Rezolute (RZLT)
Developing ersodetug for hypoglycemia caused by congenital and tumor hyperinsulinism.
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Develops clinical programs for hyperinsulinism-related hypoglycemia, centered on the intravenous antibody ersodetug. The business is pre-commercial, concentrated on congenital and tumor HI, and shaped by FDA alignment after the congenital study miss plus execution of the tumor HI trial.
Develops a pre-commercial rare-disease portfolio focused on hypoglycemia caused by hyperinsulinism. Ersodetug, an intravenously administered human monoclonal antibody, is the central asset and is being evaluated for congenital HI and tumor HI.
Operates from Redwood City with one reportable segment, no meaningful revenue generated to date, and clinical-regulatory work that reaches beyond the United States. RZ402 remains a lower-weight licensed diabetes-eye-disease asset after prior clinical data, but the public pipeline centers on ersodetug.
Depends on clinical execution, regulatory alignment, and capital access. The congenital HI path needs FDA alignment after sunRIZE missed its primary and key secondary endpoints, while the tumor HI program depends on upLIFT enrollment and topline data.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 3, 2026 | Wedbush | Reiterate | Rating: —Target: $2 | Target: $6 |
| Jun 3, 2026 | Citizens | Upgrade | ||
| Jun 2, 2026 | BTIG | Reiterate | Rating: —Target: $5 | Target: $6 |
| Jun 2, 2026 | Maxim Group | Target | Target: $10 | Target: $14 |
| May 14, 2026 | Maxim Group | Reiterate | Rating: —Target: $4 | Target: $10 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Mar 31, 2026Cash & short-term investments $120.3M · Total debt $1.1M · Total assets $125.5M · Shareholders' equity $116.8M
- Revenue
- $0
- Operating income
- −$17.4M
- Net income
- −$16.2M
No dividends on record.
| Institutions | ≈ 90.41% | 87.06M shares | |
|---|---|---|---|
| 152 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 10.70% | 10.30M shares | |
| 10 holders · as of Sep 3, 2026 | |||
| Adds to | 101.11% | ||
96.29M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.11%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Federated Hermes, Inc.Institution | 13.49% | 12.99M | as of Jun 30, 2026 |
Ra Capital Management, L.P.Institution | 9.81% | 9.45M | as of Jun 30, 2026 |
Young-Jin KimInsiderdirector | 8.93% | 8.59M | filed Nov 21, 2025 |
BlackRock, Inc.Institution | 8.02% | 7.72M | as of Jun 30, 2026 |
Opaleye Management Inc.Institution | 6.54% | 6.30M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 30, 2026 | Daron Evans | officer: CFO | +10,000 | $2.85 |
| Dec 16, 2025 | Brian Kenneth Roberts | officer: Chief Medical Officer | +28,000 | $1.70 |
| Dec 16, 2025 | Wladimir Hogenhuis | director | +5,650 | $1.69 |
| Dec 15, 2025 | Sunil Ratilal Karnawat | officer: Chief Commercial Officer | +12,100 | $1.62 |
| Dec 15, 2025 | Nevan C. Elam | director, officer: CEO | +32,000 | $1.59 |
- Amylyx Pharmaceuticals
GLP-1 antagonist overlaps in congenital HI and PBH
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rezolute | $4.07 | +4.12% | $376.5M | — | — | — | — |
| Amylyx Pharmaceuticals | $32.73 | +1.03% | $3.60B | — | — | — | — |