
That’s 150 people out of 1.6M total…
And this model completely ignores anyone worth under $5M, financing, insurance, government funding, charities, larger families pooling money together, etc.
Nobody knows how many will show up in the Bahamas.
But when you run the numbers, it sure doesn’t take much to become very meaningful. 🍻
Hear from CEO @drsmusunuri on how the LARTA Board in the Bahamas is enabling access to #OCU400 for #retinitispigmentosa through an Expanded Access Program with #commercialpricing and its potential to help patients worldwide. @MOHW242 #Genetherapy $OCGN 🔗 bit.ly/4xNFDZR
TheUrbanFarmer retweeted
New Research Report: Ocugen (OCGN) – New Designations In The Bahamas To Lead To First Commercial Approval For OCU400
$OCGN #Ocugen #Investing #EquityResearch
channelchek.com/news-channel…
$OCGN enjoy the absurdly stupid discount, will be harder to undervalue once the sales start rolling in soon. 💸 🏦
With You
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$OCGN since mass confusion has go figure muddied what is arguably the most significant news in companies history. Ocugen I expect will clarify things soon.
In the meantime, I decided to break down the news and model the opportunity using real examples for everyone. 🍻
TheUrbanFarmer retweeted
#OCU400, our #genetherapy for #retinitispigmentosa, received provisional approval and priority designation from the LARTA Board in the Bahamas, a significant step as we advance our mission globally.
@MOHW242 $OCGN #CommercialPricing 🔗bit.ly/4xNFDZR
$OCGN We are getting approved in the Bahamas, in 90 days we can start seeing commercial sales. LFG!!!!!!!!!!!
Congrats bulls major revenue incoming! 🍻 🐂
ir.ocugen.com/news-releases/…
TheUrbanFarmer retweeted
From SOL-1 and TRUCKEE to OCU410 in GA and Stargardt and real-world YAG data, New Retina Radio recaps key findings from #ASRS 2026, highlighting the latest advances and real-world insights in retina.
Listen now: ow.ly/fsPi50ZQNq4
$OCGN Ocugen’s discount, why’s, what’s and when’s. 🧵1/2
People have associated Ocugen’s discount to the market not appreciating cures/one time gene therapies as much as they do chronic therapies or new cancer treatments. Imo I agree with the generality of this.
The market sees gene therapy mainly as gene specific treatment, they think $2-$4million treatments times a few thousand eligible patients then model a huge revenue drop once the existing patient pool has been treated.
You and I all obviously know that Ocugen is the unicorn here with their gene agnostic angle with millions of potential eligible patients. But likely the general market glancing around at stocks would naturally use the wrong commercial model for us.
Here’s some realistic skepticism for our unique product that will introduce a risk discount later on for us.
Let’s just say OCU410 phase 3 produces the same results as phase 2, by all means our drug will look like a 1 and done therapy justifying all the numbers I’ve previously laid out.
In theory if all the eligible patients decided to switch to OCU410 the year it hits the market payers could justify paying for it since it is comparable to the chronic injections they are already paying for, with those chronic injections carrying the added risk factors and burden.
But the real question will be, is OCU410 truly a 1 and done therapy? What happens if by year 5/6 durability wanes?
This is what payers are going care about, and that’s what the market is going to model until long term durability is proven. Payers could cap eligibility/yearly rollout instead of allowing the floodgates to open. The cap would adjust year by year likely imo until 4-5years from now to determine if OCU410 is truly one or done therapy or in fact a 2 treatment lifetime therapy.
Funny enough, if you take OCU400’s downside pricing model and apply it to OCU410 you get:
$127.5k per dose - $255k per patient US
$125k per dose - $250k per patient EU
Basically the exact costs payers would gladly pay if patients ended up needing two OCU410 treatments.
This is what I believe will be the main risks the market will model for us, payer caps until durability proves to uncap yearly eligibility.
But I think everyone here can agree that Ocugen isn’t being valued at all around the drugs working and their mature commercial sales.
Part 2 👇
I’d say current value significantly reflects the cash burn of having three late stage programs running all at the same time before the readouts. It’s a double edge sword that we all hate now but also get to take advantage of.
If the programs produce successful top line data, it becomes one of the most extraordinary biotech setups the market has ever seen.
But today it’s just seen as capital consumption, consuming $44.1m in the first six months or 2026 alone.
This puts an insane binary data discount on our stock, but on top of that with us it’s actually even more extreme than that. Because we don’t just have 3 different late stage assets, all of our assets come from the same broader modifier gene therapy strategy.
One major failure could signal a problem with the platform not just the asset.
On the flip side one major success with OCU400 tells the market this platform actually works and could revolutionize the field with us leading the way.
Imo this is what confuses tons of potential buyers, they see the insane discount the market puts on our stock and assumes it must represent something tangibly bad, a scam, bad efficacy, hidden problems, management knows something to all sorts of nefarious nonsense.
They just don’t see it for what it actually is because what we are is so very unique compared to anything else you’ll likely ever see again. A pre Rev biotech running three late stage programs all tied to the same new biological strategy, all at the same time.
This is why the discount is so extreme and why I continually call this stock the most discounted bio on the market. We’re betting on a company who went all in on a new biological insight.
If it works, all the numbers suddenly start getting factored into our valuation. And Ocugen becomes one of the most extraordinary success stories in the industry.
But it’s a double edge sword, if it doesn’t, all you’re looking at is cash burn.
Right now we only get to appreciate the shitty side of it. But people are no doubt going to appreciate the other side a whole lot more after the first Phase 3 readout when they are no longer staring at a $1 stock imo. 🍻
$OCGN couldn’t imagine having to get up to 12 eye injections a year. With OCU410 being a one and done therapy it be hard to imagine anyone not switching, then add the fact it’s twice the efficacy, psh game over they’re gonna have the whole market to themselves. 🍻
$OCGN The market saw headlines and reacted severely to information that doesn’t actually say anything at all.
Ocugen was just at conferences, major funds are going to give their ratings and analysis. Their conclusion of the news will be exactly what I’ve laid out in my posts, that the news was meaningless, so their PT’s will remain unchanged.
Ocugen dropped 26% off essentially nothing at all. So what happens when the market is soon to hear about that overreaction from credible sources? That 34.7% in potential gains it represents is going to be pretty hard to ignore imo. 🍻
TheUrbanFarmer retweeted
Proud to share that the first production run is here. We are now preparing for our upcoming soft launch. 🔥🔥🔥
$OCGN Farmer pro tip: understand the science, then take advantage of the emotionally stupid. 🍻🐂
$OCGN sure and given what the DMC said it makes perfect sense.
OCU410ST interim is pretty simple.
Baseline lesion size is the driver of Stargardt progression. Larger lesions grow 2.7x faster than smaller lesions.
The interim only looked at 26 patients, and the DMC said there was a baseline lesion size imbalance between the groups. That imbalance is not present in the full study population. The data skew in the interim was due to this imbalance and why they recommended to continue instead of ending and will look at the full 8 month dataset that won’t have the imbalance.
Phase 1 showed OCU410ST slowed lesion growth by 52% at 6 months and 54% at 12 months, plus a 116% relative reduction in EZ loss.
So with treated patients in that first 26 having larger lesions, they were naturally expected to progress much faster. Even with the same 54% treatment effect from Phase 1:
2.7 × 0.46 = 1.24
Meaning the treated group could look about 24% worse on raw lesion growth while the drug was actually cutting progression by more than half.
8 month data will show us pure results of the drug.
Replying to @NattaCop
Can you make a post about their interim data update release just now. It sounds terrible…