EyePoint, Inc.'s SEC filings document its business as a clinical-stage retinal-disease therapeutics company and record formal disclosures around DURAVYU, its investigational vorolanib intravitreal insert using Durasert E sustained-delivery technology. Form 8-K reports cover operating results, financial condition, cash resources, clinical-development updates for wet AMD and DME, investor presentations, and other material company events.
The company's proxy materials disclose governance, executive compensation, equity awards, shareholder voting matters, and board-related information. Additional filings record Nasdaq-listed common stock information, Regulation FD disclosures, forward-looking risk language, and legal-proceeding disclosures related to public statements about DURAVYU and its clinical results.
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.
Vanguard Capital Management LLC reports a passive ownership stake in EyePoint Inc common stock on a Schedule 13G. Vanguard and certain affiliated entities beneficially own 4,223,415 shares, representing 5.03% of the outstanding common stock, with 4223415 shares subject to sole dispositive power and 593,163 shares subject to sole voting power.
The holdings include shares held by various Vanguard funds and managed accounts over which Vanguard entities exercise dispositive and/or voting power. No other single person’s interest in these securities exceeds 5% of the class. The filing is signed by an authorized signatory of Vanguard Capital Management.
EyePoint, Inc. completed enrollment in COMO and CAPRI, two pivotal global Phase 3 trials of DURAVYU™ for diabetic macular edema (DME). Over 480 patients were enrolled across both studies in about five months, ahead of schedule. The randomized, double-masked, on-label 2mg aflibercept controlled non-inferiority trials compare a 2.7mg DURAVYU intravitreal insert, re-dosed every six months, with on-label aflibercept using change in best corrected visual acuity at weeks 52 and 56 as the primary endpoint.
Secondary endpoints include safety, treatment burden, need for supplemental aflibercept injections, and anatomical outcomes by OCT. In May 2026 an independent Data Safety Monitoring Committee reviewed masked safety data from DURAVYU’s Phase 3 wet AMD and DME programs and recommended continuation without protocol modifications. DURAVYU has been studied in over 190 patients across four completed trials with no DURAVYU-related safety concerns reported. The wet AMD Phase 3 program (LUGANO and LUCIA) has randomized over 900 patients, with topline data anticipated beginning in August 2026, and topline 56-week data from the DME Phase 3 program expected in the fourth quarter of 2027.
BlackRock, Inc. filed Amendment No. 2 to a Schedule 13G reporting its beneficial ownership of common stock of EyePoint Pharmaceuticals, Inc.. BlackRock reports beneficial ownership of 6,430,477 shares of common stock, representing 7.7% of EyePoint’s outstanding common shares.
BlackRock has sole voting power over 6,290,331 shares and sole dispositive power over 6,430,477 shares, with no shared voting or dispositive power. The filing aggregates positions of certain BlackRock business units; other disaggregated units, if any, are excluded. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of EyePoint’s total outstanding common shares.
An affiliate of EYPT plans to sell up to 1,235 shares of common stock through Fidelity Brokerage Services on NASDAQ. The aggregate market value associated with this planned sale is $15,820.00 as of 07/22/2026. The shares are tied to stock options granted on 02/21/2022 as compensation.
An affiliate of EYPT filed to potentially sell 1,235 shares of common stock through Fidelity Brokerage Services on the NASDAQ. The intended sale date is July 22, 2026, with an indicated aggregate market value of $15,820.00. These shares relate to stock options originally granted on February 21, 2022 as compensation.
EYPT received a notice of intent to sell 421,235 shares of common stock through Fidelity Brokerage Services on or after July 21, 2026 on the NASDAQ market. The filing lists an aggregate market value for these shares of $5,497,116.75.
The issuer reports 83,841,298 shares outstanding. The shares to be sold are tied to multiple stock option grants received as compensation from 2020 through 2026, each with specific grant dates and share amounts.
EyePoint, Inc. entered into a Settlement Agreement with the U.S. Department of Justice, OIG-HHS, the Defense Health Agency and a relator to resolve potential civil claims arising from alleged sales, marketing and sampling practices for DEXYCU® from 2019 to 2023. The company will pay a total settlement amount of $4,678,981.86, plus interest at 4.25% per annum from January 28, 2026, allocated between the United States and certain participating states, within 14 days of July 17, 2026, and will pay $166,500 in relator attorneys’ fees within 60 days, using cash on hand.
Upon payment, government agencies and the relator will release EyePoint and dismiss the related civil action, without any admission of liability by the company. Separately, EyePoint entered into a five-year Corporate Integrity Agreement with OIG-HHS effective July 13, 2026, requiring enhanced healthcare compliance structures, independent reviews, employee screening and training. In exchange, OIG-HHS agreed not to seek EyePoint’s exclusion from Medicare, Medicaid or other federal health care programs for the Covered Conduct, though future noncompliance with the agreement could lead to monetary penalties or program exclusion.
EyePoint, Inc. President and CEO Jay S. Duker exercised 16,667 restricted stock units into common stock on July 10, 2026. No shares were sold; 8,059 shares were withheld by the issuer to satisfy tax obligations, leaving him with 9,594 shares held directly. A Family Trust for his children holds 177,431 shares, and he disclaims beneficial ownership of those trust holdings.