Two-thirds of 176 dry-eye patients carry a gene variant linked to better response in earlier studies

Oculis Holding AG completed randomization in the PREDICT-1 trial for Licaminlimab, a dry-eye drug. Two-thirds of 176 patients carry a TNFR1 gene variant linked to stronger responses. Topline data is expected by year-end 2026. The company aims to position Licaminlimab as a precision medicine for moderate-to-severe dry eye disease, targeting 1.5+ million U.S. patients.

H.C. Wainwright raised its price target on Oculis Holding AG (NASDAQ:OCS) to $39 from $26, citing progress in the PREDICT-1 trial for dry eye disease. The stock has fallen 62% in six months. Analysts expect potential peak sales of $1.7 billion for licaminlimab. Oculis also began a Phase 3 trial for privosegtor in optic neuritis. Stifel set a $40 price target.

Oculis Holding AG (OCS) agreed to acquire worldwide rights to Accure Therapeutics’ Privosegtor (ACT-01) and ACT-02. Consideration is $3.8m (or CHF 3.1m) upfront plus up to 2.05m OCS shares, including lockup and milestone earnouts. OCS shares rose in premarket. Deal closes by Feb 28, 2027 (ACT-01) and Mar 31, 2027 (ACT-02).

Oculis Holding AG (OCS) furnished an SEC Form 6-K — earnings release. Exhibit 99.3 Oculis Reports Q2 2026 Financial Results and Provides Company Update • Company pivot to neuro-ophthalmology continues with Privosegtor positioned as lead late-stage asset through the registrational PIONEER program with expansion potential in acute multiple sclerosis

Mitie confirmed it agreed to a 221p-per-share offer from OCS, owned by US private equity Clayton Dubilier & Rice, in a £3.1bn deal to merge immigration removal centre operations and other facilities services. Mitie reported £319m revenue for its immigration and justice division in its latest year. The merger is expected to complete in Q1 2027; Mitie shares rose over 38%.

Oculis Holding AG said the first patient was randomized in its FDA-aligned, genotype-based PREDICT-1 registrational trial of licaminlimab for dry eye disease. The randomized, double-masked, vehicle-controlled study plans ~160 patients, targeting a specific TNFR1 genotype; primary endpoint is change in global ocular discomfort severity score at Day 29. About 70% of sites are activated and patients are in run-in.