Lucide Ledger

A filing-first public record from Lucide House.

Issue 015 | U.S. Pilot | US

EYPT

EyePoint, Inc.

Screen state: Passing Source state: Verified 10-Q | 2026-05-07 Filing currency: USD
Open Filing Back to Register Report a correction
Internal NCAV Discount 84.8%

GNNI internal NCAV discount calculation. Market context inputs are retained internally and are not displayed.

Current Assets
249,504,000USD
Total Liabilities
57,745,000USD
NCAV
191,759,000USD
Cash
77,712,000USD
NCAV per share
1.47USD/share
Evidence
10 annual | 20 quarterly

Mary filing review

Financial Statement Evidence

Deterministic observations from the frozen Mary Reason Card. They annotate filing evidence and do not determine screen inclusion.

Evaluated
12
Triggered
3
Unavailable
7
Requires inspection High NCAV Burn since the previous filing 191,759,000
Latest
191,759,0002026-03-31
Comparison
270,772,0002025-12-31
Change
-29.2%

Basis: NCAV burn since previous filing >= 10%; previous NCAV must be positive

Source periods: SEC 10-Q 2026-03-31 · 0001193125-26-211870; REPORTED_FILING 10-K 2025-12-31

Requires inspection Negative OCF -80,549,000
Latest
-80,549,0002026-03-31
Comparison
n/a
Change
n/a

Basis: latest reporting-period cash from operations < 0

Source periods: SEC 10-Q 2026-03-31 · 0001193125-26-211870

Supporting observation Current Ratio > 1.5 6.66
Latest
6.662026-03-31
Comparison
1.5
Change
n/a

Basis: current assets / current liabilities; strong if > 1.5

Source periods: SEC 10-Q 2026-03-31 · 0001193125-26-211870

7 unavailable checks — inspect missing inputs
High Debt (short-term debt + long-term debt) / ordinary equity >= 50%
Low Debt (short-term debt + long-term debt) / ordinary equity < 20%
Material 1Y Share Increase 1Y share change >= +2% using the same share-count source
NCAV Growing equivalent prior-year NCAV change >= +2%; both NCAV values must be positive
No Material 1Y Share Increase 1Y share change > -2% and <= +1% using the same share-count source
Non-Positive Equity ordinary shareholders equity <= 0
Share Count Reduced 1Y share change <= -2% using the same share-count source

Business Profile

Checklist-driven facts extracted from filing text. Missing fields stay visible in the details.

business_profile_v1

Business profile: 0 of 12 fields established by the current extractor.

Business Profile Field Details

Business Description

Missing Source

Not established by the current extractor from the selected filing context.

Revenue Model

Missing Source

Not established by the current extractor from the selected filing context.

Customers And Channels

Missing Source

Not established by the current extractor from the selected filing context.

Segments And Geography

Missing Source

Not established by the current extractor from the selected filing context.

Tangible Operations Assets

Missing Source

Not established by the current extractor from the selected filing context.

Value Chain

Missing Source

Not established by the current extractor from the selected filing context.

Competition Positioning

Missing Source

Not established by the current extractor from the selected filing context.

Business Lifecycle Cyclicality

Missing Source

Not established by the current extractor from the selected filing context.

Strategy And Capital Allocation

Missing Source

Not established by the current extractor from the selected filing context.

Management Governance Signals

Missing Source

Not established by the current extractor from the selected filing context.

Disclosed Risks

Missing Source

Not established by the current extractor from the selected filing context.

Known Unknowns

Missing Source

Not established by the current extractor from the selected filing context.

Business Profile Sources
Source Filing Date Type Status Provenance
S1 0001193125-25-269471 2025-11-06 10-Q Missing Source Data Vault | sec/cleaned/cik=0001314102/accession=0001193125-25-269471/parser=html-cleaner-v1/full.txt
Share Count & Per-Share Comparability

Data Vault has not published the normalized share-count artifact for this company.

Known Unknowns

Medium | Share Count

The current U.S. Pilot does not yet evaluate share-count trends or post-filing dilution beyond Mary's screening flags.

Low | Classification

U.S. Pilot rows are surfaced for source inspection and may still need manual business classification review.

Annual Financials

Latest annual periods, newest first. Missing cells render as n/a.

Metric
2025-12-31
10-K
USD
2024-12-31
10-K
USD
2023-12-31
10-K
USD
2022-12-31
10-K
USD
2021-12-31
10-K
USD
2020-12-31
10-K
USD
2019-12-31
10-K
USD
2018-06-30
10-K
USD
2017-06-30
10-K
USD
2016-06-30
10-K
USD
Revenue 31,371,000 43,273,000 46,018,000 41,404,000 36,939,000 34,437,000 20,365,000 2,961,000 7,539,000 1,620,000
Operating Income -243,434,000 -145,854,000 -75,067,000 -99,637,000 -55,276,000 -37,290,000 -47,861,000 -26,274,000 -18,576,000 -21,774,000
Net Income -231,962,000 -130,870,000 -70,795,000 -102,254,000 -58,417,000 -45,394,000 -56,793,000 -53,171,000 -18,485,000 -21,547,000
Cash From Operations -240,110,000 -126,226,000 1,875,000 -65,005,000 -50,097,000 -14,435,000 -56,699,000 -21,907,000 -20,490,000 -16,316,000
Capex -3,280,000 -4,052,000 -3,483,000 -2,150,000 -156,000 -362,000 -213,000 -108,000 -147,000 -113,000
Free Cash Flow -243,390,000 -130,278,000 -1,608,000 -67,155,000 -50,253,000 -14,797,000 -56,912,000 -22,015,000 -20,637,000 -16,429,000
Cash And Equivalents 101,821,000 99,704,000 281,263,000 95,633,000 178,593,000 44,909,000 22,214,000 38,776,000 16,898,000 15,313,000
Accounts Receivable n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a
Inventory 1,813,000 2,305,000 3,906,000 2,886,000 3,616,000 5,337,000 2,138,000 0 0 n/a
Total Current Assets 328,655,000 383,306,000 344,800,000 172,808,000 237,745,000 63,118,000 41,717,000 39,909,000 17,740,000 29,963,000
Total Assets 363,996,000 418,465,000 355,184,000 180,356,000 263,372,000 91,717,000 72,971,000 71,670,000 18,677,000 31,619,000
Total Current Liabilities 37,024,000 49,048,000 63,263,000 34,537,000 23,658,000 14,888,000 11,520,000 21,663,000 5,290,000 5,093,000
Total Liabilities 57,883,000 81,964,000 88,861,000 83,988,000 78,992,000 73,176,000 64,641,000 59,983,000 5,341,000 10,738,000
Shareholders Equity 306,113,000 336,501,000 266,323,000 96,368,000 184,380,000 18,541,000 8,330,000 11,687,000 13,336,000 20,881,000
Shares Outstanding 83,431,950 68,728,760 49,830,792 34,301,926 34,044,255 28,741,475 12,474,183 7,451,205 3,937,259 3,417,700
Shares Outstanding Diluted n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a
Weighted Avg Shares Diluted 73,251,000 56,298,000 38,904,000 37,317,000 28,758,000 12,836,000 10,431,000 4,622,600 3,534,400 3,162,300
Weighted Avg Shares Basic 73,251,000 56,298,000 38,904,000 37,317,000 28,758,000 12,836,000 10,431,000 4,622,600 3,534,400 3,162,300
Net Share Count Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Ownership Claim Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Quarterly Financials

Latest quarterly periods, newest first. Periods are shown only when Data Vault has them.

Metric
2026-06-30
10-Q
USD
2026-03-31
10-Q
USD
2025-12-31
10-K
USD
2025-09-30
10-Q
USD
2025-06-30
10-Q
USD
2025-03-31
10-Q
USD
2024-12-31
10-K
USD
2024-09-30
10-Q
USD
2024-06-30
10-Q
USD
2024-03-31
10-Q
USD
2023-12-31
10-K
USD
2023-09-30
10-Q
USD
2023-06-30
10-Q
USD
2023-03-31
10-Q
USD
2022-12-31
10-K
USD
2022-09-30
10-Q
USD
2022-06-30
10-Q
USD
2022-03-31
10-Q
USD
2021-12-31
10-K
USD
2021-09-30
10-Q
USD
Revenue 507,000 696,000 619,000 966,000 5,333,000 24,453,000 11,588,000 10,524,000 9,477,000 11,684,000 14,028,000 15,202,000 9,105,000 7,683,000 10,533,000 10,012,000 11,565,000 9,294,000 11,544,000 9,059,000
Operating Income -97,380,000 -87,226,000 -70,345,000 -62,025,000 -62,227,000 -48,837,000 -45,239,000 -32,748,000 -34,546,000 -33,321,000 -16,354,000 -14,398,000 -22,761,000 -21,554,000 -43,739,000 -18,398,000 -19,216,000 -18,284,000 -18,049,000 -15,313,000
Net Income -94,470,000 -84,832,000 -67,609,000 -59,732,000 -59,426,000 -45,195,000 -41,399,000 -29,361,000 -30,826,000 -29,284,000 -14,099,000 -12,612,000 -22,920,000 -21,164,000 -43,452,000 -18,420,000 -19,406,000 -20,976,000 -19,432,000 -16,695,000
Cash From Operations -62,348,000 -80,549,000 -65,047,000 -59,354,000 -62,589,000 -53,120,000 -35,849,000 -39,028,000 -20,178,000 -31,171,000 -23,109,000 -15,204,000 57,023,000 -16,835,000 -12,588,000 -13,136,000 -19,123,000 -20,158,000 -16,668,000 -7,787,000
Capex -1,200,000 -997,000 -986,000 -798,000 -1,220,000 -276,000 -384,000 -1,574,000 -900,000 -1,194,000 -883,000 -1,720,000 -396,000 -484,000 -585,000 -1,198,000 -218,000 -149,000 0 -131,000
Free Cash Flow -63,548,000 -81,546,000 -66,033,000 -60,152,000 -63,809,000 -53,396,000 -36,233,000 -40,602,000 -21,078,000 -32,365,000 -23,992,000 -16,924,000 56,627,000 -17,319,000 -13,173,000 -14,334,000 -19,341,000 -20,307,000 -16,668,000 -7,918,000
Cash And Equivalents 110,458,000 77,712,000 101,821,000 74,577,000 71,143,000 85,158,000 99,704,000 79,830,000 90,769,000 271,013,000 281,263,000 133,035,000 139,597,000 105,765,000 95,633,000 75,362,000 82,134,000 101,545,000 178,593,000 119,710,000
Total Current Assets 188,817,000 249,504,000 328,655,000 216,106,000 265,251,000 326,983,000 383,306,000 268,549,000 294,931,000 317,709,000 344,800,000 150,163,000 167,118,000 146,057,000 172,808,000 192,102,000 205,866,000 219,629,000 237,745,000 141,775,000
Total Liabilities 61,780,000 57,745,000 57,883,000 51,513,000 55,138,000 64,168,000 81,964,000 82,183,000 95,944,000 79,313,000 88,861,000 101,422,000 118,393,000 76,203,000 83,988,000 84,140,000 82,067,000 77,736,000 78,992,000 75,503,000
Shares Outstanding 86,212,138 83,841,298 83,431,950 82,787,220 68,927,425 68,811,736 68,728,760 68,251,031 53,518,210 52,084,375 49,830,792 35,309,432 34,984,044 34,301,926 34,301,926 34,082,934 34,071,899 34,047,128 34,044,255 28,771,264
Shares Outstanding Diluted n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a
Weighted Avg Shares Diluted 86,543,000 85,999,000 73,251 70,168,000 69,926,000 69,767,000 56,298 54,449,000 53,206,000 52,913,000 42,167,739 38,341,000 37,576,000 37,486,000 37,353,663 37,338,000 37,322,000 37,253,000 32,699,391 28,766,000
Weighted Avg Shares Basic 86,543,000 85,999,000 73,251 70,168,000 69,926,000 69,767,000 56,298 54,449,000 53,206,000 52,913,000 42,167,739 38,341,000 37,576,000 37,486,000 37,353,663 37,338,000 37,322,000 37,253,000 32,699,391 28,766,000
Net Share Count Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Ownership Claim Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Audit Trail

NCAV Audit

Official-source inputs remain linked to filing provenance. Derived values are labeled as such.

Input Value Source concept Filing period Confidence Provenance
Current Assets 188,817,000USD us-gaap:AssetsCurrent 2026-06-30 1.00 Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Total Liabilities 61,780,000USD us-gaap:Liabilities 2026-06-30 1.00 Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Cash 110,458,000USD us-gaap:CashAndCashEquivalentsAtCarryingValue 2026-06-30 1.00 Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Shares Outstanding 86,212,138 dei:EntityCommonStockSharesOutstanding 2026-06-30 1.00 Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
NCAV 127,037,000USD derived 2026-06-30 n/a company-evidence-v1 | total_current_assets - total_liabilities
NCAV per share 1.47USD derived 2026-06-30 n/a company-evidence-v1 | NCAV / shares_outstanding
Internal NCAV Discount 84.8% derived 2026-06-30 n/a gnni_publication_pack | internal_discount

NCAV = total_current_assets - total_liabilities | NCAV per share = NCAV / shares_outstanding

Source Provenance

Data Source
Data Vault
Data Vault Root
Local evidence | The Data Vault
CIK
0001314102
Company ID
n/a
Selected Annual Source
Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Selected Quarterly Source
Data Vault | sec/companyfacts/cik=0001314102/companyfacts.json
Statement Extractor
companyfacts-screener-v1
View Extractor
companyfacts-screener-v1
Source Accession Count
26
Imported At
2026-11-01T11:33:39+00:00
Rendered At
2026-11-01T14:57:29+00:00

Run Audit

Mary Run
96f10914845d4a63bf1f2ca5985451b2
Mary As Of
2026-10-30
Accession
0001193125-26-211870
CIK
0001314102
Mary Filing Date
2026-05-07
Filing Currency
USD
Internal Discount
84.8%
Source State
Verified
Market Context
Not Displayed
Market Policy
internal_only_not_redistributed
Share Trend
Not Evaluated
Dilution
Needs Review

mary_run=96f10914845d4a63bf1f2ca5985451b2; mary_as_of=2026-10-30; mary_filing_date=2026-05-07; mary_accession=0001193125-26-211870; mary_cik=0001314102; gnni_supporting_filing_date=2026-05-07; internal_discount=0.847681; mary_reason=Mary's deterministic net-net screen flagged this candidate. The internal discount is shown; raw market-data fields are not published in this pilot.

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