{"schema_version":"secwatch.filing_event.v1","accession":"0001815776-26-000051","form_type":"8-K","ticker":"LENZ","cik":"0001815776","company_name":"LENZ Therapeutics, Inc.","filed_at":"2026-08-11T20:08:36+00:00","discovered_at":"2026-08-11T20:10:01.473027+00:00","generated_at":"2026-08-11T20:10:32.068282+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"LENZ Q2 2026 revenue $5.5M, net loss $31.9M; VIZZ launch shows strong refill trends","bullets":["Q2 total revenue $5.5M: product sales $1.7M (~27k packs) + license revenue $3.8M (incl. $2.5M Théa milestone, $1.25M Everest sublicense).","Net loss $31.9M for Q2 ($1.02/share) vs $14.9M loss ($0.53/share) in Q2 2025; SG&A up to $39.4M on launch investment.","Over 60% of ePharmacy patients bought multiple packs; Q4'25/Q1'26 cohorts tracking to 5 packs/year; >13,000 unique prescribers, ~75% repeat.","Cash $220.0M as of June 30, 2026; launched telehealth in July 2026 and nationwide TV ads with Sarah Jessica Parker.","Regulatory progress: MAA to UK MHRA, Health Canada NDS filed, Arrotex deal for Australia/NZ, Everest sublicense for Greater China."],"urls":{"canonical":"https://secwatch.observer/filing/0001815776-26-000051","json":"https://secwatch.observer/filing/0001815776-26-000051.json","markdown":"https://secwatch.observer/filing/0001815776-26-000051.md","text":"https://secwatch.observer/filing/0001815776-26-000051.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1815776/000181577626000051/0001815776-26-000051-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1815776/000181577626000051/lenz-20260811.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-11T20:10:32.068282+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}