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.
LENZ Therapeutics, Inc. $LENZ is Ally Bridge Group NY LLC’s 7th Largest Position
Ally Bridge Group NY LLC cut its stake in LENZ Therapeutics, Inc. (NASDAQ: LENZ) by 48.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 175,363 shares of the company's stock after selling 167,959 shares during the period.
Calamos Timpani Small Cap Growth Fund Q4 2025 Contributors And Detractors
For the quarter ended December 31, 2025, the fund returned 3.77% (Class I shares at NAV), outperforming the Russell 2000 Growth Index return of 1.22%. Lumentum's stock strength in Q4 2025 was driven by a clean earnings beat and accelerating momentum in AI-related optical demand. Stride's common stock declined -56% for the quarter, dropping significantly after the earnings release, even as the company beat EPS and revenue expectations.
LENZ Therapeutics: Was That A Market Overreaction?
LENZ Therapeutics, Inc. shares fell ~30% after a reported adverse event with VIZZ, but I do not view this as thesis-destroying. VIZZ offers superior efficacy and duration versus competitors, yet faces potentially slow market adoption and entrenched alternatives like glasses, contacts, and LASIK. LENZ's $3 billion market opportunity is plausible but hinges on shifting consumer behavior and overcoming negative sentiment from recent safety news.
LENZ Therapeutics, Inc. (LENZ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
LENZ Therapeutics, Inc. (LENZ) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
LENZ Therapeutics, Inc. (LENZ) Q3 2025 Earnings Call 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) Reports Q3 Loss, Beats Revenue Estimates
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.
