Oculis Holding (NasdaqGM:OCS) Earnings Call Presentation

Privosegtor Development and Clinical Trials - Privosegtor is advancing to registrational programs in Acute Optic Neuritis (AON) and Non-arteritic Anterior Ischemic Optic Neuropathy (NAION)[8] - PIONEER-1 registrational trial for AON is scheduled to start in Q4 2025[9, 16] - PIONEER-2 registrational trial for AON is scheduled to start in 1H 2026[9, 16] - PIONEER-3 registrational trial for NAION is scheduled to start in mid-2026[9, 16] - The registrational trials PIONEER-1 and PIONEER-2 in AON will enroll 140-160 patients[17] Market Opportunity and Potential - The overall portfolio has a significant market potential of approximately $25 billion[8] - The U S market potential for Acute Optic Neuritis (AON) is estimated to be over $3 billion, with an incidence of over 30,000 patients per year[30, 31] - The U S market potential for Non-arteritic Anterior Ischemic Optic Neuropathy (NAION) is estimated to be over $4 billion, with an incidence of over 30,000 patients[43, 45] Oculis' Strategy and Pipeline - Oculis plans to cross-reference the Privosegtor AON IND for a new IND submission in MS Relapses in 2026[15, 50] - OCS-01 eye drops are in registrational trials with readouts anticipated in Q2 2026, potentially as the first non-invasive treatment for DME[8, 50] - Oculis has a strong balance sheet with no debt and a cash runway into 2H 2027 without utilizing the loan facility[8]