Eventide Exit — Oculis Holding AG (OCSAW)

Eventide fully exited its ~$11.4M position in Oculis, removing all 430,000 shares ahead of a busy 2026–2027 catalyst window that includes a Phase 3 readout for OCS-01 in Diabetic Macular Edema (April 2026) and licaminlimab in Dry Eye Disease (December 2026). The exit is notable given Eventide's typically high-conviction biotech posture, suggesting either portfolio reallocation or reduced confidence in risk/reward ahead of these binary events.

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3 quarters

Position Trend

Feb 17, 2026

$9.9M

1 fund

May 15, 2026

$11.4M

1 fund

May 29, 2026

$13.1M

1 fund

Aug 14, 2026

$11.2M

1 fund

+14% total institutional value over 4 quarters

Catalysts

Phase 2Q1 2019Dexamethasone nanoparticles eye dropsDiabetic Macular EdemaNCT05343156

Primary: Mean Change in Early Treatment of Diabetic Retinopathy Study (ETDRS) Best-corrected Visual Acuity (BCVA) (Baseline & Week 12)Enrollment:144/144Sites: 1RANDOMIZED, DOUBLE, TREATMENT

Phase 2Q1 2024licaminlimabDry Eye DiseaseNCT05896670

Primary: To evaluate the efficacy of licaminlimab in subjects with signs of dry eye disease (Baseline to Day 43)Enrollment:122/122Sites: 5RANDOMIZED, DOUBLE, TREATMENT

Phase 3Q2 2026Dexamethasone ophthalmic suspension (OCS-01)Diabetic Macular EdemaNCT05066997

Phase 2Q2 2026OCS-01Uveitis Related Cystoid Macular Edema, Cystoid Macular Edema, PostoperativeNCT05608837

Primary: Central Subfield Thickness (Baseline to 12 weeks)Enrollment:28/28Sites: 8RANDOMIZED, DOUBLE, TREATMENT

Phase 3Q4 2026licaminlimabDry Eye Disease (DED)NCT07548632

Primary: Change from baseline in global ocular discomfort severity score at Day 29 in participants with DED and specific TNFR1 genotype (From Day 1 to Day 29)Enrollment:Target 160Sites: 14RANDOMIZED, DOUBLE, TREATMENT

Phase 3Q4 2027PrivosegtorOptic NeuritisNCT07623668

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