Rezolute
Developing ersodetug for hypoglycemia caused by congenital and tumor hyperinsulinism.
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Profile
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
Key statistics
Year to date +113% · Average volume (30d) 1.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Wedbush | Reiterate | Outperform | $2 | $6 | |
| Jun 3, 2026 | Citizens | Upgrade | Market Perform | Market Outperform | ||
| Jun 2, 2026 | BTIG | Reiterate | Buy | $5 | $6 | |
| Jun 2, 2026 | Maxim Group | Target | $10 | $14 | ||
| May 14, 2026 | Maxim Group | Reiterate | Buy | $4 | $10 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 12, 2026Q3 FY26 | −$0.14 | −$0.16 | −15.5% | — | — | — | +0.91% |
| Feb 12, 2026Q2 FY26 | −$0.16 | −$0.22 | −37.5% | — | — | — | +5.79% |
| Nov 6, 2025Q1 FY26 | −$0.27 | −$0.18 | +33.3% | — | — | — | +12.08% |
| Sep 17, 2025Q4 FY25 | −$0.23 | −$0.26 | −13.0% | — | — | — | +6.36% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | $0 | $0 | $0 | −$8.0K | −$7.0K | −$8.0K | |
| Operating income | −$17.1M | −$20.0M | −$25.9M | −$19.8M | −$24.2M | −$17.4M | |
| Net income | −$15.7M | −$18.9M | −$24.4M | −$18.2M | −$22.8M | −$16.2M | |
| Diluted EPS | −$0.22 | −$0.27 | −$0.26 | −$0.18 | −$0.22 | −$0.16 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0
Balance sheet, Mar 31, 2026Cash & short-term investments $120.3M · Total debt $1.1M · Total assets $125.5M · Shareholders' equity $116.8M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 96.29M · Float 66.01M · 68.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Federated Hermes, Inc. | 12.99M | 13.49% | 13F | May 11, 2026 |
| Ra Capital Management, L.P. | 9.18M | 9.53% | 13F | May 15, 2026 |
| Young-Jin Kim · director | 8.59M | 8.93% | Form 4 | Nov 21, 2025 |
| BlackRock, Inc. | 6.31M | 6.56% | 13F | May 13, 2026 |
| Opaleye Management Inc. | 6.30M | 6.58% | 13G | May 11, 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 |
Peers
- Amylyx Pharmaceuticals
GLP-1 antagonist overlaps in congenital HI and PBH
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rezolute | $4.65 | +0.65% | $444.9M | — | — | — | — |
| Amylyx Pharmaceuticals | $34.85 | +0.35% | $3.86B | — | — | — | — |