earnings
confidence high
sentiment positive
materiality 0.70
LENZ Q4 2025 prelim product rev $1.6M; >20K prescriptions for VIZZ launch
LENZ Therapeutics, Inc.
2025-FY EPS
reported -$2.85
vs consensus -$0.99
▼ miss
(-187.7%)
- Net product revenue of ~$1.6M from VIZZ in first launch quarter (Q4 2025), with over 20,000 prescriptions filled.
- Over 6,500 unique eye care professionals prescribed VIZZ; more than 55% prescribed multiple times in Q4.
- VIZZ launched October 2025; broad retail and epharmacy access achieved by mid-November 2025.
- Announced fourth international commercialization partnership with Lunatus for Middle East with milestones and revenue share.