LENZ Therapeutics, Inc. filings document the company’s transition from ophthalmic product development to commercialization of VIZZ (aceclidine ophthalmic solution) 1.44% for presbyopia in adults. Form 8-K disclosures cover financial results, FDA approval and U.S. availability of VIZZ, product launch updates, safety-related communications, and capital-raising activity under an at-the-market sales agreement.
The company’s proxy and governance materials address shareholder voting matters, executive and board governance, material agreements, capital-structure disclosure, and operating and financial results. The filing record also captures regulatory and commercial disclosures tied to VIZZ, including product approval, launch-stage operations, financing transactions, and risk-related information relevant to a pharmaceutical company commercializing an ophthalmic prescription product.
LENZ Therapeutics director Kimberlee C. Drapkin received a stock option grant for 22,100 shares of common stock at an exercise price of $6.63 per share. The option expires on June 15, 2036 and represents a compensation-related award, not an open-market purchase or sale.
All 22,100 option shares vest in a single installment, provided she continues to serve as an Outside Director. Vesting occurs on the earlier of June 15, 2027 or the date of the next annual meeting of stockholders. Following this grant, she holds 22,100 options directly.
LENZ Therapeutics director James W. McCollum received a new stock option grant for 22,100 shares of common stock. The option has an exercise price of $6.63 per share and expires on June 15, 2036. Following this grant, he holds options for 22,100 shares directly.
According to the terms, all 22,100 option shares vest in a single tranche if he continues serving as an Outside Director through the vesting date. Vesting occurs on the earlier of June 15, 2027 or the date of the next annual meeting of stockholders.
LENZ Therapeutics, Inc. reported that director Shelley B. Thunen received a grant of stock options for 22,100 shares of common stock at an exercise price of $6.63 per share. These options expire on June 15, 2036 and will vest 100% on June 15, 2027 or the next annual stockholder meeting, provided she continues as an Outside Director.
LENZ Therapeutics director Frederic Guerard received a grant of stock options for 22,100 shares of common stock. The options have an exercise price of $6.63 per share and expire on June 15, 2036. Following this grant, Guerard holds 22,100 derivative securities directly.
According to the vesting terms, all 22,100 options vest 100% on the earlier of June 15, 2027 or the date of the next annual meeting of stockholders, as long as he continues to serve as an Outside Director under the company’s Outside Director Compensation Policy.
LENZ Therapeutics director-related entities received a new stock option award linked to board service. A stock option covering 22,100 shares of common stock was granted with an exercise price of $6.63 per share and an expiration date of June 15, 2036. The option vests 100% on the earlier of June 15, 2027 or the next annual stockholder meeting, provided the reporting person continues as an Outside Director. Under an arrangement with RA Capital Management, L.P., the option is held for the benefit of the RA Capital Healthcare Fund, the RA Capital Nexus Fund II, and a separately managed account, and the reporting person disclaims beneficial ownership because any net proceeds must be turned over to the adviser to offset advisory fees.
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 quarter of meaningful commercial activity for VIZZ, generating $1.9 million in total revenue for the three months ended March 31, 2026, including $1.7 million of net product sales and $0.25 million of license revenue.
The company posted a net loss of $41.5 million, compared with $14.6 million a year earlier, as selling, general and administrative expenses rose to $45.0 million with the U.S. launch and direct-to-consumer marketing, while research and development spending declined to zero after FDA approval of VIZZ.
LENZ ended the quarter with $258.4 million in cash, cash equivalents and marketable securities and total stockholders’ equity of $246.5 million, and used $33.6 million of cash in operating activities as it invested heavily in commercial infrastructure.
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, Inc. is holding a virtual 2026 annual stockholder meeting on June 12, 2026 at 10:00 a.m. Pacific Time. Stockholders of record at the close of business on April 14, 2026, when 31,354,394 common shares were outstanding, may attend and vote online.
Stockholders will vote on electing three Class II directors to serve until the 2029 annual meeting and on ratifying Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. The board recommends voting FOR all director nominees and FOR the auditor ratification.
The proxy describes LENZ’s classified, majority‑independent seven‑member board, committee structures, director independence, and governance policies, including prohibitions on hedging and pledging company stock. It also outlines director retainers, equity awards, and executive pay, with 2025 CEO compensation driven by salary, stock options, and performance‑based cash bonuses under the company’s incentive plan.