LENZ Therapeutics, Inc. (LENZ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
LENZ Therapeutics, Inc. ( LENZ ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Daniel Chevallard - Chief Financial Officer Evert Schimmelpennink - President, CEO, Secretary & Director Shawn Olsson - Chief Commercial Officer Conference Call Participants Stacy Ku - TD Cowen, Research Division Yigal Nochomovitz - Citigroup Inc., Research Division Biren Amin - Piper Sandler & Co., Research Division Marc Goodman - Leerink Partners LLC, Research Division Pavan Patel - BofA Securities, Research Division Lachlan Hanbury-Brown - William Blair & Company L.L.C., Research Division Gary Nachman - Raymond James & Associates, Inc., Research Division Matthew Caufield - H.C.
LENZ Therapeutics, Inc. (LENZ) came out with a quarterly loss of $0.59 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to a loss of $0.38 per share a year ago.
After losing some value lately, a hammer chart pattern has been formed for LENZ Therapeutics, Inc. (LENZ), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.
LENZ Therapeutics, Inc. (LENZ) came out with a quarterly loss of $0.53 per share versus the Zacks Consensus Estimate of a loss of $0.58. This compares to a loss of $0.4 per share a year ago.
LNZ100 shows superior efficacy and safety in presbyopia treatment, with a strong probability of FDA approval by August 2025. LNZ100 outperforms competitors Vuity and Qlosi, offering faster and greater near-vision improvement with a similar safety profile. Financials are solid with $185M cash, and peak sales could reach $500M, supporting a Buy rating despite some market premium.
Does LENZ Therapeutics, Inc. (LENZ) have what it takes to be a top stock pick for momentum investors? Let's find out.
The consensus price target hints at a 30.9% upside potential for LENZ Therapeutics, Inc. (LENZ). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
LENZ Therapeutics, Inc.'s aceclidine offers superior duration and safety for presbyopia, addressing Vuity's shortcomings and targeting a large, underserved US market. I expect strong initial patient-driven demand for aceclidine, with moderate long-term growth, and project U.S. revenues of $70M in 2026, rising to $350M by 2028. Management's commercial execution is robust, with an experienced sales force and strategic ex-US partnerships, positioning LENZ for global expansion.
LENZ Therapeutics, Inc. (NASDAQ:LENZ ) Q1 2025 Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Dan Chevallard - Chief Financial Officer Eef Schimmelpennink - President & Chief Executive Officer Shawn Olsson - Chief Commercial Officer Marc Odrich - Chief Medical Officer Conference Call Participants Stacy Ku - TD Cowen Pawan Patel - Bank of America Yigal Nochomovitz - Citi Lachlan Hanbury-Brown - William Blair Denis Reznik - Raymond James Matthew Caufield - H.C. Wainwright Operator Good afternoon, ladies and gentlemen, and welcome to the LENZ Therapeutics First Quarter 2025 Financial Results Conference Call.
LENZ Therapeutics' LNZ100 for presbyopia is in an advanced approval phase, targeting a $3B+ market, with potential U.S. launch in 2025. With $209.1M in cash and no debt, LENZ is expected to reach positive cash flow in 2027-2028. A base-case Fair Value estimate is $42.55, indicating a 101% potential upside; while in an optimistic scenario with international expansion, the Fair Value estimate is $55.5, reflecting a 162% potential upside.
LENZ Therapeutics, Inc.'s LNZ100 eye drop shows promising results for presbyopia, with strong phase 3 data and potential FDA approval by August 2025. LNZ100 demonstrated superior efficacy compared to AbbVie's Vuity, with a broad patient range and rapid onset of treatment effect. Survey data indicates high interest among eye care professionals, with 82% likely to prescribe LNZ100 if approved, targeting a $3bn market.