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EYPT Neutral Sentiment Score: 60/100

Legal Disclaimers 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

Key Takeaway: EyePoint Pharmaceuticals, Inc. presented forward-looking statements at the J.P. Morgan Healthcare Conference regarding their product DURAVYU, which shows promising interim data for treating diabetic macular edema (DME). The company discussed its clinical trial results, highlighting the potential benefits and safety profile of DURAVYU compared to existing therapies. However, uncertainties regarding regulatory approvals and potential risks were also emphasized, highlighting the variability in future outcomes and funding challenges.

Market Sentiment Analysis

POSITIVE FACTORS

  • Positive interim data supports DURAVYU as a potential treatment for DME.
  • DURAVYU demonstrated a favourable safety and tolerability profile in clinical trials.
  • The company is actively involved in innovative retinal disease therapies.

CONCERNS & RISKS

  • Actual results may differ materially from the projected outcomes.
  • There are uncertainties regarding the FDA warning letter related to manufacturing.
  • Funding may not be sufficient to support the company's operating plan as anticipated.

Full Press Release Details

As of December 31, 2024. Unaudited estimate, inclusive of net proceeds from October 2024 equity financing. MOA, mechanism of action; wet AMD, wet age-related macular degeneration; DME, diabetic macular edema 1 2 3 4 5 J.P. Morgan Healthcare Conference Presentation January 14, 2025 Jay Duker, M.D. President and CEO 2025 EyePoint Pharmaceuticals, Inc.
Eye 2021; 35:1305-1316.; 2. Hammes, et. Al Diabetes.2011 Jan 1; 3. Shen et al. JCI, 2014; 124:4564; 3. Campochiaro et al. Ophthalmology, 2016; 123:1722-1730; 4. Phase 2 TIME 2a clinical trial conducted by Aerpio. 5.Campochiaro et al. PubMed 2016 123(8):1722-1730. DOI: 10.1016/j.ophtha.2016.04.025 EYP-2301 targets vascular endothelial protein tyrosine phosphatase (VE-PTP) activating TIE-2 and downregulating ANG2 to maintain vascular stability in the retina P P EYP-2301 Blood vessel lumen Intracellular space VE-PTP ANG2 Tie-2 activation combined with VEGF inhibition has the potential to enhance efficacy and extend durability1 of treatment Razuprotafib (f/k/a AKB-9778) delivered subcutaneously demonstrated preclinical and clinical proof of concept in posterior segment disease 2,3 In a Phase 2 clinical trial, razuprotafib combined with ranibizumab, was more effective than ranibizumab alone at reducing macular edema with a favorable safety and tolerability profile4,5 The Leader in Sustained Release Drug Delivery for Retinal Disease 2025 EyePoint Pharmaceuticals, Inc.
Time to aflibercept supplementation and supplement rates will be analyzed once all patients have completed the trial. DME, diabetic macular edema; BCVA, best-corrected visual acuity; CST, central subfield thickness; SAEs, serious adverse events. Interim data as of October 1, 2024. Preliminary data which may differ from future results of the same trial, or different conclusions or considerations may qualify such results, once additional data have been received and fully evaluated.
Interim data as of October 1, 2024. Preliminary data which may differ from future results of the same trial, or different conclusions or considerations may qualify such results, once additional data have been received and fully evaluated. Majority of the rescue (>80 %) were given due to the lack of 10% reduction in CST from baseline VERONA: Positive Interim Data Supports DURAVYU as a Potential Treatment for DME Data support potential for vision improvement in DME as well as superior dosing intervals 2025 EyePoint Pharmaceuticals, Inc.
Aflibercept Control DURAVYU 2.7mg +5.7 Mean Change in BCVA vs Aflibercept DURAVYU 1.3mg +0.6 +3.8 +8.9 +3.2 MEAN CHANGE IN BCVA FROM BASELINE BCVA, best-corrected visual acuity Interim data as of October 1, 2024. Preliminary data which may differ from future results of the same trial, or different conclusions or considerations may qualify such results, once additional data have been received and fully evaluated. 2025 EyePoint Pharmaceuticals, Inc.
Wet AMD, wet age-related macular degeneration; NPDR, non-proliferative diabetic retinopathy; DME, diabetic macular edema; SAEs, serious adverse events; BCVA, best-correct visual acuity; OCT, optical coherence tomography. Clinical Trial Indication Safety Key Efficacy Outcomes DAVIO wet AMD No DURAVYU related ocular or systemic SAEs Stable BCVA and CST 74% reduction in treatment burden DAVIO 2 wet AMD Statistically non-inferior BCVA vs on-label aflibercept >80% reduction in treatment burden Stable anatomy (CST) PAVIA NPDR Stable or prevention of worsening disease severity VERONA1 DME Improvement in BCVA and CST vs. aflibercept control at 16 weeks DURAVYU Has Been Evaluated in Over 190 Patients to Date Across Multiple Indications 2025 EyePoint Pharmaceuticals, Inc.
Vorolanib is a Best-In-Class TKI that Selectively Inhibits all Forms of the VEGF Receptor Potent and highly selective pan-VEGF receptor inhibitor Composition of matter patent into 2037 Acts intracellularly to prevent pro-angiogenic signaling Demonstrated neuroprotection Potential antifibrotic Does not inhibit TIE21 Endothelial cell VEGFB VEGFA VEGFC VEGFD VEGFR1 VEGFR2 VEGFR3 TIE2 PDGFR ANG1 ANG2 PDGF Angiogenesis, permeability, leakage, growth, migration, and proliferation Blood vessel stability Proliferation, motility PLGF Pericyte VOROLANIB Pathological angiogenesis and vascular instability underlie wet AMD 2025 EyePoint Pharmaceuticals, Inc.
Should known or unknown risks materialize, or should underlying assumptions prove inaccurate, actual results could differ materially from past results and those anticipated, estimated or projected in the forward-looking statements. You should bear this in mind as you consider any forward-looking statements. Our forward-looking statements speak only as of the dates on which they are made.
We cannot guarantee that the results and other expectations expressed, anticipated or implied in any forward-looking statement will be realized. A variety of factors, including these risks, could cause our actual results and other expectations to differ materially from the anticipated results or other expectations expressed, anticipated or implied in our forward-looking statements.
Attorney's Office for the District of Massachusetts; uncertainties regarding the FDA warning letter pertaining to our Watertown, MA manufacturing facility; and other factors described in our filings with the Securities and Exchange Commission (SEC). More detailed information on these and additional factors that could affect our actual results are described in our filings with the SEC, including our Annual Report on Form 10-K for the fiscal year ended December 31, 2023, as revised or supplemented by its Quarterly Reports on Form 10-Q and other documents filed with the SEC.
Forward-looking statements by their nature address matters that are, to different degrees, uncertain. Uncertainties and risks may cause EyePoint's actual results to be materially different than those expressed in or implied by EyePoint's forward-looking statements. For EyePoint, these risks and uncertainties include the timing, progress and results of the company's clinical development activities; uncertainties and delays relating to the design, enrollment, completion, and results of clinical trials; unanticipated costs and expenses; the company's cash and cash equivalents may not be sufficient to support its operating plan for as long as anticipated; the risk that results of clinical trials may not be predictive of future results, and interim and preliminary data are subject to further analysis and may change as more data becomes available; unexpected safety or efficacy data observed during clinical trials; uncertainties related to the regulatory authorization or approval process, and available development and regulatory pathways for approval of the company's product candidates; changes in the regulatory environment; changes in expected or existing competition; the success of current and future license agreements; our dependence on contract research organizations, and other outside vendors and service providers; product liability; the impact of general business and economic conditions; protection of our intellectual property and avoiding intellectual property infringement; retention of key personnel; delays, interruptions or failures in the manufacture and supply of our product candidates; the availability of and the need for additional financing; our ability to obtain additional funding to support our clinical development programs; uncertainties regarding the timing and results of the August 2022 subpoena from the U.S.
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 limited to statements regarding: our expectations regarding the timing and clinical development of DURAVYU in Wet AMD and DME, our expectations regarding the enrollment, dosing and data readouts for the LUGANO trial and the LUCIA trial; our optimism that that DURAVYU has the potential to change the current treatment paradigm and revolutionize real-world outcomes for patients suffering from serious retinal diseases; our belief that DURAVYU has the potential to maintain a majority of patients with active disease with no supplemental anti-VEGF therapy for six months or longer; and our expectations regarding the timing and clinical development of our other product candidates, including EYP-2301.

Frequently Asked Questions

What is the mechanism of action of EYP-2301?

EYP-2301 targets VE-PTP, activating TIE-2 and downregulating ANG2 for retinal stability.

What were the results of the Phase 2 clinical trial for razuprotafib?

Razuprotafib with ranibizumab showed greater efficacy in reducing macular edema versus ranibizumab alone.

How effective is DURAVYU for treating DME?

Interim data suggests DURAVYU may improve BCVA and CST compared to aflibercept control.

What does the interim data reveal about treatment burden with DURAVYU?

The interim data indicates a significant reduction in treatment burden exceeding 80%.

Are there any serious adverse events related to DURAVYU?

No serious ocular or systemic adverse events have been reported with DURAVYU.

Last updated: Jan 13, 2025