EyePoint, Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the SEC on November 12, 2026, reporting a net loss of $95.6 million for the third quarter and $274.9 million for the nine months ended September 30, 2026.

Key Highlights

  • Third-quarter net loss: $95,612 thousand ($95.6 million), or $1.07 per basic and diluted share, for the three months ended September 30, 2026.
  • Nine-month net loss: $274,914 thousand ($274.9 million), or $3.15 per basic and diluted share, for the nine months ended September 30, 2026.
  • Research and development expenses: $81,670 thousand for Q3 2026 and $237,427 thousand for the nine-month period, up from $47,754 thousand and $161,825 thousand in the comparable 2025 periods.
  • Total assets: $166,137 thousand at September 30, 2026, down from $363,996 thousand at December 31, 2025, primarily reflecting a reduction in marketable securities from $204,265 thousand to $35,007 thousand.
  • Accumulated deficit: $1,379,892 thousand at September 30, 2026, compared with $1,104,978 thousand at December 31, 2025.
  • Shares outstanding: 113,782,597 shares of common stock as of November 6, 2026; 90,770,955 shares issued and outstanding at September 30, 2026.
  • Stockholders' equity: $108,506 thousand at September 30, 2026, down from $306,113 thousand at December 31, 2025.

EyePoint Reports Widening Losses as R&D Spending Accelerates Through September 2026

According to the filing, EyePoint, Inc. (NASDAQ:EYPT) reported total revenues of $756 thousand for the third quarter of 2026, compared with $966 thousand for the same period in 2025. For the nine months ended September 30, 2026, total revenues were $1,959 thousand, a sharp decline from $30,751 thousand in the nine months ended September 30, 2025, with the prior-year period having included $16,531 thousand from license and collaboration agreements and $12,923 thousand in royalty income. The company disclosed that total operating expenses reached $97,633 thousand in Q3 2026 and $283,442 thousand for the nine-month period, compared with $62,991 thousand and $203,840 thousand in the respective 2025 periods.

The filing indicates that research and development expenses were the largest driver of operating costs, totaling $81,670 thousand in Q3 2026 and $237,427 thousand for the nine months, versus $47,754 thousand and $161,825 thousand in the comparable prior-year periods. General and administrative expenses were $15,409 thousand for Q3 2026 and $44,894 thousand for the nine-month period. Interest and other income, net, was $1,265 thousand for Q3 2026 and $6,519 thousand for the nine months ended September 30, 2026, according to the filing.

On the balance sheet, the company disclosed cash and cash equivalents of $83,206 thousand and marketable securities of $35,007 thousand at September 30, 2026, compared with $101,821 thousand and $204,265 thousand, respectively, at December 31, 2025. The filing also notes that during the nine months ended September 30, 2026, the company raised $44,658 thousand through issuance of stock, net of issue costs, and 2,590,909 warrants were exercised. Stock-based compensation for the nine-month period was $33,902 thousand, as reported in the stockholders' equity statements.

What Was Disclosed

EyePoint, Inc. filed a quarterly report covering the period ended September 30, 2026, disclosing a nine-month net loss of $274,914 thousand, significantly reduced total assets, rising R&D costs, and an accumulated deficit of $1,379,892 thousand, with 113,782,597 shares outstanding as of November 6, 2026.