Rezolute (RZLT) Stock Forecast & Price Target

Rezolute Inc. is positioned for a positive financial outlook due to its promising drug candidate, ersodetug, which has demonstrated significant efficacy in treating hypoglycemia related to congenital hyperinsulinism, with substantial improvement noted in patient outcomes and a favorable safety profile. The recent favorable results from the Phase 2 trials of RZ402 for diabetic macular edema underscore the potential for this therapy to capture a substantial market segment, particularly with its advantageous dosage strategy for different patient populations. Additionally, the anticipated Phase 3 trial results for ersodetug in December 2025 could further enhance commercial opportunities and revenue generation, particularly given the unique needs within ultra-rare pediatric diseases and tumor-related hyperinsulinism.

Rezolute Inc reported a net loss of $24.4 million in 4Q25, which is closely aligned with the consensus estimate of $25.9 million, indicating ongoing financial challenges. The company faces significant efficacy issues, as approximately 60% of patients with KATP mutations fail to respond to its lead drug candidate, which reflects potential difficulties in meeting patient needs and market expectations. Additionally, regulatory hurdles may arise due to increased scrutiny from the FDA, further complicating the company's path to achieving successful product development and approval, which is crucial for revenue generation.