TheUrbanFarmer
$OCGN Does anyone compare to Ocugen? Not really. Most are single asset plays chasing a niche and maybe a billion.
A good comp is early Vertex/Regeneron. Both built platforms on biological insights across indications. Ocugen is the same. Its nuclear hormone receptor platform regulates a genetic network tied to countless diseases. OCU400 won’t just mean one approval. It validates the platform.
3 BLAs lined up in 2 years. Manufacturing ready, commercial supply stored, global partnerships, neurodegenerative patents(four on Alzheimer’s).
This isn’t a niche play. It’s vertically integrated gene therapy with repeatable applications across massive unmet markets as regulatory pathways evolve to fast track these exact kinds of indications.
If data holds, this is the next big pharma. Rev likely means forward splits/dividends/buybacks.
The question isn’t “who do we become?” It’s “what’s a validated gene agnostic modifier platform worth?” A hell of a lot more than Vertex/Regeneron combined.🍻
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