BLCO — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-07-29

• •Dual-Action Lifitegrast – We are developing the first dual-action therapeutic to address evaporative and inflammatory dry eye. Phase 2b results are anticipated in the second half of 2026.

• •Glaucoma Neuroprotection – We were in the process of developing the first glaucoma therapy to lower intraocular pressure and improve visual function. However, Phase 2 results were received in July 2026, and the study did not achieve its primary endpoint. Based on the totality of the data, the Compa…

• ◦enVista BeyondTM extended depth of focus (“EDOF”). The Company recently received topline results, and is conducting a comprehensive review of the data. enVista BeyondTM is anticipated to launch in the U.S. in 2027.

• We also have a number of other pipeline products that we are in the process of developing. In addition to internal development, we continuously search for new product opportunities through strategic licensing agreements and acquisitions, that, if successful, will allow us to leverage our commercial …

• The imposed U.S. and European Union (“EU”) sanctions and export controls against Russia and Belarus temporarily impacted our ability to distribute certain products to Russia and Belarus. However, in response to these sanctions, we obtained licenses, or other applicable governmental authorizations, n…

Text removed vs the prior filing · source: 10-Q · 2026-04-29

• In addition to internal development, we continuously search for new product opportunities through strategic licensing agreements and acquisitions, that, if successful, will allow us to leverage our commercial footprint and supplement our existing product portfolio and address specific unmet needs in…

• Certain recent strategic acquisitions that we had entered into included the following:

• •Acquisition of a manufacturing facility – On December 9, 2025, we acquired certain manufacturing equipment, other assets and the assumption of a manufacturing facility lease in Mexico. The acquisition is expected to unlock manufacturing capacity and expand the Company's margins.

• •Acquisition of Whitecap Biosciences – On January 3, 2025, we acquired Whitecap Biosciences LLC (“Whitecap Biosciences”). The acquisition is expected to expand the Company’s clinical-stage pipeline, as Whitecap Biosciences is currently developing two innovative therapies for potential use in glaucom…

• We regularly consider further strategic licensing and acquisition opportunities, some of which could be material in size.