LENZ Therapeutics: Still Speculative But Priced For Disasters
LENZ Therapeutics is rated a 'Strong Buy' with a fair value estimate of $21.3, reflecting ~266% upside from current levels. I model peak US Vizz sales at $375M, using a 5-pack annualized purchase rate and 30% market share, with conservative international assumptions. LENZ's speculative nature persists due to single-product risk, high SG&A, uninsured status, and rising competition; position sizing remains limited.
LENZ Therapeutics, Inc. (LENZ) Q2 2026 Earnings Call Transcript
LENZ Therapeutics, Inc. (LENZ) Q2 2026 Earnings Call Transcript
LENZ Therapeutics Q2 Earnings Call Highlights
LENZ Therapeutics NASDAQ: LENZ reported second-quarter revenue of $5.5 million as it continued the commercial launch of VIZZ, citing modest quarterly growth and a pickup in prescription activity following the July rollout of national television advertising and a telehealth access option.
LENZ Therapeutics, Inc. (LENZ) Reports Q2 Loss, Beats Revenue Estimates
LENZ Therapeutics, Inc. (LENZ) came out with a quarterly loss of $1.02 per share versus the Zacks Consensus Estimate of a loss of $1.21. This compares to a loss of $0.53 per share a year ago.
Earnings Preview: LENZ Therapeutics, Inc. (LENZ) Q2 Earnings Expected to Decline
LENZ Therapeutics, Inc. (LENZ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
LENZ Therapeutics adds China partner for presbyopia drug VIZZ
LENZ Therapeutics, Inc. (NASDAQ:LENZ) said Everest Medicines has acquired the rights to develop and commercialize VIZZ, also known as LNZ100, in Greater China. Under the agreement, Everest Medicines (HKEX:1952) takes on development and commercialization of the drug in the Greater China market, LENZ said.
LENZ Therapeutics, Inc. (LENZ) Q1 2026 Earnings Call Transcript
LENZ Therapeutics, Inc. (LENZ) Q1 2026 Earnings Call Transcript
LENZ Therapeutics Q1 Earnings Call Highlights
LENZ Therapeutics NASDAQ: LENZ reported first-quarter 2026 results that showed continued prescription growth for its presbyopia eye drop VIZZ, while management acknowledged that new patient adoption and routine prescribing by eye care professionals are developing more gradually than expected.
LENZ Therapeutics, Inc. (LENZ) Reports Q1 Loss, Beats Revenue Estimates
LENZ Therapeutics, Inc. (LENZ) came out with a quarterly loss of $1.32 per share versus the Zacks Consensus Estimate of a loss of $1.1. This compares to a loss of $0.53 per share a year ago.
LENZ Therapeutics: Speculative But Strong Buy
LENZ Therapeutics offers a very high-risk but even higher-reward opportunity with Vizz, its aceclidine-based eye drop for presbyopia. I estimate a bit conservative base-case fair value of $25 per share, implying ~200% upside from current levels, driven by US and international partnerships. Key forward driver is Vizz refill rates, with management set to disclose actual refill percentages in H2; side effect fears remain demand headwinds.
LENZ Therapeutics, Inc. (LENZ) Q4 2025 Earnings Call Transcript
LENZ Therapeutics, Inc. (LENZ) Q4 2025 Earnings Call Transcript
LENZ Therapeutics, Inc. (LENZ) Reports Q4 Loss, Misses Revenue Estimates
LENZ Therapeutics, Inc. (LENZ) came out with a quarterly loss of $1.16 per share versus the Zacks Consensus Estimate of a loss of $0.91. This compares to a loss of $0.46 per share a year ago.
