Communicating Credibility and Timelines to Public-Market Investors at the 2026 J.P. Morgan Healthcare Conference

Pharmaceutical Executive: At a conference often dominated by late-stage data, how do you communicate the credibility and timelines of a platform-led, early-stage model to public-market investors?

Micheal O’Rourke: So even as an early-stage company, we think we've attracted a huge amount of interest in the pharmaceutical world because of our ability to deliver biologics or a sustained release basis in the clinic with no surgery involved, because many companies have tried this, and most of these companies have failed. So that's what's really elevated Re-Vana into a situation where we are attracting the interest of big pharma companies and, of course, broad venture backed company with leading U.S. investors as well.

So, we've really made a mark for ourselves and the global ocular market, and because of our ability to take on board, probably one of the leading challenges today in Ophthalmology is reducing the frequent the treatment burden. You know, there's 27 million injections a year in the eye. Patients get between three to nine injections a year, depending on the drug. We're looking to drastically reduce that to one or two injections a year. So that is what's it, even as a young company and companies that will be a much later stage at J.P. Morgan, that is one of the big value attractors for these companies.

The other thing, I think, is that we can customize our technology to a late-stage asset. So whatever the company's therapeutic is, we have a model now built up over working with 20 different drugs in the ophthalmic space, whereby we can then take into account the target product profile, how big the drug is, how long it's going to last, what's the target, what's the third target, therapeutic dose, and so on, a whole range of factors. We take all those factors and we have a model that then enables us to customize one of our implants, either OcuLeif or EyeLief, to that very specific a therapeutic so we can work with multiple companies on across multiple a very wide spectrum of therapeutics, from biologics to peptides to proteins to complement drugs, even to small molecules as well.