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Opus Genetics raises USD 25m in private placement

U.S.-based Opus Genetics (Nasdaq: IRD) announced a USD 25 million private placement financing through the sale of Series B Non-Voting Convertible Preferred...

Opus Genetics Raises USD 25 Million Through Private Placement of Convertible Preferred Stock

U.S.-based Opus Genetics (Nasdaq: IRD) announced a USD 25 million private placement financing through the sale of Series B Non-Voting Convertible Preferred Stock. The company, headquartered in Research Triangle Park, North Carolina, stated that net proceeds from the biotech capital raise will be used to advance its gene therapy clinical programs targeting inherited retinal diseases, as well as for working capital and general corporate purposes. The offering is expected to close on February 18, 2026, subject to customary closing conditions. Opus Genetics noted that its year-end 2025 pro forma cash balance of USD 70 million, inclusive of the expected proceeds from this private placement, is projected to fund operations into the first half of 2028, excluding any potential proceeds from callable warrants or future milestone payments. The company did not engage a placement agent for the transaction, and Sidley Austin LLP served as legal counsel.

Deal Structure and Investors

The $25 million funding round consists of 7,374,632 shares of Series B Non-Voting Convertible Preferred Stock priced at USD 3.39 per share. Subject to stockholder approval of an increase to authorized shares of common stock sufficient to permit conversion, each share of Series B Non-Voting Convertible Preferred Stock will automatically convert on a one-for-one basis into shares of common stock, yielding an aggregate of 7,374,632 shares of common stock. No warrants were issued as part of this Opus Genetics private placement. The financing was led by Adage Capital Management, with participation from Trails Edge Capital Partners and Marshall Wace. The press release did not indicate participation by company insiders. Concurrently with the securities purchase agreement, Opus Genetics and the investors entered into a registration rights agreement under which the company agreed to file a registration statement with the SEC covering the resale of the common stock underlying the convertible preferred shares.

This gene therapy funding round follows a prior combined financing completed in March 2025, which raised USD 21.5 million in gross proceeds through an underwritten public offering and a concurrent private placement. That earlier raise was led by Perceptive Advisors and Nantahala Capital, with insider participation from CEO George Magrath and board chairman Cam Gallagher.

Opus Genetics Company Overview and Pipeline

Opus Genetics is a clinical-stage biopharmaceutical company focused on developing AAV-based gene therapies to restore vision and prevent blindness in patients with inherited retinal diseases. The company was formed in October 2024 through an all-stock reverse merger in which Ocuphire Pharma (formerly Nasdaq: OCUP) acquired the privately held Opus Genetics entity. The combined company was renamed Opus Genetics, Inc. and began trading under the ticker IRD on October 24, 2024. Under the merger terms, pre-acquisition Ocuphire stockholders retained approximately 58% ownership, with pre-acquisition Opus stockholders holding approximately 42% on a fully diluted basis.

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The company's pipeline comprises seven AAV-based gene therapy programs targeting inherited retinal diseases. The lead asset is OPGx-LCA5, a gene therapy for LCA5-related mutations associated with Leber congenital amaurosis, which is currently in a Phase I/II clinical trial. The program is based on technology licensed from the University of Pennsylvania under an exclusive, royalty-bearing license agreement executed in June 2022, which covers patents related to both LCA5 and RDH12 gene targets. Under that agreement, Penn received equity consideration and is entitled to development, regulatory, and commercial milestone payments of up to USD 2.6 million in aggregate, plus tiered low-single-digit royalties on net sales.

The second clinical-stage program is OPGx-BEST1, a gene therapy for BEST1-related retinal degeneration. Cohort 1 data from the DUO-1001 study are pending. Additional preclinical pipeline candidates target RHO, CNGB1, RDH12, NMNAT1, and MERTK mutations. The OPGx-RDH12 program is being co-developed under a risk-sharing partnership with the Global RDH12 Alliance, announced in July 2025, through which the Alliance will provide up to USD 1.6 million toward development, with an IND filing targeted for late 2025. The OPGx-CNGB1 program is being advanced through a research collaboration with the NIH and the Foundation of the NIH's Bespoke Gene Therapy Consortium, which provides government-funded support through a Phase I clinical trial for retinitis pigmentosa caused by CNGB1 mutations.

Outside its core gene therapy portfolio, Opus Genetics holds rights to Phentolamine Ophthalmic Solution 0.75%, marketed as RYZUMVI, which received FDA approval in September 2023 for pharmacologically induced mydriasis. The asset is licensed exclusively to Viatris (Nasdaq: VTRS) under a November 2022 global license and collaboration agreement. Opus Genetics received a USD 10 million milestone payment upon FDA approval, and Viatris is funding Phase III development for additional indications including presbyopia and dim light vision disturbances. The VEGA-3 pivotal Phase III trial for presbyopia reported top-line results in June 2025. The company is also seeking a partner to advance APX3330, a Ref-1 inhibitor for non-proliferative diabetic retinopathy, for which an FDA Special Protocol Assessment agreement was reached in December 2024 for a Phase III trial. No partnership for that asset has been disclosed.


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