secwatch.observer — SEC 8-K summary ====================================== Issuer: LENZ Therapeutics, Inc. (LENZ) CIK: 0001815776 Form: 8-K Filed at: 2025-11-05T23:59:59+00:00 Accession: 0001815776-25-000069 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 LENZ Therapeutics Q3 2025 net loss $16.7M; VIZZ launch with 5K+ prescriptions in October -------------------------------------------------------------------------------- - Net loss $16.7M ($0.59/share) vs $10.2M in Q3 2024; R&D spend down to $3.8M. - SG&A expenses surged to $27.6M ($6.5M Q3 2024) from commercial launch infrastructure. - Pro forma cash $324M after $123.5M ATM raise in Oct 2025, extending runway to post-launch cash flow positive. - VIZZ (aceclidine) launched Oct 2025 with >2,500 unique prescribers and >5,000 prescriptions filled through Oct. - Partnered with Sarah Jessica Parker for DTC campaign starting Q1 2026; Canada deal with Théa worth >$70M in milestones. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1815776/000181577625000069/0001815776-25-000069-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1815776/000181577625000069/lenz-20251105.htm HTML page: https://secwatch.observer/filing/0001815776-25-000069 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer