LENZ Therapeutics, Inc. (LENZ)
NASDAQ (NGS) NASDAQ (NGS) Primary 
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.
LENZ Therapeutics, Inc. (LENZ) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
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) Reports Q2 Loss
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.
LENZ Therapeutics: Undervalued Ahead Of PDUFA
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.
LENZ Therapeutics, Inc. (LENZ) is a Great Momentum Stock: Should You Buy?
Does LENZ Therapeutics, Inc. (LENZ) have what it takes to be a top stock pick for momentum investors? Let's find out.
Does LENZ Therapeutics, Inc. (LENZ) Have the Potential to Rally 30.86% as Wall Street Analysts Expect?
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: Presbyopia Eyedrops Look Promising
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. (LENZ) Q1 2025 Earnings Call Transcript
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.
