Start here if you're new
what it is
Rezolute is trying to make a drug that stops dangerous low blood sugar in people with too much insulin.
how it gets paid
Last year Rezolute made n/a in revenue.
what just happened
Latest quarter EPS came in at -$0.40, while trailing revenue stayed at $0M.
At a glance
B balance sheet — gets the job done, barely
25/100 earnings predictability — expect surprises
-$0.98 fy2025 eps est
$2B fy2026 rev est
0.75 beta
xvary composite: 47/100 — below average
What they do
Rezolute is trying to make a drug that stops dangerous low blood sugar in people with too much insulin.
Monoclonal antibody → lab-made protein drug → one medicine may address multiple forms of hyperinsulinism. Because ersodetug works downstream from the pancreas, management says it may apply across congenital and acquired HI. With 71 employees, your edge here is focus, not scale.
How they make money
n/a
annual revenue
The products that matter
phase 3 drug candidate
RZ358
only clinical asset · $0 revenue today
it is the only asset behind a $248M equity story, and the company generated $0 revenue over the last 12 months while funding its development with cash.
binary setup
Key numbers
-$0.98
fy2025 eps est
$2B
fy2026 rev est
n/a
trailing p/e
n/a
dividend yield
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 3 — safer than 50% of stocks
- price stability 5 / 100
- long-term debt $1M (0% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for RZLT right now.
source: institutional data · return history unavailable
What just happened
reported loss
Latest quarter EPS came in at -$0.40, while trailing revenue stayed at $0M.
This is still a clinical-stage biotech, so your scorecard is losses and trial progress, not product sales. Latest-quarter EPS was -$0.40, versus trailing EPS of -$0.88 and a FY2025 EPS estimate of -$0.98.
$0M
ttm revenue
$0.40
latest-quarter eps
$0.88
trailing eps
latest-quarter eps
The number that mattered was -$0.40 because there is still $0M of trailing revenue, so losses tell you more than sales right now.
source: SEC filing and company earnings report, 2026
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What could go wrong
The #1 risk is another RZ358 clinical failure after the December 2025 setback. With $0 revenue and one real asset, there is no second engine to catch the fall.
med
clinical failure risk
RZ358 is the entire thesis. The company already suffered an 88% one-day collapse after a failed trial in December 2025. A second major miss would not look like a normal earnings disappointment. It would look like thesis destruction.
With $0 revenue today, this risk threatens most of the remaining equity value.
med
cash burn and dilution
Rezolute ended with $168M in cash and posted a $84M net loss over the last year. In human terms: the company can keep going, but it is still spending its balance sheet while waiting for better data.
At the recent loss pace, runway looks measured in years, not forever. Any delay raises the odds of new share issuance.
med
legal and credibility overhang
Hagens Berman is investigating the company after the post-trial collapse. Even if the legal outcome stays manageable, the reputational damage matters because pre-revenue biotech runs on external trust almost as much as data.
This can pressure financing terms, investor appetite, and the willingness to give management the benefit of the doubt.
A forced financing or another failed readout would hit a company with $0 revenue and one asset. That's not a speed bump. That's the whole road.
source: institutional data · regulatory filings · risk analysis
Pay attention to
runway
cash versus loss pace
$168M in cash against a $84M net loss gives you the cleanest near-term scoreboard. If that gap narrows without better data, dilution moves from possibility to probability.
catalyst
the next RZ358 readout or regulatory update
There is no diversified pipeline to hide behind. The next meaningful program update is the event that resets the whole story, and the current snapshot does not provide a dated timetable.
overhang
post-failure legal fallout
The Hagens Berman investigation is not the main thesis driver, but it can extend the trust deficit created by the December 2025 collapse.
estimate quality
whether the $2B revenue estimate survives contact with reality
A company with $0 trailing revenue showing a $2B fiscal 2026 estimate deserves scrutiny. If analysts pull that number back, sentiment may follow.
Analyst rankings
earnings predictability
25 / 100
in human-speak, analysts do not have a stable operating model to work from because there is still no commercial revenue base.
beta
0.75
Beta measures how much the stock tends to move with the market. Here, that understates the real risk. Trial news matters more than the index.
balance sheet grade
B
That means the financing is workable for now. It does not mean the business is safe. Cash buys time. It does not buy approval.
source: institutional data
Institutional activity
institutional ownership data for RZLT is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$4
current price
n/a
target midpoint · n/a from current
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