secwatch.observer — SEC 8-K summary
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Issuer:     LENZ Therapeutics, Inc. (LENZ)
CIK:        0001815776
Form:       8-K
Filed at:   2026-08-11T20:08:36+00:00
Accession:  0001815776-26-000051
Event type: earnings
Sentiment:  neutral
Materiality: 0.60
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

LENZ Q2 2026 revenue $5.5M, net loss $31.9M; VIZZ launch shows strong refill trends
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1815776/000181577626000051/0001815776-26-000051-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1815776/000181577626000051/lenz-20260811.htm
  HTML page:      https://secwatch.observer/filing/0001815776-26-000051

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer