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LENZ Therapeutics, Inc. (LENZ) Form 8-K — Aug 11, 2026

$LENZForm 8-KItems 2.02, 9.01Filed Aug 11, 2026, 4:08 PM ET0001815776-26-000051Original filing

LENZ Therapeutics reported Q2 2026 total revenue of $5.5 million, combining $1.7 million in net product sales on roughly 27,000 packs of VIZZ with $3.8 million in license revenue. Product sales grew 9% sequentially over Q1 2026, while the net loss widened to $31.9 million, or $1.02 per share, from $14.9 million, or $0.53 per share, a year ago as launch spending ramped. Early launch metrics validated the persistence thesis: over 60% of ePharmacy patients have bought more than one monthly pack with early cohorts tracking to about five packs annually, and more than 13,000 unique prescribers have written VIZZ since launch, roughly 75% of them multiple times.

Key figures

Revenue
5486000
Total Assets
236596000
Cash Position
220000000
Rnd q2 usd
0
Sga h1 usd
84338000
Sga q2 usd
39378000
Packs sold h1
52000
Packs sold q2
27000
Net loss h1 usd
73406000
Total liabilities usd
17334000
License revenue q2 usd
3750000
Weighted avg shares q2
31374311
Stockholders equity usd
219262000
Product sales net h1 usd
3387000
Product sales net q2 usd
1736000
Prior year q2 net loss usd
14912000
Product sales qoq growth pct
9
Thea remaining milestones usd
65000000
Unique prescribers since launch
over 13,000
Everest remaining milestones usd
85000000
Ex us regulatory filings to date
9
Thea milestone recognized q2 usd
2500000
Epharmacy patients multi pack pct
over 60%
Everest sublicense revenue q2 usd
1250000
Projected annual packs per patient
5
Prescribers with multiple scripts pct
75

Price after filing

1 day: 0.0%7 days: -11.0%30 days: -8.4%

Close on the filing date to close N calendar days later (from $5.36). Historical, not a forecast.

AI analysis

Red flags4 · Pro

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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.