Stock Markets January 28, 2026

OKYO Pharma Shares Rise After FDA Confirms Key Measures for Urcosimod Trial

Regulator validates primary endpoint and supports study design for neuropathic corneal pain treatment; 120-patient Phase 2b/3 trial slated for H1

By Derek Hwang OKYO
OKYO Pharma Shares Rise After FDA Confirms Key Measures for Urcosimod Trial
OKYO

Shares of OKYO Pharma (NASDAQ:OKYO) rose 4.7% after the company said the U.S. Food and Drug Administration agreed that the proposed primary endpoint for its Phase 2b/3 trial of urcosimod - Visual Analogue Scale pain reduction at Week 12 - is clinically meaningful. The agency also accepted the company’s study design, sample size and powering assumptions, and endorsed supportive quality-of-life measures and the firm's CMC approach. OKYO plans to start a 120-patient multiple-dose study in the first half of the year.

Key Points

  • The FDA agreed that Visual Analogue Scale pain reduction at Week 12 is a clinically meaningful primary endpoint for OKYO’s Phase 2b/3 study of urcosimod; a 2-point or greater improvement on the VAS is considered meaningful.
  • Regulators endorsed OKYO’s proposed study design, sample size and powering assumptions, and supported the Ocular Pain Assessment Survey as appropriate supportive quality-of-life evidence; the FDA also aligned with the company’s CMC strategy.
  • OKYO plans to start a 120-patient Phase 2b/3 multiple-dose trial in the first half of this year; urcosimod has previously received fast track designation and was granted the first Investigational New Drug application for NCP.

OKYO Pharma Limited (NASDAQ:OKYO) saw its stock climb 4.7% on Wednesday following confirmation from the U.S. Food and Drug Administration that the biopharmaceutical company’s proposed primary endpoint for its Phase 2b/3 study of urcosimod in neuropathic corneal pain (NCP) is clinically meaningful.

The FDA validated the company’s selection of the Visual Analogue Scale (VAS) pain reduction at Week 12 as the primary efficacy measure, explicitly recognizing that a 2-point or greater improvement on the VAS constitutes a meaningful treatment effect. In addition to endorsing the primary endpoint, the agency agreed with OKYO’s proposed study design, sample size and powering assumptions.

Regulatory feedback also supported the use of the Ocular Pain Assessment Survey as appropriate supportive evidence of quality-of-life benefit. The FDA indicated alignment with the company’s Chemistry, Manufacturing and Controls - CMC - strategy related to the program.

"This alignment represents an important step forward and underscores the potential to address a significant unmet medical need in patients with neuropathic corneal pain," said Raj Patil, Chief Scientific Officer at OKYO Pharma.

OKYO, which operates from London and New York, plans to begin a 120-patient Phase 2b/3 multiple-dose trial of urcosimod for NCP in the first half of this year. The investigational therapy has previously received fast track designation from the FDA and was granted the first Investigational New Drug application to treat patients with neuropathic corneal pain.

The company focuses its development efforts on therapies aimed at neuropathic corneal pain and inflammatory eye diseases. The FDA’s confirmation of the trial’s primary endpoint and related elements of the protocol represents a regulatory milestone that the company says enables the planned progression to a larger, pivotal study.


Context and next steps

With the agency’s agreement on key design elements and outcome measures, OKYO is positioned to move forward with trial initiation as planned. The upcoming Phase 2b/3 multiple-dose study is designed to enroll 120 patients and will use VAS pain reduction at Week 12 as its primary endpoint, with supportive quality-of-life data collected via the Ocular Pain Assessment Survey.

Investors responded to the regulatory alignment by bidding the stock higher on Wednesday, reflecting market recognition of the cleared path for the planned study. The company will need to execute on initiation and enrollment to advance the program through the pivotal testing phase.

Risks

  • Clinical trial outcomes remain uncertain - the article notes the company will initiate a Phase 2b/3 study but does not provide results, so safety and efficacy results are pending; this impacts the biotech and pharmaceutical sectors.
  • Regulatory confirmation of trial design does not guarantee future approvals - while the FDA endorsed design elements, final regulatory decisions will depend on trial results; this poses regulatory risk for the healthcare sector.
  • Execution risk around study initiation and enrollment - the company plans to start the 120-patient trial in the first half of the year, indicating potential timeline and operational uncertainties that could affect clinical-stage biotech valuations.

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