EYPT Phase 3 miss in wet AMD trial lifts rival OCUL

 

• Eyepoint Pharma ($EYPT) announced topline LUGANO Phase 3 data for DURAVYU in wet AMD.
• Missed primary non-inferiority endpoint vs aflibercept due to asymmetric unrelated vision loss in 9 DURAVYU patients.
• Ad hoc analysis excluding outliers showed non-inferiority (p=0.0096); strong secondaries met including 42% treatment burden reduction.
• OCUL's AXPAXLI has positive prior SOL-1 Phase 3 data with Q4 2026 NDA planned.
• Traders and analysts (e.g. Adam Feuerstein on X) directly attribute OCUL surge to competitive setback for EYPT.
• OCUL shares halted after ~16.5% premarket gain on no company-specific news.

https://finviz.com/stock?t=OCUL&p=d