EyePoint Pharmaceuticals Conference Call Summary Company Overview - **Company**: EyePoint Pharmaceuticals (NasdaqGM:EYPT) - **Event**: 2026 Conference at Guggenheim Emerging Biotech Summit - **Key Speaker**: George Elston, Chief Financial Officer Core Industry Insights - **Industry**: Biotechnology, specifically focusing on ophthalmology and retinal diseases - **Key Products**: DURAVYU, a small molecule tyrosine kinase inhibitor (vorolanib) using Durasert E technology Key Points and Arguments Clinical Trials and Data - **Wet AMD Trials**: - Two Phase 3 trials fully enrolled with over 900 patients combined, each trial enrolling over 450 patients in about 7 months, a record time for wet AMD [2][3] - First trial, LUGANO, expected to read out mid-year 2026, followed by LUCIA a few months later [6][8] - Non-inferiority trial against aflibercept with a margin of -4.5 letters [18][32] - Safety profile remains strong with no significant adverse events reported in 190 patients across four trials [21][72] - **DME Trials**: - Two Phase 3 trials (COMO and CAPRI) initiated, each with 240 patients, with first patient dosing expected this quarter [104][106] - DME market estimated at $3 billion in the U.S., dominated by anti-VEGF treatments [107] Product and Technology - **DURAVYU**: - Designed for at least six-month dosing, utilizing a fully bio-erodible insert [10] - Aims to provide a new mechanism of action in wet AMD treatment, allowing for potential combination with existing therapies [12][22] - Expected to reduce treatment burden significantly, with previous trials showing an 80%+ reduction in treatment burden [40] Market Potential and Strategy - **Market Size**: - Wet AMD market valued at $12 billion, with 25%-40% of patients potentially suitable for DURAVYU [93] - Comparison made to VABYSMO, which achieved $4 billion in sales within two and a half years [93] - **Commercial Strategy**: - Plans to launch DURAVYU independently with a commercial team of about 70 representatives [96] - Established relationships in the retina community to facilitate market entry [96] Financial Health - **Cash Position**: - Ended 2025 with $300 million in cash, sufficient to fund ongoing pivotal programs and NDA submissions through Q4 2027 [110] Additional Important Insights - **Safety Monitoring**: - Data Monitoring Committee (DMC) has recommended no changes to the trial protocols, indicating confidence in safety [70] - **Regulatory Pathway**: - NDA submission planned with one-year safety and efficacy data, followed by a supplemental NDA for two-year data [92] - **Patient Population**: - Phase 3 trials include 75% newly diagnosed patients, which is expected to improve outcomes compared to the Phase 2 trial population [57][60] - **Manufacturing Capability**: - Northbridge, Massachusetts manufacturing facility operational, ensuring readiness for FDA expectations [8] This summary encapsulates the key points discussed during the conference call, highlighting EyePoint Pharmaceuticals' strategic direction, clinical trial progress, market potential, and financial health.

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]

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 ...

Core Insights - EyePoint, Inc. is focused on developing innovative therapeutics for serious retinal diseases and will present at the J.P. Morgan Healthcare Conference on January 13, 2026 [1] Company Overview - EyePoint, Inc. is a clinical-stage biopharmaceutical company dedicated to improving the lives of patients with serious retinal diseases [3] - The company's lead product candidate, DURAVYU, is an investigational sustained delivery treatment combining vorolanib, a selective tyrosine kinase inhibitor, with next-generation bioerodible Durasert E technology [3] - DURAVYU is currently in Phase 3 pivotal trials for wet age-related macular degeneration, with topline data expected in mid-2026, and first patient dosing in diabetic macular edema trials anticipated in Q1 2026 [3] Product and Development - Vorolanib is exclusively licensed to EyePoint for the localized treatment of ophthalmic diseases outside of specific regions in Asia [5] - DURAVYU has been conditionally accepted by the FDA as the proprietary name for EYP-1901, but it remains an investigational product and has not yet received FDA approval [5] Commitment to Community - The company aims to partner with the retina community to enhance patient lives while creating long-term value, having developed four approved drugs over three decades and treated tens of thousands of eyes [4]

Stifel 2025 Healthcare Conference November 12, 2025 Jay Duker, MD President and CEO © 2025 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 fo ...

Core Insights - EyePoint Pharmaceuticals is advancing its lead product candidate, DURAVYU, through pivotal Phase 3 clinical trials for wet age-related macular degeneration (AMD) and diabetic macular edema (DME), with data readouts expected in mid-2026 [1][2][5] Clinical Development - DURAVYU is currently in Phase 3 trials for both wet AMD and DME, with the LUGANO trial fully enrolled and on track for data readout in mid-2026, followed closely by the LUCIA trial [1][5] - The company has initiated a pivotal Phase 3 DME program consisting of two identical non-inferiority trials, COMO and CAPRI, with first patient dosing anticipated in Q1 2026 [1][2][5] - DURAVYU is positioned as the only tyrosine kinase inhibitor (TKI) in development for DME, a market valued at approximately $3 billion [2][5] Financial Performance - For Q3 2025, total net revenue was reported at $1.0 million, a significant decrease from $10.5 million in Q3 2024 [7] - Net revenue from license and royalties for Q3 2025 totaled $0.4 million, down from $9.9 million in the same period last year, primarily due to the recognition of deferred revenue from a 2023 licensing agreement [8] - Operating expenses for Q3 2025 were $63.0 million, compared to $43.3 million in Q3 2024, driven by increased clinical trial costs related to DURAVYU [9] Funding and Cash Position - The company completed an oversubscribed equity financing, raising $172.5 million, which fully funds the DME pivotal program and extends the cash runway into Q4 2027 [4][6] - As of September 30, 2025, cash, cash equivalents, and marketable securities totaled $204 million, down from $371 million at the end of 2024 [10][11] Research and Development Highlights - Preclinical data indicates DURAVYU's potential as a multi-target treatment, inhibiting both VEGF-mediated vascular permeability and IL-6 mediated inflammation, which are key contributors to wet AMD and DME [4][5] - DURAVYU's Phase 2 VERONA trial data demonstrated early and sustained improvements in visual acuity, reinforcing its potential utility in treating DME [5][14]

Core Viewpoint - EyePoint Pharmaceuticals, Inc. is set to report its third quarter 2025 financial results and discuss recent corporate developments during a conference call on November 5, 2025 [1] Company Overview - EyePoint Pharmaceuticals is a clinical-stage biopharmaceutical company focused on developing innovative therapeutics for serious retinal diseases [3] - The company's lead product candidate, DURAVYU, is an investigational sustained delivery treatment for serious retinal diseases, combining vorolanib, a selective tyrosine kinase inhibitor, with next-generation bioerodible Durasert E technology [3] - DURAVYU is currently undergoing evaluation in two Phase 3 pivotal trials for wet age-related macular degeneration (wet AMD), with data expected in mid-2026, and the first patient dosing in trials for diabetic macular edema (DME) anticipated in Q1 2026 [3] Product Information - Vorolanib is exclusively licensed to EyePoint for the localized treatment of all ophthalmic diseases outside of specific regions in Asia [5] - DURAVYU has received conditional acceptance from the FDA as the proprietary name for EYP-1901 (vorolanib intravitreal insert) but is not yet authorized for sale in any country [6] Commitment to Community - The company aims to partner with the retina community to enhance patient lives while creating long-term value, having developed four approved drugs over three decades and treated tens of thousands of patients [4]

Company Overview - EyePoint Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company focused on developing innovative therapeutics for serious retinal diseases [3] - The company is headquartered in Watertown, Massachusetts, with a commercial manufacturing facility in Northbridge, Massachusetts [4] Product Development - EyePoint's lead product candidate, DURAVYU, is an investigational sustained delivery treatment for VEGF-mediated retinal diseases, combining vorolanib, a selective tyrosine kinase inhibitor, with next-generation bioerodible Durasert E technology [3] - DURAVYU is currently being evaluated in two Phase 3 pivotal trials for wet age-related macular degeneration (wet AMD), with topline data expected in 2026 [3] - The product has also completed a positive Phase 2 clinical trial in diabetic macular edema (DME), with Phase 3 pivotal planning underway [3] - Vorolanib is exclusively licensed to EyePoint for the localized treatment of all ophthalmic diseases outside of certain regions in Asia [5] Market Context - Wet AMD is the leading cause of vision loss among individuals aged 50 and older in the United States, indicating a significant unmet medical need [3] - Despite existing therapies, patients with wet AMD and DME continue to experience long-term vision loss [3] Corporate Communication - EyePoint Pharmaceuticals will host a conference call and live webcast on August 6, 2025, to report its second quarter 2025 financial results and highlight recent corporate developments [1]

DURAVYU Clinical Trials and Data - DURAVYU pivotal Phase 3 trial in wet AMD, LUGANO is fully enrolled, and LUCIA is 60% enrolled and randomized[3] - VERONA Phase 2 trial in DME showed highly positive efficacy and safety data[3] - DAVIO 2 Phase 2 trial showed 89% reduction in treatment burden with 2mg DURAVYU and 85% with 3mg DURAVYU vs 6 months prior[29] - In the VERONA Phase 2 DME trial, DURAVYU 2.7mg demonstrated an early and sustained BCVA improvement of +7.1 letters and CST improvement of -76 microns[47] - In a sub-group analysis of supplement-free patients in the VERONA trial, DURAVYU 2.7mg showed a mean BCVA change from baseline of +7.3 letters and a CST change of -73.7 um[59] Market and Unmet Needs - Over 80% of Retina Specialists indicate undertreatment in wet AMD is due to patient noncompliance, scheduling limitations, or provider preference for less frequent dosing[8] - A delay in treatment of only 5.34 weeks can result in vision loss[9] - By 2030, the global branded market for DME is projected to reach $3.0 billion[11] - By 2050, diabetes-related vision loss is expected to cost $500 million annually in the US[12] Company Financials and Pipeline - EyePoint Pharmaceuticals had $318 million in cash as of March 31, 2025, providing a runway into 2027 post Phase 3 LUGANO/LUCIA data in 2026[3] - LUCIA full enrollment is anticipated in 3Q 2025[5] - LUGANO topline data is anticipated in mid-2026, with LUCIA topline data following in 2H 2026[35]