EyePoint (EYPT)
Develops sustained-release retinal therapies built around DURAVYU and Durasert E technology.
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Develops sustained-release retinal therapies for wet AMD and diabetic macular edema, with DURAVYU as the central late-stage program. Operations are U.S.-based and centered on Durasert E drug delivery, a Massachusetts manufacturing base, and legacy YUTIQ economics rather than a broad commercial product portfolio.
Develops ophthalmic products for serious retinal diseases, led by DURAVYU, an investigational sustained-release vorolanib insert built on Durasert E. Current work centers on wet AMD and diabetic macular edema, with EYP-2301 adding an earlier retinal-disease program using the same delivery platform.
Operations are concentrated in the United States, with headquarters and research in Watertown, Massachusetts, and a Northbridge facility built to support DURAVYU manufacturing if approved. The business reports one segment, so pipeline programs and legacy economics define the operating picture more than formal segment lines.
Execution depends on pivotal trial results, regulatory review, manufacturing readiness, and launch preparation for DURAVYU. YUTIQ is no longer the main commercial asset, but prior rights sales and royalty arrangements remain economically relevant.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 2, 2026 | Cowen & Co. | Downgrade | ||
| Sep 2, 2026 | China Renaissance Securities (US) Inc. | Target | Target: — | Target: $4 |
| Sep 2, 2026 | TD Cowen | Downgrade | ||
| Aug 18, 2026 | Chardan Capital | Downgrade | Target: — | Target: $5 |
| Aug 18, 2026 | H.C. Wainwright | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $180.5M · Total debt $22.4M · Total assets $228.2M · Shareholders' equity $166.4M
- Revenue
- $507.0K
- Operating income
- −$97.4M
- Net income
- −$94.5M
No dividends on record.
| Institutions | ≈ 107.13% | 92.36M shares | |
|---|---|---|---|
| 209 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.84% | 726.5K shares | |
| 5 holders · as of Aug 24, 2026 | |||
| Strategic holders | 16.42% | 14.16M shares | |
| 2 holders · as of Sep 8, 2026 | |||
| Adds to | 124.39% | ||
86.21M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 124.39%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
JANUS HENDERSON GROUP Ltd.Strategic | 10.86% | 9.37M | filed Sep 8, 2026 |
Suvretta Capital Management, LLCInstitution | 9.62% | 8.30M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.66% | 7.46M | as of Jun 30, 2026 |
Cormorant Asset Management, LPInstitution | 8.12% | 7.00M | as of Jun 30, 2026 |
Federated Hermes, Inc.Institution | 6.59% | 5.68M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Karen L. Zaderej | director | +10,600 | $4.93 |
| Jun 30, 2026 | Ramiro Ribeiro | officer: Chief Medical Officer | −4,875 | $15.01 |
| Apr 17, 2026 | Ramiro Ribeiro | officer: Chief Medical Officer | −2,437 | $15.00 |
| Mar 16, 2026 | Jay S. Duker | director, officer: President and CEO | +1,500 | $13.15 |
| Mar 4, 2026 | Ramiro Ribeiro | officer: Chief Medical Officer | −2,438 | $17.87 |
- Regeneron
Dominant aflibercept incumbent in wet AMD and DME
- Ocular Therapeutix
Phase 3 axitinib implant peer for durable wet AMD therapy
- Novartis (ADR)
Approved anti-VEGF rival through Beovu in wet AMD and DME
- Harrow
U.S. anti-VEGF biosimilar marketer through BYOOVIZ and OPUVIZ
- Alcon
Global eye-care player developing AR-14034 for wet AMD
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| EyePoint | $4.13 | +2.68% | $337.0M | — | — | 120.8 | −90.5% |
| Regeneron | $795.57 | −0.33% | $82.23B | 19.7 | 13.1 | 5.3 | +16.7% |
| Ocular Therapeutix | $10.10 | +1.05% | $2.19B | — | — | 42.0 | +0.1% |
| Novartis (ADR) | $141.06 | +0.06% | $267.96B | 21.3 | 15.0 | 4.8 | +0.9% |
| Harrow | $33.82 | −0.29% | $1.26B | — | 27.2 | 4.6 | +10.9% |
| Alcon | $65.31 | +0.67% | $31.64B | 49.9 | 17.2 | 2.9 | +7.5% |
| Median | 21.3 | 16.1 | 4.8 | +7.5% |