EyePoint Pharmaceuticals (EYPT) Earnings Call Presentation

DURAVYU Program - DURAVYU, a patent-protected vorolanib product utilizing Durasert E technology, is in Phase 3 trials for wet AMD and has a program in DME supported by Phase 2 data[3] - Phase 2 VERONA trial in DME showed a 73% supplement-free rate in the 2.7mg DURAVYU arm compared to 50% in the aflibercept control group[35] - The VERONA trial's 2.7mg DURAVYU treatment demonstrated a clinically meaningful improvement in BCVA of +7.1 letters[35] - The VERONA trial's 2.7mg DURAVYU treatment demonstrated an early and sustained CST improvement of -76 microns[35] Clinical Trials and Pipeline - EyePoint is conducting two global Phase 3 non-inferiority pivotal trials (LUGANO and LUCIA) in wet AMD[3] - Enrollment completion in the EYP-2301 program for serious retinal diseases is expected in the second half of 2025[6] - LUGANO trial is ~1/3 enrolled, and LUCIA is exceeding expectations as of January 2025, with topline data for both Phase 3 pivotal trials anticipated in 2026[65, 66] Financial Status - EyePoint has a strong balance sheet with approximately $370 million in cash and equivalents as of December 31, 2024, providing a cash runway into 2027[3] Market Opportunity - The global market for DME is projected to reach $3.9 billion by 2030[25]