Eyepoint, Inc. · NASDAQ:EYPT
Eyepoint — EyePoint Pharmaceuticals — Investor Presentation (March 2025)
33 slides from Eyepoint's investor presentation, March 2025
Slide 1: Investor Presentation
Investor Presentation March 2025 ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved.
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
Slide 3: The Leader in Sustained Release Drug Delivery for Retinal Disease
The Leader in Sustained Release Drug Delivery for Retinal Disease 1 DURAVYU™: vorolanib - best-in-class, patent protected TKI in Durasert E™ sustained delivery technology 2 Durasert® features robust safety profile across multiple indications 3 Compelling DAVIO 2 data enabling rapid enrollment of glo
Slide 4: Multiple Programs Targeting Significant Market Opportunities
Multiple Programs Targeting Significant Market Opportunities Wet AMD and DME Represent >80% of the Total Branded Market Source: Internal estimates based on publicly reported actual and estimated sales data. 4 wet AMD, wet age-related macular degeneration; DME, diabetic macular edema; NPDR, non-proli
Slide 5: Pipeline Leveraging Durasert E Drug Delivery Technology
Pipeline Leveraging Durasert E™ Drug Delivery Technology Anticipated Next Durasert E™ Programs Indication Discovery Pre-Clin Phase 1 Phase 2 Phase 3 Milestone Wet AMD Enrollment completion in PIVOTAL TRIALS UNDERWAY 2H 2025 DURAVYU™ – (vorolanib intravitreal insert) (f/k/a EYP-1901) FDA EOP2 anticip
Slide 6: DURAVYU (EYP-1901): Vorolanib in Durasert E
DURAVYUTM (EYP-1901): Vorolanib in Durasert ETM DURAVYU Vorolanib Durasert E™ Controlled release over a Patented and potent receptor tyrosine Bioerodible, sustained period of at least 6 months kinase inhibitor (TKI): selectively IVT drug delivery inhibits all VEGF signaling No delay – reaches target
Slide 7: DURAVYU Demonstrated Positive Efficacy and Favorable Safety Profile Across Multiple Clinical Trials and Indications
DURAVYU Demonstrated Positive Efficacy and Favorable Safety Profile Across Multiple Clinical Trials and Indications DURAVYU HAS BEEN EVALUATED IN OVER 190 PATIENTS TO DATE ACROSS MULTIPLE INDICATIONS Clinical Indication Safety Key Efficacy Outcomes Trial • Stable BCVA and CST DAVIO wet AMD • 74% red
Slide 8: LUGANO/LUCIA Phase 3 Pivotal Trials in wet AMD
LUGANO/LUCIA Phase 3 Pivotal Trials in wet AMD NON-INFERIORITY VERSUS AN AFLIBERCEPT CONTROL ©2024 EyePoint Pharmaceuticals, Inc. All Rights Reserved.
Slide 9: Ongoing DURAVYU Phase 3 Trials in Wet AMD Supported by Phase 2 DAVIO 2
Ongoing DURAVYU Phase 3 Trials in Wet AMD Supported by Phase 2 DAVIO 2 Results - All Primary and Secondary Endpoints Met Endpoint 2mg 3mg ☑ Primary: Non-inferior change in BCVA vs. - 0.3 letters - 0.4 letters aflibercept ☑ Secondary: Favorable safety profile1 No DURAVYU-related SAEs ☑ Secondary: Red
Slide 10: Phase 3 Pivotal Trials Designed to Evaluate Non-Inferiority of DURAVYU vs. Aflibercept Control
Phase 3 Pivotal Trials Designed to Evaluate Non-Inferiority of DURAVYU vs. Aflibercept Control W60- W84-W W96 Screening D1 W4 W8 W12 W16 W20 W24 W28 W32 W36 W40 W44 W48 W52 W56 W80 W76 92 EOS RANDOMIZATION DURAVYU DURAVYU I A DURAVYU /LUC DURAVYU DURAVYU™ 2.7mg G A NO fo r LU 25 e nt 2 H 20 m roll e
Slide 11: Phase 3 Clinical Trials for DURAVYU in wet AMD Seeing Exceptional Enrollment Rates
Phase 3 Clinical Trials for DURAVYU in wet AMD Seeing Exceptional Enrollment Rates Driven by Significant Investigator and Patient Enthusiasm June October December January February 2H 2026 2024 2024 2025 Topline data 2024 2025 2025 for pivotal Final Phase 3 First patient in First patient in LUGANO tr
Slide 12: State-Of-The-Art cGMP Manufacturing Facility in Northbridge
State-Of-The-Art cGMP Manufacturing Facility in Northbridge Ready to Support DURAVYU through Phase 3 and Global Commercial Production ✔ 40,000sf+ commercial manufacturing site ✔ Located in Northbridge, MA ✔ Built to EYPT specifications by landlord preserving upfront cash investment ✔ Built to US FDA
Slide 13: Phase 2 VERONA Clinical Trial in DME
Phase 2 VERONA Clinical Trial in DME 24 WEEK RESULTS DME, diabetic macular edema ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved. Data as of January 16, 2025. Preliminary data pending final analysis.
Slide 14: Diabetic Macular Edema: Large Market Opportunity with Significant Unmet Need
Diabetic Macular Edema: Large Market Opportunity with Significant Unmet Need for More Durable Treatments up to 5-6 54.9M 25% $3.9B 51% letters Patients in the US with Develop DME within Global branded Delayed/missed Vision loss from diabetes by 20301 10 years2 market by treatment visits4 missed inje
Slide 15: DURAVYU is Uniquely Positioned to Provide an Improved DME Treatment Paradigm
DURAVYU is Uniquely Positioned to Provide an Improved DME Treatment Paradigm Compared to Current Anti-VEGF Therapies 24-Month Treatment Regimens for DME: 2-month dosing 2–4-month dosing 1-month dosing 1-4-month dosing DURAVYU™ Anti-VEGF (vorolanib SoC intravitreal insert)* 6-month dosing *Potential
Slide 16: VERONA Phase 2 Clinical Trial - Randomized, Open-Label, Aflibercept Controlled
VERONA Phase 2 Clinical Trial - Randomized, Open-Label, Aflibercept Controlled as a Potential Treatment for DME PRIMARY ENDPOINT -D28 to D1 W4 W8 W12 W16 W20 W24 • Objectives: -D7 • Evaluate the safety and DURAVYU efficacy of DURAVYU in 1.3mg patients with active DME (CST (n=10) >325μm) DURAVYU • Co
Slide 17: VERONA Clinical Trial Supplement Criteria
VERONA Clinical Trial Supplement Criteria Starting at Week 4: • Reduction in BCVA ≥10 letters due to DME1 • Reduction in BCVA of 5-9 letters and >75 microns of new fluid at two consecutive visits1 • Increase of ≥100 microns of new fluid vs. Baseline (Day 1)2 • Investigator discretion Starting at Wee
Slide 18: VERONA: Phase 2 Clinical Trial Met Primary and Key Secondary Endpoints
DURAVYU 2.7mg: VERONA: • Primary endpoint achieved - extended time to first Phase 2 Clinical supplemental injection vs. aflibercept control Trial Met Primary • Early and sustained BCVA improvement = +7.1 letters • Early and sustained CST improvement = -76 microns and Key Secondary Endpoints DURAVYU
Slide 19: Phase 2 VERONA Clinical Trial in DME – 24-Week Results
Phase 2 VERONA Clinical Trial in DME – 24-Week Results DME, diabetic macular edema ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved. Data as of January 16, 2025. Preliminary data pending final analysis.
Slide 20: Primary Endpoint Met - Greater Proportion of Supplement-Free Eyes vs. Aflibercept Control
Primary Endpoint Met - Patients Treated with DURAVYU had a Greater Proportion of Supplement-Free Eyes vs. Aflibercept Control at 24-Weeks SUMMARY OF CUMULATIVE SUPPLEMENT-FREE RATES 100% 100% 100% Supplement-fre e rates up to Week 24* *Supplement-free rates up to Week 24 reflect rates prior to any t
Slide 21: Single DURAVYU 2.7mg Treatment Demonstrated Clinically Meaningful Improvement in BCVA
Single DURAVYU 2.7mg Treatment Demonstrated Clinically Meaningful Improvement in BCVA; Supports Noninferiority in Pivotal Trial MEAN CHANGE IN BCVA FROM BASELINE Mean Change in BCVA vs Aflibercept DURAVYU 2.7mg Early and sustained VA -0.2 improvement +7.3 +7.1 +6.9 BCVA, best-corrected visual acuity
Slide 22: Excluding a Single Outlier Patient, DURAVYU 2.7mg Improved +10 Letters vs. Baseline
Excluding a Single Outlier Patient, DURAVYU 2.7mg Improved +10 Letters vs. Baseline; Nearly +3 Letters Better than Control MEAN CHANGE IN BCVA FROM BASELINE EXCLUDING OUTLIER PATIENT Mean Change in BCVA vs Aflibercept DURAVYU 2.7mg (ex outlier) +2.8 +10.1 +7.3 Outlier patient missed multiple visits
Slide 23: DURAVYU 2.7mg Demonstrated Improved and Controlled Anatomy with 74% More Drying
DURAVYU 2.7mg Demonstrated Improved and Controlled Anatomy with 74% More Drying than Aflibercept Control MEAN CHANGE IN CST FROM BASELINE Mean Change in CST vs Aflibercept DURAVYU 2.7mg -32.2 um -43.7 um -71.1 um -75.9 um CST: central subfield thickness Data as of January 16, 2025. Preliminary data
Slide 24: Sub-Group Analysis of Patients Supplement-Free at 24 Weeks
Phase 2 VERONA Clinical Trial in DME SUB-GROUP ANALYSIS OF PATIENTS SUPPLEMENT-FREE AT 24 WEEKS DME, diabetic macular edema ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved. Data as of January 16, 2025. Preliminary data pending final analysis.
Slide 25: Sub-Group Analysis: Better Visual Acuity vs. Control
Sub-Group Analysis of Supplement-Free Patients Demonstrated Eyes Treated with DURAVYU 2.7mg had Better Visual Acuity vs. Control MEAN CHANGE IN BCVA FROM BASELINE Mean Change in BCVA vs Aflibercept DURAVYU 2.7mg +7.3 +10.3 +6.5 +3.0 Supplement-free is defined as patients who did not receive a supple
Slide 26: Sub-Group Analysis: Significantly More and Maintained Drying than Control
Sub-Group Analysis of Supplement-Free Patients* Demonstrated Eyes Treated with DURAVYU 2.7mg had Significantly More and Maintained Drying than Control MEAN CHANGE IN CST FROM BASELINE Mean Change in CST vs Aflibercept DURAVYU 2.7mg -73.7 um -30.8 um -43.7 um -117.4 um Supplement-free is defined as p
Slide 27: DURAVYU Treated Eyes Well-Controlled at 24 Weeks in Supplement-Free Sub-Group
DURAVYU Treated Eyes were Well-Controlled at 24 Weeks versus Aflibercept Control in Supplement-Free Patient Sub-Group PERCENTAGE OF PATIENTS WITH ABSENCE OF DME AT 24 WEEKS Absence of DME is defined as CST reading ≤325 microns at 24 weeks. Data as of January 16, 2025. Preliminary data pending final
Slide 28: VERONA Case Study - Rapid Drying with Improved Vision After Single Treatment
VERONA Clinical Trial Case Study 1 - Rapid Drying with Improved Vision After Single DURAVYU 2.7mg Treatment and No Supplementation AFLIBERCEPT + 2.7mg DURAVYU Screening Eylea Eylea Vabysmo washout BCVA 50 -12 -11 -10 -9 -8 -7 -6 -5 -4 -3 -2 -1 Day1 1 2 3 4 5 6 Case 1: SOC Anti-VEGF Injections Before
Slide 29: VERONA Case Study - Continued Drying at Week 24
VERONA Clinical Trial Case Study 2 - Continued Drying at Week 24 with Improved VA After Single DURAVYU 2.7mg Treatment and No Supplementation AFLIBERCEPT + 2.7mg DURAVYU Screening Avastin Vabysmo washout BCVA 72 -12 -11 -10 -9 -8 -7 -6 -5 -4 -3 -2 -1 Day1 1 2 3 4 5 6 Case 2: SOC Anti-VEGF Injections
Slide 30: VERONA Results Strengthen Robust DURAVYU Safety Database
VERONA Results Strengthen Robust DURAVYU Safety Database • No reported DURAVYU-related ocular SAEs or systemic SAEs • No cases of: • Endophthalmitis • Retinal vasculitis (occlusive or non-occlusive) • Insert migration • Intraocular inflammation (IOI) • No discontinuations >190 patients treated with
Slide 31: VERONA: Phase 2 Clinical Trial Summary
VERONA: Phase 2 Clinical Trial Summary ✔ Primary endpoint met for both DURAVYU doses ✔ Demonstrated immediate and clinically meaningful results without a full load of aflibercept ✔ Significant improvement in vision and anatomic results paired with a meaningful reduction in treatment burden ✔ Sub-gro
Slide 32: On Track for Continued Execution And Well-Funded Through Key Anticipated DURAVYU Milestones
On Track for Continued Execution And Well-Funded Through Key Anticipated DURAVYU Milestones DURAVYU™ ✓ Positive EOP2 meeting with FDA for wet AMD April 2024 ✓ PAVIA for NPDR topline data May 2024 ✓ DAVIO 2 12-month data Jue 2024 ✓ Positive interim VERONA data October 2024 ✓ First patient dosed – LUG
Slide 33: Investor Presentation
Investor Presentation March 2025 ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved.
EyePoint Pharmaceuticals — Investor Presentation (March 2025) on 6ix