EyePoint (EYPT) 43rd Annual J.P. Morgan Healthcare Conference 2025 summary

Key product and clinical development updates

• Duravyu (vorolanib) is a sustained-release insert for retinal diseases, in two global Phase 3 pivotal trials for wet AMD, with topline data expected in 2026 and full enrollment anticipated in 2H 2025.

• Duravyu demonstrated non-inferior visual acuity to aflibercept (Eylea) in Phase 2 wet AMD trials, with significant reduction in treatment burden, high supplement-free rates, and a favorable safety profile.

• Positive interim Phase 2 data in DME showed early and sustained improvements in BCVA and CST, higher supplement-free rates versus aflibercept, and no safety issues.

• Duravyu insert delivers continuous dosing with zero-order kinetics, immediate bioavailability, no PEG or PLGA, and is shipped at ambient temperature, offering commercial advantages.

• EYP-2301, a sustained-release TIE-2 agonist, is advancing in preclinical development for severe retinal diseases.

Market opportunity and strategic outlook

• Wet AMD is a $10 billion market with significant unmet need for maintenance therapy and more durable treatments; retina specialists indicate strong interest in adoption.

• DME represents another potential billion-dollar opportunity, with high treatment burden and compliance challenges that a sustained-release insert could address.

• Company plans to commercialize in the US and seek partners for ex-US markets, with openness to global partnerships or co-promotion under the right terms.

• Strategic focus includes advancing pipeline candidates and leveraging the Durasert E platform for additional indications.

• Commercial manufacturing facility for Duravyu opened in October 2024 in Northbridge, MA, built to FDA and EMA standards, capable of producing over a million inserts annually.

Financial and operational highlights

• Cash and equivalents estimated at $370 million as of December 31, 2024, providing runway into 2027, covering current pivotal trials and pipeline development.

• October 2024 equity financing contributed to the strong balance sheet.

• Manufacturing site in Northbridge, MA, preserves upfront cash investment and supports commercial scale-up.