David Rostov v. Alcon Research, LLc

Court of Chancery of Delaware·Decided June 26, 2026·No. C.A. No. 2025-0648-KSJM·Published

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

DAVID ROSTOV, )

)

Plaintiff, )

)

v. ) C.A. No. 2025-0648-KSJM )

ALCON RESEARCH, LLC; ) JEANNETTE BANKES; THOMAS ) FRINZI; THOMAS HUDNALL; JOE ) RAPPON; DEERFIELD PRIVATE ) DESIGN FUND V, L.P.; DEERFIELD ) HEALTHCARE INNOVATIONS ) FUND II, L.P.; PETRICHOR ) OPPORTUNITIES FUND I LP; and ) PETRICHOR OPPORTUNITIES ) FUND I INTERMEDIATE LP, )

)

Defendants, )

)

and )

)

AURION BIOTECH, INC., )

)

Nominal Defendant. )

ORDER GRANTING DEFENDANTS’ MOTION TO DISMISS 1. This derivative action is a spin-off of litigation between rival

stockholders of nominal defendant Aurion Biotech, Inc. The court assumes the reader’s familiarity with the prior actions between the parties. Those unfamiliar can

review the dockets of those actions1 and read the court’s prior decisions.2 For the purposes of this decision, the facts are drawn from the Verified Complaint (the “Complaint”) and documents it incorporates by reference.3 2. The rival stockholders are Alcon Research, LLC, on the one hand, and Deerfield Private Design Fund V, L.P. and Deerfield Healthcare Innovations Fund II, L.P. (together, “Deerfield”), on the other.

3. Alcon and Deerfield invested in Aurion (or the “Company”) in a 2022 Series C funding round. Deerfield purchased 50% of the Series C preferred stock, and Alcon purchased 36%.4 Investors holding more than one-third of the Series C shares obtained consent rights over categories of corporate actions, including any charter amendment to alter the number of authorized shares, and any purchase, redemption, or acquisition of shares.

4. As part of the Series C investment, Alcon, Deerfield, and other preferred stockholders executed a “Voting Agreement” with Aurion. The Voting Agreement granted each of Alcon and Deerfield the right to appoint one Series C designee to Aurion’s then-seven member board of directors (the “Board”).5 The Voting Agreement

1 See Alcon Rsch., LLC v. Aurion Biotech, Inc., C.A. No. 2024-1102-KSJM [“Aurion

I”]; Deerfield Priv. Design Fund V, L.P. v. Alcon Rsch., LLC, C.A. No. 2025-0201- KSJM [“Aurion II”]; Deerfield Priv. Design Fund V, L.P. v. Alcon Rsch., LLC, C.A. No. 2025-0204-KSJM [“Aurion III”]. 2 See Alcon Rsch., LLC v. Aurion Biotech, Inc., 2025 WL 312371 (Del. Ch. Jan. 27,

2025) [“Aurion I Opinion”]; Aurion II, Docket (“Dkt.”) 31 (“Settlement H’rg Tr.”). 3 C.A. No. 2025-0648-KSJM, Dkt. 1 (Compl.).

4 Id. ¶ 19. 5 Id. ¶¶ 20–22.

also granted Series B investors Petrichor Opportunities Fund I LP and Petrichor Opportunities Fund I Intermediate LP (together, “Petrichor”) a Series B Board designee, and granted Series A investors one Board designee.

5. Over time, Alcon acquired Series A and B preferred stock in secondary transactions and secured a second Board designee.6 Alcon appointed as its Board designees Jeannette Bankes in 2022 and Thomas Hudnall in August 2024.7 6. In Section 7.20 of the Voting Agreement, Alcon granted a “Voting Proxy”

to Aurion’s CEO or CFO, permitting them to vote any shares that Alcon owned in excess of a “Voting Threshold” of 19% of all outstanding shares on an as-converted basis. Section 7.20 also required that the shares in excess of 19% owned by Alcon be voted in a “Neutral Manner,” meaning “in the same proportion as the outstanding Series C Preferred Stock of [Aurion] [excluding Alcon’s stock] is voted on the relevant matters.”8 No other parties to the Voting Agreement granted Aurion a Voting Proxy.

7. Alcon, Deerfield, and other Series C investors also executed a “Right of First Refusal Agreement,” granting the Company the right of first refusal over categories of stock transfers. 9 In a confidential Form S-1 that Aurion filed in anticipation of an IPO, Aurion described the Right of First Refusal Agreement as the

6 Id. ¶ 34. 7 Id. ¶¶ 14, 16. 8 Id. ¶¶ 22–24. 9 Id. ¶ 25; Dkt. 17 (“Defs.’ Opening Br.”), Ex. 5 (“Right of First Refusal Agreement”).

Company’s agreement with “certain holders of more than 5% of [Aurion’s] outstanding capital stock.”10 8. Alcon expressed interest in acquiring Aurion in late 2022. In March 2023, the Company formed a Special Committee to consider whether to explore a transaction with Alcon, an IPO, and other alternatives.11 At a June 2024 meeting, the Board authorized the Special Committee to pursue an IPO. All but one Board member—Bankes, Alcon’s then sole designee—voted in favor. 12 At the meeting, Bankes stated that “‘we’ were voting against . . . the IPO.”13 It is reasonable to infer that “we” referred to Bankes and Alcon. Bankes left the Board shortly after and Alcon designated Joe Rappon to the vacant position.14 9. In October 2024, Alcon filed suit in this court, seeking a declaration that:

(i) the Company could not effect an IPO, either generally or through a reverse stock split, without consent of 66.7% holders of Series C preferred stock; and (ii) Alcon could revoke the Voting Agreement.15 On January 27, 2025 in Aurion I, the court ruled that the Company could complete the IPO and the reverse stock split, but that Alcon

10 Compl. ¶ 27; Dkt. 22 (“Pl.’s Answering Br.”), Ex. 13 (Form S-1) at 214. 11 Compl. ¶ 31. 12 Id. 13 Id. 14 Id. ¶ 76. 15 Id. ¶ 35.

also could terminate the Voting Agreement. 16 The court also awarded Alcon attorneys’ fees under the Voting Agreement.17 The parties appealed.18 10. On February 6, the Special Committee announced that it would postpone the IPO.19 That had the effect of preventing the Board from re-launching any IPO efforts until Aurion secured audited financial statements for year-end 2024.20 At the time that the Special Committee made its decision, audited financial statements were months away.21 11. On February 14, Alcon purchased Series B preferred stock from Petrichor. As a result, Alcon became the Company’s controlling stockholder, holding 54% of the Company’s outstanding shares on an as-converted basis.22 12. Late on February 16, Board chair Thomas Frinzi resigned, allegedly under pressure from Alcon. Frinzi’s resignation left the Board with six members— two Alcon designees, one Deerfield designee, the unaffiliated CEO, another unaffiliated director, and Petrichor’s Series B designee.23 13. Six minutes after Frinzi resigned, Alcon and Petrichor executed a written consent removing Petrichor’s Series B Board designee and replacing him with

16 Id. ¶ 37; see Aurion I Opinion, 2025 WL 312371, at *1, *17. 17 Aurion I Opinion, 2025 WL 312371, at *17. 18 Compl. ¶ 38. 19 Id. ¶ 41. 20 Id. ¶¶ 39–40. 21 See id. 22 Id. ¶ 44. 23 Id. ¶¶ 48–49.

Bankes.24 The Board then had six members, three of whom were Alcon designees. Alcon and Petrichor also amended the Company’s bylaws by written consent, dissolving all Board committees including the Special Committee, and imposing a non-delegable majority Board-vote requirement for the authorization of any Company debt or equity financing (together with Petrichor’s February 14 sale to Alcon, the “February Actions”).25 14. The February Actions prompted Deerfield to file two suits in this court.

In the first, Aurion II, Deerfield asserted direct and derivative claims for breach of fiduciary duty against Alcon as controlling stockholder, the Company directors, and former Board chair Frinzi for resigning, allegedly to manufacture deadlock. Deerfield requested an injunction prohibiting Alcon from interfering with the Company’s ability to pursue an IPO.26 In the second action, Aurion III, Deerfield challenged the Board’s composition under 8 Del. C. § 225.27 Alcon filed a derivative counterclaim against Deerfield in Aurion II, alleging that a convertible note transaction the Company had entered into with Deerfield was not entirely fair to Aurion stockholders and was invalid under the Company’s charter requiring Series C stockholder consent.28

24 Id. ¶ 48. 25 Id. ¶ 50. 26 Id. ¶¶ 53–55; Aurion II, Dkt. 1. 27 Aurion III, Dkt. 1. 28 Compl. ¶ 56.

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David Rostov v. Alcon Research, LLc, (Del. Ct. App. 2026).

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