Am I regarded? Yes, I am regarded for my position in $LENZ. However we are all regarded, we are not here to full port 100% VT and brag about it. We are here to put $10k on something wild and hit the fucking lotto. Be kind. Love you all. Hope you all make it big so we can change our lives and the lives of the ones we love. Yours Truly, -SCO

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$LENZ Q3 Highlights & Risks The Good: - 90% awareness of Eye Care Professionals - 5,000 scripts (most happened in final two weeks of Oct) by 2,500 ECPs 40% of which have done repeated scripts. - Sarah Jessica Parker direct to consumer campaign starts in Jan 2026. - Enough cash runway for 2-3 years of current operations. - Non-ECP Doctors want to be able to prescribe. - Side effects and concerns with prior failed drug company Vuity are not being experienced. The Bad: - Overcoming the negative stigma of Vuity(prior company first to market with drug that had terrible side effects). - 5,000 scripts is a good start but nowhere near enough. To reach 1 billion in revenue we need to trend towards 1 million scripts per year. If they double scripts each month and hats achieved in 10 months. - Increase in SG&A expenses - gotta spend money to make money. Q3 obviously had one off expenses so SG&A moving forward will be slightly lower and R&D will continue to tapper down. The Other: - I have been anecdotally polling individuals that have used the drops to understand side effects and if they are happy or not and will continue using. - 70-80% are happy with the experience. - 50% have explicitly stated they will continue to routinely use the drops. I remain optimistic and will continue to add to my position at these prices. Wish me luck regards. -SCO

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