LENZ LENZ Therapeutics Inc.

$LENZ Just waiting for rerating from those analysts that were maintaining Lenz at neutral

$LENZ Feels like an inflection point. Huge TAM. I mean, really HUGE. Company seems to have made the right decision to target its marketing to patients, rather than to doctors. Im really excited. In today at 3.32.

$LENZ according to the latest filing BML now owns over 6% of $LENZ. BML is an activist hedge fund known for pushing for strategic reviews, or demanding that cash-rich but struggling biotech firms wind down operations to maximize shareholder returns. Wish they would jumped in when this thing was a 20.

$LENZ: LENZ Therapeutics approves reorganization, cutting 75% of staff and targeting over 50% lower 2027 operating expenses.

$LENZ Q3 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.99 down -67.80% YoY • Reported revenue of $3.38M down -72.96% YoY • LENZ Therapeutics expects the reorganization to reduce projected 2027 annualized operating expenses by more than 50%, targeting approximately $70M to $75M, excluding stock-based compensation.

$LENZ hey, at least things are changing 🤷🏻‍♂️ Currently sitting on 20k plus shares with substantial losses but I’ve known the potential of an exciting new market opportunity. The Telehealth outcome has been positive and they have a cost reduction plan. Clearly the sales force has not worked as well as other options so it makes sense to keep your better producing sales agents while leaning heavier on pathways that work more effectively from an outreach and cost perspective. The reduction in expenses will extend the runway and lower the potential of shareholder liquidation while giving the product cycle time to mature. Buyout could still be on the table in the future should the drug continue to be adopted and utilized. Time will tell but I’m here and won’t sell

$LENZ they have to go DTC.. doctors make money selling glasses and contacts not writing scripts. They should partner with HIMS and other telegraphy glp1 hair growth etc companies

$LENZ so when is the Board going to force the mgmt to pack up Vizz and focus on buying other assets? The mgmt team is making millions and spending millions and shareholders are getting wrecked. Look up the salaries of the mgmt …just ask AI

$LENZ Vizz revenue model is fundamentally broken for the independent eye care professional. While corporate boasts an ~83% gross product margin, that profit belongs entirely to the manufacturer. For optometrists, a cash-pay Rx eye drop yields $0 direct product margin since it's filled via ePharmacies. Worse, it actively cannibalizes their highest-grossing profit center: premium optical frame sales (60-70% pure dispensary margin). Why waste valuable chair-time on intensive patient side-effect counseling for a basic medical exam fee when it threatens your main retail cash flow? Great clinical tool, but a total loser for practice-level unit economics.

$LENZ ugh what a ER. I had a standing order at 3.05 all day and I’ve never been happier something didnt fill! I was ready to go big too. 50% QoQ growth sounds good until you look at the numbers and compare the m to the >100M SG&A. Sorry folks, looks like another pretty decent product is headed to the scrap pile due to managerial incompetence

$LENZ With upwards of 50% float shorted, very concerning this has seen no covering or derisking what so ever ahead of tomorrows earnings. That is some serious commitment from the shorting community

$LENZ Doubt it breaks 3 today. Bottom appears to be in for the day and Everyone has that psychological resistance to a round number