The earnings call presents a strong and positive outlook for LENZ Therapeutics, with significant progress in financial strength, pre-launch activities, and commercial readiness. Despite potential regulatory and economic challenges, the company appears well-prepared for the upcoming launch of LNZ100.

Company Guidance -

Q3 2025

During the LENZ Therapeutics First Quarter 2025 Financial Results Conference Call, the management shared several key metrics and strategic updates. The company is preparing for the potential launch of LNZ100, with a PDUFA target action date set for August 8, 2025. LENZ has a strong financial footing with approximately $194.1 million in cash, cash equivalents, and marketable securities as of the end of Q1 2025, and expects to have over $185 million at PDUFA. The commercial strategy is structured around three pillars: enabling doctors to recommend LNZ100, empowering patients to request it by name, and ensuring a seamless path to access. The unbranded EYEAMSELECTIVE campaign has generated over 2 million online impressions and engaged more than 12,000 eye care professionals (ECPs). The sales force build-out is on track, with over 40% of offers accepted for the 88 sales territories. The company aims to have the full sales team in place by July 1, 2025. LENZ's Phase III CLARITY study showed that 90% of participants noticed an improvement in near vision, and 75% indicated they would continue using LNZ100 post-study. The company is targeting a $3 billion-plus market opportunity with an estimated 128 million Americans affected by presbyopia.

Strong Financial Position

LENZ Therapeutics ended Q1 2025 with approximately $194.1 million in cash, cash equivalents, and marketable securities. They received net proceeds of $16.3 million from a block trade, further strengthening their financial position.

High Engagement in Pre-Launch Campaigns

The unbranded EYEAMSELECTIVE campaign generated strong engagement with over 2 million impressions and reached over 12,000 eye care professionals (ECPs).

Positive Feedback from Commercial Day

The Commercial Day at the NASDAQ market site received extremely positive feedback, with many investors and analysts attending. The event demonstrated the strength of LENZ’s commercial strategy.

Sales Force and Commercial Readiness

LENZ has hired over 40% of its sales force, with 97% having prior eye care or pharma experience. The goal is to have the full field team in place by July 1st.

Strong Clinical Data

Phase III CLARITY study showed 90% of participants noticed an improvement in near vision, and 75% indicated they would continue using LNZ100.

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)	-0.68 / -	-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 (LENZ) report earnings?

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

What is LENZ Therapeutics (LENZ) earnings time?

LENZ Therapeutics (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 -0.68.

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