Eyepoint, Inc. · NASDAQ:EYPT

Eyepoint — Technical Presentation (August 2026)

38 slides from Eyepoint's technical presentation, Aug 17, 2026

  1. Slide 1: LUGANO Phase 3 Clinical Trial Topline Results

    LUGANO Phase 3 Clinical Trial Topline Results DURAVYU in Wet AMD August 17, 2026 © 2026 EyePoint. All Rights Reserved.

  2. Slide 2: Legal Disclaimers

    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, even

  3. Slide 3: Agenda

    Agenda Introduction Phase 3 Wet AMD Program LUGANO Topline Results Conclusions & Next Steps © 2026 EyePoint. All Rights Reserved. 3

  4. Slide 4: Introduction

    Introduction © 2026 EyePoint. All Rights Reserved. 4

  5. Slide 5: A Leading Developer of Sustained Release Drug Delivery for Retinal Disease

    DURAVYU in Phase 3 programs in two largest retinal disease markets wet AMD + DME (~$15B1 TAM) A Leading Multiple potential catalysts over next 16 months: • LUCIA Phase 3 data expected Q4 2026 Developer of • wAMD NDA filing targeted for 1H 2027 Sustained • DME topline data expected in Q4 2027 Release

  6. Slide 6: The DURAVYU Advantage: A Differentiated Program in Retina

    The DURAVYU Advantage: A Differentiated Program in Retina – How DURAVYU Stands Apart – DURAVYU • BROAD CLINICAL PROGRAMS vorolanib in bioerodible Durasert E Pivotal readouts in wet AMD in 2026 and DME in 2027 • FAVORABLE SAFETY PROFILE Comprehensive safety database with favorable profile and redosin

  7. Slide 7: Robust Evidence For DURAVYU with Established Regulatory Path

    Robust Evidence For DURAVYU with Established Regulatory Path Follows non-inferiority pathway of five most recent FDA approvals in wet AMD COMPLETED COMPLETED TOPLINE 2022 2023 TODAY’S FOCUS EXPECTED Q4’26 Wet AMD & DURAVYU single injection, dose-escalation DURAVYU single injection vs aflibercept q8W

  8. Slide 8: Phase 3 Wet AMD Program

    Phase 3 Wet AMD Program LUGANO and LUCIA Pivotal Trials © 2026 EyePoint. All Rights Reserved. 8

  9. Slide 9: LUGANO & LUCIA, Together, Designed for Regulatory Approval in Wet AMD

    LUGANO & LUCIA, Together, Designed for Regulatory Approval in Wet AMD Design Endpoints • Patients: 432 in LUGANO, 475 in LUCIA Primary Endpoint: • Two arms (1:1) • Non-inferior (NI) mean change in BCVA from Day 1 to Week 52 and Week 56 (blended) vs aflibercept control • DURAVYU 2.7mg (NI margin of -

  10. Slide 10: Pivotal Phase 3 Program Follows Established Non-Inferiority Regulatory Pathway

    Pivotal Phase 3 Program Follows Established Non- Inferiority Regulatory Pathway & Primary endpoint Blend W52 & W56 ~400 patients per trial DURAVYU dosing DURAVYU dosing DURAVYU dosing W60 to W84 to D1 W4 W8 W12 W16 W20 W24 W28 W32 W36 W40 W44 W48 W52 W56 W80 W96 EOS W76 W92 DURAVYU 2.7 mg q6M Aflibe

  11. Slide 11: LUGANO Topline Results

    LUGANO Topline Results © 2026 EyePoint. All Rights Reserved. 11

  12. Slide 12: LUGANO Baseline Characteristics

    LUGANO Baseline Characteristics DURAVYU 2.7mg Aflibercept 2mg q8W (n=211) (n=216) Age (years), mean (SD) 77.5 (7.52)​ 77.0 (7.61)​ ≥ 65, n (%) 202 (95.7)​ 205 (94.9)​ Female, n (%) 136 (64.5)​ 141 (65.3)​ Treatment Naïve, n (%) 159 (75.4)​ 164 (75.9)​ Previously Treated, n (%) 52 (24.6)​ 52 (24.1)​

  13. Slide 13: LUGANO Baseline Characteristics (Cont'd)

    LUGANO Baseline Characteristics (Cont’d) DURAVYU 2.7mg Aflibercept 2mg q8W (n=211) (n=216) BCVA (ETDRS letters), mean (SD) 65.8 (8.95)​ 64.3 (10.35)​ > 20/40 Snellen equivalent*, n (%)​ 82 (38.9)​ 79 (36.6)​ ≤ 20/40 Snellen equivalent*, n (%)​ 129 (61.1)​ 137 (63.4)​ Central CST (um), mean (SD) 319.

  14. Slide 14: LUGANO Phase 3 Clinical Trial Results Summary

    LUGANO Phase 3 Clinical Trial Results Summary LUGANO demonstrated clinically meaningful results that reinforce DURAVYU’s potential to improve the treatment paradigm in wet AMD DURAVYU was non-inferior (nominal p-value=0.0096) excluding an asymmetric cohort (9 of 211); Visual Acuity DURAVYU was not n

  15. Slide 15: LUGANO Topline Results: Visual Acuity

    LUGANO Topline Results Visual Acuity © 2026 EyePoint. All Rights Reserved. 15

  16. Slide 16: Ad Hoc Analysis Excluding Asymmetric Cohort: Non-Inferiority Achieved

    Ad Hoc Analysis Excluding Asymmetric Cohort (9 of 211): Non-Inferiority in BCVA Change from Baseline Was Achieved Mean Change in BCVA from Baseline, With Asymmetric Cohort (n=9) Removed 10 LS Mean Change in ETDRS letters Mean change in BCVA +5.9 vs. Aflibercept 5 -2.4 +3.5 (nominal non- inferiority

  17. Slide 17: Asymmetric Cohort Had Vision Loss Unrelated to Wet AMD

    Asymmetric Cohort Determined to Have Vision Loss Unrelated to Wet AMD, Despite Anatomic Control of Wet AMD n=9 DURAVYU Mean BCVA Change from Baseline 10 • 9 patients lost ≥15 letters of 5 vision due to non-wAMD 0 in ETDRS letters etiologies Mean Change -5 -10 – Geographic atrophy (n=6) DURAVYU Arm P

  18. Slide 18: Primary Endpoint Not Achieved In Full Dataset Despite Strong Anatomic Control

    Primary Endpoint Not Achieved In Full Dataset Despite Strong Anatomic Control with DURAVYU Mean Change in BCVA from Baseline 10 Asymmetric Cohort LS Mean Change, in • 9 patients (of 211) lost ETDRS letters 5 ≥ 15 letters from non- wet AMD etiologies in 0 DURAVYU arm, driving the endpoint -5 result 0

  19. Slide 19: Asymmetry of ≥15 Letter Vision Loss Confirmed by Prior Wet AMD Trials

    Asymmetry of ≥15 Letter Vision Loss Confirmed by Comparisons to Prior Wet AMD Trials Aflibercept 2mg (Q8W) Arm Trial N Timepoint Patients with ≥15 Letter Loss* (%) VIEW 1 301 Week 52 4.9%a VIEW 2 306 Week 52 4.4%a HAWK 360 Week 48 5.5%b HARRIER 369 Week 48 4.8%b TENAYA 300 Week 40-48, avg 5.9%c LUCE

  20. Slide 20: What does our preliminary evaluation conclude?

    What does our preliminary evaluation conclude? © 2026 EyePoint. All Rights Reserved. 20

  21. Slide 21: Did Asymmetries of AEs Result in the Vision Outcome? No.

    Did Asymmetries of AEs Result in the Vision Outcome? No. DURAVYU 2.7mg Aflibercept 2mg Select Ocular AEs in Study Eye (N=211) (N=221) Cataract 4.3% 5.4% Intraocular pressure increased 3.8% 3.2% Intraocular inflammation (IOI) 0.5% 0.5% Dry age-related macular degeneration 2.4% 3.2% Retinal Detachment

  22. Slide 22: Did LUGANO's Supplement Criteria Result in the Vision Outcome? No

    Did LUGANO’s Supplement Criteria Result in the Vision Outcome? No - Supplementation Worked as Expected in Controlling Wet AMD Visual Acuity Before and After Supplementation 1st Visit 2nd Visit Visit Prior to Supplement Post- Post- Supplement Visit Supplement Supplement 5 DURAVYU Patients 0 +3.0 +2.9

  23. Slide 23: Did Geographic Atrophy Result in Vision Outcome? No.

    Did Geographic Atrophy Result in Vision Outcome? No. Geographic Atrophy Presence, Measured by FAF 35% DURAVYU showed no 30% 29% trend of worsening geographic atrophy Proportion of Patients (%) with Presence of Macular Atrophy 24% 25% compared to on-label Aflibercept 20% 15% 10% Conclusion – No 10% 8

  24. Slide 24: Reduction in Treatment Burden & Supplement Free Rates

    LUGANO Topline Results Reduction in Treatment Burden & Supplement Free Rates © 2026 EyePoint. All Rights Reserved. 24

  25. Slide 25: DURAVYU Achieved Superiority In Treatment Burden Reduction vs. Aflibercept

    DURAVYU Achieved Superiority In Treatment Burden Reduction vs. On-Label Aflibercept Up to Week 56 Total Injections* After Loading Doses (Avg.) Treatment Burden Reduction 5.3 nominal p<0.0001 42% achieving superiority to on-label aflibercept (maximum 60%) 3.1 1.1 Average Supplements in DURAVYU patien

  26. Slide 26: Supplement-Free Rates Demonstrate DURAVYU's Potency and Durability

    Supplement-Free Rates Demonstrate DURAVYU’s Potency and Durability Over half of eyes were controlled exclusively by DURAVYU up to Week 56 DURAVYU 2.7mg Up to Week 32 Up to Week 56 Supplement-Free Patients 76% 54% Patients with 0 or 1 Supplement 96% 79% Patients with 2 or fewer Supplements 99% 88% Al

  27. Slide 27: DURAVYU Non-Inferior to Aflibercept in Supplement-Free Subgroup

    DURAVYU was Non-Inferior to On-Label Aflibercept Control In Supplement-Free Subgroup (n=113, 54%) Mean BCVA Change from Baseline, Supplement-Free Patients 10 LS Mean Change in ETDRS letters +6.4 Mean change in BCVA 5 vs. Aflibercept +4.7 -1.8 0 (nominal non- inferiority p=0.0035) -5 0 4 8 12 16 20 2

  28. Slide 28: LUGANO Topline Results: Anatomic Control

    LUGANO Topline Results Anatomic Control © 2026 EyePoint. All Rights Reserved. 28

  29. Slide 29: Anatomic Results Demonstrate DURAVYU's Potency and Durability

    Anatomic Results Demonstrate DURAVYU’s Potency and Durability Mean Change in CST from Baseline Through Week 56 0 -25 LS Mean Change in CST, -50 in microns Mean change in CST -72 µm vs. Aflibercept -75 -76 µm +4 µm -100 -125 0 4 8 12 16 20 24 28 32 36 40 44 48 52 56 Week DURAVYU 2.7mg (n=211) afliber

  30. Slide 30: LUGANO Topline Results: Safety Data

    LUGANO Topline Results Safety Data © 2026 EyePoint. All Rights Reserved. 30

  31. Slide 31: AE Profile Confirms DURAVYU's Favorable Safety Profile With Repeat Dosing

    AE Profile Confirms DURAVYU’s Favorable Safety Profile With Repeat Dosing • No cases of: – Insert migration into the anterior chamber – Anterior chamber opacities – Free-floating particles – Retinal vasculitis (occlusive or non-occlusive) – Severe intraocular inflammation • AEs of particular interes

  32. Slide 32: AE Profile Confirms DURAVYU's Favorable Safety Profile With Repeat Dosing

    AE Profile Confirms DURAVYU’s Favorable Safety Profile With Repeat Dosing Subjects with Ocular AEs in Study Eye ≥2% through DURAVYU 2.7mg Aflibercept 2mg Week 56 (n=211) (n=221) Conjunctival haemorrhage 11.4% 5.0% Vitreous floaters 9.0% 3.6% Neovascular age-related macular degeneration 7.1% 1.4% Ret

  33. Slide 33: Conclusions & Next Steps

    Conclusions & Next Steps © 2026 EyePoint. All Rights Reserved. 33

  34. Slide 34: Clinically Meaningful Results. Commercially Impactful Opportunity.

    Clinically Meaningful Results. Commercially Impactful Opportunity. Primary Endpoint: ~ Non-inferior (NI) mean change in DURAVYU was non-inferior (nominal BCVA from Day 1 to Week 52 p=0.0096) excluding the asymmetric (9 of 211) and Week 56 (blended) vs. on- cohort, who experienced vision loss (≥ 15 l

  35. Slide 35: Potential for DURAVYU to Transform the Current Wet AMD Treatment Paradigm

    Potential for DURAVYU to Transform the Current Wet AMD Treatment Paradigm What Gives Us Confidence • Durability Demonstrated: Over half the patients supplement-free at one year with stable VA and OCT – Potentially 1 of every 2 patients could receive just 2 injections a year with stable VA and OCT •

  36. Slide 36: Upcoming Milestones Across Phase 3 DURAVYU Programs Through 2027

    We Will Continue to Execute on Upcoming Milestones Across Phase 3 DURAVYU Programs Through 2027 1 LUCIA Report topline data from the Phase 3 LUCIA wet AMD trial Q4 2026 Engage FDA to discuss Wet AMD data package Wet AMD 2 Submit comprehensive Phase 3 data package (LUGANO & LUCIA) to FDA, H1 2027 NDA

  37. Slide 37: Thank You

    Thank You © 2026 EyePoint. All Rights Reserved.

  38. Slide 38: LUGANO Phase 3 Clinical Trial Topline Data

    LUGANO Phase 3 Clinical Trial Topline Data DURAVYU in Wet AMD August 17, 2026 © 2026 EyePoint. All Rights Reserved.

EyePoint — Technical Presentation (August 2026) on 6ix