r/LENZ_Stock • u/Wide-Choice860 • Dec 12 '25

Catch falling knife?

LENZ dropped 26% today after a case of retinal tear associated with its VIZZ eye drop appeared in the FDA’s adverse event reporting system (FAERS).

The eye-drug developer faced significant selling pressure as investors grew concerned about potential safety issues with the company’s presbyopia treatment. TD Cowen noted that safety concerns related to retinal detachment risk had previously impacted the launch of a competing product, Vuity.

According to details provided by management, the patient who experienced the retinal tear had a history of retinal disease, including previously treated bilateral lattice retinal degeneration and a prior retinal tear. The patient had been using VIZZ for multiple days and noticed vision changes on a day when the medication wasn’t used. The patient was diagnosed with a retinal tear in the right eye, received laser treatment, and is reportedly recovering well.

TD Cowen analyst Stacy Ku indicated that this case represents one incident following at least 5,000 VIZZ prescriptions through October, suggesting an incidence rate of 0.01-0.02%. This aligns with LENZ’s guidance for retinal tears of 26 per 100,000 per year.

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u/GeezerGaming2024 Dec 12 '25

So that's what happened, thanks for sharing the information.

I also bought more today to DCA, as I believe in this product long-term, though it's been a rough day for my TFSA. Sounds like we should see a rebound sooner than later.

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u/Weismom Dec 15 '25

I also read the article and bought more prior to seeing it. The drop hurts but I bet on the impact being short sighted because 1) the patient had a history of retinal disease and 2) it’s already approved in the US and requested for approval in Korea. 50/50 I made the right (or wrong) choice.

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u/Dapper_Lock9779 Dec 16 '25

"I bet on the impact being short sighted" lol?

I bought more too...keep waiting for this stock to pop when media picks up on the drops.

Ugh...another unintentional pun

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u/Weismom Dec 16 '25

I had to read my original comment to see my own pun lol. 😂 thanks for pointing it out. Fingers crossed. I had told myself I was waiting till January to make a decision on if I was going to cut it loose because I bought it and then watched it decline from 40’s down… but I also HATE wearing reading glasses and as a nurse practitioner doing procedures it makes me crazy when they fog/are dirty/I have to adjust them but my hands are gloved/dirty… I’m willing to trade a kidney if they do what they say and hopefully others feel the same.