LENZ Therapeutics (LENZ) Evercore ISI 8th Annual HealthCONx Conference summary

Business overview and product launch

• Recently approved presbyopia eye drop launched in early October, targeting adults over 45.

• Product restores near vision for a full workday, with effects similar to pre-presbyopic vision.

• Q4 focus is on building a base of ready-to-prescribe doctors and driving awareness.

• Over 90% awareness among doctors achieved within weeks of launch.

• More than 2,500 doctors prescribed the product in the first four weeks, with over 5,000 paid and filled scripts.

Commercial strategy and distribution

• Three-pronged strategy: doctor recommendation, patient demand via DTC, and easy product access.

• Both e-pharmacy and retail pharmacy channels are operational, offering fixed pricing and multi-pack options.

• No financial difference between channels or pack sizes; consumer choice is prioritized.

• E-pharmacy data is not reliably tracked by standard prescription data sources.

• Company will provide direct updates on key metrics such as prescribing doctors and filled scripts.

Metrics and performance tracking

• Key metrics include number of prescribing doctors, repeat prescribers, and total filled scripts.

• DTC campaign launches in Q1, expected to drive new patient starts in the first half of the year.

• Refill rates and pack preferences will be communicated in the second half of the year as data stabilizes.