Dec. 3 at 1:17 AM
$LENZ https://ir.lenz-tx.com/news-events/ir-calendar/detail/20251202-piper-sandler-37th-annual-healthcare-conference?utm_source=chatgpt.com
Link above is for the Piper Sandler 37rd Annual Healthcare Conference.
My biggest take away? They said based on their conservative estimates of 6% market penetration the revenue potential is 6 Billion Dollars. That’s just the US market potential.
$6,000,000,000 incase you want to see it typed out!
Competitors are coming out 2026 but VIZZ is first to market and Direct To Consumer campaign starts Q1 2026. Competitors are also more similar to Vuity which is bad for them and good for VIZZ.
Impacts from the DTC campaign will be 6-10 weeks from its launch.
I for one am hyped and if we realize the conservative estimates that’s massive. Time will tell.