Eyepoint, Inc. · NASDAQ:EYPT

Eyepoint — Q4 2025 Earnings Presentation

27 slides from Eyepoint's earnings presentation, Mar 4, 2026

  1. Slide 1: Investor Presentation

    Investor Presentation March 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: A Leader in Sustained Release Drug Delivery for Retinal Disease

    A Leader in Sustained Release Drug Delivery for Retinal Disease DURAVYU Phase 3 trials in wet AMD fully Commercial manufacturing scale-up enrolled - topline data anticipated in mid-2026 underway in state-of-art MA, USA facility DURAVYU Phase 3 DME trials COMO and Veteran leadership team with 3+ deca

  4. Slide 4: DURAVYU in Phase 3 Trials For the Two Largest Retinal Disease Markets

    DURAVYU in Phase 3 Trials For the Two Largest Retinal Disease Markets Anticipated Durasert E Programs Indication Discovery Pre-Clin Phase 1 Phase 2 Phase 3 Milestone LUGANO topline data Wet AMD LUGANO and LUCIA fully enrolled in mid-2026 DURAVYU (vorolanib intravitreal insert f/k/a EYP-1901) Enrollm

  5. Slide 5: Products Addressing Unmet Needs in Retinal Disease Capture Meaningful Market Share in $15B Anti-VEGF Market

    Products Addressing Unmet Needs in Retinal Disease Capture Meaningful Market Share in $15B Anti-VEGF Market Total Global Branded Anti-VEGF Sales1 $0.6B $4.3B Modest improvements in durability and disease control are $2.6B rewarded by the market $9.2B $9.6B $9.4B $9.5B $3.6B ~30 days2 Durability ~44

  6. Slide 6: Longer Duration AND New MOA are Key Unmet Needs in Retinal Disease in 2026

    Longer Duration AND New MOA are Key Unmet Needs in Retinal Disease in 2026 THE UNMET NEEDS THE SOLUTION 1 Effective, durable disease control DURAVYU Many patients still lose vision despite available therapies • Real-world patients receive fewer injections than in clinical trials or per label, with w

  7. Slide 7: Vorolanib Features a Novel Multi-MOA, Addressing Both Vascular Leakage and Inflammation

    Vorolanib Features a Novel Multi-MOA, Addressing Both Vascular Leakage and Inflammation Endothelial Cell EXTRACELLULAR VEGFRs and PDGFR play a prominent role Ligand Blocker in angiogenesis VEGF-B VEGF-C VEGF-A PLGF VEGF-D • Vorolanib works at the receptor level to block IL-6 signaling from all VEGF

  8. Slide 8: Durasert E: The Next Generation in Sustained-Release Intravitreal Drug Delivery

    Durasert E : The Next Generation in Sustained-Release Intravitreal Drug Delivery Over 3 decades of innovation in sustained- release drug delivery Technology with proven safety in DURAVYU thousands of eyes across 4 FDA- (vorolanib IVT insert; f/k/a EYP-1901) approved products DURAVYU (vorolanib IVT i

  9. Slide 9: DURAVYU: Best-in-Class TKI for Retinal Disease

    DURAVYU (vorolanib in bioerodible Durasert E ): Best-in- Class TKI for Retinal Disease Novel DURAVYU Multi-MOA: Inhibition of VEGF receptors, PDGF and pro-inflammatory IL-6–mediated signaling Bioerodible Insert Immediate Therapeutic levels of vorolanib reached within hours1,a Sustained Consistent da

  10. Slide 10: Among All Sustained Delivery Programs in Retinal Disease, Only DURAVYU Brings a Novel Multi-MOA

    Among All Sustained Delivery Programs in Retinal Disease, Only DURAVYU Brings a Novel Multi-MOA with 6-month Durability Port delivery ABBV-RGX- Tarcocimab DURAVYU1 OTX-TKI2 3143 ADVM-0224 4D-1505 tedromer6 KSI-5016 system (ranibizumab7) VEGF Inhibition ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ IL-6 Inhibition ✓ x x x x x ✓ x

  11. Slide 11: DURAVYU Has Demonstrated Robust Efficacy Outcomes and a Positive Safety Profile Across Multiple Indications

    DURAVYU Has Demonstrated Robust Efficacy Outcomes and a Positive Safety Profile Across Multiple Indications Strong safety profile in >190 patients to date across four clinical trials, with no DURAVYU related ocular or systemic SAEs 17 DAVIO • Stable vision and OCT with 74% reduction in patients rece

  12. Slide 12: DURAVYU for Wet AMD

    DURAVYU for Wet AMD POSITIONED TO BE FIRST TO MARKET AMONG ALL INVESTIGATIONAL SUSTAINED DELIVERY THERAPIES WITH A BEST-IN-CLASS PROFILE © 2026 EyePoint. All Rights Reserved. 12

  13. Slide 13: LUGANO and LUCIA: Clinically Rigorous, De-risked Phase 3 Wet AMD Program

    LUGANO and LUCIA: Clinically Rigorous, De-risked Phase 3 Wet AMD Program Following Established Non-Inferiority Regulatory Path Key Elements of Phase 3 Trial Design: • Informed by the Phase 1 ‘DAVIO’ and large Phase 2 ‘DAVIO 2’ trials & • Developed in alignment with the FDA and EMA • Patient-centric

  14. Slide 14: Phase 3 Pivotal Trials in Wet AMD: Trial Design Following an Established Non-Inferiority Regulatory Pathway

    Phase 3 Pivotal Trials in Wet AMD: Trial Design Following an Established Non-Inferiority Regulatory Pathway Primary endpoint Blend W52 & W56 ~400 patients DURAVYU dosing DURAVYU dosing DURAVYU dosing per trial W60 to W84 to W96 D1 W4 W8 W12 W16 W20 W24 W28 W32 W36 W40 W44 W48 W52 W56 W80 W76 W92 EOS

  15. Slide 15: DURAVYU Phase 3 Trials in Wet AMD Supported by DAVIO 2 Results

    DURAVYU Phase 3 Trials in Wet AMD Supported by DAVIO 2 Results: All Primary and Secondary Endpoints Were Achieved DAVIO 2 Endpoints in Wet AMD* 2mg 3mg  Primary: Statistically significant non-inferior change in BCVA - 0.3 letters - 0.4 letters vs. aflibercept  Secondary: Change in BCVA vs. baselin

  16. Slide 16: Subgroup analysis of DAVIO 2 patients eligible for Phase 3 demonstrates favorable outcomes

    DURAVYU in Wet AMD: Subgroup analysis of DAVIO 2 patients eligible for Phase 3 demonstrates favorable outcomes adding confidence to the Phase 3 plan BCVA Change from Baseline, Phase 3 Eligible Patients DAVIO 2 Total 5.0 Change in ETRDS letters Pt. Population +2.8 +1.7 2mg: +1.0 +1.4 3mg: +0.9 0.0 -5

  17. Slide 17: Significantly lower supplemental injection rate in DAVIO 2 when applying Phase 3 criteria

    DURAVYU in Wet AMD: Significantly lower supplemental injection rate in DAVIO 2 when applying stricter Phase 3 supplement criteria criteria or received supplemental treatment, % Patients who met supplemental treatment 100% Percentage of Supplemental Treatment Up To Week 32 90% 80% 70% 60% 50% 40% 38%

  18. Slide 18: New Commercial Manufacturing Facility to Support DURAVYU Through Potential NDA Approval and Commercial Launch

    New Commercial Manufacturing Facility to Support DURAVYU Through Potential NDA Approval and Commercial Launch ✓ 41,000sf dedicated facility ✓ USA based in Northbridge, MA ✓ Built to EYPT specifications by landlord preserving upfront cash investment ✓ Built to US FDA and EU EMA standards ✓ DURAVYU re

  19. Slide 19: DURAVYU for DME

    DURAVYU for DME ONLY TKI IN DEVELOPMENT FOR DME WITH PHASE 3 PROGRAM UNDERWAY © 2026 EyePoint. All Rights Reserved. 19

  20. Slide 20: First Patients Dosed in COMO and CAPRI: Phase 3 DME Program

    First Patients Dosed in COMO and CAPRI: Phase 3 DME Program Designed to Enable Global Regulatory and Commercial Success Key Elements of Phase 3 Trial Design: • Informed by positive Phase 2 VERONA trial & • Aligned with the FDA and EMA on the pivotal program; established non-inferiority regulatory pa

  21. Slide 21: Phase 3 Pivotal Trials in DME: Designed to Evaluate Non-Inferiority of DURAVYU vs On-Label Aflibercept

    Phase 3 Pivotal Trials in DME: Designed to Evaluate Non-Inferiority of DURAVYU vs On-Label Aflibercept Control Primary endpoint Blend W52 & W56 DURAVYU dosing DURAVYU dosing DURAVYU dosing W60 to W76 to W88 D1 W4 W8 W12 W161 W20 W24 W28 W32 W36 W40 W44 W48 W52 W56 W72 W68 W84 EOS DURAVYU 2.7 mg Afli

  22. Slide 22: Single DURAVYU 2.7mg Treatment Demonstrated Meaningful Vision and Anatomical Improvement as Early as Week 4

    Single DURAVYU 2.7mg Treatment Demonstrated Meaningful Vision and Anatomical Improvement as Early as Week 4 BCVA Change from Baseline 15 Change in ETRDS letters Mean Change in BCVA vs Aflibercept 10 +10.1* +7.3 DURAVYU 2.7mg 5 +7.1 -0.2 letters* +2.8 letters 0 Day 1 Week 4 Week 8 Week 12 Week 16 Wee

  23. Slide 23: 2.7mg in Supplement-Free Eyes Achieved Similar BCVA as Anti-VEGF + Anti-IL-6 Dosed Monthly

    DURAVYU 2.7mg in Supplement-Free Eyes Achieved Similar BCVA as Anti-VEGF + Anti-IL-6 Dosed Monthly BCVA: VERONA DME results superimposed on BARDENAS Phase 2 Trial of anti-IL6 (vamikibart) 15 BARDENAS: Q4W dosing Comparable VA with: from baseline, ETDRS letters 10 TWO INJECTIONS TWELVE INJECTIONS BCV

  24. Slide 24: Dose-Dependent Reduction in Macular Leakage Area with a Single DURAVYU Injection in DME

    Dose-Dependent Reduction in Macular Leakage Area with a Single DURAVYU Injection in DME Macular leakage is a biomarker of vascular instability in DME Vascular Leakage Area Change from Baseline to Week 24 1 Case: DURAVYU 2.7 mg Treatment DURAVYU 1.3 mg DURAVYU 2.7 mg Aflibercept 2.0 mg n = 10 n = 11

  25. Slide 25: Continued Drying at Week 24 with Improved BCVA After a Single DURAVYU 2.7mg Dose

    Continued Drying at Week 24 with Improved BCVA After a Single DURAVYU 2.7mg Dose and No Supplementation Anti-VEGF Injections Before and After Treatment Screening (D−14) BCVA: Aflibercept + DURAVYU 2.7 mg 72 letters Washout CST: -12 -11 -10 -9 -8 -7 -6 -5 -4 -3 -2 -1 Day 1 1 2 3 4 5 6 Months 336 µm B

  26. Slide 26: DURAVYU: Potential to be the First and Best in Class TKI in Largest Retinal Indications

    DURAVYU : Potential to be the First and Best in Class TKI in Largest Retinal Indications Only DURAVYU features a novel, multi-MOA with 6-month durability Robust Phase 1 and 2 efficacy data across wet AMD and DME Favorable safety and tolerability with no safety signals across four clinical trials Top

  27. Slide 27: Investor Presentation

    Investor Presentation March 2026 © 2026 EyePoint. All Rights Reserved.

EyePoint — Q4 2025 Earnings Presentation on 6ix