Goldman Sachs Global Healthcare Conference June 10, 2025 Jay Duker, M.D. President and CEO ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved. 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 futur ...

Investor Presentation February 2025 Most robust dataset in wet AMD and DME among all sustained delivery programs in development Two ongoing global Phase 3 non-inferiority pivotal trials in wet AMD Only sustained release TKI with active program in DME bolstered by highly positive Phase 2 clinical data ©2025 EyePoint Pharmaceuticals, Inc. 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 ...

思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 | 首届全球医美科技大会 即将召开： 2025年7月17日，第二届全球医疗科技大会 2025年9月3-5日，第三届全球手术机器人大会 近日， EyePoint公司 宣布其 湿性年龄相关性黄斑变性（nAMD） 候选产品 Duravyu的三期 LUGANO 研究 提 前完成患者招募。 短短 7 个月内，超过400名受试者完成入组并随机分组，这标志着该 药械合一控释植入剂 在 nAMD治疗中的临床推进进入关键阶段。 Duravyu 通过 EyePoint 专有的缓释技术 Durasert ETM，将伏罗尼布制为固体可生物降解的植入剂进行药物递 送。 根据公司规划， LUGANO 试验的初步数据将在2026年中期公布，后续LUCIA研究结果预计于 2026年下半年发布 。 LUCIA试验目前已随机分组60%的患者，预计2025年第三季度完成招募。 本轮进展不仅推动Duravyu临近商业化节点，也使其成为 "半年一针" 持续释放 治疗方案中最受瞩目的候选之 一。这一发展，正嵌入眼科控释治疗从基础探索走向结构重塑的背景逻辑中。 # 频繁注 ...

Group 1: Market Overview - High volatility in markets throughout 2025 has created opportunities for momentum investors to capture gains when target stocks rise [1] - Timing momentum plays can be challenging, but early identification of targets in a sustained rally can provide an advantage [1] Group 2: EyePoint Pharmaceuticals (EYPT) - EyePoint Pharmaceuticals, a clinical-stage biopharma firm, has seen its stock price forecasted to reach $25.38, indicating a potential upside of 188.39% from the current price of $8.80 [2] - The company reported first-quarter revenue of nearly $25 million, significantly exceeding analyst expectations of just under $9 million [3] - EyePoint's lead drug candidate, DURAVYU, is in a critical Phase 3 clinical trial, with top-line data expected in 2026 [4] - The company ended the first quarter with over $318 million in cash and investments, sufficient to sustain operations through 2027 [4] - EYPT shares have increased by more than 19% in the last month, with analysts suggesting that growth is just beginning [5] Group 3: Nova Ltd. (NVMI) - Nova Ltd., which designs process control systems for semiconductor manufacturing, has a stock price forecast of $277, representing a 26.02% upside from the current price of $219.81 [6] - The company reported quarterly revenue growth of over 50% year-over-year, with earnings per share of $2.18 beating analyst estimates by 10 cents [7] - Analysts project Nova's earnings growth could exceed 7% in the future, supported by a year-over-year cash flow growth of about 32% [8] - NVMI shares have risen by more than 10% in the last month, with a consensus price target suggesting over 27% upside potential [9] Group 4: Ouster Inc. (OUST) - Ouster Inc. specializes in LiDAR technology for 3D mapping and imaging, with a stock price forecast of $14.10, indicating a 2.45% upside from the current price of $13.76 [10] - The company reported first-quarter revenue of $33 million, a 26% year-over-year increase, and a GAAP gross margin improvement to 41% from 29% [11] - Ouster projects second-quarter revenue between $32 million and $35 million, indicating significant upside potential [11] - The company's stock has rallied over 71% in the last year, with analysts optimistic about further growth due to increasing demand for robotics and automation services [12]

Core Insights - EyePoint Pharmaceuticals has enrolled over 400 patients in the Phase 3 LUGANO trial for DURAVYU, surpassing its enrollment target and indicating strong interest from both physicians and patients [1][3] - The LUGANO trial is part of a pivotal Phase 3 program designed in alignment with the FDA, with topline data expected in mid-2026 [2][3] - DURAVYU aims to provide a sustained-release treatment option for wet age-related macular degeneration (wet AMD), addressing significant patient needs and market potential [3][5] Company Overview - EyePoint Pharmaceuticals is focused on developing innovative therapeutics for serious retinal diseases, leveraging its proprietary Durasert E™ technology for sustained intraocular drug delivery [9][10] - The lead product candidate, DURAVYU, is a sustained delivery treatment for VEGF-mediated retinal diseases, utilizing vorolanib, a selective tyrosine kinase inhibitor [6][9] - The company has established a robust safety and efficacy profile for DURAVYU, with positive results from previous clinical trials demonstrating significant treatment burden reduction [7][9] Clinical Trials - The LUGANO and LUCIA trials are randomized, double-masked, aflibercept-controlled, non-inferiority Phase 3 trials assessing DURAVYU's efficacy and safety in wet AMD patients [3][4] - The LUGANO trial has completed enrollment, while the LUCIA trial is expected to complete enrollment by the third quarter of 2025 [1][3] - Both trials are designed to evaluate the average change in best corrected visual acuity (BCVA) and other secondary endpoints over a two-year period [3][4] Market Context - Wet AMD is a leading cause of vision loss in individuals over 50, requiring continuous treatment and posing a significant burden on patients and healthcare systems [5] - Current treatments require frequent dosing, which can lead to patient noncompliance and further vision loss, highlighting the need for innovative solutions like DURAVYU [5][6] - The potential for DURAVYU to transform the treatment paradigm for wet AMD is underscored by its unique delivery mechanism and favorable safety profile [3][6]

Core Insights - EyePoint Pharmaceuticals reported significant progress in its Phase 3 trials for DURAVYU, with over 90% patient enrollment in the LUGANO trial and over 50% in the LUCIA trial, aiming for completion in the second half of 2025 [2][4][5] - The company achieved total net revenue of $24.5 million for Q1 2025, a substantial increase from $11.7 million in Q1 2024, primarily driven by license and royalty income [6][7] - Operating expenses rose to $73.3 million in Q1 2025, up from $45.0 million in the prior year, largely due to costs associated with the ongoing clinical trials [8] Financial Performance - Total net revenue for Q1 2025 was $24.5 million, compared to $11.7 million in Q1 2024, with net product revenue remaining stable at $0.7 million [6][7] - License and royalty revenue increased to $23.7 million in Q1 2025 from $11.0 million in the same period in 2024, attributed to deferred revenue recognition from the out-license of YUTIQ [7] - The net loss for Q1 2025 was $45.2 million, or ($0.65) per share, compared to a net loss of $29.3 million, or ($0.55) per share, in Q1 2024 [8][20] Research and Development Highlights - DURAVYU's Phase 2 VERONA trial in diabetic macular edema (DME) demonstrated significant efficacy, with a BCVA improvement of +10.3 letters compared to +3.0 letters for aflibercept control at week 24 [5][14] - The company has a strong cash position of $318 million as of March 31, 2025, which is expected to fund operations into 2027, beyond the anticipated topline data for the Phase 3 trials [4][10] - DURAVYU is positioned as a potential first-to-market treatment for wet AMD, with a robust safety and efficacy profile supported by ongoing clinical trials [2][5][12]

Core Insights - EyePoint Pharmaceuticals, Inc. is set to host a conference call on May 7, 2025, to discuss its Q1 2025 financial results and recent corporate developments [1] - The company focuses on developing innovative therapeutics for serious retinal diseases, utilizing its proprietary Durasert E™ technology for sustained intraocular drug delivery [3][4] Company Overview - EyePoint Pharmaceuticals is a clinical-stage biopharmaceutical company headquartered in Watertown, Massachusetts, with a commercial-ready manufacturing facility in Northbridge, Massachusetts [4] - The lead product candidate, DURAVYU™, is an investigational treatment for VEGF-mediated retinal diseases, currently in Phase 3 clinical trials for wet age-related macular degeneration (wet AMD) and has completed a Phase 2 trial for diabetic macular edema (DME) [3][5] Pipeline and Technology - The company's pipeline includes EYP-2301, a TIE-2 agonist, and razuprotafib, both formulated in Durasert E™ to potentially enhance outcomes in serious retinal diseases [4] - Durasert technology has been safely administered to thousands of patient eyes across four FDA-approved products for various disease indications [4] Licensing and Regulatory Status - Vorolanib, the active ingredient in DURAVYU™, is exclusively licensed to EyePoint by Equinox Sciences for the treatment of ophthalmic diseases outside of specific Asian markets [5] - DURAVYU™ has received conditional acceptance from the FDA as the proprietary name for EYP-1901, but it remains investigational and has not yet been approved by the FDA [5]

EyePoint Pharmaceuticals, Inc. (NASDAQ:EYPT) Q4 2024 Earnings Conference Call March 5, 2025 8:30 AM ET Company Participants George Elston - EVP and CFO Jay Duker - President and CEO Ramiro Ribeiro - Chief Medical Officer Conference Call Participants Tessa Romero - JPMorgan Yigal Nochomovitz - Citigroup Yatin Suneja - Guggenheim Kambiz Yazdi - Jefferies Jennifer Kim - Cantor Fitzgerald Graig Suvannavejh - Mizuho Securities Colleen Kusy - Baird Debanjana Chatterjee - JonesTrading Gregory Harrison - Scotiabank ...