Summary of Oculis Holding Conference Call Company Overview - Oculis Holding is an ophthalmology company that has transitioned to include neuro-ophthalmology as a key focus area, with two franchises: neuro-ophthalmology and ophthalmology [2][4] Key Programs and Indications Neuro-Ophthalmology - **Privosegtor**: A product showing promising results in treating acute optic neuritis, which is often a relapse of multiple sclerosis (MS). The product demonstrated an 18-letter improvement in visual function at three months compared to placebo plus steroid, and a 15-letter improvement at six months [8][9] - **Market Potential**: The total population of optic neuropathies in the US is estimated at 60,000-70,000 patients annually, with a potential market size of $7 billion due to the lack of competition [12] Ophthalmology - **DME (Diabetic Macular Edema)**: Oculis has two candidates in phase three trials, with the first eye drop for DME expected to read out in Q2 2026. The product targets two segments: early first-line patients (60% of diagnosed DME) and those not responding to VEGF treatments (40%) [4][12] Clinical Trials and Regulatory Support - **Pioneer Program**: Includes three clinical trials (Pioneer One, Two, and Three) targeting acute optic neuritis and NAION (Non-Arteritic Anterior Ischemic Optic Neuropathy). The FDA is supportive of the program, recognizing its potential impact [10][38] - **Enrollment and Community Support**: The medical community shows strong interest in participating in trials, with a response rate exceeding 20% from centers approached for participation [31][32] Product Development and Market Strategy - **OCS-01 for DME**: The product is designed to be a topical solution that allows for early intervention, potentially changing patient outcomes significantly compared to existing treatments [66][68] - **OCS-02 for Dry Eye Disease**: This product is being developed as a personalized medicine, targeting TNF-R1 positive patients, which could lead to a more efficient trial process and higher probability of success [96][97] Financial and Business Implications - The company anticipates significant business opportunities from its neuro-ophthalmology products, particularly given the lack of existing treatments and the high unmet medical need [12][38] - The innovative approach to personalized medicine in dry eye disease is expected to enhance market access and pricing strategies [97] Conclusion - Oculis Holding is positioned to make substantial advancements in both neuro-ophthalmology and ophthalmology, with promising clinical data and strong market potential. The company's focus on innovative treatments and personalized medicine could lead to transformative outcomes for patients and significant business growth [12][96]

Summary of Oculis Holding (NasdaqGM:OCS) FY Conference Call Company Overview - Oculis is a biopharma company focused on neuro ophthalmology and ophthalmology, publicly listed on Nasdaq for two and a half years [4][2] - The company has three candidates in Phase III trials, with significant milestones expected from 2026 to 2028 [4][4] Key Assets and Mechanisms Privo Sector (Acute Optic Neuritis) - Privo Sector is a neuroprotective drug targeting acute optic neuritis, a condition often associated with multiple sclerosis (MS) [5][9] - The drug has shown promising results in preclinical and clinical trials, demonstrating neuroprotection and improved vision [16][16] - The market for acute optic neuritis is estimated to be between $6 billion to $7 billion, with no current competition [18][18] - The company plans to conduct two Phase III trials (PIONEER one and two) with a sample size of 180 to 200 patients each, expected to start recruitment within 12 months [31][31][54][54] Lecamilab (Dry Eye Disease) - Lecamilab is a TNF inhibitor targeting inflammation in dry eye disease, with a focus on a specific patient population identified by a biomarker [58][61] - The company aims to conduct a precision medicine approach, significantly reducing the patient population to 20% who are likely to respond positively to the treatment [59][61] - The ongoing PREDICT study is expected to read out results in the second half of next year [78][78] OCS O1 (Diabetic Macular Edema - DME) - OCS O1 is the first eye drop for retina in DME, currently in Phase III trials with readouts planned for Q2 next year [87][87] - The product aims to address early intervention in DME, targeting a larger patient population than currently treated [90][90] - The expected efficacy is comparable to existing treatments, with a goal of showing significant improvement in visual acuity [92][92] Financial Position - Oculis has a strong balance sheet with cash reserves expected to last until 2029, allowing the company to fund its six Phase III trials [98][98] Market Dynamics - The U.S. market for acute optic neuritis has approximately 60,000 to 70,000 patients annually, with pricing for orphan indications ranging from $100,000 to $400,000 [36][37] - The company has identified a small number of neuro-ophthalmologists (420) who will be able to prescribe its products, indicating a focused market entry strategy [38][38] Strategic Focus - Oculis plans to prioritize the Privo Sector while exploring partnerships for commercialization outside the U.S. [96][96] - The company aims to maintain a strong position before seeking partnerships, particularly after the readout of its DME trial [97][97] Conclusion - Oculis is positioned to make significant advancements in the treatment of acute optic neuritis, dry eye disease, and diabetic macular edema, with a robust pipeline and financial backing to support its clinical trials and market entry strategies [99][99]

Core Insights - Oculis Holding AG reported a quarterly loss of $0.4 per share, which was better than the Zacks Consensus Estimate of a loss of $0.5, marking an earnings surprise of +20.00% [1] - The company generated revenues of $0.3 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 23.58% and showing an increase from $0.25 million year-over-year [2] - The stock has increased by approximately 13.1% since the beginning of the year, compared to a 14.4% gain in the S&P 500 [3] Earnings Outlook - The earnings outlook for Oculis Holding AG is mixed, with the current consensus EPS estimate for the upcoming quarter at -$0.57 on revenues of $0.2 million, and for the current fiscal year at -$2.38 on revenues of $1 million [7] - The company has surpassed consensus EPS estimates only once in the last four quarters [2] Industry Context - Oculis Holding AG operates within the Medical - Biomedical and Genetics industry, which is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The performance of Oculis Holding AG's stock may be influenced by the overall industry trends and the earnings estimate revisions [5][8]

ZUG, Switzerland, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Oculis accelerates its portfolio development with Privosegtor moving into the PIONEER pivotal program in Acute Optic Neuritis (AON) and Non-arteritic Anterior Ischemic Optic Neuropathy (NAION) following positive FDA meeting OCS-01 DIAMOND Phase 3 trials in diabetic macular edema (DME) remain on track for topline results expected in Q2 2026 Licaminlimab PREDICT-1 registrational trial, the first genotype-based trial to drive precision medicine in dry eye dis ...

Core Insights - Oculis Holding AG is advancing its late-stage portfolio in neuro-ophthalmology and ophthalmology, entering a pivotal phase for growth and innovation [2][9] - The company is set to present at multiple investor conferences in November, highlighting its commitment to engaging with investors [4][5][6][7] Company Developments - Oculis is progressing its Privosegtor program into registrational trials for acute optic neuritis and non-arteritic anterior ischemic optic neuropathy (NAION) after a positive meeting with the FDA [2] - Topline results for OCS-01, targeting diabetic macular edema, are expected in Q2 2026 as part of its DIAMOND registrational trials [2] - Licaminlimab is anticipated to enter the PREDICT-1 registrational trial for dry eye disease (DED), marking a significant step in precision medicine [2][9] Financial Position - The company maintains a strong balance sheet and a robust pipeline, positioning it to deliver six pivotal readouts with current funding [3] Upcoming Events - Oculis will participate in the Guggenheim Securities 2nd Annual Healthcare Innovation Conference from November 10-12, featuring a fireside chat with the CEO [4] - The Stifel Healthcare Conference will take place from November 11-13, with another fireside chat scheduled [5] - Management will also engage in one-on-one meetings at the LifeSci Capital and Sofinnova Partners Growth & Innovation Summit on November 17 [6] - A panel discussion featuring the CEO is planned for the ICR Healthcare Conference on November 17 [7]

Core Insights - Oculis Holding AG is advancing its late-stage portfolio in neuro-ophthalmology and ophthalmology, entering a pivotal phase to become a leader in these fields [2][8] - The company is preparing for registrational trials for its key product candidates, including Privosegtor for acute optic neuritis and NAION, with positive feedback from the FDA [2][8] - Oculis has a strong balance sheet and is positioned to deliver six pivotal readouts with current funding, aiming to improve eye care with innovative treatments [3] Upcoming Events - Oculis management will participate in several investor conferences in November, including the Guggenheim Securities Healthcare Innovation Conference and the Stifel Healthcare Conference [4][5] - Riad Sherif, M.D., CEO of Oculis, will engage in fireside chats and panel discussions at these conferences, providing insights into the company's strategies and developments [4][5][7] - The company will also hold one-on-one meetings with investors during these events, facilitating direct engagement [6][7] Product Pipeline - Oculis' late-stage clinical pipeline includes three core product candidates: - Privosegtor, targeting optic neuropathies with broad clinical applications [8] - OCS-01, aiming to be the first non-invasive topical treatment for diabetic macular edema, with topline results expected in Q2 2026 [2][8] - Licaminlimab, a novel anti-TNFα treatment for dry eye disease, developed with a genotype-based approach [2][8]

Core Viewpoint - Oculis Holding AG has announced the pricing of an offering of 5,432,098 ordinary shares at $20.25 per share, aiming to raise a total of $110 million before expenses, to support the development of its neuroprotective clinical candidate, Privosegtor, and for general corporate purposes [1][2]. Group 1: Offering Details - The financing consists of an underwritten offering of 4,691,358 ordinary shares and a registered direct offering of 740,740 ordinary shares, with the total expected to close around November 3, 2025 [3]. - Of the shares being offered, 2,635,801 are new shares issued from the Company's existing capital band, while 3,500,000 are treasury shares [3]. - The issuance of new shares will increase the total number of registered shares authorized by the Company to 57,169,475 [3]. Group 2: Use of Proceeds - The net proceeds from the financing will be utilized to advance the development of Privosegtor for treating acute optic neuritis (AON) and non-arteritic anterior ischemic optic neuropathy (NAION), along with working capital and general corporate purposes [2]. Group 3: Management and Advisors - J.P. Morgan, Leerink Partners, and Pareto Securities are acting as joint bookrunning managers for the underwritten offering, while Van Lanschot Kempen is the manager and Arctica Finance serves as a financial advisor [4]. Group 4: Company Overview - Oculis is a global biopharmaceutical company focused on innovations in neuro-ophthalmic conditions, with a late-stage clinical pipeline that includes three core product candidates: Privosegtor, OCS-01, and Licaminlimab [6]. - The company is headquartered in Switzerland and operates in the U.S. and Iceland, led by an experienced management team supported by international healthcare investors [6].

Core Insights - Oculis Holding AG is showcasing its innovative late-stage pipeline at Eyecelerator and the American Academy of Ophthalmology (AAO) Annual Meeting, highlighting significant advancements in treatments for ophthalmic diseases [1][2]. Company Developments - The CEO of Oculis, Riad Sherif, will present updates on the late-stage pipeline, including the acceleration of Privosegtor into registrational trials for acute optic neuritis and non-arteritic anterior ischemic optic neuropathy after a positive FDA meeting [2]. - The Phase 3 DIAMOND program for OCS-01 eye drops targeting diabetic macular edema is expected to provide topline readouts in Q2 2026 [2]. - A registrational trial for Licaminlimab in dry eye disease is anticipated to start in Q4 2025, utilizing a genotype-based approach [2]. Industry Context - Oculis is actively participating in multiple events at the AAO, including discussions on the role of eye drops like OCS-01 in treating diabetic macular edema, indicating a shift towards non-invasive treatment options [3][4]. - The company’s pipeline includes Privosegtor, which has shown neuroprotective effects in acute optic neuritis, and OCS-01, which aims to transform treatment paradigms for diabetic macular edema [6][10]. Product Information - Privosegtor is a novel peptoid small molecule candidate with potential applications in neuro-ophthalmic diseases, having received Orphan Drug designation from both the FDA and EMA [6]. - OCS-01 is an investigational high-concentration dexamethasone eye drop designed to treat diabetic macular edema non-invasively, addressing limitations of current treatments that require invasive delivery methods [10][12]. Market Need - There is a significant unmet medical need for effective treatments for conditions like acute optic neuritis and diabetic macular edema, with millions affected globally [8][12].

Core Insights - Oculis Holding AG is showcasing its innovative late-stage pipeline at Eyecelerator and the American Academy of Ophthalmology (AAO) Annual Meeting, highlighting significant advancements in treatments for ophthalmic diseases [1][2]. Company Developments - The CEO of Oculis, Riad Sherif, will present updates on the late-stage pipeline, including the acceleration of Privosegtor into registrational trials for acute optic neuritis and non-arteritic anterior ischemic optic neuropathy after a positive FDA meeting [2]. - The Phase 3 DIAMOND program for OCS-01 eye drops targeting diabetic macular edema is expected to provide topline readouts in Q2 2026 [2]. - A registrational trial for Licaminlimab in dry eye disease is anticipated to start in Q4 2025, utilizing a genotype-based approach [2]. Industry Participation - Oculis will participate in multiple events at the AAO, including Innovate Retina and the Society for Artificial Intelligence in Vision and Ophthalmology (SAIVO), discussing the future of eye drop treatments for diabetic macular edema [3][4]. - The company will also support the COPhy Satellite Symposium during the AAO Annual Meeting [5]. Product Pipeline - Privosegtor is a novel peptoid small molecule candidate showing potential as the first neuroprotective therapy for acute optic neuritis, with positive results from the ACUITY Phase 2 trial indicating neuroprotective effects [7]. - OCS-01 is an investigational high-concentration dexamethasone eye drop designed to treat diabetic macular edema non-invasively, aiming to transform treatment paradigms in this area [11][12]. - Licaminlimab is being developed as a topical anti-TNFα treatment for dry eye disease, currently in Phase 2 trials [14]. Market Context - Diabetic macular edema affects approximately 37 million people globally, with projections indicating an increase to 53 million by 2040, highlighting the urgent need for effective treatments [13]. - Acute optic neuritis and non-arteritic anterior ischemic optic neuropathy represent significant unmet medical needs, with no approved therapies currently available [9][10].

Company Overview - Oculis Holding AG (OCS) shares increased by 6.3% to $21.13 in the last trading session, with a notable trading volume, and have gained 15.4% over the past four weeks [1][2] Recent Developments - The company has advanced its pipeline candidate, privosegtor, into a registrational program for neuro-ophthalmology indications following a positive meeting with the FDA. Oculis will initiate three pivotal studies for privosegtor targeting acute optic neuritis and non-arteritic anterior ischemic optic neuropathy, which likely contributed to the recent share price increase [2] Financial Expectations - Oculis is projected to report a quarterly loss of $0.50 per share, reflecting a year-over-year change of +9.1%. Expected revenues are $0.25 million, down 1.6% from the same quarter last year [3] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Oculis is part of the Zacks Medical - Biomedical and Genetics industry. Another company in the same sector, Qiagen (QGEN), saw a 1.7% decline in its stock price, closing at $46.93, with a 3.8% return over the past month [5] - Qiagen's consensus EPS estimate has also remained unchanged at $0.59, showing no year-over-year change, and it holds a Zacks Rank of 2 (Buy) [6]