Oculis (NasdaqGM:OCS) 2026 Conference Transcript

Summary of Oculis Holding AG Conference Call Company Overview - Company: Oculis Holding AG - Industry: Biopharmaceuticals, specifically focusing on ophthalmology Key Products and Programs 1. OCS-01 for Diabetic Macular Edema (DME) - Phase: Currently in Phase 3 trials (DIAMOND-1 and DIAMOND-2) with data expected in the second half of Q2 [3][19] - Unique Selling Proposition: First and only topical product for retina, allowing early intervention for naïve patients and combination treatment for those unresponsive to anti-VEGF [3][5] - Market Potential: Addresses a larger patient pool than current treatments, with over 40% of DME patients not responding to existing anti-VEGF therapies [4][5] - Efficacy Data: Phase 2 results showed a mean change in Best Corrected Visual Acuity (BCVA) of 7.8 letters at week 6, comparable to anti-VEGF treatments [10][11] - Pricing Strategy: Targeting a price of around $10,000 per year, which is competitive compared to existing treatments like Ozurdex priced between $8,000-$16,000 [71][75] 2. Dry Eye Program - Focus: Utilizing a genetic biomarker (TNFR1) to identify responsive patients, aiming to treat 20% of the dry eye population [96][100] - Clinical Efficiency: Reduced patient count in trials (160 patients) due to targeted approach, leading to higher probability of success [97] - Compliance Improvement: Expected compliance rate of 70% compared to the current 10%-15% for existing treatments, leading to increased patient value [100][142] - Pricing: Expected to be competitive with existing products like MIEBO, which costs around $11,000 per year [128][137] 3. Privosegtor for Neuroprotection - Indication: Targeting neurodegenerative diseases, with a focus on optic neuritis [168] - Phase 2 Data: Showed significant improvement in vision (doubling function) and preservation of retinal ganglion cells [176][177] - Biomarkers: Neurofilament levels will be used as a regulatory endpoint, indicating axonal damage [178][189] - Pricing: Anticipated treatment cost between $100,000 and $400,000, with a likely average around $150,000 to $200,000 [205][211] Market Strategy and Commercialization - Commercialization Approach: Aiming for a straightforward launch due to the existing awareness of DME among healthcare providers [61][70] - Sales Force: Planning to deploy a field force of 50-60 full-time equivalents (FTEs) for effective market penetration [54][55] - Market Education: No need for extensive education on DME, as the condition is well-known among practitioners [63][70] Additional Insights - Regulatory Engagement: Positive discussions with the FDA regarding the use of genetic biomarkers for patient selection in clinical trials [96] - Patient-Centric Approach: Emphasis on reducing trial-and-error in treatment for dry eye patients, enhancing the overall patient experience [99][100] - Future Outlook: Anticipation of positive data from ongoing trials, with plans for rapid filing post-results [40][41] This summary encapsulates the key points discussed during the conference call, highlighting Oculis Holding AG's innovative approaches in the biopharmaceutical sector, particularly in ophthalmology.