LENZ Therapeutics, Inc. (LENZ)

LENZ Therapeutics' stock price has been impacted by several key events. VIZZ™ received FDA approval and commenced its commercial launch. The company reported its Q3 2025 financial results, showing a revenue beat due to license revenue but continued to operate at a loss. LENZ raised additional capital through an at-the-market offering. Shares fell due to investor concerns over an adverse event linked to VIZZ™. LENZ announced a new distribution deal in the Middle East with Lunatus. The company's share price declined by 38.08% between January 8, 2025, and January 7, 2026, and experienced a decline of 50.79% over the past six months.

Information directly addressing demand seasonality for LENZ Therapeutics' products and services is limited, especially given the recent commercial launch of VIZZ™ in October 2025. Extensive historical data on its demand seasonality would not yet be available.

LENZ Therapeutics, Inc. is a biopharmaceutical company focused on developing and commercializing therapies to improve vision in the United States, operating in the Biotechnology and Pharmaceuticals industry. The company's primary focus is on addressing presbyopia with its FDA-approved product VIZZ™ (aceclidine ophthalmologic solution) 1.44% and product candidates LNZ100 and LNZ101, which are in Phase III clinical trials.

LENZ Therapeutics, Inc. is headquartered in Solana Beach, California, and is actively commercializing VIZZ™ in the United States. The company is expanding globally through licensing partnerships, including an agreement with Lunatus Marketing & Consulting FZCO for the Middle East and deals with Lotus Pharmaceutical in Southeast Asia, Laboratoires Théa in Canada, and CORXEL in China.

LENZ Therapeutics' brand reputation has been shaped by the FDA approval and commercial launch of VIZZ™, with positive early patient feedback and enthusiasm from Eye Care Professionals. The company partnered with Sarah Jessica Parker for a direct-to-consumer campaign. However, reports of a retinal tear linked to VIZZ™ led to a stock price drop due to investor worries, potentially affecting public and professional perception of product safety.

LENZ Therapeutics, Inc. has significant institutional ownership, with 305 institutional owners and shareholders holding a total of 30,873,201 shares. Major institutional owners include Ra Capital Management, L.p., Falcon Edge Capital, LP, Versant Venture Management, LLC, BlackRock, Inc., Vanguard Group Inc, UBS Group AG, Paradigm Biocapital Advisors LP, 72 Investment Holdings, LLC, Tang Capital Management Llc, and Rtw Investments, Lp. Ecor1 Capital LLC and Samsara Biocapital LP are the largest individual shareholders (insiders).