EyePoint Pharmaceuticals Faces A Big Opportunity

  • The company has launched two products, DEXYCU and YUTIQ. Both have very substantial market potential, and orders are ramping fast.
  • Due to a situation with its distributor, the ramp in orders hasn’t translated into an acceleration in revenue. Quite the contrary, in fact.
  • This disconnect between orders and revenue is clouding the assessment on how fast revenue could ramp and how much new capital the company is going to need.
  • This is holding the shares down, but we still think there is a very good opportunity here given the potential market size and margin profile, though only for risk-tolerant investors.

Source: EyePoint Pharmaceuticals Faces A Big Opportunity – EyePoint Pharmaceuticals, Inc. (NASDAQ:EYPT) | Seeking Alpha