Ollin Biosciences to Challenge Vision Care Giants at JPM Conference

AUSTIN, TX – December 18, 2025 – In the high-stakes world of biopharmaceuticals, few stages are as prominent as the annual J.P. Morgan Healthcare Conference. This January, all eyes will be on Ollin Biosciences, a clinical-stage company that, despite being founded only in 2023, is poised to outline a bold strategy to challenge established therapies in ophthalmology. Co-founder and CEO Jason Ehrlich, M.D., Ph.D., is scheduled to present the company’s ambitious pipeline, which includes a head-to-head trial against a market-leading drug and a novel first-in-class treatment for an underserved autoimmune condition.

The presentation, scheduled for January 13, 2026, marks a pivotal moment for the Austin-based firm, offering a platform to showcase its "best-in-disease" philosophy to a global audience of investors, analysts, and potential partners. At the forefront are two key assets: OLN324 for common retinal diseases and OLN102 for Thyroid Eye Disease.

A New Contender on the Global Stage

For a young company like Ollin Biosciences, an invitation to present at the J.P. Morgan conference is more than a formality; it's a declaration of intent. The event is a critical nexus for capital and collaboration, where a compelling story can accelerate a company's trajectory. Ollin arrives with significant momentum, having launched in 2023 with a formidable $100 million Series A financing round co-led by industry heavyweights ARCH Venture Partners, Mubadala Capital, and Monograph Capital.

The company's credibility is further bolstered by its leadership. CEO Jason Ehrlich is a veteran of ophthalmology drug development, having spent a decade at Roche's Genentech unit. His tenure there included overseeing work on two blockbuster retinal disease drugs, Lucentis and Vabysmo, giving him intimate knowledge of the very market his company now seeks to disrupt. He is supported by a board of seasoned life sciences investors and company builders, signaling strong confidence in the company’s strategic direction.

Ollin's model focuses on acquiring and rapidly advancing promising clinical-stage assets. By targeting therapies with clear potential for differentiation, the company aims to bypass the lengthy and costly early discovery phase, instead concentrating on "flawless execution" in clinical development to bring superior treatments to patients with vision-threatening diseases.

Challenging the Standard in Retinal Disease

The centerpiece of Ollin's strategy is OLN324, a bispecific antibody targeting wet age-related macular degeneration (wAMD) and diabetic macular edema (DME)—two of the leading causes of blindness in developed nations. The drug is designed to inhibit both VEGF and Ang-2, two validated pathways involved in the abnormal blood vessel growth and leakage that characterize these diseases.

What makes Ollin's approach particularly audacious is its clinical trial design. The company has fully enrolled the JADE study, a U.S.-based Phase 1b trial directly comparing OLN324 against faricimab (Vabysmo), the first-in-class VEGF/Ang-2 inhibitor from Genentech/Roche that has quickly captured significant market share since its 2022 approval. Conducting a head-to-head trial against the market leader at such an early stage is an unconventional and high-risk, high-reward strategy. It reflects a strong belief in OLN324's potential superiority.

Ollin Biosciences posits that OLN324 could offer meaningful improvements over the current standard of care. The company highlights its candidate's substantially higher anti-Ang2 potency, a higher molar dose, and a smaller protein format. In theory, these characteristics could translate to more robust and durable target suppression, potentially allowing for longer intervals between treatments—a significant quality-of-life improvement for patients who often require frequent eye injections.

Early data from a previous Phase 1 trial in China was promising, showing favorable safety and improvements in vision and retinal anatomy. The upcoming topline results from the 150-patient JADE study, expected in the first quarter of 2026, will be the first major test of this hypothesis and a critical inflection point for the company.

A First-in-Class Approach for Thyroid Eye Disease

Beyond retinal disease, Ollin is advancing OLN102, a potential first-in-class therapy for Thyroid Eye Disease (TED) and the underlying autoimmune condition, Graves’ disease. TED is a debilitating inflammatory disorder that can cause eye bulging, double vision, and, in severe cases, vision loss.

The current therapeutic landscape for moderate-to-severe TED is dominated by teprotumumab (Tepezza), a monoclonal antibody that targets the insulin-like growth factor-1 receptor (IGF-1R). While transformative for many patients, Tepezza is not without its limitations, including a significant side effect profile that can include hearing loss and high blood sugar.

OLN102 aims to provide a more comprehensive and potentially safer solution by simultaneously inhibiting both IGF-1R and the thyroid-stimulating hormone receptor (TSHR). Scientific evidence points to significant crosstalk between these two receptors in the pathology of TED. By targeting both pathways with a single bispecific antibody, OLN102 could offer more complete disease control, addressing the root autoimmune drivers more effectively.

Ollin licensed the asset from VelaVigo and plans to advance OLN102 into clinical trials in 2026. If successful, it would represent a major step forward, offering a novel mechanism of action for patients who currently have limited options.

Execution and High Stakes in a Competitive Field

Ollin Biosciences enters 2026 with a clear mission: to execute on its clinical plans and validate its "best-in-disease" strategy. The upcoming J.P. Morgan presentation will serve as the opening act for what promises to be a pivotal year, setting the stage for the highly anticipated data from the OLN324 head-to-head trial.

The company’s approach—led by an experienced team, backed by top-tier investors, and focused on clinically de-risked yet differentiated assets—positions it as one of the most compelling new entrants in the ophthalmology space. The outcome of the JADE study will be a defining moment, with the potential to either validate a new challenger in the multi-billion-dollar retinal disease market or send the team back to the drawing board. For patients and investors alike, Ollin Biosciences is undoubtedly a company to watch closely as it steps into the spotlight.