Every 8-K that LENZ Therapeutics, Inc. (LENZ) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LENZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LENZ filings page.
LENZ Therapeutics reported second quarter 2026 results highlighted by initial commercialization of VIZZ, its FDA-approved aceclidine eye drop for presbyopia. Total Q2 2026 revenue was $5.5 million, including $1.7 million in product sales from approximately 27,000 VIZZ packs and $3.8 million in license revenue driven by ex-U.S. partnership milestones.
Cash, cash equivalents and marketable securities totaled $220.0 million as of June 30, 2026. Commercial investment weighed on profitability: selling, general and administrative expenses rose to $39.4 million in Q2, leading to a Q2 net loss of $31.9 million, or $1.02 per share, compared with a $14.9 million loss a year earlier.
The company expanded its global strategy with new or advanced arrangements in Canada, Australia, New Zealand, Greater China and the Middle East, tied to potential milestones of up to $65 million from Théa and $85.0 million from the Everest/CORXEL arrangement, plus tiered royalties. Management also launched a telehealth channel and national advertising to support U.S. uptake and reports strong early refill behavior, with key cohorts tracking toward five VIZZ packs per year.
LENZ Therapeutics, Inc. reports changes to its Board of Directors. On June 30, 2026, director Zach Scheiner resigned from the Board and all its committees, effective immediately.
The company states his resignation did not arise from any dispute or disagreement over its operations, policies or practices. On the same date, the Board reduced its size to six members and appointed Jeff George to the Audit Committee, which now consists of Shelley Thunen, Frederic Guerard and Jeff George.
LENZ Therapeutics, Inc. reported the results of its 2026 annual stockholder meeting held on June 12, 2026. Of the 31,354,394 common shares outstanding as of April 14, 2026, 24,442,068 shares were represented in person or by proxy.
Stockholders elected Class II directors Evert Schimmelpennink, Jeff George, and Shelley Thunen to serve until the 2029 annual meeting, with each receiving more votes for than withheld. Stockholders also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
LENZ Therapeutics reported its first commercial quarter for VIZZ in Q1 2026, generating total revenue of $1.9 million, including $1.7 million in product sales and $0.2 million in license revenue from an ex‑U.S. partnership. About 25,000 paid prescriptions were filled in the quarter and 46,000 from launch through Q1 across more than 10,000 eye care prescribers.
Cash, cash equivalents and marketable securities were $258.4 million as of March 31, 2026. Selling, general and administrative expenses rose to $45.0 million from $11.1 million a year earlier as the company invested in launch marketing, sales force expansion and DTC campaigns. Net loss widened to $41.5 million, or $1.32 per share, from $14.6 million, or $0.53 per share, reflecting heavy commercialization spend in the early launch phase.
LENZ Therapeutics reported its first commercial revenue in 2025 following the U.S. launch of VIZZ, its aceclidine-based eye drop for presbyopia. Product sales, net were $1.6 million for the fourth quarter and full year, reflecting initial uptake after FDA approval in July and launch in October.
Total 2025 revenue was $19.1 million, driven mainly by $17.5 million of ex-U.S. license payments and milestones. The company reported a 2025 net loss of $82.1 million, or $2.85 per share, as selling, general and administrative expenses rose to $91.1 million with the commercial build-out. Research and development spending declined to $18.7 million as late-stage trials concluded. LENZ ended 2025 with $292.3 million in cash, cash equivalents and marketable securities, which it expects to fund operations to post-launch positive operating cash flow.
LENZ Therapeutics, Inc. filed a current report to say it has released a press release with certain preliminary, unaudited financial results for the three months ended December 31, 2025, along with recent corporate updates. These figures are still subject to the company’s normal accounting and annual audit procedures and may change once that work is completed.
The press release is provided as Exhibit 99.1 and is furnished, not filed, meaning it is not automatically subject to certain Exchange Act liabilities or incorporated into other securities filings unless specifically referenced.
LENZ Therapeutics described a recently reported retinal tear in a patient using VIZZ (aceclidine ophthalmic solution) 1.44% that was submitted to the FDA’s FAERS database. The company notes that FAERS data alone do not prove a causal relationship, but it reviewed the case under its pharmacovigilance procedures.
The patient had extensive prior retinal problems, including bilateral lattice degeneration, past peripheral laser treatment, and a previous retinal tear, and had not recently undergone a peripheral retinal exam before starting VIZZ. Several days after beginning therapy, on a non-dosing day, the patient noticed vision changes, was diagnosed with a retinal tear, treated with laser retinopexy, and is recovering well. Independent retina specialists highlighted multiple pre-existing risk factors, so any link to VIZZ remains uncertain. Retinal tears naturally occur at about 25 per 100,000 people per year, and this initial report does not change the company’s current safety expectations for VIZZ.
LENZ Therapeutics, Inc. furnished a Form 8-K announcing its financial results for the quarter ended September 30, 2025. The company issued a press release, attached as Exhibit 99.1, and incorporated by reference.
The Item 2.02 disclosure and the press release are furnished and not deemed “filed” for purposes of Section 18 of the Exchange Act. Exhibits include the press release (99.1) and the cover page interactive data file (104).
Lenz Therapeutics, Inc. reported that it sold 1,748,634 shares of common stock on October 7, 2025 at a purchase price of $45.75 per share in a block trade to a single investor. The transaction generated gross proceeds of approximately $80,000,000 for the company. The sale was executed under the company’s existing “at the market” Sales Agreement with TD Securities (USA) LLC, dated April 4, 2025, and was completed pursuant to the terms of that agreement.
LENZ Therapeutics announced that VIZZ™ (aceclidine ophthalmic solution) 1.44%, the first and only aceclidine-based eye drop approved in the United States for treating presbyopia in adults, is now available. This medicine is intended to help adults with age-related difficulty focusing on near objects.
LENZ has begun distributing professional product samples nationwide through its sales force to optometrists and ophthalmologists so eye-care professionals can evaluate and introduce VIZZ to patients. Commercial product shipments to consumers will begin in October through an ePharmacy partner and are expected to expand to broad retail pharmacy availability by mid‑Q4 2025.