Retina research on $KOD, $FDMT, $OCUL and $EYPT: September clinical news, trial differences, funding and the next catalysts in durable eye treatments.

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4D Molecular gains support as B. Riley views EyePoint’s Phase 3 setback as favorable for its lead gene therapy candidate 4D-150.

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EyePoint hit a 52-week low of $3.95 after its Phase 3 LUGANO trial missed its primary goal. Stellantis fell to a 12-year low of $5.10 after recalling 955,000 vehicles over a rear-view camera software issue. Enovix fell to a record low of $3.52 after CEO Raj Talluri resigned. EyePoint Inc. (EYPT), Stellantis N.V. (STLA) and Enovix Corp. (ENVX) stocks tumbled to 52-week lows on Monday, as investors reacted to a failed clinical endpoint, a large-scale vehicle recall and an unexpected leadership change.

EyePoint (Nasdaq:EYPT) reported topline results from LUGANO, the first pivotal Phase 3 trial of DURAVYU™ 2.7mg in wet AMD versus on‑label 2 mg aflibercept. The primary endpoint (BCVA change) was not achieved in the full dataset, affected by a 4% asymmetric cohort (9/211 DURAVYU patients) with ≥15‑letter vision loss unrelated to wet AMD; no such cases occurred in the aflibercept arm. An ad hoc analysis excluding this cohort showed non‑inferiority for DURAVYU (nominal p=0.0096).Key secondary endpoints favored DURAVYU, including a 42% reduction in treatment burden (two fewer injections on average; p<0.0001), high supplement‑free rates (76% to Week 32; 54% to Week 56; 79% with 0–1 supplement to Week 56), non‑inferior BCVA in supplement‑free patients (p=0.0035), strong anatomic control with a 4‑micron CST difference at Week 56 (3 microns in supplement‑free eyes), and a favorable safety profile with repeat dosing. EyePoint expects topline data from the second pivotal wet AMD trial, LUCIA, in Q4 2026 and is planning a potential FDA NDA submission for DURAVYU in 1H 2027, pending those results. Phase 3 DME trials COMO and CAPRI have fully enrolled, with topline data anticipated in Q4 2027.

Priced at $3.66 per share, the options run for 10 years and vest over four years; 25% vests after year one, with the rest monthly.