EYPT EyePoint Pharmaceuticals Inc

$EYPT New starter long in EYPT, a company now trading at a third of its cash after Monday’s 85% wipeout. Quick context for anyone new to the name: EyePoint ran two identical Phase 3s of DURAVYU, a 6 month TKI insert, in wet AMD. LUGANO missed non-inferiority in Aug and took the stock from the mid-teens to the mid-single digits. Monday, LUCIA missed the same primary EP and the stock closed down 85%, $2.99 to $0.44. Same morning, EyePoint announced a 53% workforce cut and an early end to the wet AMD trials to prioritize the DME program, which reads out in Q4 2027. I picked up a starter around $0.41. The math: • ~$118M cash and short-term investments at 9/30 (company estimate, 8-K filed Monday) • ~88.8M economic shares (86.2M common plus 2.6M pre-funded warrants) • ~$1.33 cash per share vs. a $0.45 stock. The market is valuing the company at about a third of its cash • Negative EV of roughly $78M. No funded debt; the ~$22M liability is leases • 12M options outstanding at a $12.75 weighted-avg strike. No comp-plan overhang Why I think it's overdone: • Monday traded ~184M shares, more than twice the share count. Looks like specialist money liquidating, not price discovery • The drug did something. 38% reduction in treatment burden, 52% of eyes supplement-free through week 56, clean safety with redosing. It missed a vision non-inferiority bar. It did not throw a safety signal • DME is a different disease, with an inflammatory component vorolanib also hits through IL-6/JAK1. Phase 2 VERONA showed +7.1 letters and 73% supplement-free vs. 50% for control at week 24 • Both DME Phase 3s are fully enrolled at 551 patients. The hard part is done, and at this price the market is pricing that readout at zero • The cost cut had to happen, and they did it the same day Tell of the tape: RSI is 15 on the daily, 23 on the weekly and about 10 on the 4-hour, with stochastics pinned near zero on all three. That’s a capitulation profile across timeframes. The 50-day at $4.68 doesn’t matter for now. This trades off Monday’s range. Levels I'm watching: • $0.40 -- Monday's low and the 52-wk low. My line for the starter • $0.475 -- today's high • $0.55–$0.60 -- Monday's open and high. A reclaim puts the gap-day shorts offside • $1.00 -- Jefferies' and RBC's new targets, and the Nasdaq listing line Sizing: The cash pile isn’t static. Q3 burned roughly $75M, and Monday’s release dropped the runway guidance that ran in every prior quarter. The Q3 report should show how far $118M stretches and whether a raise comes before the DME data. That’s why this is a starter. I’ll add on strength or on a better-than-feared burn number. If the fundamentals change, I’m out. Bottom line: a third of cash after a binary miss, a fully enrolled Phase 3 in a better-suited indication, and a 53% headcount cut announced day one. The pendulum swung all the way. I’ll take the cheap option. Just sharing my work. Check everything yourself. Not financial advice.

$EYPT Sorry but this is a bargain and no brainer for making money ! EyePoint reported cash of $118 million, or $1.36 per share, at the end of the third quarter. the actual stock price is more as 200% under the have cash and 90% of the analysts downgrade the stock price, but not to pennys ! ... the give a rating between $5-8 !!! wake up and buy !!!! the worst unrealistic rating is now by a minimum bid price at $ 1 , but we know one of the new ratings are ever unrealistic .... Most of them give the $5 rating today ... It's a clear buy today on this level !!!! .

$EYPT last night AH we touched $0 48 for the first time and we go over this today... We don't have here a stupid P&D Stock... We have here a Company the have 3 times more cash per share in the pocket right now as the actual stockprice ! And the results wasn't completed failed and the company have enough in the pipeline to go back over $5 ! yesterday, this was a total overreaction ! ... Look to the special Analysts... all of them give a rating between $ 4-8 and these guys knows what she riding ! .

$EYPT current cap 38 millions cash reported $118 millions and thats not as of last q report few months ago its basically current , no debt , yes keep selling at .45 please

$EYPT ofcourse it was a binary event expected it could have been 15 dollar as well in case for positive results but that's how Biotech works avg down i am having avg of 3.35 will make it around 1 then wait till next year. Don't loose hope stock market can surprise you anytime i am in 90 percent loss but hopeful. In God we trust

$EYPT Some idiot or another is constantly and obsessively trying to force his stupid short position to succeed against the market and the analysts.... I’ll never understand these idiots, and—as with so many stocks—they shouldn’t be surprised when they get caught in an abnormal squeeze over and over again and then have to watch as one “HOLD” drives the next, causing such stocks to suddenly jump higher and higher by 50 cents to $1.... Squeeze the shorts !!! .

$EYPT investors are shifting to $OTLK to recover their loses… smart money move. $OTLK will launch their fda approved product before 2027, short term to wait. i think a good move is to invest while stock price is under $1

$EYPT I've traded countless biotech crashes like this over the years. The stock is now trading well below its net cash value, even after subtracting debt. And there's still a Phase 3 pipeline, regardless of how things ultimately play out. That alone gives the stock real rebound potential. Today's volume was absolutely insane. I believe most of the people who wanted out have already sold, and there's likely still a massive amount of short interest in play. That's serious fuel for a rebound. Just look at the chart. To me, it's pretty clear the selling is running out of steam. I wouldn't be surprised to see this back above $0.80 within a month.

$EYPT the people they buy this stock are delusional, the company had one drug in the pipeline (wet AMD) and it failed the Phase III. so this company has an empty pipeline nothing to work on , and they do not have any products in the market, so the value of this company is zero. better go to a cassino than buying this stock

$EYPT Not easily pushing past $1, but $0.40s holding strong as a consolidation level. Looking for a bounce up to $0.60–$0.70

$EYPT i look at the board, read comments…. Psychology is the key to being a better trader, when i see the comments like, im out, this company is trash… lost too much money… never turning around… it is the mm already knowing your breaking/selling point…. Then you find out sometimes minutes, hours, one day later they sent it, and once again you missed it!! Good luck to all of you wish everyone could make money, but in this game there must be a winner and a loser every time!!

$EYPT this stocks fair value is sitting around 1-1.25$ , this will retrace hard upwards soon

$EYPT things are prety simple here , i mean , if you bought at $14 few months ago or if you bought last week even at $3 and/ or over forget about it its not going back to those prices if you bought first time today or your avg is around .50 you should be fine , they all rebound after huge drop expecially ones with plenty of cash and no debt like eypt imo gl

$EYPT its already bounced 10% from todays low. I bought in today, lets send this f**ker to 1$

$EYPT DURAVYU's DME potential and EYPT recovery prospects: 1. Strong Phase 2 results: More than 70% of DURAVYU-treated DME patients reportedly needed no additional injections for six months. 2. Vision maintained: Patients generally maintained their vision, suggesting DURAVYU has meaningful therapeutic activity. 3. Early improvement: DURAVYU showed potential to reduce retinal fluid and improve vision as early as Week 4, compared with Eylea. 4. Phase 3 opportunity: The COMO and CAPRI trials are ongoing, with results expected in Q4 2027. The positive Phase 2 findings provide a credible scientific foundation, not guaranteed. 5. Potential stock recovery: EYPT could rebound before 2027 through renewed investor confidence, positive clinical updates, a partnership, or acquisition interest. Bottom line: DURAVYU still has meaningful potential in DME despite its failures in wet AMD. A stock-price rebound is possible, but the Phase 2 evidence alone cannot justify a specific recovery target.

$EYPT Their only option to raise capital is to reverse split & dump new shares onto retail lotto chasers for a few reasons: 1. Less than 6 months of cash left. $118M cash as of 9/30, avg OpEx TTM $26M/month & increasing. Layoffs only save $2.5M/month 2. No lenders for a company that close to going under & without solid potential 3. No buyout prospects due to: a) a drug that’s already failed two ph3 studies, esp since competitors like OCUL, KOD, FDMT have already demonstrated superior drugs in pipeline b) liability. March - they filed a defamation lawsuit against OCUL when OCUL criticized Duravyu’s efficacy and EYPT for ignoring its own data. August - after LUGANO ph3 fail, EYPT again dismissed Duravyu group’s vision loss as outliers, even though none of the Eylea group had similar vision loss. Both statements led to huge shareholder losses for people who believed EYPT and held. Now it looks like they either lied about both or were being negligently incompetent in their analysis.

$EYPT Cash Value Per Share: Dividing its liquid cash by the total shares gives a cash value of roughly $1.22 to $1.36 per share. This means the stock is currently trading at a steep 64% to 68% discount just to the raw value of its cash reserves. FYI dirt cheap

$EYPT Undervalued+short covering still pending. Don't make you hopes too high easy 1.50 dollar from here ! It will go sameway up the way it goes down.

$EYPT really bullish on this setup. My charts are popping off and upwards momentum will continue

$EYPT They could take this down to 10 cents. Then take it Private - Just watching the fun - 👀