Company Overview - EyePoint is a leader in sustained-release drug delivery for retinal diseases [3] - The company's lead product, DURAVYU, is currently in Phase III trials for wet age-related macular degeneration [3] - Both Phase III trials for DURAVYU are fully enrolled, with top-line data expected midyear [3] Product Development - DURAVYU is also in Phase III trials for diabetic macular edema (DME), with the first patients expected to be dosed this quarter [3] - The proprietary delivery system, Durasert, has been utilized in four FDA-approved products, demonstrating a strong safety and efficacy record [3] Leadership and Experience - EyePoint has a veteran leadership team with over three decades of experience in clinical drug development and successful commercialization [3]

EyePoint Pharmaceuticals Conference Call Summary Company Overview - **Company**: EyePoint Pharmaceuticals (NasdaqGM:EYPT) - **Industry**: Biotechnology, specifically focused on sustained-release drug delivery for retinal diseases Key Points and Arguments Product Development - **Lead Product**: Duraview, currently in phase III trials for wet age-related macular degeneration (AMD) and diabetic macular edema (DME) [2][4] - **Trial Status**: Both phase III trials for wet AMD are fully enrolled, with top-line data expected mid-year 2026 [2][12] - **Durasert Technology**: Proprietary delivery system with a strong safety and efficacy record, used in four FDA-approved products [3][6] - **Financial Position**: Approximately $300 million in cash, providing a runway well past data readouts into the end of 2027 [4][55] Market Potential - **Market Size**: The retinal disease market is significant, with recent products like Vabysmo generating nearly $4.5 billion in revenue [4][31] - **Unmet Needs**: Key unmet needs in VEGF-mediated diseases include longevity of treatment and new mechanisms of action [5][6] - **Competitive Landscape**: EyePoint aims to be first to market with a sustained-release option, competing against established products like Eylea and Vabysmo [12][44] Clinical Trial Insights - **Efficacy**: Duraview showed statistically non-inferior results compared to Eylea in previous trials, with a significant reduction in treatment burden (75%-90%) [17][41] - **Safety Profile**: No reported ocular systemic serious adverse events (SAEs) in completed trials, with ongoing monitoring showing similar safety [11][12] - **DME Trials**: Two phase III trials (COMO and CAPRI) are underway, leveraging safety data from wet AMD trials [24][52] Product Advantages - **Multi-Mechanism of Action (MOA)**: Duraview blocks both VEGF and IL-6, addressing inflammation and vascular leakage [5][6][9] - **Durability**: Sustained release for at least six months, with potential for longer intervals between doses [10][18] - **Convenience**: Can be stored at room temperature, unlike competitors that require refrigeration [9] Commercial Strategy - **Market Adoption**: Education of physicians on the dual mechanism of action and integration into existing treatment regimens is crucial for adoption [49] - **Regulatory Pathway**: Trials designed in alignment with FDA and EMA, aiming for a non-inferiority regulatory pathway [13][14] Future Outlook - **Data Readouts**: Top-line data for wet AMD trials expected in mid-2026, with DME trials following [14][29] - **Cash Management**: Sufficient cash reserves to support ongoing trials and commercial buildout [55][56] Additional Important Information - **Facility**: EyePoint has a commercial manufacturing facility in Northbridge, Massachusetts, built to FDA and EMA standards, capable of producing hundreds of thousands of inserts annually [22][56] - **Physician Feedback**: Positive feedback from physicians regarding Duraview's unique profile and potential to reduce treatment burden [32][47] - **Competitive Trials**: Ongoing studies in the TKI space are expected to show positive results, reinforcing the efficacy of TKIs in retinal diseases [50] This summary encapsulates the critical insights from the conference call, highlighting EyePoint Pharmaceuticals' strategic positioning, product development, and market potential in the retinal disease sector.

J.P. Morgan Healthcare Conference Presentation January 13, 2026 Jay S. Duker, M.D. President and CEO © 2026 EyePoint. All Rights Reserved. Legal Disclaimers Various statements made in this presentation are forward-looking, within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, and are inherently subject to risks, uncertainties and potentially inaccurate assumptions. All statements that address activities, events or developments that we intend, expect, plan or believe may occur in t ...

Investor Presentation January 2026 © 2026 EyePoint. All Rights Reserved. Legal Disclaimers Various statements made in this presentation are forward-looking, within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, and are inherently subject to risks, uncertainties and potentially inaccurate assumptions. All statements that address activities, events or developments that we intend, expect, plan or believe may occur in the future, are forward-looking statements, including but not limit ...

Product Development - EyePoint's lead product candidate, DURAVYU™, is currently in Phase 3 trials for wet AMD and DME, with topline data expected in mid-2026[2] - Over 900 patients have been enrolled in the Phase 3 LUGANO and LUCIA trials within 7 months, making it one of the fastest enrolling wet AMD pivotal programs[4] - The Phase 3 wet AMD program has a primary endpoint of noninferiority in best corrected visual acuity (BCVA) at weeks 52 and 56, compared to aflibercept[6] - First patient dosing in the Phase 3 DME trials (COMO and CAPRI) is expected in Q1 2026, with each trial enrolling approximately 240 patients[6] - The independent Data Safety Monitoring Committee recommended the continuation of the Phase 3 program with no protocol modifications[6] Treatment Efficacy - DURAVYU demonstrated an 88% reduction in treatment burden six months after treatment, with over 80% of patients being supplement-free or requiring only one supplemental anti-VEGF injection[10] - DURAVYU's multi-mechanism of action includes a greater than 50% reduction in IL-6 activity, which is significant for treating wet AMD and DME[6] - DURAVYU is positioned as the only sustained release TKI in development for DME, addressing a significant need for new therapeutic options[3] Financial Overview - The company completed a public offering with gross proceeds of $172.5 million in October 2025, with approximately $300 million in cash and investments as of December 31, 2025[6] - EyePoint is preparing for an expeditious NDA filing and FDA review to deliver DURAVYU to patients as soon as possible[3]

– Phase 3 programs underway for DURAVYU in wet AMD and DME, the largest multi-billion-dollar retinal disease markets – – Pivotal Phase 3 trials in wet AMD on track for data readout beginning in mid-2026 – – Phase 3 DME program first patient dosing expected in Q1 2026 – – Presenting at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco on Tuesday, January 13, 2026 at 7:30 a.m. PT – WATERTOWN, Mass., Jan. 07, 2026 (GLOBE NEWSWIRE) -- EyePoint, Inc. (Nasdaq: EYPT), a company committed to develo ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Industry Overview - The biotech sector has shown a strong recovery in 2025, with the Nasdaq Biotechnology Index rising by 33.1% year to date after bottoming out in April 2025 due to potential steep tariffs impacting the pharma and biotech sectors [1][2] - Key drivers of this rally include new drug approvals, a positive pipeline, regulatory updates, and a surge in mergers and acquisitions (M&A) activity, with the FDA approving over 42 drugs so far this year [2][3] M&A Activity - The year has seen a significant increase in M&A activity, driven by the changing landscape and focus on AI-driven drug discovery, as large pharmaceutical and biotech companies seek to expand and diversify their product portfolios amid rising generic competition [3] Regulatory Agreements - The Trump administration has signed agreements with major pharma and biotech companies, including Gilead Sciences, Amgen, Merck, and Novartis, aimed at lowering prescription drug prices for chronic conditions [4] - These companies are expected to collectively invest at least $150 billion in domestic production in the near term, indicating a commitment to innovation in medical treatments [5] Company Highlights EyePoint, Inc. (EYPT) - EYPT focuses on developing innovative therapeutics for serious retinal diseases, with its lead candidate, Duravyu, being evaluated in late-stage studies for wet age-related macular degeneration [7][11] - EYPT's shares have surged by 140.5% in 2025, with a current average target price of $34.18 representing an upside of 100.35% [12] ANI Pharmaceuticals (ANIP) - ANIP is a diversified biopharmaceutical company with a strong focus on rare diseases, particularly through its ACTH-based injection, Cortrophin Gel, which saw sales jump by 70% year over year to $236 million in the first nine months of 2025 [13][14] - The stock has gained 52.9% over the year, with a current average target price of $109.25 representing an upside of 31.9% [16] Tango Therapeutics (TNGX) - Tango Therapeutics is focused on precision oncology, developing treatments based on synthetic lethality for specific tumors, with promising pipeline candidates including PRMT5 inhibitors for various cancers [17][19] - TNGX shares have increased by 163.8% in the past year, with a current average target price of $13.22 representing an upside of 56.26% [21]

WATERTOWN, Mass., Dec. 17, 2025 (GLOBE NEWSWIRE) -- EyePoint, Inc. (Nasdaq: EYPT), a company committed to developing and commercializing innovative therapeutics to improve the lives of patients with serious retinal diseases, today announced that Jay S. Duker, M.D., President and Chief Executive Officer of EyePoint will present at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco on Tuesday, January 13, 2026 at 7:30 a.m. PT/10:30 a.m. ET. A webcast and subsequent archived replay of the prese ...

Core Insights - EyePoint Pharmaceuticals announced positive recommendations from the independent Data Safety Monitoring Committee (DSMC) for its pivotal Phase 3 trials, LUGANO and LUCIA, evaluating DURAVYU for wet age-related macular degeneration (wet AMD) [1][2][3] - The trials are on track to report topline data in mid-2026, with no changes to the protocol recommended by the DSMC [1][2] - DURAVYU is designed as a sustained-delivery treatment, potentially reducing the treatment burden for patients with wet AMD [5][9] Company Overview - EyePoint Pharmaceuticals is a clinical-stage biopharmaceutical company focused on developing innovative therapeutics for serious retinal diseases [11] - The lead product candidate, DURAVYU, combines vorolanib, a selective tyrosine kinase inhibitor, with proprietary Durasert E technology for sustained drug release [11][13] - The company has a history of developing approved drugs and aims to improve patient lives while creating long-term value [12] Clinical Trials - The LUGANO and LUCIA trials are randomized, double-masked, aflibercept-controlled, non-inferiority Phase 3 trials with over 900 patients enrolled [3][9] - The primary endpoint is non-inferiority in best corrected visual acuity (BCVA) change at weeks 52 and 56 compared to baseline [3][9] - Secondary endpoints include safety, treatment burden reduction, and anatomical results measured by optical coherence tomography (OCT) [3][9] Treatment Context - Wet AMD is a leading cause of vision loss in individuals over fifty, requiring continuous treatment to maintain visual function [4] - Current standard-of-care treatments are administered on average every two months, posing a significant burden on patients and healthcare systems [4] - DURAVYU aims to address these challenges by providing a sustained-release option that could reduce the frequency of treatments [5][9] Product Details - DURAVYU is a solid bioerodible insert designed to release a constant therapeutic dose for at least six months [5][6] - Vorolanib, the active ingredient, has shown no ocular safety signals in previous trials and targets multiple pathways involved in retinal diseases [7][8] - The product is positioned to potentially offer a flexible dosing regimen for physicians treating wet AMD [9][10]