Ocular Therapeutix, Inc. · NASDAQ:OCUL
Ocular Therapeutix — Ophthalmology Innovation Summit (OIS) Virtual Public Company Showcase 2020
18 slides from Ocular Therapeutix's conference presentation, Jul 16, 2020
Slide 1: Transforming Drug Delivery Leveraging a Novel Technology Platform
(NASDAQ: OCUL) TRANSFORMING DRUG DELIVERY LEVERAGING A NOVEL TECHNOLOGY PLATFORM ANTONY MATTESSICH, CHIEF EXECUTIVE OFFICER Ophthalmology Innovation Summit (OIS) Virtual Public Company Showcase July 16, 2020
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS Any statements in this presentation about future expectations, plans, and prospects for the Company, including the commercialization of DEXTENZA®, ReSure® Sealant, or any of the Company’s product candidates; the commercial launch of, and effectiveness of reimbursement code
Slide 3: Total Global Markets: Developing Products with Potential to Become a Standard of Care
TOTAL GLOBAL MARKETS DEVELOPING PRODUCTS WITH THE POTENTIAL TO BECOME A STANDARD OF CARE FOR SELECT INDICATIONS IN SEVERAL OF THE LARGEST SEGMENTS IN OPHTHALMOLOGY $13B1 3 $5.1B $4.8B2 OTX-CSI cyclosporine intracanalicular insert for dry eye disease OTX-DED dexamethasone insert for episodic dry eye
Slide 4: Total Global Markets: Developing Products with Potential to Become a Standard of Care
TOTAL GLOBAL MARKETS DEVELOPING PRODUCTS WITH THE POTENTIAL TO BECOME A STANDARD OF CARE FOR SELECT INDICATIONS IN SEVERAL OF THE LARGEST SEGMENTS IN OPHTHALMOLOGY $13B1 3 $5.1B $4.8B2 OTX-CSI cyclosporine intracanalicular insert for dry eye disease OTX-DED dexamethasone insert for episodic dry eye
Slide 5: OTX-TKI (Axitinib Intravitreal Implant) Sustained Release Therapy for Retinal Diseases
OTX-TKI (AXITINIB INTRAVITREAL IMPLANT) SUSTAINED RELEASE THERAPY FOR RETINAL DISEASES Plan to provide Phase 1 clinical update at AAO (Nov 2020) and file for US exploratory IND in 2020 ISSUES WITH EXISTING TREATMENTS • • Require injections every 4-8 weeks1,2 May cause endophthalmitis, hemorrhage, da
Slide 6: Phase 1 Clinical Trial: SD-OCT Evaluations
PHASE 1 CLINICAL TRIAL, Subject 1: Treatment Naïve (OS) COHORT 2: SD-OCT EVALUATIONS Subject 2: History of EYLEA Q4 Weeks (OD) CSFT: 513 μm CSFT: 473 μm CSFT: 343 μm CSFT: 368 μm CSFT: 316 μm CSFT: 337 μm CSFT: 354 μm (20/458) CSFT: 224 μm Received anti-VEGF injection CSFT: XXX μm CSFT: 23245 μm Pre
Slide 7: Regeneron Partnership: OTX-AFS (Aflibercept Suprachoroidal Injection)
REGENERON PARTNERSHIP OTX-AFS (AFLIBERCEPT SUPRACHOROIDAL INJECTION)* ® AMENDED AGREEMENT TO DEVELOP A NOVEL, SUSTAINED-RELEASE FORMULATION OF EYLEA(AFLIBERCEPT) • EYLEA is a vascular endothelial growth factor (VEGF) trap approved degeneration (wet AMD) and other serious retinal diseases for the tre
Slide 8: Total Global Markets: Developing Products with Potential to Become a Standard of Care
TOTAL GLOBAL MARKETS DEVELOPING PRODUCTS WITH THE POTENTIAL TO BECOME A STANDARD OF CARE FOR SELECT INDICATIONS IN SEVERAL OF THE LARGEST SEGMENTS IN OPHTHALMOLOGY $13B1 $5.1B3 $4.8B2 OTX-CSI cyclosporine intracanalicular insert for dry eye disease OTX-DED dexamethasone insert for episodic dry eye d
Slide 9: OTX-TIC (Travoprost Intracameral Implant) Removes Issue of Non-Compliance with Eye Drops
OTX-TIC (TRAVOPROST INTRACAMERAL IMPLANT) REMOVES THE ISSUE OF PATIENT NON-COMPLIANCE WITH EYE DROPS Plan to initiate Phase 2 clinical trial in first half 2021 ISSUES WITH EXISTING TREATMENTS • • High rates of non-adherence to glaucoma therapies Poor adherence has shown to be associated with disease
Slide 10: IOP Decrease Up to 7-10 mmHg Recorded in Cohorts 1 & 2
IOP DECREASE UP TO 7-10 MMHG RECORDED IN COHORTS 1 (UP TO 18 MONTHS) & 2 (UP TO 9 MONTHS) DECREASED IOP AS EARLY AS TWO DAYS AFTER OTX-TIC IMPLANTATION n=4 Day 1 n=4 Day 3 n=4 Day 7 n=4 Day 14 n=4 Day 28 n=4n=4 Day 42 Day 85 n=4 Mo 4 n=4 Mo 5 n=4 Mo 6 n=4 Mo 7 n=2n=2 Mo 8 Mo 9 0 -1 -2 -3 -4 -5 -6 -7
Slide 11: Total Global Markets: Developing Products with Potential to Become a Standard of Care
TOTAL GLOBAL MARKETS DEVELOPING PRODUCTS WITH THE POTENTIAL TO BECOME A STANDARD OF CARE FOR SELECT INDICATIONS IN SEVERAL OF THE LARGEST SEGMENTS IN OPHTHALMOLOGY $13B1 3 $5.1B $4.8B2 OTX-CSI cyclosporine intracanalicular insert for dry eye disease OTX-DED dexamethasone insert for episodic dry eye
Slide 12: Intracanalicular Inserts: An Innovation in Drug Delivery to the Ocular Surface
INTRACANALICULAR INSERTS AN INNOVATION IN DRUG DELIVERY TO THE OCULAR SURFACE 12
Slide 13: OTX-CSI (Cyclosporine Intracanalicular Insert) for Dry Eye Disease
OTX-CSI (CYCLOSPORINE INTRACANALICULAR SUSTAINED RELEASE THERAPY FOR DRY EYE DISEASE INSERT) Plan to initiate Phase 2 clinical trial in 2020 ISSUES WITH EXISTING TREATMENTS • • • Slow onset of action for therapy High level of burning, stinging and irritation upon administration Burden of patient adm
Slide 14: New Product Candidate OTX-DED (Dexamethasone Intracanalicular Insert)
NEW PRODUCT CANDIDATE OTX-DED (DEXAMETHASONE INTRACANALICULAR INSERT) STEROIDS ARE CURRENTLY USED TO TREAT EPISODIC ISSUES WITH EXISTING TREATMENTS DRY EYE Plan to submit Phase 2–enabling IND in 2020 • Approved therapies for DED are known for slow onset of action and burning/stinging upon applicatio
Slide 15: Total Global Markets: Developing Products with Potential to Become a Standard of Care
TOTAL GLOBAL MARKETS DEVELOPING PRODUCTS WITH THE POTENTIAL TO BECOME A STANDARD OF CARE FOR SELECT INDICATIONS IN SEVERAL OF THE LARGEST SEGMENTS IN OPHTHALMOLOGY $13B1 3 $5.1B $4.8B2 OTX-CSI cyclosporine intracanalicular insert for dry eye disease OTX-DED dexamethasone insert for episodic dry eye
Slide 16: DEXTENZA (Dexamethasone Ophthalmic Insert) Reimbursement Coding
DEXTENZA (DEXAMETHASONE OPHTHALMIC INSERT) REIMBURSEMENT CODING Product J?code 1096 Procedure CPT code 0356T, Category 1 application filed Medicare administrative contractor (Novitas) issued coverage policy for 0356T of ~$100 per insertion A HANDS-FREE ALTERNATIVE TO EYE DROPS Provides a tapered del
Slide 17: Anticipated Near-Term Milestones
ANTICIPATED NEAR-TERM MILESTONES OTX-TKI (wet AMD) – Plan to provide Phase 1 clinical update at AAO (Nov 2020) and file for US exploratory IND in 2020 OTX-TIC (glaucoma) – Plan to initiate Phase 2 clinical trial in first half 2021 OTX-CSI (dry eye) – Plan to initiate Phase 2 clinical trial in 2020 O
Slide 18: Pipeline at a Glance
PIPELINE AT A GLANCE APPROVAL OTX-TKI (axitinib intravitreal implant) Wet AMD, DME and RVOt OTX-AFS (aflibercept suprachoroidal injection) In collaboration with REGENERON Wet AMD, DME and RVOt OTX-CSI (cyclosporine intracanalicular insert) Dry eye disease OTX-DED (dexamethasone intracanalicular inse