Eyepoint said its Phase 3 LUGANO study of Duravyu (vorolanib intravitreal insert) did not achieve non-inferiority versus Eylea aflibercept in wet age-related macular degeneration. The disappointment undercut the company’s plan to seek regulatory approval for the less-frequent injection approach. The outcome increased pressure on Eyepoint’s development strategy, especially as the company previously relied on Duravyu’s dosing cadence to differentiate from existing anti-VEGF regimens. The update also shifted market attention toward competitors developing similar durability-focused options for wet AMD. Investors and clinicians will now watch for whether Eyepoint pivots to alternative endpoints, adjusts the probability of regulatory resubmission, or reallocates resources toward other pipeline programs.