introduction of the ois index
TRANSCRIPT
Introduction:
OIS@AAO ■ Chicago ■ October 13, 2016
Michael E. Lachman
© Copyright 2016 EyeQ Research and Healthegy/OIS
October 13, 2016 ■ Page 2
Stock Market Indices
US Broad Market Indices Dow Jones Industrial Average S&P-500 Russell 3000
International Market Indices Nikkei 225 (Tokyo), FTSE 100 (London), DAX Index (Frankfurt)
Market Sector Indices Dow Jones Transportation and Utility Averages NASDAQ Biotechnology Index
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Introducing the OIS Index
October 1, 2016
1,000.00
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OIS Index Methodology
Mid-Cap and Small-Cap Ophthalmic Companies Publicly Traded ≥ 50% Ophthalmology Initial Composition: 70% Biopharma, 30% Ophthalmic Device
Market Cap Weighted, with Limits Largest Companies Capped at 10% of Total Index Value Others Capped at 8% and 6%
Updated and Rebalanced Quarterly IPOs, Acquisitions, Share Counts 30 - Eleven = 29
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OIS Index ComponentsMkt. Cap
Raw Pct.
Adj. Pct.
C. Zeiss Meditec $3,091 24% 10.0%Spark Therap. $1,839 14% 8.0%Ophthotech $1,642 13% 8.0%Glaukos $1,246 9.6% 8.0%Aerie Pharma. $1,102 8.5% 8.0%Molecular Part. $529 4.1% 6.0%Omeros $477 3.7% 6.0%STAAR Surgical $380 2.9% 5.8%Clearside Bio. $356 2.8% 5.4%Inotek Pharma. $255 2.0% 3.9%NicOx $231 1.8% 3.5%GenSight Bio. $191 1.5% 2.9%AGTC $177 1.4% 2.7%Ocular Therap. $171 1.3% 2.6%Adverum Bio. $170 1.3% 2.6%
Mkt. Cap
Raw Pct.
Adj. Pct.
Second Sight $149 1.2% 2.3%Iridex $147 1.1% 2.2%Thrombogenics $116 0.9% 1.8%pSivida $103 0.8% 1.6%Aldeyra Therap. $98 0.8% 1.5%Alimera Sci. $94 0.7% 1.4%Ohr Pharma. $91 0.7% 1.4%Opthea $84 0.7% 1.3%Presbia $58 0.5% 0.9%Imprimis $50 0.4% 0.8%NovaBay Pharm. $46 0.4% 0.7%TearLab $34 0.3% 0.5%Eyegate Pharm. $16 0.1% 0.3%Escalon Med. $5 .04% .08%
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OIS Index – Six Month Performance
April 1 – October 1, 2016 OIS Index +22%
Total US Market +6%
US MedicalDevices + 19%
NASDAQBiotechnology Index + 11%
Total US market based on Russell 3000 Index (^RUA)US medical devices based on iShares US Medical Devices ETF (IHI) Equity valuations from MarketXLS
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OIS Index – Key Drivers of Performance
April 1 – October 1, 2016
Aerie PharmaceuticalsGlaukosSpark TherapeuticsClearside BioMedical
OmerosAGTCMolecular Partners
We Invite Your Feedback… Thank You! Michael E. Lachman ■ [email protected]
Craig Simak ■ [email protected]
© Copyright 2016 EyeQ Research and Healthegy/OIS
October 13, 2016 ■ Page 9