Rezolute (RZLT) Stock Forecast & Price Target

Rezolute Inc. demonstrates a positive outlook primarily due to the encouraging results from its ersodetug treatment for congenital hyperinsulinism (cHI), which has shown substantial improvements in managing hypoglycemia while maintaining a superior safety profile. With findings indicating that approximately 70% of cHI patients are unresponsive to standard of care, the company sees a significant opportunity to expand its market beyond the initial estimated 1,500 patients. Additionally, the promising Phase 2 trial results for RZ402 in diabetic macular edema reveal potential for a first-in-class therapeutic approach, which could enhance revenue prospects through innovative treatments in this large patient population.

Rezolute Inc reported a net loss of $24.4 million for 4Q25, slightly better than the consensus forecast of $25.9 million, indicating persistent financial challenges amid ongoing development efforts. The company’s pipeline has limitations, with approximately 60% of patients with congenital hyperinsulinism failing to respond adequately to its primary treatment candidate, raising concerns about the overall efficacy of its therapies. Additionally, the prevalence of serious conditions like pulmonary hypertension in treated populations and projected net losses for FY25 of $74.4 million against a broader consensus of $95 million underscore ongoing financial uncertainty and the potential risk of unmet regulatory requirements.