LENZ Therapeutics reported that its newly approved eye‑drop, VIZZ, generated $1.6 million in net product revenue during the fourth quarter of 2025, the first quarter of its commercial launch. The product also saw 20,000 prescriptions filled and 6,500 eye‑care professionals prescribing it, with more than 55% of those prescribers issuing multiple prescriptions, indicating early adoption and repeat usage.
The figures come after VIZZ received FDA approval on July 31 2025, a commercial launch that began in October 2025, and broad availability by mid‑November. The company’s first quarter of sales therefore covers the period from October 1 to December 31, 2025, and the results beat the consensus revenue estimate of $1.54 million by roughly 4%, a modest but meaningful outperformance that reflects strong demand from prescribers and a growing patient base.
While the company has historically operated at a negative margin due to heavy investment in research, development, and commercialization infrastructure, the $1.6 million in revenue marks the beginning of a new revenue stream that will gradually improve profitability as scale and operating efficiencies are realized. The launch also demonstrates that the company’s pricing strategy and product positioning are resonating with both prescribers and patients.
LENZ plans to expand its U.S. sales force in 2026, targeting a 30% increase in eye‑care professional outreach to accelerate market penetration. A direct‑to‑consumer campaign featuring Sarah Jessica Parker is slated to launch in the second half of 2026, and the company has secured a partnership with Lunatus to commercialize VIZZ in the Middle East, broadening its international footprint.
CEO Eef Schimmelpennink praised the launch, noting that the prescription numbers exceeded expectations and underscored the company’s execution capability. He highlighted the strong prescriber confidence and the potential to capture a sizable share of the U.S. presbyopia market, which serves approximately 128 million adults.
The results position VIZZ as a first‑in‑class aceclidine eye drop for presbyopia, and the company’s early momentum supports its long‑term growth strategy and market opportunity projections. The launch data provide a solid foundation for future revenue expansion and a clearer path to profitability.
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