Eyepoint, Inc. · NASDAQ:EYPT
Eyepoint — EyePoint Pharmaceuticals — Investor Presentation (May 2022)
36 slides from Eyepoint's investor presentation, May 13, 2022
Slide 1: Delivering Innovation to the Eye
1 | EYEPOINT PHARMACEUTICALS Delivering Innovation to the Eye Investor Presentation May 2022 Exhibit 99.1
Slide 2: Forward-looking statements
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, events or developments
Slide 3: Company Overview: Compelling Pipeline Leverages Proven Durasert Technology
COMPANY OVERVIEW Compelling Pipeline Leverages Proven Durasert® Technology Compelling pipeline focused on retinal disease EYP-1901 – vorolanib (TKI) in bioerodible Durasert Positive safety and efficacy data from Phase 1 DAVIO clinical trial Phase 2 trial in wet AMD to begin in Q3 2022 with top line
Slide 4: Durasert: Proven Sustained Release Intravitreal Drug Delivery
5 | EYEPOINT PHARMACEUTICALS DURASERT® Proven Sustained Release Intravitreal Drug Delivery PLATFORM TECHNOLOGY 4 | EYEPOINT PHARMACEUTICALS
Slide 5: Durasert: Safe Sustained Intravitreal Delivery
PROVEN TECHNOLOGY DURASERT® Safe Sustained Intravitreal Delivery Delivered by a single in-office intravitreal injection Continuous, stable release can provide consistent and reliable drug delivery over weeks, months, or years Non-Erodible - Approved Products YUTIQ® (2018, EyePoint) - Posterior Segme
Slide 6: EYP-1901 – Vorolanib in Bioerodible Durasert
EYP-1901 – Vorolanib in Bioerodible Durasert® Our goal is nothing short of transforming the treatment of wet AMD, diabetic retinopathy, and diabetic macular edema PIPELINE 6 | EYEPOINT PHARMACEUTICALS
Slide 7: Unmet Need: Even One Missed Injection Can Mean Loss of Vision
PIPELINE EYP-1901 RETROSPECTIVE STUDY OF 3350 RANIBIZUMAB AND 4300 AFLIBERCEPT TREATMENT-NAIVE EYES WITH WET AMD 7 | EYEPOINT PHARMACEUTICALS Unmet Need - Real World Reality – Even One Missed Injection Can Mean Loss of Vision Study evaluated 1,041 pts getting intravitreal anti-VEGF therapies 60% wen
Slide 8: EYP-1901: A Novel Approach to Wet AMD Therapy
EYP-1901 Single injection of up to 3 inserts Bioerodible formulation of Durasert Initial drug burst from surface of insert potentially beneficial Zero order kinetics release EYP-1901 -Vorolanib in Bioerodible Durasert® A novel approach to wet AMD therapy 8 | EYEPOINT PHARMACEUTICALS Vorolanib Recept
Slide 9: Vorolanib Blocks all Isoforms of VEGF and PDGF
23 | EYEPOINT PHARMACEUTICALS Vorolanib Blocks all Isoforms of VEGF and PDGF PIPELINE EYP-1901 VEGF-B VEGF-C VEGF-D VEGF-A R1 / INFLAMMATION R2 / BLOOD VESSEL LEAKAGE R3 / BLOOD VESSEL GROWTH & LEAKAGE VEGF SIGNALING PATHWAYS VOROLANIB 9 | EYEPOINT PHARMACEUTICALS Approved Anti-VEGF-A therapies VORO
Slide 10: Clinical Trial Results
EYP-1901 DAVIO Phase I Clinical Trial Results 10 | EYEPOINT PHARMACEUTICALS
Slide 11: Proof of Concept for Intravitreal Vorolanib in Wet AMD
Proof of Concept for Intravitreal Vorolanib in Wet AMD Positive Safety Data No ocular SAEs reported No drug-related systemic SAEs reported Ocular AEs - majority mild and to be expected EFFICACY and DURABILITY Positive Efficacy Data Stable VA and OCT Median time to supplemental anti-VEGF: 6 months 76
Slide 12: Clinical Trial Participants
BCVA: best corrected visual acuity; ETDRS: Early Treatment Diabetic Retinopathy Study; CST: central subfield thickness EYP-1901 DAVIO Phase 1 Clinical Trial Participants More serious disease with above average anti-VEGF injection frequency prior to enrollment 12 | EYEPOINT PHARMACEUTICALS
Slide 13: Ocular Adverse Events and Safety
Ocular adverse events (AEs) specific interest: No vitreous floaters No endophthalmitis No retinal detachment No implant migration in the anterior chamber No retinal vasculitis No posterior segment inflammation No ocular serious adverse events (SAEs) reported No drug-related systemic SAEs reported Oc
Slide 14: Clinical Trial Efficacy Results
EYP-1901 DAVIO Phase 1 Clinical Trial Efficacy Results Visual acuity (VA) and central subfield thickness (CST) stable 8 months after single treatment BCVA: best corrected visual acuity Interim data – monitored through 6 months For all 17 eyes at 8 months VA = -3.0 letters OCT: optical coherence tomo
Slide 15: Patients Not Requiring Supplemental Anti-VEGF Treatment
Interim data – monitored through 6 months EYP-1901 DAVIO Phase 1 Clinical Trial 53% and 41% of patients at 6 months and 8 months, respectively, did not require supplemental anti-VEGF treatment Median Time to supplemental anti-VEGF = 6 Months 15 | EYEPOINT PHARMACEUTICALS
Slide 16: SOC Anti-VEGF Injections Before and After Treatment
SOC Anti-VEGF Injections Before and After Treatment SoC (Anti-VEGF) + EYP1901 ● Anti-VEGF ○ No supplemental injection given ☐ Missed visit months 16 | EYEPOINT PHARMACEUTICALS EYP-1901 DAVIO Phase 1 Trial Clinically significant reduction in treatment burden - 79 % at six-months Interim data – monito
Slide 17: SOC Anti-VEGF Injections Before and After Treatment
SOC Anti-VEGF Injections Before and After Treatment SoC (Anti-VEGF) + EYP-1901 ● Anti-VEGF ○ No supplemental injection given ☐ Missed visit months EYP-1901 DAVIO Phase I Trial Clinically significant reduction in treatment burden - 75 % at eight-months Interim data – monitored through 6 months 17 | E
Slide 18: Trial Case Study: Retinal Anatomy Maintained at 12 Months
Screening Visit: 6 anti-VEGF injections prior to enrollment Initial Diagnosis: 9 months prior to enrollment Initial diagnosis 9 mo before enrollment Screening visit prior to treatment EYP-1901 DAVIO Phase 1 Trial Case Study Retinal anatomy and vision maintained at 12 months following a single inject
Slide 19: Trial Case Study: Retinal Anatomy and Vision Maintained at 12 Months
Month 5 – no tx EYP-1901 DAVIO Phase 1 Trial Case Study Retinal anatomy and vision maintained at 12 months following single injection of EYP-1901 - Low dose cohort (EYP-1901 440 µg)
Slide 20: Eight Months After a Single EYP-1901 Injection
Med Dose Case #3 Month 8 EYP-1901 DAVIO Phase 1 Trial Eight-months after a single EYP-1901 injection, seven patients (41%) did not receive supplemental anti-VEGF treatment - anatomy and vision stable Med Dose Case #4 Month 8 Low-Mid Dose Month 8 Low Dose Month 8 Med Dose Case #1 Month 8 High Dose Mo
Slide 21: Subgroup Analysis of DAVIO Medium & High Dose Patients
EYP-1901 DAVIO Phase 1 Trial Retrospective sub-group (n=11) analysis based on entry criteria and anticipated dosing in Phase 2 wet AMD study – 89 % reduction in treatment burden SoC (Anti-VEGF) + EYP-1901 ● Anti-VEGF ○ No supplemental injection given ☐ Missed visit months Subgroup Analysis of DAVIO
Slide 22: EYP-1901 Potential as a Treat to Maintain Therapy in Wet AMD
EYP-1901 - Potential as a “Treat to Maintain” Therapy in wet AMD 22 | EYEPOINT PHARMACEUTICALS 1 2 Induction Treatment Start with any standard of care (SoC) VEGF ligand inhibitor Provides known initial visual and anatomical gains Monthly until dry or until no further improvement - then add EYP-1901
Slide 23: Proof of Concept for Intravitreal Vorolanib in Wet AMD
Proof of Concept for Intravitreal Vorolanib in Wet AMD Positive Safety Data No ocular SAEs reported No drug-related systemic SAEs reported Ocular AEs - majority mild and to be expected EFFICACY and DURABILITY Positive Efficacy Data Stable VA and OCT Median time to supplemental anti-VEGF: 6 months 76
Slide 24: EYP-1901 Phase 2 Clinical Trial Plans
24 | EYEPOINT PHARMACEUTICALS EYP-1901 Phase 2 Clinical Trial Plans
Slide 25: Phase 2 Plans
Phase 2 Plans 25 | EYEPOINT PHARMACEUTICALS Phase 2 trial in Wet AMD expected to initiate in Q3 of 2022 Two EYP-1901 doses, randomized and controlled (aflibercept) Approximately 144 patients across the three arms Anticipate leveraging Phase 1 clinical findings and observations around biomarkers to r
Slide 26: 2022 and Beyond: Positioned to Transform the Ophthalmology Landscape
2022 and Beyond Positioned to transform the ophthalmology landscape 26 | EYEPOINT PHARMACEUTICALS Paradigm-shifting potential of DURASERT technology now demonstrated with multiple approved drugs and small molecule agents Ability to utilize technology for small molecule agents with different MOAs Abi
Slide 27: Products: FDA Approved Commercial Products
Products FDA Approved Commercial Products 27 | EYEPOINT PHARMACEUTICALS
Slide 28: YUTIQ: Approved for Chronic Non-Infectious Uveitis
Approved for the Treatment of Chronic Non-Infectious Uveitis Affecting the Back of the Eye Commercially launched in U.S. in 2019 Patent protection to August 2027 Constant and stable release of fluocinolone with Durasert helps prevent uveitis flares for up to 3 years LICENSE AGREEMENTS Alimera Scienc
Slide 29: Chronic Non-Infectious Uveitis Causes Blindness With Every Flare
PRODUCTS 60K–100K patients are suffering from posterior segment uveitis in the U.S. The need Flares can cause blindness 30,000 Americans become blind each year because of uveitis Uveitis lasts a lifetime and often affects people in middle age Conventional treatment is burdensome for patients and car
Slide 30: Continuous 3-year Delivery Limits Uveitis Flares
PRODUCTS CONTINUOUS CALM IN UVEITIS Continuous 3-year Delivery Limits Blindness-Causing Uveitis Flares Time to recurrence of uveitis within 36 months YUTIQ MEDIAN TIME TO FIRST RECURRENCE: 1051 DAYS PROBABILITY RECURRENCE 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 0 60 120 180 240 300 360 420 480 5
Slide 31: YUTIQ Customer Demand Remains Strong in Q1 2022
PRODUCTS CUSTOMER DEMAND IN UNITS CONTINUOUS CALM IN UVEITIS 31 | EYEPOINT PHARMACEUTICALS Customer demand remains strong in Q1 2022 *Customer demand is defined as units purchased by Surgery Centers or physicians from the specialty distributors. Q1 2022 demand even with Q4 2021 and 62% above Q1 2021
Slide 32: DEXYCU: Treatment of Inflammation Following Ocular Surgery
Treatment of Inflammation Following Ocular Surgery Effective January 1, 2022 sales and marketing activities are managed by our commercial alliance partner ImprimisRx EyePoint retains NDA and continues to record revenue and COGS for DEXYCU LICENSE AGREEMENT Rights for China, Hong Kong, Taiwan, Macau
Slide 33: Record Customer Demand in Q1 2022
Record Customer Demand* in Q1 2022 33 | EYEPOINT PHARMACEUTICALS PRODUCTS TARGET THE SITE *Customer demand is defined as units purchased by Surgery Centers or physicians from the specialty distributors Q1 2022 demand up 7% from Q4 2021 and 108% from Q1 2021 CUSTOMER DEMAND IN UNITS
Slide 34: Solid Cash Position and Growing Revenues Supporting Cash Runway
Solid Cash Position and Growing Revenues Supporting Cash Runway 34 | EYEPOINT PHARMACEUTICALS DELIVERING INNOVATION TO THE EYE Financial Summary $191 million of cash and investments on March 31, 2022 $40 million of short and long-term debt on March 31, 2022 $9.0 million of net product revenues in 1Q
Slide 35: Company Overview: Compelling Pipeline Leverages Proven Durasert Technology
COMPANY OVERVIEW Compelling Pipeline Leverages Proven Durasert® Technology Compelling pipeline focused on retinal disease EYP-1901 – vorolanib (TKI) in bioerodible Durasert Positive safety and efficacy data from Phase 1 DAVIO clinical trial Phase 2 trial in wet AMD to begin in Q3 2022 with top line
Slide 36: Delivering Innovation to the Eye
1 | EYEPOINT PHARMACEUTICALS Delivering Innovation to the Eye
EyePoint Pharmaceuticals — Investor Presentation (May 2022) on 6ix