Rezolute (RZLT) Stock Forecast & Price Target

Rezolute Inc. is well-positioned for positive financial outcomes due to substantial improvements demonstrated by its lead candidate, ersodetug, in treating congenital hyperinsulinism (cHI) and the anticipated commercial opportunity, which could exceed the initial 1,500 patient base, given that up to 70% of cHI patients may be unresponsive to standard of care treatments. The company's strategic focus on weight-based dosing for patients, particularly for tumor-directed therapies, indicates significant revenue potential, as pediatric cHI patients and tumor HI patients require varying amounts of the drug, enhancing market opportunities. Furthermore, positive results from the Phase 2 trial of RZ402 for diabetic macular edema suggest a promising pipeline, with expectations for strategic partnerships and upcoming pivotal trial results potentially confirming its efficacy and safety.

Rezolute Inc reported a net loss of $24.4 million for the fourth quarter of 2025, which, while slightly better than the consensus estimate of $25.9 million, still underscores the company's ongoing financial challenges. With approximately 60% of patients suffering from congenital hyperinsulinism with KATP mutations showing sub-optimal efficacy to current treatments, coupled with a modeled fiscal year 2025 net loss of $74.4 million against a consensus of $95 million, the outlook for profitability remains grim. Additionally, potential regulatory delays, concerns about treatment safety, and adverse post-marketing reports raise further doubts about the company's ability to secure necessary approvals and effectively address unmet medical needs.