EyePoint (EYPT)
Posted: Thu Aug 06, 2026 5:14 pmnot vested
EyePoint: DURAVYU's Durability Could Drive Significant Upside
EyePoint is rated a clear BUY, with central-case DCF modeling indicating roughly 2x upside from current levels.
DURAVYU, EYPT's lead candidate for wet AMD and DME, has demonstrated a compelling durability profile in Phase 2 and could benefit from a large, high-turnover wet AMD market if confirmed.
Probability-adjusted DCF values DURAVYU at ~$2.9B pre-dilution, with a final equity value of ~$2.3B and ~$27/share after an estimated 20% dilution.
Key risks include a ~39% chance of Phase 3 failure, regulatory complexities as a drug-device, and commercial adoption uncertainty amid evolving competition.
Source: Seeking Alpha
https://seekingalpha.com/article/490436 ... ant-upside
EyePoint: DURAVYU's Durability Could Drive Significant Upside
EyePoint is rated a clear BUY, with central-case DCF modeling indicating roughly 2x upside from current levels.
DURAVYU, EYPT's lead candidate for wet AMD and DME, has demonstrated a compelling durability profile in Phase 2 and could benefit from a large, high-turnover wet AMD market if confirmed.
Probability-adjusted DCF values DURAVYU at ~$2.9B pre-dilution, with a final equity value of ~$2.3B and ~$27/share after an estimated 20% dilution.
Key risks include a ~39% chance of Phase 3 failure, regulatory complexities as a drug-device, and commercial adoption uncertainty amid evolving competition.
Source: Seeking Alpha
https://seekingalpha.com/article/490436 ... ant-upside