earnings
confidence high
sentiment neutral
materiality 0.65
LENZ Therapeutics reports Q4 2025 net product revenue $1.6M from VIZZ launch; net loss $35.9M
LENZ Therapeutics, Inc.
- Q4 net product revenue $1.6M from VIZZ aceclidine eye drop for presbyopia; over 20,000 filled prescriptions.
- Net loss $35.9M ($1.16 per share) for Q4 2025 vs $12.7M in Q4 2024; cash $292.3M at year-end.
- Over 6,500 unique prescribers in Q4, on pace for 10,000+ through Q1 2026; >55% wrote multiple times.
- Sales force expanding from 88 to 117 territories in Q2 2026; MAA submitted to EMA in March 2026.
- Launched 'Make it VIZZable' DTC campaign with Sarah Jessica Parker; website traffic up 10x.