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LENZ Therapeutics (LENZ) Earnings Call Presentation

LNZ100 Product & Clinical Trial Highlights - LNZ100 is positioned for leadership in the $3 billion+ presbyopia market with potential launch in Q4 2025[3,5] - Clinical trials showed 71% of participants achieved ≥3-line improvement at 3 hours and 40% at 10 hours[3] - 84% of participants achieved a 4-line gain at some point during the efficacy studies, and 52% achieved a 5-line gain[36] - 41% of participants achieved at least 1 line of distance vision improvement[44] Commercial Opportunity & Market Landscape - Phase 3 patient surveys indicate 75% interest for continued use of LNZ100[3] - ECPs see an average of 215 presbyopic patients per month, representing 61% of their total patient visits[52] - The presbyopia market impacts approximately 128 million people in the US[3,5] - At a conservative 6% adoption rate, the market represents a $3 billion+ opportunity[59] Financial Position & Exclusivity - The company ended Q1 2025 with $194.1 million in cash and anticipates >$190 million at PDUFA[3] - The company has broad IP portfolio and potential new chemical entity (NCE) status for market exclusivity[3]