{ "docId": "019de516-01ce-701d-bd9b-acac15fa9fab", "docSlug": "a13be9775a99db49a0c5c2ac3ee2ea88", "documentTitle": "Oculis | Investor Conference Presentation Deck | 39 slides", "authorId": "oculis", "authorName": "Oculis", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 8, "pageCount": 39, "prevPage": 7, "nextPage": 9, "slideType": "market_sizing", "function": "size_opportunity", "density": "overcrowded", "nDataPoints": 10, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de516-01ce-701d-bd9b-acac15fa9fab/8", "deckHref": "/decks/019de516-01ce-701d-bd9b-acac15fa9fab", "deckJsonHref": "/decks/019de516-01ce-701d-bd9b-acac15fa9fab.json", "deckAnchorHref": "/decks/019de516-01ce-701d-bd9b-acac15fa9fab#slide-8", "components": [ { "bbox": { "h": 0.52, "w": 0.29, "x": 0.67, "y": 0.28 }, "kind": "chart", "text": "DME – Treatment rate and market size in G7 countries (US, EU5 and JP) (4) Undiagnosed (46%) $8bn Untreated (58%) Diagnosed (54%) $6bn $3bn Treated (42%) 2019 2029", "attrs": null, "subkind": "area-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "19337612-4d24-41f6-be76-3541eb4efb99", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.26, "w": 0.21, "x": 0.12, "y": 0.31 }, "kind": "chart", "text": "Global DME Patients (7% of diabetics(2)) 2045 53m+ 2021 37m", "attrs": null, "subkind": "donut", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c5b19c2f-5a56-4f5f-ad5e-180228143080", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.12, "x": 0.85, "y": 0.05 }, "kind": "image", "text": "Oculis", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "34c01a58-4d19-4baa-88d2-82855a96b776", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.26, "w": 0.25, "x": 0.38, "y": 0.28 }, "kind": "image", "text": null, "attrs": null, "subkind": "photo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6c2b5294-03fe-44af-af6b-96b2a27702c3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.24, "x": 0.1, "y": 0.19 }, "kind": "list", "text": "Growing DME patient population size(1)", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1ecc0aaa-9573-4d06-9143-b5bbb5fa19f6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.13, "x": 0.74, "y": 0.19 }, "kind": "list", "text": "Late start of treatment", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7fb51ae9-e848-4eb8-ab1f-269771ab295f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.41, "y": 0.19 }, "kind": "list", "text": "Only invasive treatments approved", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ff0d0799-032e-4e8f-a9e2-9901707e2789", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.28, "x": 0.08, "y": 0.79 }, "kind": "paragraph", "text": "Current therapies sold ~$3B in 2019 with rapid growth (4)", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "12cd83fd-e966-4dda-b2eb-1ccae4041cf7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.23, "x": 0.39, "y": 0.68 }, "kind": "paragraph", "text": "High burden of treatment Low patient compliance (5)", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "56d63dc0-e9ae-4f50-94b6-13ddd6c23c59", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.28, "x": 0.08, "y": 0.72 }, "kind": "paragraph", "text": "A leading cause of new cases of blindness in US adults(3)", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6396e8c8-a90e-40ac-8cb6-4d818ab5c709", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.09, "w": 0.66, "x": 0.02, "y": 0.89 }, "kind": "source-note", "text": "(1) International Diabetes Federation - diabetesatlas.org Estimated diabetes around the world in 2021: 537m, reaching 783m in 2045\n(2) Yau et al. Global Prevalence and Major Risk Factors of Diabetic Retinopathy, Diabetes Care 2012 Mar; 35(3): 556-564.\n(3) https://preventblindness.org/diabetic-macular-edema-dme/\n(4) DRG Diabetic Macular Edema / Diabetic Retinopathy Disease Landscape & Forecast 2020\n(5) Berenberg and Kiss: \"Real-World Utilization of Anti-VEGF Agents\", Review of Ophthalmology, Feb 5, 2016", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b4d8e76c-d75b-4702-871e-0cd79c6502f6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.96, "x": 0.02, "y": 0.09 }, "kind": "title", "text": "OCS-01 eye drops: potential to expand pool of treated DME patients & improve outcomes for those currently treated", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b630c1d1-7d37-46ae-900a-762aee8167b3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.84, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "DME is a Large and Growing Market with Critical Unmet Needs", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4b09c47f-f103-461e-a5c1-540507091360", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "agent": "Designer", "layer": "slide", "matchId": "aff83270-5c87-41a8-9734-e35bf0b09c02", "evidence": "The slide contains a chart/area-stacked component and a chart/donut component.", "confidence": 0.7 } ], "frameworks": [], "arcBeats": [ { "to": 9, "from": 7, "beatId": "00f03370-ab36-4c23-9d3e-2630b9379725", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "Slides 7-9 highlight the limitations of current treatments for DME and DED.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [ { "to": 9, "from": 7, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "69d88c96-6601-41ed-82a1-c55c6033ca19", "evidence": "Slides 7-9 emphasize the limitations and consequences of current treatments.", "position": 0, "objective": "Highlight the cost of inaction for current DME and DED treatments", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }