EyePoint, Inc. (Nasdaq: EYPT) widens loss as DURAVYU Phase 3 trials near key data

Rhea-AI Filing Summary

EyePoint, Inc. reported second quarter 2026 results, with total net revenue of $0.5 million compared with $5.3 million a year earlier, primarily reflecting recognition of remaining deferred revenue from a 2023 YUTIQ license. Operating expenses rose to $97.9 million from $67.6 million, driven by pivotal DURAVYU Phase 3 trials in wet AMD and DME and commercial manufacturing scale-up.

The company recorded a net loss of $94.5 million, or ($1.09) per share, versus a net loss of $59.4 million, or ($0.85) per share in the prior-year quarter. Cash, cash equivalents, and marketable securities totaled $180 million as of June 30, 2026, down from $223 million as of March 31, 2026, and EyePoint states this is expected to fund operations into the fourth quarter of 2027.

Clinical execution remains a focus: pivotal Phase 3 wet AMD trials LUGANO and LUCIA (over 900 patients) are on track, with LUGANO topline data expected in August 2026 and LUCIA in the fourth quarter of 2026. Pivotal Phase 3 DME trials COMO and CAPRI have fully enrolled over 480 patients in five months, with topline data anticipated in the fourth quarter of 2027. EyePoint continues to position its investigational sustained-release TKI insert DURAVYU for wet AMD and DME within large retinal disease markets.

Positive

• None.

Negative

• Total revenue declined sharply to $0.5 million from $5.3 million year over year in Q2 2026, and net loss widened to $94.5 million from $59.4 million, reflecting substantially higher R&D and manufacturing scale-up expenses.

Filing Explained

Through June 30, six-month net loss was $179,302 thousand, against $180 million of cash and marketable securities.

This Form 8-K furnishes EyePoint’s unaudited second-quarter and six-month 2026 financial statements, updating the company’s reported liquidity, liabilities, equity, and losses as of June 30.

The balance sheet reports $110,458 thousand of cash and cash equivalents plus $70,014 thousand of marketable securities, alongside $41,943 thousand of current liabilities and $166,411 thousand of total stockholders’ equity.

For the six months ended June 30, total operating expenses were $185,809 thousand and net loss was $179,302 thousand, compared with $140,850 thousand and $104,621 thousand, respectively, in the prior-year period.

The filing also reports weighted-average common shares of 86,272 thousand for the first six months of 2026 versus 69,847 thousand for the comparable 2025 period; the filing does not identify that change as a particular issuance or ownership event.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Key Figures

Q2 2026 Total Net Revenue: $0.5 million Q2 2026 Operating Expenses: $97.9 million Q2 2026 Net Loss: $94.5 million +5 more

8 metrics

Q2 2026 Total Net Revenue $0.5 million For the quarter ended June 30, 2026; compared to $5.3 million in Q2 2025

Q2 2026 Operating Expenses $97.9 million Quarter ended June 30, 2026; up from $67.6 million in Q2 2025

Q2 2026 Net Loss $94.5 million Quarter ended June 30, 2026; compared to $59.4 million a year earlier

Net Loss per Share Q2 2026 ($1.09) per share Basic and diluted net loss per common share for the quarter ended June 30, 2026

Cash and Investments $180 million Cash, cash equivalents, and marketable securities as of June 30, 2026

Shares Outstanding 86,543 Weighted average common shares outstanding, basic and diluted, for Q2 2026

LUGANO and LUCIA Enrollment Over 900 patients Combined enrollment in pivotal Phase 3 wet AMD trials versus on-label aflibercept

COMO and CAPRI Enrollment Over 480 patients Pivotal Phase 3 DME trials fully enrolled in five months

Key Terms

wet age-related macular degeneration, diabetic macular edema, non-inferiority trials, tyrosine kinase inhibitor, +2 more

6 terms

wet age-related macular degeneration medical

"Pivotal Phase 3 wet AMD clinical trials are on track, with topline data readout"

A severe eye condition in which abnormal, fragile blood vessels grow beneath the macula — the small central part of the retina responsible for sharp, detailed vision — and leak fluid or blood, causing rapid loss of central sight. Investors care because the condition drives demand for high-cost therapies, medical devices and ongoing care; successful treatments can create sizable markets, affect healthcare spending and influence regulatory and reimbursement decisions, much like fixing a leaking camera lens restores image quality and value.

diabetic macular edema medical

"Pivotal Phase 3 DME clinical trials have completed enrollment, together enrolling"

Diabetic macular edema is an eye condition in which fluid leaks into and swells the macula, the part of the retina used for sharp, central vision, often as a complication of diabetes. For investors it matters because it drives demand for medicines, medical devices and eye-care services, influences clinical trial and regulatory outcomes, and can affect healthcare costs and revenue forecasts—think of the macula as the camera’s central lens that becomes blurred when it soaks up excess fluid.

non-inferiority trials medical

"The two identical non-inferiority trials versus on-label aflibercept enrolled"

A non-inferiority trial tests whether a new drug or medical treatment is not meaningfully worse than an existing standard by a pre-set allowable difference. Think of it as comparing a new model to a proven one and only asking that it performs nearly as well while possibly offering other benefits (cost, safety, convenience). Investors care because passing such trials can lead to regulatory approval, market access, and revenue even when a therapy isn’t superior.

tyrosine kinase inhibitor medical

"DURAVYU’s potentially best-in-class therapeutic profile as a sustained release tyrosine kinase inhibitor"

A tyrosine kinase inhibitor is a type of drug that blocks specific proteins in cells that act like on/off switches for growth and survival signals, often used to stop cancer cells from multiplying. For investors, these drugs matter because their clinical trial results, regulatory approvals, safety profiles, and patent status drive sales potential and company valuation—think of them as precision tools whose effectiveness and market exclusivity determine commercial success.

Data Safety Monitoring Committee medical

"a positive Data Safety Monitoring Committee (DSMC) meeting recommended that both"

A data safety monitoring committee is an independent panel of medical and statistical experts that regularly reviews patient safety and study results during clinical trials to decide whether the trial can continue, needs changes, or should stop. Think of them as impartial referees who protect participants and ensure results are trustworthy; their assessments matter to investors because safety findings and early stops can speed up, delay, or derail a drug or device’s path to approval and affect a company’s value.

bioerodible intravitreal insert medical

"DURAVYU is an innovative investigational sustained delivery treatment in next-generation bioerodible Durasert E"

Earnings Snapshot

Total net revenue (Q2): $0.5 million · Guidance included

Quarter and six months ended June 30, 2026

Total net revenue (Q2) $0.5 million Decreased from $5.3 million in the quarter ended June 30, 2025

Operating expenses (Q2) $97.9 million Increased from $67.6 million in the quarter ended June 30, 2025

Net loss (Q2) $94.5 million Widened from $59.4 million in the quarter ended June 30, 2025

Net loss per share (Q2) ($1.09) per share Compared with ($0.85) per share for the quarter ended June 30, 2025

Cash, cash equivalents, and marketable securities $180 million Down from $223 million as of March 31, 2026, with runway into Q4 2027

Guidance

The company expects cash, cash equivalents, and marketable securities as of June 30, 2026, to fund operations into the fourth quarter of 2027, beyond key Phase 3 wet AMD milestones.

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FAQ

How did EyePoint, Inc. (EYPT) perform financially in Q2 2026?

EyePoint reported Q2 2026 net revenue of $0.5 million versus $5.3 million a year earlier and a net loss of $94.5 million compared with $59.4 million. Higher operating expenses were mainly due to DURAVYU Phase 3 trials and commercial manufacturing scale-up.

What is EyePoint, Inc. (EYPT)’s cash position and runway after Q2 2026?

As of June 30, 2026, EyePoint held $180 million in cash, cash equivalents, and marketable securities. The company expects this balance to fund operations into the fourth quarter of 2027, carrying it beyond key Phase 3 wet AMD milestones in 2026.

What are the key upcoming clinical milestones for EyePoint, Inc. (EYPT)?

EyePoint expects topline data from the LUGANO Phase 3 wet AMD trial in August 2026 and from LUCIA in Q4 2026. Pivotal Phase 3 DME trials COMO and CAPRI are fully enrolled, with topline data anticipated in the fourth quarter of 2027.

How advanced are EyePoint, Inc. (EYPT)’s DURAVYU Phase 3 programs?

The pivotal Phase 3 wet AMD trials LUGANO and LUCIA have enrolled over 900 patients and follow an established non-inferiority pathway versus on-label aflibercept. Phase 3 DME trials COMO and CAPRI have enrolled over 480 patients in five months and are fully enrolled.

Why did EyePoint, Inc. (EYPT)’s operating expenses increase in Q2 2026?

Operating expenses rose to $97.9 million from $67.6 million in the year-ago quarter. The company attributes this primarily to ongoing DURAVYU Phase 3 clinical trials in wet AMD and DME and the scale-up of its commercial manufacturing facility.

Did EyePoint, Inc. (EYPT) host an earnings call for its Q2 2026 results?

EyePoint did not host an earnings-related conference call for Q2 2026. The company cited the upcoming topline data readout for the pivotal Phase 3 LUGANO wet AMD trial and plans to provide an update in conjunction with that data release.

false000131410200013141022026-08-052026-08-05

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 05, 2026

EyePoint, Inc.

(Exact name of Registrant as Specified in Its Charter)

Delaware			000-51122	26-2774444
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
480 Pleasant Street
Watertown, Massachusetts				02472
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: (617) 926-5000

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, par value $0.001		EYPT		The Nasdaq Global Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On August 5, 2026, EyePoint, Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2026 and certain other information. A copy of the press release is furnished as Exhibit 99.1 hereto.

Also on August 5, 2026, the Company posted an updated investor presentation on its website at www.eyepoint.bio. A copy of the presentation is filed herewith as Exhibit 99.2 and is incorporated by reference herein.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.		Description
99.1		Press Release of EyePoint, Inc., dated August 5, 2026
99.2		Investor Presentation of EyePoint, Inc., dated August 5, 2026
104		Cover Page Interactive Data File (embedded within the inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			EYEPOINT, INC.
Date:	August 5, 2026	By:	/s/ George O. Elston
			George O. Elston Executive Vice President and Chief Financial Officer

Exhibit 99.1

EyePoint Reports Second Quarter 2026 Financial Results and Highlights Recent Corporate Developments

– Topline data from LUGANO pivotal Phase 3 wet AMD clinical trial expected in August 2026 ––

– Topline data from LUCIA pivotal Phase 3 wet AMD clinical trial anticipated in Q4 2026 ––

– Pivotal Phase 3 DME clinical trials, COMO and CAPRI, fully enrolled over 480 patients in 5 months; topline data expected in Q4 2027 ––

– $180 million of cash and investments as of June 30, 2026, with runway into Q4 2027 ––

WATERTOWN, Mass., August 5, 2026 (GLOBE NEWSWIRE) – EyePoint, Inc. (Nasdaq: EYPT), a company committed to developing and commercializing innovative therapeutics to improve the lives of patients with serious retinal diseases, today announced financial results for the second quarter ended June 30, 2026, and highlighted recent corporate developments.

“With topline data from our pivotal Phase 3 LUGANO wet AMD trial expected this month, followed by LUCIA in the fourth quarter, and enrollment now completed in our pivotal Phase 3 DME program, we continue to execute across our clinical programs,” said Jay S. Duker, M.D., President and Chief Executive Officer of EyePoint. “The LUGANO and LUCIA data readouts represent transformative advancement in the wet AMD landscape, potentially positioning DURAVYU as the foundational treatment option for sustained patient care.”

R&D Updates:

DURAVYU (vorolanib intravitreal insert)

Wet Age-Related Macular Degeneration (Wet AMD)

•Pivotal Phase 3 wet AMD clinical trials are on track, with topline data readout for LUGANO expected in August 2026. LUCIA topline data results are expected in the fourth quarter of 2026.

oThe two identical non-inferiority trials versus on-label aflibercept enrolled over 900 patients, include every six-month re-dosing of DURAVYU, were designed in alignment with the FDA, and follow a clear and recognized regulatory approval pathway.

oIn May 2026, a positive Data Safety Monitoring Committee (DSMC) meeting recommended that both the LUGANO and LUCIA trials continue as planned with no protocol modifications. The interim masked Phase 3 safety data remain consistent with the favorable safety observed in four previously completed DURAVYU clinical trials in over 190 patients, with no drug-related safety concerns.

Diabetic Macular Edema (DME)

•Pivotal Phase 3 COMO and CAPRI clinical trials have completed enrollment, together enrolling over 480 patients in five months.

oThe identical non-inferiority trials versus an on-label aflibercept control include every six-month re-dosing and follow a clear and recognized regulatory approval pathway.

•Topline data for both DME trials are anticipated in the fourth quarter of 2027.

Exhibit 99.1

Recent and Upcoming Presentations at Medical Conferences

•In May 2026, we presented new preclinical data at the Association for Research in Vision and Ophthalmology (ARVO) 2026 Annual Meeting that further demonstrates vorolanib’s inhibition of pro-inflammatory IL-6 signaling.

oThrough extensive in vitro and in vivo studies, vorolanib was identified as a potent inhibitor of JAK1, a critical transducer of IL-6 signaling. These data further highlight DURAVYU's multi-mechanism of action and its potential to deliver a synergistic anti-inflammatory effect alongside its established VEGF receptor and PDGF receptor inhibition in the treatment of wet AMD and DME.

•In July 2026, we delivered multiple oral presentations at the American Society of Retina Specialists (“ASRS”) Annual Meeting supporting DURAVYU’s potentially best-in-class therapeutic profile as a sustained release tyrosine kinase inhibitor (TKI) being developed for multiple indications:

oA characterization of the multi-mechanism of action of DURAVYU in retinal exudative diseases

oOverview of key learnings from the Phase 2 DAVIO 2 clinical trial in wet AMD

oPost-hoc analyses of patients from the Phase 2 DAVIO 2 clinical trial who met Phase 3 criteria

oOverview of DME clinical program and key learnings: from the Phase 2 VERONA trial to pivotal Phase 3

•Accepted to deliver multiple presentations at the Retina Society Annual Meeting in September, underscoring the multi-modal activity and broad treatment potential of DURAVYU and enthusiasm from the retinal community for new treatment options in multiple serious retinal diseases. This will be the first conference where LUGANO data will be presented to the retinal community.

Recent Corporate Highlight

•In July 2026, Tarek S. Hassan, M.D., was appointed as Chief Strategic Science Officer. A globally recognized retina specialist and key opinion leader with more than 35 years of experience, Dr. Hassan provides strategic guidance across the Company’s portfolio to optimize development, potential commercialization, and growth opportunities.

Review of Results for the Second Quarter Ended June 30, 2026

For the quarter ended June 30, 2026, total net revenue was $0.5 million compared to $5.3 million for the corresponding period in 2025. The decrease was primarily driven by the recognition of remaining deferred revenue related to the Company’s 2023 agreement for the license of YUTIQ® product rights.

Operating expenses for the quarter ended June 30, 2026, totaled $97.9 million versus $67.6 million for the corresponding period in 2025. This increase was primarily attributable to ongoing DURAVYU Phase 3 clinical trials for wet AMD and DME and scale-up of our commercial manufacturing facility.

Net non-operating income totaled $2.9 million and net loss was $94.5 million, or ($1.09) per share, compared to a net loss of $59.4 million, or ($0.85) per share, for the corresponding period in 2025.

Cash, cash equivalents, and marketable securities as of June 30, 2026, totaled $180 million compared to $223 million as of March 31, 2026.

Exhibit 99.1

Financial Outlook

We expect the cash, cash equivalents, and marketable securities as of June 30, 2026, will enable us to fund operations into the fourth quarter of 2027 beyond key milestones for the Phase 3 wet AMD program in 2026.

Conference Call Information

In light of the upcoming topline data readout for the pivotal Phase 3 LUGANO clinical trial in wet AMD, EyePoint will not be hosting an earnings-related conference call. The Company plans to provide an update in conjunction with topline data.

About EyePoint

EyePoint, Inc. (Nasdaq: EYPT) is a clinical-stage biopharmaceutical company committed to developing and commercializing innovative therapeutics to improve the lives of patients with serious retinal diseases. The Company’s lead product candidate, DURAVYU™, is an innovative investigational sustained delivery treatment for serious retinal diseases combining vorolanib, a selective and patent-protected tyrosine kinase inhibitor, in next-generation bioerodible Durasert E™ technology. Supported by robust safety and efficacy data across multiple clinical trials and indications, DURAVYU is currently being evaluated in Phase 3 pivotal trials for wet age-related macular degeneration (wet AMD) and diabetic macular edema (DME). Topline data is expected for wet AMD beginning in August 2026 and for DME in the fourth quarter of 2027.

The Company is committed to partnering with the retinal community to improve patient lives while creating long-term value, with four approved drugs over three decades and tens of thousands of eyes treated with EyePoint innovation.

EyePoint is headquartered in Watertown, Massachusetts, with a commercial manufacturing facility in Northbridge, Massachusetts.

Vorolanib is licensed to EyePoint exclusively by Equinox Sciences, a Betta Pharmaceuticals affiliate, for the localized treatment of all ophthalmic diseases outside of China, Macao, Hong Kong and Taiwan.

DURAVYU™ has been conditionally accepted by the FDA as the proprietary name for EYP-1901. DURAVYU is an investigational product; it has not been approved by the FDA. FDA approval and the timeline for potential approval is uncertain.

Forward Looking Statements

EYEPOINT SAFE HARBOR STATEMENTS UNDER THE PRIVATE SECURITIES LITIGATION ACT OF 1995: To the extent any statements made in this press release deal with information that is not historical, these are forward-looking statements under the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements regarding our expectations regarding our clinical development and regulatory plans; our belief that DURAVYU™ is well-positioned to be the first-to-market among all investigational sustained release treatments for the two largest retinal disease markets, wet AMD and DME; our belief that DURAVYU is the only TKI in development for DME; our belief that DURAVYU is uniquely positioned to potentially address both VEGF-mediated vascular leakage and IL-6 mediated inflammatory drivers of DME as a sustained delivery therapy; our belief that DURAVYU’s potential real-world application in multiple retinal disease indications and established trial designs position DURAVYU for clinical and commercial success; our expectations regarding the timing

Exhibit 99.1

of the availability and release of wet AMD and DME clinical data; our financial position and expected cash runway; our belief that DURAVYU has the potential to maintain a majority of patients with active disease with no supplemental anti-VEGF therapy for six months or longer; our beliefs regarding the potential market opportunity for DURAVYU in wet AMD and DME; our ability to continue to scale operations at our commercial manufacturing facility in Northbridge, Massachusetts; our expectations that our manufacturing facility will continue to meet FDA and EMA standards and support commercialization efforts of DURAVYU upon regulatory approval; and our expectations regarding the timing and clinical development of our other product candidates; and other statements regarding the Company’s future plans, objectives, strategies and beliefs, as identified by words such as “will,” “potential,” “could,” “can,” “believe,” “intends,” “continue,” “plans,” “expects,” “anticipates,” “estimates,” “may,” or other words of similar meaning or the use of future dates.

Forward-looking statements by their nature address matters that are, to different degrees, uncertain. Uncertainties and risks may cause EyePoint’s actual results to be materially different than those expressed in or implied by EyePoint’s forward-looking statements. For EyePoint, these risks and uncertainties include the timing, progress and results of the Company’s clinical development activities; uncertainties and delays relating to communications with the U.S. Food and Drug Administration and the ability to obtain regulatory approval from FDA for the commercialization of DURAVYU; unanticipated costs and expenses; the Company’s cash and cash equivalents may not be sufficient to support its operating plan for as long as anticipated; the risk that results of clinical trials may not be predictive of future results, and interim and preliminary data are subject to further analysis and may change as more data becomes available; unexpected safety or efficacy data observed during clinical trials; uncertainties related to the regulatory authorization or approval process, and available development and regulatory pathways for approval of the Company’s product candidates; changes in the regulatory environment; disruptions at the FDA; changes in U.S. and international trade policies; changes in expected or existing competition; the success of current and future license agreements; our dependence on contract research organizations, and other outside vendors and service providers; product liability; the impact of general business and economic conditions; protection of our intellectual property and avoiding intellectual property infringement; retention of key personnel; delays, interruptions or failures in the manufacture and supply of our product candidates, including due to unanticipated regulatory compliance issues or warning letters relating to the Company’s manufacturing facilities; the availability of and the need for additional financing; our ability to obtain additional funding to support our clinical development programs; uncertainties regarding the FDA warning letter pertaining to the Company’s Watertown, MA manufacturing facility; and other factors described in our filings with the Securities and Exchange Commission. We cannot guarantee that the results and other expectations expressed, anticipated or implied in any forward-looking statement will be realized. A variety of factors, including these risks, could cause our actual results and other expectations to differ materially from the anticipated results or other expectations expressed, anticipated or implied in our forward-looking statements. Should known or unknown risks materialize, or should underlying assumptions prove inaccurate, actual results could differ materially from past results and those anticipated, estimated or projected in the forward-looking statements. You should bear this in mind as you consider any forward-looking statements. A more complete discussion of the risks and uncertainties that may cause our actual results to differ materially from those expressed or implied in the forward-looking statements in this press release are described under the heading “Risk Factors” in our most recent Annual Report on Form 10-K, in our other filings with the Securities and Exchange Commission (SEC) and in our future reports to be filed with the SEC, which are available at www.sec.gov. Our forward-looking statements speak only as of the dates on which

Exhibit 99.1

they are made. EyePoint undertakes no obligation to update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.

Investors:
Robin Garner
EyePoint, Inc.
ir@eyepoint.bio

Media:
Helen O’Gorman
FTI Consulting
media@eyepoint.bio

Exhibit 99.1

EYEPOINT, INC. AND SUBSIDIARIES

CONSOLIDATED BALANCE SHEETS

(Unaudited)

(In thousands)

		June 30,				December 31,
		2026				2025
Assets
Current assets:
Cash and cash equivalents		$	110,458			$	101,821
Marketable securities			70,014				204,265
Accounts and other receivables, net			86				651
Prepaid expenses and other current assets			6,377				20,105
Inventory			1,882				1,813
Total current assets			188,817				328,655
Operating lease right-of-use assets			19,843				20,223
Other assets			19,531				15,118
Total assets		$	228,191			$	363,996
Liabilities and stockholders' equity
Current liabilities:
Accounts payable and accrued expenses		$	39,264			$	34,884
Other current liabilities			2,679				2,140
Total current liabilities			41,943				37,024
Operating lease liabilities - noncurrent			19,814				20,772
Other noncurrent liabilities			23				87
Total liabilities			61,780				57,883
Stockholders' equity:
Capital			1,449,898				1,410,130
Accumulated deficit			(1,284,280	)			(1,104,978	)
Accumulated other comprehensive income			793				961
Total stockholders' equity			166,411				306,113
Total liabilities and stockholders' equity		$	228,191			$	363,996

Exhibit 99.1

EYEPOINT, INC. AND SUBSIDIARIES

CONSOLIDATED STATEMENTS OF OPERATIONS

(Unaudited)

(In thousands, except per share data)

		Three Months Ended								Six Months Ended
		June 30,								June 30,
		2026				2025				2026				2025
Revenues:
Product sales, net		$	—			$	—			$	467			$	715
License and collaboration agreements			507				5,333				646				16,382
Royalty income			—				—				90				12,689
Total revenues			507				5,333				1,203				29,786
Operating expenses:
Cost of sales			—				165				533				970
Research and development			83,614				55,498				155,757				114,072
Sales and marketing			31				35				34				70
General and administrative			14,242				11,862				29,485				25,738
Total operating expenses			97,887				67,560				185,809				140,850
Loss from operations			(97,380	)			(62,227	)			(184,606	)			(111,064	)
Other income (expense):
Interest and other income, net			2,910				2,894				5,254				6,536
Total other income, net			2,910				2,894				5,254				6,536
Net loss before provision for income taxes		$	(94,470	)		$	(59,333	)		$	(179,352	)		$	(104,528	)
Provision for income taxes			—				(93	)			50				(93	)
Net loss		$	(94,470	)		$	(59,426	)		$	(179,302	)		$	(104,621	)
Net loss per common share - basic and diluted		$	(1.09	)		$	(0.85	)		$	(2.08	)		$	(1.50	)
Weighted average common shares outstanding - basic and diluted			86,543				69,926				86,272				69,847

Investor Presentation August 2026 Exhibit 99.2

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, events or developments that we intend, expect, plan or believe may occur in the future, are forward-looking statements, including but not limited to statements regarding: our expectations regarding our clinical development and regulatory plans; our belief that DURAVYU™ is on track and well-positioned to be the first-to-market among all investigational sustained release treatments for the two largest retinal disease markets, wet AMD and DME; our belief that DURAVYU is the only TKI in development for DME; our belief that DURAVYU is uniquely positioned to potentially address both VEGF-mediated vascular leakage and IL-6 mediated inflammatory drivers of DME as a sustained delivery therapy; our belief that DURAVYU’s potential real-world application in multiple retinal disease indications and established, de-risked trial designs position DURAVYU for clinical and commercial success; our expectations regarding the timing of the availability and release of wet AMD and DME clinical data; our financial position and expected cash runway; our belief that DURAVYU has the potential to maintain a majority of patients with active disease with no supplemental anti-VEGF therapy for six months or longer; our beliefs regarding potential market opportunity for DURAVYU in wet AMD and DME; our ability to scale operations at our commercial manufacturing facility in Northbridge, Massachusetts; our expectations that our manufacturing facility will continue to meet FDA and EMA standards and support commercialization efforts of DURAVYU upon regulatory approval; our expectations regarding the timing and clinical and regulatory development of our other product candidates; and other statements regarding the Company’s future plans, objectives, strategies and beliefs, including the use of future dates. Forward-looking statements by their nature address matters that are, to different degrees, uncertain. Uncertainties and risks may cause EyePoint’s actual results to be materially different than those expressed in or implied by EyePoint’s forward-looking statements. For EyePoint, these risks and uncertainties include the timing, progress and results of the Company’s clinical development activities; uncertainties and delays relating to communications with the U.S. Food and Drug Administration and the ability to obtain regulatory approval from FDA for the commercialization of DURAVYU; unanticipated costs and expenses; the Company’s cash and cash equivalents may not be sufficient to support its operating plan for as long as anticipated; the risk that results of clinical trials may not be predictive of future results, and interim and preliminary data are subject to further analysis and may change as more data becomes available; unexpected safety or efficacy data observed during clinical trials; uncertainties related to the regulatory authorization or approval process, and available development and regulatory pathways for approval of the Company’s product candidates; changes in the regulatory environment; disruptions at the FDA; changes in U.S. and international trade policies; changes in expected or existing competition; the success of current and future license agreements; our dependence on contract research organizations, and other outside vendors and service providers; product liability; the impact of general business and economic conditions; protection of our intellectual property and avoiding intellectual property infringement; retention of key personnel; delays, interruptions or failures in the manufacture and supply of our product candidates, including due to unanticipated regulatory compliance issues or warning letters relating to the Company’s manufacturing facilities; the availability of and the need for additional financing; our ability to obtain additional funding to support our clinical development programs; uncertainties regarding the FDA warning letter pertaining to the Company’s Watertown, Massachusetts manufacturing facility; and other factors described in our filings with the Securities and Exchange Commission (SEC). More detailed information on these and additional factors that could affect our actual results are described in our filings with the SEC, including our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, as revised or supplemented by our Quarterly Reports on Form 10-Q and other documents filed with the SEC. We cannot guarantee that the results and other expectations expressed, anticipated or implied in any forward-looking statement will be realized. A variety of factors, including these risks, could cause our actual results and other expectations to differ materially from the anticipated results or other expectations expressed, anticipated or implied in our forward-looking statements. Should known or unknown risks materialize, or should underlying assumptions prove inaccurate, actual results could differ materially from past results and those anticipated, estimated or projected in the forward-looking statements. You should bear this in mind as you consider any forward-looking statements. Our forward-looking statements speak only as of the dates on which they are made. EyePoint undertakes no obligation to update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.

A Leader in Sustained Release Drug Delivery for Retinal Disease 1.Unaudited estimate as of June 30, 2026. AMD, age-related macular degeneration; DME, diabetic macular edema DURAVYUTM has been conditionally accepted by the FDA as the proprietary name for DURAVYU. DURAVYU is an investigational product; it has not been approved by the FDA.FDA approval and the timeline for potential approval is uncertain. These data are preliminary. Conclusive evidence of efficacy and safety of DURAVYU will require further investigation in well-controlled Phase 3 clinical trials. DURAVYU™ Phase 3 DME trials COMO and CAPRI enrollment complete with topline data anticipated Q4 2027 DURAVYU™ Phase 3 wet AMD trials LUGANO and LUCIA topline data anticipated beginning in August 2026 $180M in cash and investments supports operational runway into Q4 20271 Positive safety and efficacy data for DURAVYU™ in 190+ patients across four Phase 1 & 2 trials Commercial manufacturing scale-up underway in state-of-art facility in Northbridge, MA, USA Veteran leadership team with 3+ decades of expertise across clinical drug development, commercialization and manufacturing

DURAVYU™ in Phase 3 Trials For the Two Largest Retinal Disease Markets AMD, wet age-related macular degeneration; DME, diabetic macular edema; FDA, Food and Drug Administration Durasert E™ Programs Indication Discovery Pre-Clin Phase 1 Phase 2 Phase 3 Anticipated Milestone DURAVYU™ (vorolanib intravitreal insert a/k/a EYP-1901) Wet AMD DME Undisclosed Retinal diseases LUGANO topline in August 2026; LUCIA topline in 4Q’26 COMO and CAPRI topline in 4Q’27 LUGANO and LUCIA fully enrolled COMO and CAPRI fully enrolled DURAVYU (EYP-1901) is an investigational product. The safety and efficacy of EYP-1901 has not been established and the US FDA has not approved EYP-1901.  The materials discussed in this presentation do not predict future FDA approval.  Conclusive evidence of efficacy and safety of EYP-1901 will require further investigation in well-controlled Phase 3 clinical trials. Wet AMD and DME represent a combined $15B+ global market opportunity and >80% of the total branded retinal market

Products Addressing Unmet Needs in Retinal Disease Capture Meaningful Market Share in $15B Anti-VEGF Market 1. Publicly reported sales; 2. Lucentis package insert; 3. Khanani et. al, The Real-World Efficacy and Safety of Faricimab in Neovascular Age Related Macular Degeneration: TRUCKEE Study – 2 Year ResultsVEGF, vascular endothelial growth factor. Modest improvements in durability and disease control are rewarded by the market Durability ~30 days2 Year 3 Sales $1.8B Durability ~44 days3 Year 3 Sales $3.3B Durability ~57 days3 Year 3 Sales $4.3B Total Global Branded Anti-VEGF Sales1

Longer Duration and New MOA are Key Unmet Needs in the Current Retinal Disease Treatment Paradigm Insert not drawn to scale and is enlarged for illustrative purposes. The investigational dose for phase 3 trials is 2.7mg (two inserts) administered with one injection.MOA, mechanism of action; IL-6, interleukin 6; VEGF, vascular endothelial growth factor; TKI, tyrosine kinase inhibitor; IVT, intravitreal Potential Solution vorolanib(multi-MOA TKI) DURAVYU Many patients still lose vision despite available anti-VEGF biologic therapies Unmet Needs VEGF suppression is not the entire story – multi-target therapies may improve disease control Effective, durable disease control 1 Suppression of inflammation via IL-6 2 Durasert E™(bioerodible IVT insert) Sustained drug release for ≥6 months

Vorolanib Features a Multi-MOA, Potentially Addressing Both Vascular Leakage and Inflammation Data on file. Bakri SJ, et al. PLoS One. 2024;19(6):e0304782. IL-6 (R), interleukin 6 (receptor); JAK, janus kinase; MOA, mechanism of action; PDGF(R), platelet-derived growth factor (receptor); PLGF, placental growth factor; TKI, tyrosine kinase inhibitor; VEGF(R), vascular endothelial growth factor (receptor). VEGFRs and PDGFR play a prominent role in angiogenesis Vorolanib works at the receptor level to block signaling from all VEGF isoforms as well as PDGF IL-6 signaling is pro-inflammatory, and promotes vascular leakage and neovascularization Vorolanib inhibits IL-6 signaling by targeting the JAK kinases particularly JAK-1

Durasert E™: A Next Generation in Sustained-Release Intravitreal Drug Delivery Vitrasert®(ganciclovir IVT)1,a Retisert®(fluocinolone acetonide)2 ILUVIEN®(fluocinolone acetonide)3 YUTIQ®(fluocinolone acetonide)4 DURAVYU™(vorolanib IVT insert; a/k/a EYP-1901) APPROVED NONERODIBLE | Durasert® INVESTIGATIONAL BIOERODIBLE | Durasert E™ Durasert® technology has demonstrated consistent safety in thousands of eyes across 4 FDA-approved products DURAVYU(vorolanib IVT insert) Low payload(up to 1030 µg/insert) Higher payload (94% drug)(1343 µg/insert) Phase 1 DAVIO5Phase 2 DAVIO 2 Phase 2 PAVIA Insert not drawn to scale, for illustrative purposes only. a Vitrasert now discontinued. 1. Wykoff CC, et al. J Vitreoretin Dis. 2024;8(5):577–86. 2. Bausch and Lomb (2025). RETISERT (fluocinolone acetonide intravitreal implant). [Available at: Prescribing Information - RETISERT]. 3. Alimera Sciences (2016). ILUVIEN® (fluocinolone acetonide intravitreal implant). [Available at: Prescribing Information – ILUVIEN]. 4. Alimera Sciences (2023). YUTIQ® (fluocinolone acetonide intravitreal implant). [Available at: Prescribing Information - YUTIQ]. 5. Patel S, et al. Ophthalmol Sci. 2024;4(5):100527. IVT, intravitreal; ClinicalTrials.gov identifiers: DAVIO NCT04747197; DAVIO 2 NCT05381948; PAVIA NCT05383209; VERONA NCT06099184; LUGANO NCT06668064; LUCIA NCT06683742. Phase 2 VERONA Phase 3 LUGANO/LUCIA Phase 3 COMO/CAPRI Over 3 decades of innovation in sustained-release drug delivery

DURAVYU™: Potential Best-in-Class TKI for Retinal Disease The investigational dose for phase 3 trials is 2.7mg (two inserts) administered with one injection.a. Data from preclinical studies. Following a single DURAVYU 900 µg dose in Dutch-Belted rabbits, vorolanib reached concentrations exceeding IC50 in the choroid and retina within hours of administration. 1. Wykoff CC, et al. J Vitreoretin Dis. 2024;8(5):577–86. TKI, tyrosine kinase inhibitor; MOA, mechanism of action; VEGF, vascular endothelial growth factor; PDGF, platelet-derived growth factor; IL-6, interleukin 6; IVT, intravitreal; PEG, polyethylene glycol; PLGA, polylactic-co-glycolic acid. Therapeutic levels of vorolanib reached within hours1,a Consistent daily dosing with target inhibition for ≥6 months Full elution of vorolanib before matrix bioerosion; no free-floating drug particles No cold storage required unlike approved biologics; pre-loaded IVT syringe injector Inhibition of VEGF receptors, PDGF and pro-inflammatory IL-6–mediated signalinga DURAVYU™ vorolanib in bioerodible Durasert E™ Each IVT insert is: 94% drug / 6% matrix 1/5000th of vitreous volumeNo PEG/PLGA Insert not drawn to scale and is enlarged for illustrative purposes.

DURAVYU Has Demonstrated a Consistent Favorable Safety Profile Across Multiple Clinical Trials * Based on a single dose of DURAVYU 1. EyePoint. Press release May 14, 2026: EyePoint Announces Third Consecutive Positive DSMC Recommendation for Phase 3 Wet AMD Trials for DURAVYU™, Building Confidence Ahead of Mid-2026 Topline Data [Available online]. ClinicalTrials.gov identifiers: DAVIO NCT04747197; DAVIO 2 NCT05381948; PAVIA NCT05383209; VERONA NCT06099184. Data on file. AMD, age-related macular degeneration; OCT, optical coherence tomography; NPDR, non proliferative diabetic retinopathy; DME, diabetic macular edema No DURAVYU-related safety concerns in >190 patients across four completed clinical trials DURAVYU Patient n Trial Indication Outcome 17 DAVIO Phase 1 Wet AMD Stable vision and OCT 74% reduction in treatment burden* 102 DAVIO 2 Phase 2 Wet AMD Statistical non-inferiority in BCVA compared to aflibercept in difficult-to-treat population ~80% reduction in treatment burden* 51 PAVIA Phase 2 NPDR Favorable safety and tolerability profile* 21 VERONA Phase 2 DME Rapid and sustained improvements in vision and anatomical control* Based on interim masked safety data across all four ongoing Phase 3 trials, the observed safety profile is consistent with previous DURAVYU clinical trials1

DURAVYU for Wet AMD Phase 3 program designed to transform the treatment paradigm through durable disease control and a new multi-moa

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 R Primary: Statistically significant non-inferior change in BCVA vs. aflibercept - 0.3 letters - 0.4 letters R Secondary: Change in BCVA vs. baseline +1.0 letters +0.9 letters R Secondary: Favorable safety profile No drug-related safety concerns R Secondary: Reduction in treatment burden vs. aflibercept 82% 76% R Secondary: Reduction in treatment burden vs. 6 mos. prior 89% 85% R Secondary: Supplement-free up to 6 months 63% 88% of eyes had 0 or 1 supplemental injections 63% 83% of eyes had 0 or 1 supplemental injections R Secondary: Anatomical control vs. aflibercept +12.4um +5.2um Note: 6 month timing is post-DURAVYU dosing (8 months of data) 1. NIH Current and Upcoming Anti-VEGF Therapies and Dosing Strategies for the treatment of neovascular AMD: a comparative review, Saira Khanna et al, Dec. 2019. AMD, age-related macular degeneration; BCVA, best-corrected visual acuity *DAVIO 2 population entered trial requiring more frequent annual injections (10) than the average US wet AMD patient (6)1

LUGANO and LUCIA: Clinically Rigorous Pivotal Phase 3 Wet AMD Program Following Established Non-Inferiority Regulatory Path & Three consecutive positive DSMC reviews with no protocol changes required Over 900 patients enrolled Topline data expected forLUGANO in August 2026;LUCIA in Q4 2026 Key Elements of Phase 3 Trial Design: Clinical trial identifiers: LUGANO NCT06668064; LUCIA NCT06683742. Data on file. AMD, age-related macular degeneration; TKI, tyrosine kinase inhibitor; DSMC, data safety monitoring committee; FDA, U.S. Food and Drug Administration; EMA, European Medicines Agency Informed by the Phase 1 ‘DAVIO’ and large Phase 2 ‘DAVIO 2’ trials Developed in alignment with the FDA and EMA Patient-centric design; all patients receive active treatment with goal of maintaining or improving vision Key secondary endpoints include safety and statistical superiority in reduction in treatment burden vs. on-label aflibercept Evaluating every 6-month dosing for potential unlimited redosing label

Pivotal Trial Design Follows Established Non-Inferior Regulatory Pathway DURAVYU dosing consists of 2 inserts delivered in a single injection. AMD, age-related macular degeneration; BCVA, best-corrected visual acuity; D, day; W, week; EOS, end-of-study; q6M, every 6 months; q8W, every 8 weeks; R, randomization D1 W4 W8 W12 W16 W20 W24 W28 W32 W36 W40 W44 W48 W52 W56 W60 to W76 W80 W84 to W92 W96 EOS Primary endpoint Blend W52 & W56 DURAVYU 2.7 mg Aflibercept 2 mg q8W DURAVYU dosing DURAVYU dosing DURAVYU dosing ~400 patients per trial R 1:1 Supplemental aflibercept per prespecified criteria (all arms) Scheduledaflibercept Scheduledvisit Sham injectionfor masking Continued sham oraflibercept q8W DURAVYU dosing+ aflibercept Aflibercept + sham injection for masking DURAVYUdosing Primary endpoint Non-inferior (NI) mean change in BCVA from Day 1 to W52 and W56 (blended) vs aflibercept control (NI margin of -4.5 letters) Secondary endpoints Safety Reduction in treatment burden (superiority vs on-label aflibercept) Percent of eyes supplement-free Anatomical stability & Pivotal Phase 3 Trials of Repeat-Dose DURAVYU vs On-Label Aflibercept

Key Refinements from Phase 2 Trial Drives Confidence in Phase 3 Wet AMD Program DAVIO 2 LUGANO / LUCIA Patient Population 100% previously treated 75% treatment naïve, 25% previously treated Supplement Criteria 5 separate and independent criteria, including Investigator discretion 2 supplement criteria* Dosing Single dose Every 6 months redosing Potential for broader label Treatment naïve population includes easier to treat patients, which may lead to fewer supplemental injections Protect BCVA non-inferiority endpoint Supplements focused on addressing disease activity 8% reduction in treatment burden required to achieve statistical superiority of secondary endpoint Two doses before primary endpoint Potential unlimited redosing label *Phase 3 supplement criteria as defined by protocol include (i) >5 letters loss in vision and ≥75 microns of new fluid and/or (ii) new hemorrhage due to wet AMD AMD, age-related macular degeneration; BCVA, best-corrected visual acuity LUGANO / LUCIA studies are sized for 90% powering

DURAVYU in Wet AMD: Retrospective Subgroup Analysis of DAVIO 2 Patients Reflects Supportive Outcomes in BCVA and OCT This retrospective and unplanned subgroup analysis is not predictive of the outcome of the Phase 3 program. DURAVYU is not approved in any country and its safety and efficacy have not been established. Data on file. Data includes patients in DAVIO 2 with baseline BCVA of 35-78 letters. BCVA, best-corrected visual acuity; CST, central subfield thickness; ETDRS, Early Treatment of Diabetic Retinopathy Study +1.4 +2.8 +8.9 um +0.8 um BCVA Change from Baseline, DAVIO 2 Patients Eligible for Phase 3 CST Change from Baseline, DAVIO 2 Patients Eligible for Phase 3 +1.7 +18.0 um DAVIO 2 Total Pt. Population DAVIO 2 Total Pt. Population 2mg: +17.8 um 3mg: +10.6 um 2mg: +1.0 3mg: +0.9

DURAVYU for DME Phase 3 program underway in second largest retinal disease market

COMO and CAPRI: Phase 3 DME Program Designed to Enable Potential Global Regulatory and Commercial Success First patients dosed in both trials in February 2026 Full enrollment in July 2026 Topline data expected in 4Q 2027 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 path Leverages existing clinical trial infrastructure from LUGANO/LUCIA High physician enthusiasm with participation from all ~90 sites invited from wet AMD Program With 240 patients each, trials leverage wet AMD program safety outcomes, enabling efficient execution & AMD, age-related macular degeneration; DME, diabetic macular edema; FPI, first patient in

Phase 3 Pivotal Trials in DME: Designed to Evaluate Non-Inferiority of DURAVYU vs On-Label Aflibercept Control D1 W4 W8 W12 W161 W20 W24 W28 W32 W36 W40 W44 W48 W52 W56 W60 to W68 W72 W76 to W84 W88 EOS Primary endpoint Blend W52 & W56 DURAVYU 2.7 mg Aflibercept 2 mg q8W DURAVYU dosing DURAVYU dosing DURAVYU dosing ~240 patients per trial R 1:1 Supplemental anti-VEGF per prespecified criteria (all arms)1 Scheduledaflibercept Scheduledvisit Sham injectionfor masking Continued sham oraflibercept q8W DURAVYU dosing+ aflibercept Aflibercept + sham injection for masking DURAVYUdosing Primary endpoint Difference in mean change in BCVA from Day 1 to W52 and W56 (blended) vs aflibercept control Secondary endpoints Safety Reduction in treatment burden (superiority vs on-label aflibercept) Percent of eyes supplement-free Anatomical stability DURAVYU dosing consists of 2 inserts delivered in a single injection. 1. Criteria for supplemental injection assessed starting after Week 16 and at every subsequent visit.D, day; W, week. EOS, end of study; q8W, every 8 weeks; R, randomization; DME, diabetic macular edema; BCVA, best-corrected visual acuity &

Phase 2 VERONA: Single DURAVYU 2.7mg Treatment Demonstrated Meaningful Vision and Anatomical Improvement as Early as Week 4 BCVA, best-corrected visual acuity; CST, central subfield thickness; ETDRS, Early Treatment Diabetic Retinopathy Study;. VERONA Clinicaltrials.gov Identifier: NCT06099184. Data on file. Mean Change in BCVA vs Aflibercept +7.1 +7.3 −75.9 um −43.7 um Mean Change in CST vs Aflibercept DURAVYU 2.7mg -32.2 µm Single dose on Day 1 BCVA Change from Baseline CST Change from Baseline DURAVYU 2.7mg -0.2 letters +10.1* DURAVYU 2.7mg +2.8 letters* *Data excludes one outlier patient. Outlier patient was removed from analysis because the patient missed multiple visits including the Week 20 visit resulting in vision loss of >20 letters at the Week 24 visit. Change in ETRDS letters

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) * Cross-trial comparisons are presented for informational purposes only. These studies were conducted independently and were not designed for direct comparison. Differences in study design, patient populations, baseline characteristics, treatment history, endpoints, assessment methods, and follow-up duration may affect outcomes. No conclusions regarding comparative efficacy or safety should be drawn from these analyses. BARDENAS Phase 2 clinical trial results adapted from Roche’s Pharma Day presentation, September 22, 2025 [Available Online]. Data depicted represent adjusted mean change from baseline in BCVA with 95% confidence intervals. Data points are slightly offset to distinguish error bars. Primary endpoint at Week 44/48, averaged. In VERONA, supplement-free is defined as patients who did not receive a supplement at any point during the study. VERONA Clinicaltrials.gov Identifier: NCT06099184. Data on file.BCVA, best-corrected visual acuity; ETDRS, Early Treatment Diabetic Retinopathy Study; Q4W, every 4 weeks; VA, visual acuity; Wk, week. Vamikibart 1.0 mg + ranibizumab 0.5 mg Q4W DURAVYU 2.7 mg, single dose (n=7/11) Ranibizumab 0.5 mg Q4W BARDENAS VERONA (Supplemental-free subgroup) VERONA Study End Comparable VA with: Two Injections DURAVYU 2.7 mg single dose + aflibercept 2 mg single dosein VERONA Twelve Injections Vamikibart 1.0 mg Q4W+ ranibizumab 0.5 mg Q4W in BARDENAS BARDENAS: Q4W dosing VERONA Single DURAVYU dose + aflibercept 2 mg on Day 1 BCVA mean change from baseline, ETDRS letters

Dose-Dependent Reduction in Macular Leakage Area with a Single DURAVYU Injection in DME Illustrative patient case; not representative of all observed cases or predicative of treatment outcomes 1. Change from baseline in vascular leakage (mm2) in the macula and in the total retinal area. Full analysis set. DME, diabetic macular edema.VERONA Clinicaltrials.gov Identifier: NCT06099184. Data on file. Vascular Leakage Area Change from Baseline to Week 241 Case: DURAVYU 2.7 mg Treatment Mean change from baseline to Week 24, mm2 DURAVYU 1.3 mg n = 10 Baseline Week 24 Marked reduction in leakage area at Week 24 after a single DURAVYU 2.7 mg dose and no supplementation DURAVYU 2.7 mg n = 11 Aflibercept 2.0 mg n = 6 Macular leakage is a biomarker of vascular instability in DME -2.02 mm2 -3.14mm2 -0.66 mm2

Continued Drying at Week 24 with Improved BCVA After a Single DURAVYU 2.7mg Dose and No Supplementation Illustrative patient case; not representative of all observed cases or predicative of treatment outcomes. BCVA, best-corrected visual acuity; CST, central subfield thickness; D, day; VA, visual acuity; VEGF, vascular endothelial growth factor.VERONA Clinicaltrials.gov Identifier: NCT06099184. Data on file. Week 4 BCVA: 74 letters CST: 360 µm Week 16 BCVA: 80 letters CST: 316 µm Week 24 BCVA: 80 letters CST: 334 µm Anti-VEGF Injections Before and After Treatment Aflibercept + DURAVYU 2.7 mg Months Washout Day 1 2 1 4 5 6 3 -1 -3 -2 -5 -4 -7 -6 -8 -10 -9 -12 -11 Bevacizumab No injection Supplemental injection Faricimab Last Visit Aflibercept + DURAVYU Patient presented with fluid at Screening and Day 1 Fluid dried after a single dose of DURAVYU Vision improved by +8 letters Screening (D−14) BCVA: 72 letters CST: 336 µm DURAVYU Scheduled aflibercept Supplemental aflibercept BCVA: 73 letters CST: 437 µm Day 1

Commercial Manufacturing Facility Built to Support DURAVYU Through Potential NDA Approval and U.S. Commercial Launch NDA, New Drug Application; FDA, Food and Drug Administration; EMA, European Medicines Agency USA based in Northbridge, MA Built to US FDA and EU EMA standards DURAVYU registration batches completed to support anticipated NDA filing Built to EyePoint specifications by landlord preserving upfront cash investment 41,000sf dedicated facility

DURAVYU™: Potential to be the First To Market and Best in Class TKI in Largest Retinal Disease Markets Vorolanib, a multi-MOA TKI with potential every 6-month dosing Extensive Phase 1 and 2 efficacy data in wet AMD and DME Favorable safety and tolerability with no drug-related safety concerns across four clinical trials LUGANO topline data in wet AMD expected in August 2026 and LUCIA in Q4 2026 Phase 3 DME program enrollment complete with topline data in Q4 2027

Investor Presentation August 2026

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