EYPT vs RGNX

EyePoint Inc has undergone a material positive transformation since the last analysis, with its lead candidate EYP-1901 (now branded VERISERT) for wet AMD achieving accelerated FDA approval in early 2026, following highly positive Phase 3 results in late 2025. This de-risks the primary clinical hurdle, validating EyePoint's Durasert sustained-release technology and suprachoroidal delivery platform...

Regenxbio maintains a high-conviction rating, with its proprietary NAV gene therapy platform demonstrating strong potential. The confirmed Biologics License Application (BLA) submission for RGX-314 in wet AMD to the FDA in early 2026, a key milestone anticipated in the previous analysis, significantly de-risks the lead asset. The robust 2-year pivotal Phase 3 data (PULSAR/PHOTON) for RGX-314, coup...