Oculis Holding Ag · NASDAQ:OCS
Oculis — Investor Presentation (June 2026)
28 slides from Oculis's investor presentation, Jun 25, 2026
Slide 1: Visionary Innovation June 2026
Visionary Innovation June 2026
Slide 2: Forward-looking statements
These slides and any accompanying oral presentation contain forward-looking statements and information within the meaning of the Private Securities Litigation Reform Act of 1995. The use of words such as “may,” “might,” “will,” “should,” “expect,” “plan,” “anticipate,” “believe,” “estimate,” “projec
Slide 3: Global biopharma Nasdaq-listed company with two registrational-stage candidates
Global biopharma Nasdaq-listed company with two registrational-stage candidates Privosegtor: Neuroprotective candidate in development in optic neuropathies: Optic neuritis: FDA Breakthrough Therapy and EMA PRIME designations, as well as SPA agreement with FDA for the PIONEER-1 trial Non-arteritic an
Slide 4: Upcoming Value-Driving Milestones
NEURO-OPHTHALMOLOGY MS relapses NAION Optic Neuritis Candidate Phase 1 Phase 2 Phase 3 Upcoming Anticipated Value Catalysts Privosegtor Neuroprotective candidate PIONEER-1 enrollment completion in 2027 PIONEER-2 trial initiation in 2H 2026 PIONEER-3 trial initiation in 2H 2026 Cross-reference optic
Slide 5: Privosegtor Optic Neuritis
Privosegtor Optic Neuritis
Slide 6: Privosegtor Is a Novel Neuroprotective Candidate with Broad Potential for Neuro-axonal Diseases
Privosegtor Is a Novel Neuroprotective Candidate with Broad Potential for Neuro-axonal Diseases SGK induces the cell protective phenotype of microglia (e.g., CNTF production) SGK promotes neuronal survival through Foxo3 NDRG1 activation by SGK induces oligodendrocyte precursors differentiation and m
Slide 7: Compelling Preclinical Data Showed Neuroprotection Benefits
Compelling Preclinical Data Showed Neuroprotection Benefits with Neurons and Axons Preservation/Survival H&E: hematoxylin and eosin staining; RGC: retinal ganglion cell. Villoslada P, et al. Neurotherapeutics. 2019;16(3):808-827 Lysolecithin induced demyelinating model in rat (model of acute optic n
Slide 8: Neuroprotective Benefits of Privosegtor May Translate into Several Neuro-Ophthalmic Indications
Neuroprotective Benefits of Privosegtor May Translate into Several Neuro-Ophthalmic Indications and Beyond Serious conditions in neuro-ophthalmology that can cause permanent visual deficits and even blindness: Glaucoma NAION Optic Neuritis Examples of acute & chronic indications >30k >30k >4m US pat
Slide 9: Privosegtor's First Wave of Development Targets the Two Main Optic Neuropathies
If approved, Privosegtor could be the first neuroprotective therapy to improve visual outcomes in optic neuropathies Privosegtor’s First Wave of Development Targets the Two Main Optic Neuropathies Under Same IND Weidong Gu et al. (2023) Incidence of Optic Neuritis and the Associated Risk of Multiple
Slide 10: Optic Neuritis, an Acute Inflammation of the Optic Nerve
Orphan indication with ~ 65k patients per year (US/EU)1,2 Acute inflammation of the optic nerve impacting retinal ganglion cells and leading to vision loss Optic Neuritis, an Acute Inflammation of the Optic Nerve which Can Lead to Permanent Visual Impairment Inflammation in the optic nerve Type of n
Slide 11: Successful Phase ACUITY Trial in Optic Neuritis
Successful Phase 2 ACUITY Trial Investigated Safety and Efficacy of Privosegtor in Optic Neuritis Screening 5-day treatment 6-month evaluation period Privosegtor (3mg/kg n=15, 2mg/kg n=5) + steroid Placebo + steroid (n=16) M6 D15 M1 M3 Baseline = Once daily IV infusion for 5 days = Efficacy evaluati
Slide 12: Clinically Meaningful and Sustained Improvement in Visual Function
LCVA: Low-contrast visual acuity is often affected in patients with ON FUNCTION 7 letters (1.5 lines) change in LCVA has clinical relevance1 LCVA 2.5% ETDRS LCVA in the Affected Eye: MMRM, LS Mean Change From Baseline, mITT V3 M1 M3 M6 V1 +15 ETDRS Letters +18 ETDRS Letters *P = 0.004 *P = 0.012 Let
Slide 13: More Patients Achieved ≥15 and ≥30 ETDRS LCVA Letter Improvement
Privosegtor 3mg/kg/day + steroid Placebo + steroid Proportion of Participants with ≥15 LCVA Letter Gain from Baseline Privosegtor 3mg/kg/day + steroid Placebo + steroid Proportion of Participants with ≥30 LCVA Letter Gain from Baseline +51.7%* +107.7%* *P = 0.0691 *P = 0.0510 ETDRS: Early Treatment
Slide 14: Robust LCVA Improvement Across Subgroups Maintained through Month 6
Subgroup LSM difference at month 3 LS Mean difference (P-value*) LSM difference at month 6 LS Mean difference (P-value*) Overall Overall 18.15 (0.004) 14.76 (0.012) Diagnosis MS Non-MS 15.37 (0.049) 24.22 (0.045) 11.32 (0.042) 21.02 (0.093) AON HCVA <60 HCVA ≥60 22.27 (0.067) 8.97 (0.107) 18.46 (0.1
Slide 15: Functional Improvement Correlated with Preservation of Neurons in the Retina
Functional Improvement Correlated with Significant Preservation of Neurons in the Retina (RGCs) GCIPL and RNFL: layers of the retina measured by OCT to monitor nerve damage Decrease in GCIPL predicts poor LCVA, VF and CVA1 ANATOMY GCIPL thickness Axons RGCs (neurons) RNFL thickness V3 M1 M3 M6 V1 +4
Slide 16: Functional Improvement Correlated with Preservation of Axons
Functional Improvement Correlated also with Significant Preservation of Axons (RNFL Thickness) GCIPL and RNFL: layers of the retina measured by OCT to monitor nerve damage RNFL indicates damage or loss of retinal ganglion cell axons ANATOMY GCIPL thickness Axons RGCs (neurons) RNFL thickness V3 M1 M
Slide 17: Neuroprotective Benefits Observed in Biological Sign of Neuronal and Axonal Death
Neuroprotective Benefits with Privosegtor Also Observed in Biological Sign of Neuronal and Axonal Death BIOLOGY Neurofilaments: Released into CSF and blood as a result of axonal and neuronal death1 Biomarker for regulatory approval of neurodegenerative disease2 time Mean (SE) Visit 15 10 5 V3 M1 M6
Slide 18: Safety Profile Reported in ACUITY Phase Trial
Safety Profile Reported in ACUITY Phase 2 Trial Showed No AEs Leading to Drug Withdrawal or Study Discontinuation SAE, serious adverse event; TEAE, treatment emergent adverse event. Two (2) unrelated SAEs: Hospitalization due to MS relapse (Privosegtor (OCS-05 + steroid) and due to myelitis (placebo
Slide 19: PIONEER-1 Registrational Trial Aligned with FDA under Special Protocol Assessment
PIONEER-1 Registrational Trial Aligned with FDA under Special Protocol Assessment Screening 5-day treatment 3-month evaluation period Privosegtor + steroid (n = 140) Placebo + steroid (n = 70) Month 1 Month 3 Primary & Secondary Endpoints Baseline LCVA Randomization D0 Randomization 2:1 Once daily I
Slide 20: Privosegtor Driving Multiple Anticipated Milestones in the Next 18 Months
Privosegtor Driving Multiple Anticipated Milestones in the Next 18 Months PIONEER-1 in optic neuritis enrollment completion PIONEER-2 in ON and PIONEER-3 in NAION trials initiation 2H 2026 2027 Three Registrational trials in optic neuritis and NAION Breakthrough Therapy and PRIME designations grante
Slide 21: Licaminlimab Dry Eye Disease
Licaminlimab Dry Eye Disease
Slide 22: Licaminlimab is a Novel Anti-TNFα Eye Drop for Ocular Inflammation
Licaminlimab is a Novel Anti-TNFα Eye Drop for Ocular Inflammation Enhanced ocular penetration Lower molecular weight, enhanced ocular penetration and higher concentration Proprietary genetic biomarker Associated with Licaminlimab response highlights opportunity to drive precision medicine in DED In
Slide 23: Large Unsatisfied Market with Only 13% of Patients Experiencing Lasting Relief
Large Unsatisfied Market with Only 13% of Patients Experiencing Lasting Relief After 12 Months with Current Treatments1 Health Union Community Editorial Team. 2021 In America Survey Findings: Living With Chronic Dry Eye. Chronic Dry Eye. 2021. https://chronicdryeye.net/infographic/in-america-finding
Slide 24: Three Positive DED Phase Trials Completed with Consistent Results
Licaminlimab: Three Positive DED Phase 2 Trials Completed with Consistent Results and Potential for Precision Medicine Approach DED#1 and DED#3: Data on file DED #2: Sheetle L, et al. Clin. Ophthalmol. 2022; 16:2167-2177 Phase 2 Randomized Controlled Studies in DED Consistent positive results across
Slide 25: Licaminlimab First Genotype-based Development to Drive Precision Medicine in DED
*Global discomfort score is a composite of discomfort frequency and severity as assessed by a visual analog scale. DED: dry eye disease. FDA: Food and Drug Administration. TID: Three times a day. TNFR1: Tumor necrosis factor receptor 1 Licaminlimab First Genotype-based Development to Drive Precision
Slide 26: Conclusion
Conclusion
Slide 27: Upcoming Value-Driving Milestones
NEURO-OPHTHALMOLOGY MS relapses NAION Optic Neuritis Candidate Phase 1 Phase 2 Phase 3 Upcoming Anticipated Value Catalysts Privosegtor Neuroprotective candidate PIONEER-1 enrollment completion in 2027 PIONEER-2 trial initiation in 2H 2026 PIONEER-3 trial initiation in 2H 2026 Cross-reference optic
Slide 28: Oculis visionary
-Oculis visionary