Accessibility StatementSkip Navigation VIZZ sample distribution initiated nationwide to Eye Care Professionals Commercial product shipments to be initiated in October to consumers with broad product availability by mid- Q4 2025 VIZZ is the first and only aceclidine-based eye drop approved to improve near vision in adults with presbyopia for up to 10 hours, a condition impacting approximately 128 million adults in the United States SAN DIEGO, Calif., Sept. 30, 2025 /PRNewswire/ -- LENZ Therapeutics, Inc. ( ...

VIZZ sample distribution initiated nationwide to Eye Care Professionals Commercial product shipments to be initiated in October to consumers with broad product availability by mid-Q4 2025 VIZZ is the first and only aceclidine-based eye drop approved to improve near vision in adults with presbyopia for up to 10 hours, a condition impacting approximately 128 million adults in the United States SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LENZ Therapeutics, Inc. (Nasdaq: LENZ or “LENZ” or the “Company”), toda ...

LENZ Therapeutics, Inc. (NASDAQ:LENZ) is one of the stocks Jim Cramer recently gave takes on. Commenting on the company’s eyedrops, VIZZ, Cramer said: “Overall, I’m inclined to believe that there’ll be enough patients eager to try the product. We’re talking a total addressable market of 128 million people. You don’t need to get that many in order to have a big hit here. Of course, if you buy LENZ here, you’re not early to the story. Stock’s… up nearly 150% from its April lows… If you buy LENZ here, you’re ...

Group 1 - LENZ Therapeutics recently received approval for a therapy targeting presbyopia, a condition affecting near vision in older adults [3] - Eef Schimmelpennink, President and CEO of LENZ Therapeutics, participated in a Q&A session to provide insights into the company's developments and history [3]

Summary of LENZ Therapeutics FY Conference Call Company Overview - **Company**: LENZ Therapeutics (NasdaqGS:LENZ) - **Industry**: Ophthalmology, specifically focusing on presbyopia treatment - **Recent Development**: Recently approved therapy for presbyopia, an age-related vision condition affecting near vision [1][2] Core Points and Arguments Product Differentiation - LENZ Therapeutics developed an ophthalmic drop using aceclidine, a previously marketed glaucoma product, to treat presbyopia non-invasively [4][3] - The product aims to create a pin-hole pupil effect, improving near vision for patients aged 45 and older [6][7] - The target product profile includes a once-daily application that provides rapid and long-lasting effects, with 93% of patients achieving at least 20/40 vision [10][12] Clinical Data - Phase 3 CLARITY trials showed: - 71% of patients achieved a three-line improvement in near vision within 30 minutes [12] - 95% of participants achieved at least two lines of near vision improvement [11] - 93% of patients reached 20/40 vision or better within an hour, with 70% maintaining this level after 10 hours [10][13] Market Opportunity - There are approximately 128 million presbyopia patients in the U.S., with a significant portion expressing interest in an ophthalmic drop solution [7][19] - The company targets specific segments, including contact lens wearers, LASIK patients, and active aging individuals, each exceeding 10 million potential users [20][21][22] Commercial Strategy - The commercial strategy consists of three pillars: 1. **Doctors to recommend**: An 88-person sales force targeting 13,000 doctors, with a focus on optometry [14][16] 2. **Consumers to request**: A direct-to-consumer (DTC) campaign launching in Q1 2026 [15][44] 3. **Seamless access**: Ensuring easy access to the product through e-pharmacy and retail channels [15] Pricing Strategy - The product is priced at $79 per month, aligning with competitor VUITY, which had a successful launch at the same price point [24][25] - A three-month pack is available for $198, offering a lower monthly cost [25] Lessons from Competitors - The company learned from VUITY's experience, which had a strong initial launch but failed to maintain momentum due to efficacy issues [27][28] - LENZ Therapeutics emphasizes the importance of delivering on the product's promise of immediate results to avoid consumer disappointment [28][29] Key Performance Indicators (KPIs) - Metrics to track post-launch include: - Number of doctors prescribing the product - Frequency of prescriptions (refill rates) - Consumer engagement through the vis.com website [36][50] Additional Insights - The company has received positive anecdotal feedback from both patients and doctors regarding the product's efficacy and ease of use [40][41] - The marketing campaign will feature a celebrity endorsement and target platforms like Facebook, Instagram, and YouTube [46][48] Conclusion LENZ Therapeutics is positioned to capture a significant share of the presbyopia treatment market with its innovative ophthalmic drop, backed by strong clinical data and a comprehensive commercial strategy. The focus on immediate efficacy and targeted marketing will be crucial for the product's success in a competitive landscape.

Summary of LENZ Therapeutics FY Conference Call Company Overview - **Company**: LENZ Therapeutics (NasdaqGS:LENZ) - **Product**: Viz, a novel presbyopia eyedrop based on aceclidine, recently approved by the FDA for commercial launch [3][4][6] Core Points and Arguments Product Approval and Launch - Viz is designed to restore near vision for a full workday, allowing users to see as they did in their 30s and 40s [4][5] - The commercial launch is underway, with a salesforce of 88 representatives actively promoting the product since July 1, 2025 [6][7] Commercial Strategy - The strategy focuses on three pillars: 1. Doctors recommending the product 2. Consumers requesting it by name 3. Ensuring seamless access for consumers [6] - Product samples will be available in October, with the aim of building confidence among doctors and consumers [7][8] Market Positioning - Viz is positioned as a cash-pay product, avoiding the complexities of insurance negotiations, which simplifies revenue generation [9][10] - The product is expected to fill a gap in the market for effective presbyopia treatments, as evidenced by the initial success of similar products like AbbVie’s Vuity [10][11] Efficacy and Competitive Advantage - Clinical trials showed that 93% of patients achieved 20/40 vision or better within 30 minutes, with 70% maintaining this vision for up to 10 hours [19][20] - Viz's mechanism of action (MOA) as a pupil-selective miotic allows for significant near vision improvement without the side effects associated with previous treatments like pilocarpine [16][18][32] Comparison with Competitors - Vuity, a previous presbyopia eyedrop, had a 25% efficacy rate and only lasted 2-2.5 hours, leading to consumer disappointment [24][25][26] - LENZ Therapeutics claims that Viz is at least three times more effective than Vuity, with a longer duration of action and a broader target population [26][30] Safety and Tolerability - Viz is designed to minimize stimulation of the ciliary muscle, reducing the risk of serious side effects such as retinal detachments [32][33] - The product has shown a low dropout rate of less than 4% in clinical studies, indicating a favorable safety profile [34] International Strategy - LENZ Therapeutics is pursuing licensing agreements for Viz in international markets, including Greater China, Korea, and Southeast Asia, while also submitting an NDA in Europe [35][36] Future Metrics and Expectations - Initial launch metrics will focus on the number of doctors prescribing Viz and the frequency of prescriptions, with plans to share data regularly with investors [14][15][38] Additional Important Content - The company emphasizes the importance of product sampling in driving early adoption and confidence among prescribers [29] - The competitive landscape includes other miotic products, but LENZ believes Viz will dominate due to its unique attributes and consumer demand for effective, long-lasting solutions [30][31]

Summary of LENZ Therapeutics Conference Call Company Overview - LENZ Therapeutics is a commercial company that has developed a presbyopia eye drop called Viz, which has recently received FDA approval [2][3] - Presbyopia affects approximately 128 million people in the U.S. alone, making it a significant market opportunity [2] Product Details - Viz is designed to restore near vision for up to 10 hours, allowing users to regain their previous vision quality [4][3] - The product's mechanism of action (MOA) is distinct from competitors, particularly Vuity, which is noted for its different side effect profile [4][3] Launch and Market Strategy - The product was FDA approved on July 31, 2025, and LENZ is preparing for a market launch with samples expected as early as October 2025 [5][9] - The company aims to build confidence among eye care professionals (ECPs) during Q4 2025, targeting over $1 million in revenue for that quarter [9][10] - For 2026, revenue consensus is projected at approximately $43 million, increasing to $125 million in 2027 [9][10] Competitive Landscape - Vuity, a previous competitor, had a strong launch despite its ineffectiveness, capturing only a small fraction of the presbyopia market [16][17] - LENZ anticipates a different outcome due to the efficacy of Viz and plans to leverage sampling to encourage trial and adoption [34][17] Sales and Distribution - The product will be sold through both retail and e-pharmacy channels, with a focus on e-pharmacy to streamline the purchasing process [12][26] - Upscript has been selected as the e-pharmacy partner, specializing in self-pay products [26][27] Regulatory and Market Position - Viz is classified as a new chemical entity (NCE) in the U.S., with expectations for NCE status to be listed in the Orange Book soon [21][22] - The product is designed to be user-friendly, with a straightforward prescription process for doctors [23][24] Future Outlook - LENZ is exploring opportunities for future products in ophthalmology, leveraging the success of Viz as a cornerstone for a broader portfolio [52][53] - The company is well-capitalized and does not feel urgent to license products in other regions, focusing on establishing a strong U.S. market presence first [50][51] Key Metrics and Monitoring - Early metrics for success will include the number of ECPs writing prescriptions and the refill rate of the product [12][14] - The company plans to provide updates on launch progress during quarterly calls and other conferences [15][49] Conclusion - LENZ Therapeutics is positioned to capitalize on a significant market opportunity with its innovative presbyopia treatment, Viz, and is focused on building a strong foundation for future growth in the ophthalmology sector [54][52]

Group 1 - The company has received FDA approval for its product, VIZZ, a week ahead of schedule, indicating strong regulatory support and potential market readiness [1] - VIZZ is an eye drop designed to treat presbyopia, a common age-related vision issue that affects individuals typically starting at age 45 [2] - The company is optimistic about the launch plans and sees significant opportunities for growth in the presbyopia treatment market over the next few quarters [1]

Summary of LENZ Therapeutics Conference Call Company Overview - **Company**: LENZ Therapeutics - **Product**: Viz, an eye drop treatment for presbyopia, which is the age-related loss of near vision [4][5] Key Points and Arguments FDA Approval and Product Launch - LENZ received FDA approval for Viz a week ahead of schedule, with the brand name revealed at that time [5] - The product is designed to restore near vision without affecting distance vision, allowing users to regain functionality throughout the workday [4][5] Market Opportunity - There are approximately **128 million presbyopes** in the U.S., representing a significant market potential [7] - The product is a self-pay solution, requiring a prescription from a doctor [7] Commercial Strategy - A three-pronged commercial strategy includes: 1. **Doctor Recommendations**: A sales force of **100 representatives** is targeting **15,000 doctors**, focusing primarily on optometrists [7][9] 2. **Direct-to-Consumer (DTC) Marketing**: Planned to launch in Q1 of the following year, aimed at motivating consumers frustrated with reading glasses [10][21] 3. **Seamless Patient Journey**: Simplifying the process from doctor visit to product delivery, including a five-day sample and easy ordering through e-pharmacy [12][20] Competitive Landscape - LENZ aims to differentiate Viz from competitors like VUITY, emphasizing that Viz is **three times more efficacious** and has a longer duration of effect [31][32] - The product is designed for a broad patient population, with high interest among users of contact lenses, those who have had LASIK, and the active aging demographic [24][25][26] Patient Usage Patterns - Clinical trial data indicates that **75%** of users expressed a desire to continue using the product, with expectations of **four to seven days of use per week** [27][28] - A conservative estimate suggests **five refills per year** per patient [28] Manufacturing and Logistics - The product's active pharmaceutical ingredient (API) is manufactured in the U.S. and filled in Germany, with a focus on maintaining a robust supply chain [44][45] - The product can be stored at room temperature for consumer convenience, although it should be refrigerated for longer-term storage [46][47] Future Growth and Expansion - LENZ plans to focus on the U.S. market initially, with potential expansions into international markets like Greater China and Canada, where similar branding and marketing strategies will be employed [57][59][60] - The company is open to future product expansion but is currently focused on the successful launch of Viz [73][74] Additional Important Information - The company is aware of the challenges faced by competitors and is taking a strategic approach to avoid pitfalls seen in previous product launches [14][29] - Feedback from doctors has been largely positive, with a low percentage expressing disinterest in the product [71][72] This summary encapsulates the key points discussed during the LENZ Therapeutics conference call, highlighting the company's strategic approach to launching Viz and its potential impact on the presbyopia treatment market.

Core Viewpoint - LENZ Therapeutics is focused on the commercialization of VIZZ™, the first FDA-approved aceclidine-based eye drop for treating presbyopia, and will participate in several upcoming investor and medical conferences to present VIZZ [1][11]. Company Information - LENZ Therapeutics is headquartered in San Diego, California, and is dedicated to providing access to VIZZ globally through licensing partnerships [11]. - The company is targeting a significant market, with presbyopia affecting approximately 1.8 billion people worldwide and 128 million in the United States [11]. Product Details - VIZZ (aceclidine ophthalmic solution) 1.44% is designed to restore clear near vision for up to 10 hours and is preservative-free, provided in single-dose vials [7]. - The product works by causing contraction of the iris sphincter muscle, creating a pinhole effect that enhances depth of focus [7]. Upcoming Conferences - LENZ Therapeutics will participate in several conferences, including: - Citi's 2025 BioPharma Back to School Conference on September 2-3, 2025, in Boston, MA [2]. - Cantor Global Healthcare Conference on September 4, 2025, in New York City, NY [2]. - H.C. Wainwright 27 Annual Global Investment Conference on September 9, 2025, in New York City, NY [2]. - Morgan Stanley 23 Annual Global Healthcare Conference on September 10, 2025, in New York City, NY [3]. - Academy 2025 on October 8-9, 2025, in Boston, MA, featuring presentations on the efficacy of VIZZ [4].