The earnings call reflects a positive sentiment overall, with significant progress made towards the launch of LNZ100 and strong financial health. While there are challenges in increased operating and SG&A expenses, the company's strategic initiatives and preparations for the product launch have been well-received. The company is on track for an important year ahead with its upcoming product launch.

Company Guidance -

Q3 2025

During the LENZ Therapeutics First Quarter 2025 Financial Results Conference Call, the company provided comprehensive guidance on its upcoming activities and financial outlook. With the PDUFA target action date for LNZ100 set for August 8, 2025, the company emphasized its readiness for a potential launch of this presbyopia treatment. LENZ highlighted its strong financial position, ending the quarter with approximately $194.1 million in cash, cash equivalents, and marketable securities, and projecting cash runway to support operations into post-launch positive cash flow. The company outlined its commercial strategy, focusing on three pillars: enabling doctors to recommend LNZ100, empowering patients to request it by name, and ensuring a seamless journey to access. Their unbranded EYEAMSELECTIVE campaign has already generated over 2 million digital impressions, reaching over 12,000 eye care professionals (ECPs). LENZ has made substantial progress in its sales force build-out, with over 40% of offers accepted for 88 sales territories nationwide. Additionally, the company is preparing for a high-volume sampling strategy to drive initial product adoption, while also planning a direct-to-consumer campaign featuring influencers, set to commence in early 2026.

Upcoming Launch of LNZ100

The company is preparing for the potential launch of LNZ100, a category-defining treatment for presbyopia, with a PDUFA target action date set for August 8, 2025. The team is focused on commercial readiness, including direct-to-consumer marketing strategies and sampling approaches.

Strong Financial Position

LENZ Therapeutics ended Q1 2025 with approximately $194.1 million in cash, cash equivalents, and marketable securities. The company expects to have over $185 million in cash by the PDUFA date and is funded for post-launch positive operating cash flow.

Positive Feedback from Eye Care Professionals

The commercial strategy, particularly the unbranded EYEAMSELECTIVE campaign, has engaged over 12,000 eye care professionals and generated more than 2 million impressions online. The feedback from eye care professionals and potential patients has been positive, with significant interest in LNZ100.

Growing Sales Force

The company has made substantial progress in building its sales force, with 40% of sales positions filled and a target to have the entire team in place by July 1. The sales force will engage with approximately 15,000 eye care professionals post-approval.

LENZ Therapeutics (LENZ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LENZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.69 / -	-0.38	―	―	―
Jul 30, 2025	2025 (Q2)	-0.61 / -0.53	-0.4	-32.50% (-0.13)	―	―
May 07, 2025	2025 (Q1)	-0.52 / -0.53	-3.53	84.99% (+3.00)
Mar 19, 2025	2024 (Q4)	-0.41 / -0.46	-2.575	82.14% (+2.12)
Nov 06, 2024	2024 (Q3)	-0.46 / -0.38	-2.749	86.18% (+2.37)
Aug 14, 2024	2024 (Q2)	-0.48 / -0.40	-6.79	94.11% (+6.39)	―
May 08, 2024	2024 (Q1)	-0.82 / -3.53	-3.01	-17.28% (-0.52)	―	―
Mar 18, 2024	2023 (Q4)	-0.91 / -2.77	-3.08	10.19% (+0.31)	―	―
Nov 08, 2023	2023 (Q3)	-0.25 / -0.24	-0.45	46.67% (+0.21)	―	―
Sep 11, 2023	2023 (Q2)	-0.97 / -0.97	-0.48	-102.08% (-0.49)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LENZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$31.67	$30.76	-2.87%
May 07, 2025	$25.34	$25.87	+2.09%
Mar 19, 2025	$25.52	$26.30	+3.06%
Nov 06, 2024	$28.65	$32.23	+12.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lenz Therapeutics, Inc. (LENZ) report earnings?

Lenz Therapeutics, Inc. (LENZ) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Lenz Therapeutics, Inc. (LENZ) earnings time?

Lenz Therapeutics, Inc. (LENZ) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LENZ EPS forecast?

LENZ EPS forecast for the fiscal quarter 2025 (Q3) is -0.69.

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