EyePoint (EYPT) Investor presentation summary

Strategic focus and market opportunity

• Targeting sustained-release drug delivery for retinal diseases, specifically wet AMD and DME, with DURAVYU, an investigational multi-mechanism tyrosine kinase inhibitor (TKI).

• Wet AMD and DME represent a combined global market opportunity exceeding $15 billion, accounting for over 80% of the branded retinal market.

• DURAVYU aims to address unmet needs for longer duration and multi-targeted disease control, potentially offering every 6-month dosing.

• Commercial manufacturing scale-up is underway in a dedicated, FDA- and EMA-compliant facility in Northbridge, MA.

• $180 million in cash and investments supports operational runway into Q4 2027.

Clinical development and trial progress

• DURAVYU Phase 3 wet AMD trials (LUGANO and LUCIA) are fully enrolled, with topline data expected in August 2026 and Q4 2026, respectively.

• Phase 3 DME trials (COMO and CAPRI) are fully enrolled, with topline data anticipated in Q4 2027.

• Over 190 patients have been treated with DURAVYU in four completed Phase 1 and 2 trials, showing positive safety and efficacy data.

• Phase 3 trial designs follow established non-inferiority regulatory pathways, comparing DURAVYU to on-label aflibercept, with endpoints including vision outcomes, safety, and reduction in treatment burden.

• Three consecutive positive DSMC reviews for wet AMD trials, with no protocol changes required.

Product profile and differentiation

• DURAVYU is a bioerodible intravitreal insert delivering vorolanib, a TKI that inhibits VEGF, PDGF, and IL-6 signaling, targeting both vascular leakage and inflammation.

• Demonstrated rapid attainment of therapeutic levels and sustained drug release for at least 6 months per dose.

• No cold storage required; pre-loaded syringe injector simplifies administration.

• Favorable safety profile with no drug-related safety concerns in over 190 patients across multiple trials.

• Consistent efficacy in reducing treatment burden and maintaining or improving vision in both wet AMD and DME.