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Tenaya Therapeutics, Inc. 8-K Filings

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Every 8-K that Tenaya Therapeutics, Inc. (TNYA) 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 TNYA 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 TNYA filings page.

Rhea-AI Summary

Tenaya Therapeutics reported second quarter 2026 results and an update on its cardiology pipeline. In the MyPEAK-1 trial, all six evaluable TN-201 patients with MYBPC3-associated hypertrophic cardiomyopathy showed reductions in echocardiographic hypertrophy measures and improvements in symptom burden, and TN-201 was generally well tolerated. The program received EMA PRIority MEdicine designation and entered the FDA Rare Disease Evidence Principles process.

In the RIDGE-1 trial, TN-401 for PKP2-associated arrhythmogenic right ventricular cardiomyopathy produced a mean 64% reduction in premature ventricular contraction counts across treated patients, with substantial reductions in non-sustained ventricular tachycardia for two participants and no dose-limiting toxicities. Tenaya expects additional interim data and regulatory updates for TN-201 and TN-401 in the fourth quarter of 2026 and is advancing HDAC6 inhibitor TN-301 toward a Phase 2 start in the second half of 2027.

Financially, collaboration revenue for the quarter was $1,110 (in thousands). R&D and G&A expenses were $16,603 and $5,406 (in thousands), respectively. A $21,821 (in thousands) non-cash impairment charge and $1,368 (in thousands) loss on lease termination contributed to a net loss of $43,393 (in thousands), or $0.20 per share. Cash and equivalents totaled $78.1 million, expected to fund operations through the third quarter of 2027.

Rhea-AI Summary

Tenaya Therapeutics, Inc. has terminated its lease for the Genetic Medicines Manufacturing Center in Union City, California. The lease covered approximately 94,046 rentable square feet and was originally set to run until July 2031 but will now end on August 31, 2026.

To exit the lease, Tenaya will forfeit a $1,750,000 security deposit and pay a one-time lease termination fee of about $294,200. The facility was decommissioned in 2025 to reduce costs, and existing TN-201 and TN-401 inventory is expected to support ongoing clinical trials.

The company plans to keep its internal process and assay development know-how while transferring its AAV manufacturing process to a contract development manufacturing organization with global capabilities for potential future late-stage development or commercial launch of TN-201 and TN-401.

Rhea-AI Summary

Tenaya Therapeutics, Inc. has appointed Eric Hyllengren as Chief Financial Officer, effective July 13, 2026. He will also serve as Principal Financial Officer and Principal Accounting Officer, overseeing financial strategy, capital allocation, investor relations and corporate development.

Hyllengren brings more than two decades of biotechnology finance and strategy experience, including senior roles at Zura Bio, Atara Biotherapeutics and Amgen, where he executed over $500 million in public financings. His compensation includes a $490,000 base salary, a target bonus equal to 40% of base salary and an option to purchase 1,650,000 shares under Tenaya’s 2024 Inducement Equity Incentive Plan, subject to board approval and time-based vesting.

President and CEO Faraz Ali will cease serving as interim Principal Financial Officer, and Senior Vice President, Finance, Tomohiro (Hiro) Higa will cease serving as acting interim Principal Accounting Officer and retire in the third quarter of 2026, remaining as a consultant to support a smooth transition.

Rhea-AI Summary

Tenaya Therapeutics, Inc. amended and restated its 2021 Equity Incentive Plan after stockholder approval at the May 27, 2026 annual meeting. The plan now includes a one-time increase of approximately 3% of outstanding shares, adding 6,509,966 shares reserved for equity awards, and revises the annual evergreen provision to a 4% of outstanding shares formula without the prior 4 million share cap. Stockholders also elected three Class II directors to terms ending at the 2029 annual meeting and ratified Deloitte & Touche LLP as independent auditor for the 2026 fiscal year.

Rhea-AI Summary

Tenaya Therapeutics reported first quarter 2026 results and a broad pipeline update. Collaboration revenue was $225,000, total operating expenses were $20.3 million, and net loss narrowed to $19.3 million, or $0.09 per share, compared with a $26.9 million loss a year earlier.

Cash and cash equivalents were $80.9 million as of March 31, 2026, and together with a $10.0 million upfront payment from a new Alnylam collaboration are expected to fund operations into the second half of 2027. The company highlighted upcoming 2026 data readouts for gene therapies TN-201 and TN-401, preclinical progress for TN-301, and design-stage work on gene editing candidate TN-501.

Rhea-AI Summary

Tenaya Therapeutics reported 2025 results showing tighter spending, new partnerships and a stronger balance sheet. Net loss narrowed to $90.6 million, or $0.59 per share, from $111.1 million, or $1.31 per share, in 2024 as operating expenses declined.

Cash, cash equivalents and marketable securities rose to $100.5 million as of December 31, 2025, helped by a December underwritten offering of 50,000,000 units at $1.20 per unit, generating net proceeds of $55.8 million. Together with an expected upfront payment from a new Alnylam collaboration, the company expects to fund operations into the second half of 2027.

Tenaya highlighted encouraging early clinical data from gene therapies TN‑201 for MYBPC3‑associated hypertrophic cardiomyopathy and TN‑401 for PKP2‑associated arrhythmogenic right ventricular cardiomyopathy, as well as preclinical results for TN‑301 in Duchenne muscular dystrophy models. Multiple data readouts and steps toward pivotal trial planning are anticipated during 2026.

Rhea-AI Summary

Tenaya Therapeutics entered a major collaboration with Alnylam Pharmaceuticals to discover and validate novel gene targets for potential cardiovascular therapies. The parties will nominate 15 targets and run a 24‑month research program with in vitro and in vivo validation under an agreed plan and budget.

Alnylam will reimburse Tenaya’s full-time employee and out-of-pocket research costs and will take over all later development, manufacturing, regulatory and commercialization work for products from collaboration targets. Tenaya grants Alnylam an exclusive worldwide license to use collaboration targets and related know‑how.

Tenaya will receive an upfront payment of up to $10.0 million, subject to $500,000 reductions for up to eight company‑nominated targets that do not meet agreed standards, and is eligible for up to $1.13 billion in development, regulatory and sales‑based milestones tied to company‑nominated targets. The agreement includes target‑level termination mechanics, exclusivity limits on Tenaya’s own work on certain targets, standard IP protections, indemnities, and allows Alnylam to terminate the collaboration unilaterally with notice.

Rhea-AI Summary

Tenaya Therapeutics, Inc. received a notice from Nasdaq that its common stock has failed to meet the minimum $1.00 bid price requirement for the last 30 consecutive business days through January 27, 2026. The company has a 180‑day compliance period, until July 27, 2026, to restore its share price to at least $1.00 for a minimum of ten consecutive business days or risk delisting from the Nasdaq Global Select Market.

If compliance is not regained, Tenaya may seek a transfer to the Nasdaq Capital Market and potentially receive a second 180‑day cure period, subject to additional conditions and Nasdaq approval. Separately, the Board amended and restated the 2024 Inducement Equity Incentive Plan, reserving an additional 2,161,000 shares, bringing the aggregate reserve to 3,361,000 shares for inducement and acquisition‑related equity awards to new hires and qualifying individuals.

Rhea-AI Summary

Tenaya Therapeutics is raising capital by offering 50,000,000 units in an underwritten public stock and warrant sale. Each unit is priced at $1.20 and includes one share of common stock and one five-year warrant to buy a share at $1.50, with underwriters purchasing at $1.128 per unit. The transaction is expected to generate approximately $60 million in gross proceeds and is scheduled to close on December 15, 2025, subject to customary conditions.

The warrants can be exercised for cash, or on a cashless basis if no effective registration statement covers the underlying shares, and adjust for stock splits and similar events. Exercises are limited so that, after giving effect to an exercise, a holder (together with its affiliates) cannot exceed 4.99% or, if elected, 9.99% of Tenaya’s outstanding common stock or combined voting power, with the percentage adjustable, upon at least 61 days’ notice, to a level not above 19.99%. The company, its officers and directors, and certain shareholders have agreed to a 60-day lock-up, and the deal is being conducted under an already effective shelf registration statement.

Rhea-AI Summary

Tenaya Therapeutics furnished an 8-K under Item 2.02 to announce its financial results for the quarter ended September 30, 2025.

The company attached the full earnings press release as Exhibit 99.1 and noted that the information in Item 2.02 and Item 9.01 (including Exhibit 99.1) is being furnished, not filed, under the Exchange Act.

Rhea-AI Summary

Tenaya Therapeutics announced that the FDA placed a clinical hold on MyPEAK-1, its Phase 1b/2a trial of TN-201 for MYBPC3-associated hypertrophic cardiomyopathy. The agency requested a protocol amendment primarily to standardize patient monitoring and management of the immunosuppression regimen across trial sites.

The request followed proactive correspondence about future plans for TN-201 and draws on data reviewed by the independent DSMB in summer 2025, which concluded TN-201 had an acceptable safety profile to allow enrollment at 3E13 vg/kg and 6E13 vg/kg. TN-201 has been generally well tolerated, and there have been no new meaningful safety events since that review.

Tenaya is working with the FDA to resolve the hold and intends to resume dosing once protocol changes are implemented at trial sites. The company does not expect this action to impact data milestones or development timelines for TN-201.