Oculis (OCS) Corporate presentation summary

Strategic focus and pipeline overview

• Two late-stage candidates target significant unmet needs in neuro-ophthalmology and ophthalmology, with global market opportunities and strong financials supporting development through 2029.

• Privosegtor is a neuroprotective peptoid with FDA Breakthrough Therapy and EMA PRIME designations for optic neuritis, and potential expansion into NAION, MS relapses, and broader neuro-axonal diseases.

• Licaminlimab is a topical anti-TNFα biologic for dry eye disease, advancing a precision medicine approach based on TNFR1 genotype, with topline results from the pivotal PREDICT-1 trial expected around year-end 2026.

Privosegtor clinical and preclinical highlights

• Demonstrated neuroprotection in preclinical models, preserving neurons and axons in glaucoma, MS, and optic neuritis.

• Phase 2 ACUITY trial in optic neuritis showed significant and sustained improvements in low-contrast visual acuity (LCVA), with robust subgroup effects and anatomical preservation of retinal layers.

• Biological markers, including reduced neurofilament levels, support neuroprotective effects.

• Safety profile in Phase 2 showed no drug-related serious adverse events or discontinuations.

Market potential and development milestones

• Privosegtor targets over 60,000 acute optic neuropathy cases annually in the US, with a potential market exceeding $7B based on rare disease pricing analogs.

• PIONEER-1 registrational trial in optic neuritis is underway, with two additional pivotal trials (PIONEER-2 and PIONEER-3) and an IND for MS relapses planned for 2026–2027.

• Privosegtor could become the first approved neuroprotective therapy for optic neuropathies.