So, Lenz Therapeutics (LENZ 13.00%). Down eleven percent this morning. Eleven! You know, it’s not even the loss itself, it’s the principle of the thing. They miss on earnings – okay, fine, companies do that. But the way they present it… it’s insulting. Like we’re supposed to just shrug it off. They were projecting a loss of ninety cents a share, they lost a dollar sixteen. It’s not a close call! It’s a blatant disregard for reasonable expectations.
They’re selling these eye drops, VIZZ, for people who can’t read menus anymore. Presbyopia, they call it. Fancy word for “getting old.” It’s a simple problem, really. Just get glasses. But no, they have to create a drop. A drop you put in your eye. It’s just… extra. And they launched this thing in October, so this last quarter was their “launch quarter.” Like that justifies anything. They’re predicting 45,000 prescriptions, distributed by 10,000 doctors. A whole system built around a temporary fix for something glasses solve perfectly. It’s a solution looking for a problem, I swear.
And the expenses! Quadrupling their selling, general, and administrative costs? Quadrupling? What exactly are they doing? Are they handing out gold-plated droppers? It’s just… irresponsible. They’re burning cash faster than a teenager with their first credit card. And then they expect investors to be okay with it? It’s a joke.
So, what’s next? Will they magically cut costs? Probably not. And the guidance? Forget about it. They talk about “over 45,000 paid prescriptions.” Over. What does over mean? 45,001? 50,000? It’s deliberately vague. It’s like they’re actively trying to obfuscate the numbers. They’re hiding something, I just know it. And they wonder why the stock is down. It’s basic math, people!
They don’t tell you anything. Nothing! And you’re supposed to just blindly throw money at it? It’s infuriating. Investors don’t like being kept in the dark. It’s not a complicated concept. They want transparency. They want… competence. Is that too much to ask? Apparently, it is. And that, my friends, is why Lenz is currently resembling a very sad, blurry chart.
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2026-03-24 17:12