<div id="readability-page-1"><div><ul> <li>Ocugen, Inc. recently presented at the Oppenheimer Movers in Rare Disease Summit in New York City on 11 December 2025, with Co-Founder, CEO and Chairman Shankar Musunuri highlighting the company’s rare disease focus.</li> <li>This appearance gives Ocugen a platform to spotlight its gene and cell therapy pipeline to an audience focused on rare diseases, potentially shaping expectations around its development path and partnering opportunities.</li> <li>We’ll now examine how this rare disease summit appearance by Ocugen’s CEO might influence the company’s existing investment narrative and risk profile.</li> </ul><p>Outshine the giants: these 24 early-stage AI stocks could fund your retirement.</p><h2>Ocugen Investment Narrative Recap</h2><p>To own Ocugen, you have to believe its rare disease gene and cell therapy platform can translate late stage clinical assets into commercial products before cash constraints bite. The Oppenheimer rare disease summit appearance raises visibility with a targeted audience but does not materially change the near term funding overhang or the core clinical trial risk that still dominates the story.</p> <p>The recent licensing agreement with Kwangdong Pharmaceutical for OCU400 in Korea is the clearest companion to this summit appearance, as both center on Ocugen’s rare disease gene therapy ambitions. That deal, with up to US$7.5 million in upfront and near term milestones and future royalties, underpins the investment case that partnerships can partially offset cash burn while clinical and regulatory milestones remain the key catalysts.</p> <p>Yet despite the excitement around rare disease gene therapies, investors should be aware that...</p> <p>Read the full narrative on Ocugen (it's free!)</p><p>Ocugen’s narrative projects $159.7 million revenue and $24.9 million earnings by 2028. This requires 228.1% yearly revenue growth and an $82.4 million earnings increase from -$57.5 million today.</p><p>Uncover how Ocugen's forecasts yield a $9.00 fair value, a 508% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/de6f81fb-181a-4a1f-aa3e-f8d316748627/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/de6f81fb-181a-4a1f-aa3e-f8d316748627/chart/quote-price"/><figcaption>OCGN 1-Year Stock Price Chart</figcaption></figure> <p>Eight Simply Wall St Community fair value estimates for Ocugen span a wide US$0.47 to US$101.19 per share, showing how far apart views can be. Against this backdrop, Ocugen’s limited cash runway and reliance on unapproved late stage candidates give you strong reasons to compare several of these perspectives before forming expectations about its future performance.</p><p>Explore 8 other fair value estimates on Ocugen - why the stock might be a potential multi-bagger!</p><h2>Build Your Own Ocugen Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Ocugen research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Ocugen research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ocugen's overall financial health at a glance.</li></ul><h2>Interested In Other Possibilities?</h2><p>Right now could be the best entry point. 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We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

OCGN

<p>Ocugen, Inc. presented at the Oppenheimer Movers in Rare Disease Summit, highlighting its focus on rare disease gene therapies. This event may influence Ocugen's investment narrative and risk profile, emphasizing its gene therapy pipeline and partnerships like the Kwangdong Pharmaceutical deal. Despite visibility gains, cash constraints and clinical trial risks remain. Ocugen projects significant revenue and earnings growth by 2028, with a fair value estimate showing potential upside. Investors should consider various perspectives on Ocugen's future performance.</p>

Is Ocugen (OCGN) Quietly Reframing Its Risk Profile Around Rare Disease Gene Therapies?