EyePoint, Inc. · NASDAQ:EYPT
EyePoint — EyePoint Pharmaceuticals — Goldman Sachs Global Healthcare Conference 2025
29 slides from EyePoint's conference presentation, Jun 10, 2025
Slide 1: Goldman Sachs Global Healthcare Conference
Goldman Sachs Global Healthcare Conference June 10, 2025 Jay Duker, M.D. President and CEO ©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 DURAVYU : vorolanib - best-in-class, patent protected TKI in Durasert E sustained delivery technology Pivotal Phase 3 trial in wet AMD, LUGANO fully enrolled; LUCIA 60% enrolled and randomized Highly positive efficacy and safety data
Slide 4: Pipeline Leveraging Durasert E Drug Delivery Technology
Pipeline Leveraging Durasert E Drug Delivery Technology Pursuing Large Market Opportunities Anticipated Next Durasert E Programs Indication Discovery Pre-Clin Phase 1 Phase 2 Phase 3 Milestone Wet AMD LUCIA full enrollment LUGANO fully enrolled – topline data mid-2026 3Q 25 DURAVYU – (vorolanib intr
Slide 5: There is a Significant Need for More Durable Therapies in Wet AMD
Many patients with wet AMD are chronically undertreated >80% of Retina Specialists say undertreatment is due to patient noncompliance, scheduling limitations or provider preference for less frequent dosing1 There is a Chronic disease treated with short acting anti-VEGFs places significant burden on
Slide 6: 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% $3.0B 51% letters Patients in the US with Develop DME Global branded Delayed/missed Vision loss from diabetes by 20301 within 10 years2 market by treatment visits4 missed inje
Slide 7: Durasert E Sustained-Release Drug Delivery Technology
Sustained-Release Drug Delivery TECHNOLOGY • Standard in-office IVT injection DURASERT E • Continuous dosing • Zero-order kinetics drug release • Solid injectable insert • Drug formulated within a bioerodible matrix • Designed to release drug load before matrix fully erodes • Favorable safety profil
Slide 8: DURAVYU: Vorolanib in bioerodible Durasert E
DURAVYUTM: Vorolanib in bioerodible Durasert ETM DURAVYU vorolanib intravitreal insert Vorolanib Durasert E Controlled release for at least 6 months Patented and potent receptor tyrosine Bioerodible, sustained kinase inhibitor (TKI): selectively inhibits IVT drug delivery No delay – all VEGF signali
Slide 9: DURAVYU Demonstrated Positive Efficacy and Safety Across Multiple Indications
DURAVYU Demonstrated Positive Efficacy Outcomes and Excellent Safety Profile Across Multiple Indications DURAVYU HAS BEEN EVALUATED IN >190 PATIENTS TO DATE ACROSS MULTIPLE INDICATIONS 17 DAVIO • Stable BCVA and OCT patients received DURAVYU Phase 1 Wet AMD • 74% reduction in treatment burden Favora
Slide 10: LUGANO/LUCIA Phase 3 Pivotal Trials in wet AMD
LUGANO/LUCIA Phase 3 Pivotal Trials in wet AMD NON-INFERIORITY VERSUS AN AFLIBERCEPT CONTROL ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved.
Slide 11: DURAVYU De-Risked Clinical Approach in Wet AMD
DURAVYU De-Risked Clinical Approach in Wet AMD ESTABLISHED FDA COMPLETED ROBUST PROACTIVE FDA PATIENT-FOCUSED APPROVAL PATH PHASE 2 TRIAL INTERACTION APPROACH • Last four FDA • Derisked and • Formal EOP2 and • Real-world trial approvals followed informed Phase 3 Type C meetings design measured the n
Slide 12: Ongoing Phase 3 Trials Supported by Phase 2 DAVIO 2 Results
Ongoing DURAVYU Phase 3 Trials in Wet AMD Supported by Phase 2 DAVIO 2 Results - All Primary and Secondary Endpoints Met DAVIO2 Endpoint 2mg 3mg Primary: Non-inferior change in BCVA vs. - 0.3 letters - 0.4 letters aflibercept Secondary: Favorable safety profile No DURAVYU-related SAEs Secondar
Slide 13: Phase 3 Pivotal Trials Designed to Evaluate Non-Inferiority vs Aflibercept
Phase 3 Pivotal Trials - Designed to Evaluate Non-Inferiority of DURAVYU vs Aflibercept Control W 60- W 84- W 96 Screening D1 W4 W8 W 12 W 16 W 20 W 24 W 28 W 32 W 36 W 40 W 44 W 48 W 52 W 56 W 80 W 76 W 92 EOS RANDOMIZATION DURAVYU DURAVYU DURAVYU DURAVYU DURAVYU 2.7mg Aflibercept 2mg q8W AFLIBERCE
Slide 14: Phase 3 Trials Seeing Exceptional Enrollment Rates
Phase 3 Clinical Trials for DURAVYU in wet AMD Seeing Exceptional Enrollment Rates Driven by Significant Investigator and Patient Enthusiasm January February March 10, May 2, May 23, 3Q Mid- 2025 28, 2025 2025 2025 2025 2025 2026 LUGANO trial LUGANO trial LUGANO 60% LUGANO LUGANO LUCIA full Topline
Slide 15: Phase 2 VERONA Clinical Trial in DME
Phase 2 VERONA Clinical Trial in DME 24 WEEK RESULTS PRIMARY AND SECONDARY ENDPOINTS ACHIEVED ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved. DME, diabetic macular edema
Slide 16: DURAVYU 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 p
Slide 17: VERONA Phase 2 Trial First Evaluated in Patients with Active Disease
The VERONA Phase 2 Clinical Trial is the First Trial DURAVYU was Evaluated in Patients with Active Disease Randomized, Open-Label, Aflibercept Controlled Trial as a Potential Treatment for DME P R I MA R Y E N D P O I N T • Objectives: • Evaluate the safety and -D28 to D1 W4 W8 W 12 W 16 W 20 W 24 e
Slide 18: VERONA: Phase 2 Clinical Trial Met Primary and Key Secondary Endpoints
DURAVYU 2.7mg EFFICACY: 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 and Key • Early and sustained CST improvement = -76 microns Secondary Endpoints
Slide 19: Single DURAVYU 2.7mg Treatment Demonstrated Clinically Meaningful BCVA Improvement
Single DURAVYU 2.7mg Treatment Demonstrated Clinically Meaningful Improvement in BCVA; Supports Noninferiority in Pivotal Trial MEAN CHANGE IN BCVA FROM BASELINE 15 Mean Change in BCVA vs Aflibercept DURAVYU 2.7mg Change in ETRDS letters Early and sustained VA -0.2 10 improvement +7.3 +7.1 +6.9 5 0
Slide 20: Excluding a Single Outlier Patient, DURAVYU 2.7mg Improved +10 Letters
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 15 Mean Change in BCVA vs Aflibercept DURAVYU 2.7mg (ex outlier) +2.8 Change in ETRDS letters 10 +10.1 +7.3 5 0 Rando
Slide 21: DURAVYU 2.7mg Demonstrated Improved and Controlled Anatomy
DURAVYU 2.7mg Demonstrated Improved and Controlled Anatomy with 74% More Drying than Aflibercept Control MEAN CHANGE IN CST FROM BASELINE 20 10 0 CST Change, in microns Mean Change in CST vs Aflibercept -10 -20 DURAVYU 2.7mg -32.2 um -30 -40 -43.7 um -50 -60 -70 -71.1 um -75.9 um -80 -90 -100 -110 R
Slide 22: 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 ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved. DME, diabetic macular edema
Slide 23: Sub-Group of Supplement-Free Patients Had Better Visual and Anatomical Outcomes
Sub-Group of Supplement-Free Patients Demonstrated Eyes Treated with DURAVYU 2.7mg had Better Visual and Anatomical Outcomes Mean Change in BCVA vs Aflibercept MEAN CHANGE IN BCVA FROM BASELINE DURAVYU 2.7mg 15 +7.3 Change in ETRDS letters 10 +10.3 +6.5 5 +3.0 0 -5 Randomization Week 4 Week 8 Week 1
Slide 24: VERONA Case Study - Rapid Drying with Improved Vision
VERONA Clinical Trial Case Study 1 - Rapid Drying with Improved Vision After Single DURAVYU 2.7mg Treatment and No Supplementation AFLIBERCEPT + 2 . 7 m g 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 Be
Slide 25: 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 . 7 m g 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 Inject
Slide 26: 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 27: State-Of-The-Art cGMP Manufacturing Facility
State-Of-The-Art cGMP Manufacturing Facility 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 and EU EMA standards
Slide 28: On Track for Continued Execution And Well-Funded Through Key Milestones
On Track for Continued Execution And Well-Funded Through Key Anticipated DURAVYU Milestones DURAVYU ✓ DAVIO 2 12-month data June 2024 ✓ Positive interim VERONA data October 2024 ✓ First patient dosed – LUGANO October 2024 ✓ First patient dosed – LUCIA December 2024 ✓ VERONA Phase 2 DME full 24-week
Slide 29: Goldman Sachs Global Healthcare Conference
Goldman Sachs Global Healthcare Conference June 10, 2025 Jay Duker, M.D. President and CEO ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved.
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