Rezolute (RZLT) Stock Forecast & Price Target

Rezolute Inc. demonstrates a positive outlook due to the promising efficacy and safety profile of its lead candidate, ersodetug, which has shown significant improvements in treating hypoglycemia in patients with congenital hyperinsulinism (cHI), indicating higher commercial potential. The company anticipates substantial revenue opportunities from its weight-based dosing approach, particularly for tumor-related hyperinsulinism patients who require greater quantities of the drug, as well as its second program targeting diabetic macular edema (DME) that has yielded encouraging Phase 2 trial results. With anticipation building for the Phase 3 topline results of ersodetug expected in December 2025, the demand for effective treatments in these underserved conditions could lead to substantial market potential and financial performance for Rezolute.

Rezolute Inc reported a net loss of $24.4 million in 4Q25, aligning closely with consensus expectations but demonstrating the financial pressures the company faces, particularly as it models a FY25 net loss of $74.4 million against a consensus estimate of $95 million. The company's product efficacy is questionable, with approximately 60% of congenital hyperinsulinism patients with KATP mutations failing to respond adequately to its lead therapy, DZ, which raises concerns about the potential for successful market penetration and revenue generation. Additionally, regulatory challenges are compounded by recent FDA warnings regarding serious side effects, which may hinder approval timelines and further exacerbate financial instability.