EyePoint Pharmaceuticals (EYPT) Investor presentation summary

Strategic positioning and market opportunity

• Focus on sustained-release drug delivery for retinal diseases, targeting wet AMD and DME, which together represent a $15B+ global market and over 80% of the branded retinal market.

• DURAVYU is positioned as the only TKI in Phase 3 development for DME and aims to be first-to-market among investigational sustained delivery therapies for wet AMD.

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

• Cash and investments of approximately $300M support operations into Q4 2027.

Product innovation and differentiation

• DURAVYU utilizes a bioerodible insert delivering vorolanib, a multi-MOA TKI that inhibits VEGF, PDGF, and IL-6 pathways.

• The insert provides sustained drug release for at least six months, with immediate therapeutic levels and no need for cold storage.

• DURAVYU is the only sustained delivery program in retinal disease with a novel multi-MOA and six-month durability, offering office-based administration and re-dosing.

• The Durasert E platform has a proven safety record across four FDA-approved products.

Clinical development and efficacy

• Phase 3 trials in wet AMD (LUGANO and LUCIA) are fully enrolled, with topline data expected mid-2026; DME trials (COMO and CAPRI) began dosing in Q1 2026 with full enrollment anticipated in 2H 2026.

• Over 190 patients have been treated in Phase 1 and 2 trials, showing robust efficacy and a favorable safety profile with no DURAVYU-related severe adverse events.

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

• DAVIO 2 Phase 2 results in wet AMD demonstrated non-inferior vision outcomes, significant reduction in treatment burden, and a high percentage of supplement-free eyes.

• In DME, single-dose DURAVYU showed meaningful improvements in vision and anatomy, with comparable efficacy to monthly anti-VEGF plus anti-IL-6 regimens.