earnings
confidence high
sentiment neutral
materiality 0.65
EyePoint Q1 net loss $84.8M ($0.99/share); DURAVYU Phase 3 wet AMD data expected mid-2026
EyePoint, Inc.
2026-Q1 EPS
reported -$0.99
vs consensus -$0.81
▼ miss
(-21.7%)
- Q1 2026 revenue $0.7M vs $24.5M YoY, driven by YUTIQ license deferral; operating expenses $87.9M.
- Cash & investments $223M at March 31, 2026, runway into Q4 2027; down from $306M at year-end 2025.
- Phase 3 wet AMD trials (LUGANO/LUCIA) topline data due mid-2026; over 900 patients enrolled.
- Phase 3 DME trials (COMO/CAPRI) >1/3 enrolled; full enrollment expected Q3 2026, topline Q4 2027.
- New ARVO 2026 data show vorolanib inhibits JAK1/IL-6, supporting multi-mechanism anti-inflammatory effect.