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 Kevin Tang just filed a 13G showing 9.6% of EyePoint. I doubled my position today at $0.37. The filing... • 8,250,200 shares, 9.6%. Initial filing, not an amendment • Event date 10/20/2026, one session after the LUCIA crash. Filed 10/27, on the deadline • Crossing 5% after the crash means at least ~3.9M shares were bought post-readout at sub-$0.50 prices. His Q3 13F, due by Nov 16, shows what he held as of Sept 30 • Passive filing. Not an activist campaign unless a 13D follows Why it matters: Tang is known for buying broken biotechs below cash. His Concentra vehicle has done it repeatedly. When he takes nearly 10% of a stock trading at 27 cents on the dollar, it tells you where he thinks the floor is. The math at $0.36: ~$1.33 cash per share, so the stock trades at 27 cents on the dollar. Tang's stake is worth about $3M on the tape and represents about $11M of company cash. That gap is the trade. Next: Q3 print Nov 4 (est), Tang's 13F by Nov 16, and any 13D. Cash still burns until the cuts take hold, so I'm scaling in. Avg is now around $0.39. I like having Tang on my side of the trade. Again, just sharing my work here. Check everything yourself. NOT financial advice. Partial filing below (first 2 pages only)

$EYPT Stifel reiterates a Buy on EyePoint with a $5 PT while shares trade for pennies. Risk/reward here is completely out of whack in my view. Backed up the truck down here with cost basis now sitting in the mid-$0.30 range. Giddy up!

$EYPT stage sets for tomorrow be ready for a dollar or 1.50 dollar hopefully! In God we trust 🙏🙏🙏

$EYPT Markets can be irrational. But when you look logically and calmly at Friday's closing price of 0.34 cents, their $118 million cash estimate, plus a phase 3 fully-enrolled pipeline asset, with readouts in 2027 Q4, there is no way this stock doesn't look anything but extremely undervalued here. It appears that Kevin Tang of Tang Capital has also recognised a sharp disconnect in valuation. Apparently, he acquired 8.25 million shares on 20 October, just one day AFTER the failed LUCIA Phase 3 clinical trial results for DURAVYU. Think about that. Why would a sophisticated investor with access to scientific experts and a background with considerable experience in biotechnology buy a significant position if the company had nothing else going for it? Also, keep in mind that about 25% of the outstanding shares are shorted. I'm not promising a squeeze but at some point, at least some of those 21 million shorts will decide to cover. Just sharing my perspective. Good luck to all.

$EYPT $LUCD After two Phase 3 misses in its primary indication, a deep staff cut, and a pivot to a later readout that uses the same type of endpoint that just failed, EYPT is a classic high-risk, low-probability biotech lottery ticket. It is priced as if the market expects further cash burn and dilution with limited near-term value creation. The next real catalyst is over a year away. MY money is on Lucid because I am here to make money.

$EYPT No, the company is not going bankrupt. They have money to spend and they are going to burn it. That is your money they are spending. Based on results to date and the competition, this is quite likely to fail. At that point, investors and the company are looking at bankruptcy. Till then, the executives get a nice paycheck.

$EYPT time to fly kick this short to the moon and let fly this stock to here fair value at a first target to $ 1,32 = cash on hand per share !!!! .

$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 Dear God show us your miracles nothing is impossible for you ! I know you are angry to us for our sins still i know you are big show us miracles ❣️❣️❣️

$EYPT Tang and Vanguard both filed 13G last week..Do a little research and discover what Tang is known for...If you`re not buying hand over fist right now at .36 cents you have issues..October 30, 2026 - SCHEDULE 13G/A: Schedule filed by certain investors to report beneficial ownership of more than 5% of a class of equity securities - amendmentOpen document FilingOpen filing October 27, 2026 - SCHEDULE 13G: Schedule filed by certain investors to report beneficial ownership of more than 5% of a class of equity securitiesOpen document

$EYPT looks like Tang bought to shut this down, liquidate and return cash to shareholders. but I'm not sure that strategy has been too successful. mgmt is very entreched and wants their big salaries- and they fight with lots of shenanigans to make this hard to do

$EYPT Under NASDAQ Listing Rules, trading below $1.00 does not result in an immediate delisting. Instead, it triggers a highly structured, multi-month regulatory timeline. Counting Monday, 19 October 2026 as Day 1 of a sub-$1.00 valuation, here is the exact chronological sequence of the NASDAQ compliance clock for EyePoint: Phase 1: The 30-Day Deficiency Trigger (Late November 2026) • The Rule: A company must close below a $1.00 minimum bid price for 30 consecutive business days to be deemed non-compliant. • The Timeline: Excluding weekends, Day 30 for EyePoint will land roughly on Monday, 30 November 2026. • The Action: NASDAQ will issue an official Deficiency Notice on or shortly after this date. This is a public notification, but it carries no immediate threat of suspension or delisting.

$EYPT What does this person believe to be so optimistic? I'm speechless. The price will soon reach 0.1 cents.

$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 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 trading under net cash value very highly discounted No RS sooner And very effective 500 billions DME Market globally and they identified the mistakes they conducted during wet amd even the statical data will help them. So keep it they are very on to the path selling at 90- 95 percent loss is stupid just wait few months it will recover your Money or may be gives you profit in case your avg is low and they succeed. In God we trust 🙏

$EYPT After the Brutal Naked Short Manipulation, We can GonOnly Higher Feim Here. The chart looks nicely bullish!!! 180 Mil in Cash, looks good, lets see where it goes but I believe in an crazy uptrend !!!!

$EYPT The stock's current cash balance is $1.32 per share.... At that level, I might give it some further thought.... Furthermore, these developments aren’t complete failures; rather, the ultimate goal was simply not achieved. Many biotech companies subsequently adapted the completed study and either brought a complementary drug to market or sold it to relevant companies, which then adapted or further developed the product. .

$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