Welcome to our dedicated page for LENZ THERAPEUTICS SEC filings (Ticker: LENZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
LENZ Therapeutics, Inc. filings document the company’s transition from ophthalmic product development to commercialization of VIZZ (aceclidine ophthalmic solution) 1.44% for presbyopia in adults. Form 8-K disclosures cover financial results, FDA approval and U.S. availability of VIZZ, product launch updates, safety-related communications, and capital-raising activity under an at-the-market sales agreement.
The company’s proxy and governance materials address shareholder voting matters, executive and board governance, material agreements, capital-structure disclosure, and operating and financial results. The filing record also captures regulatory and commercial disclosures tied to VIZZ, including product approval, launch-stage operations, financing transactions, and risk-related information relevant to a pharmaceutical company commercializing an ophthalmic prescription product.
LENZ Therapeutics reported its first quarter of meaningful commercial activity for VIZZ, generating $1.9 million in total revenue for the three months ended March 31, 2026, including $1.7 million of net product sales and $0.25 million of license revenue.
The company posted a net loss of $41.5 million, compared with $14.6 million a year earlier, as selling, general and administrative expenses rose to $45.0 million with the U.S. launch and direct-to-consumer marketing, while research and development spending declined to zero after FDA approval of VIZZ.
LENZ ended the quarter with $258.4 million in cash, cash equivalents and marketable securities and total stockholders’ equity of $246.5 million, and used $33.6 million of cash in operating activities as it invested heavily in commercial infrastructure.
LENZ Therapeutics reported its first commercial quarter for VIZZ in Q1 2026, generating total revenue of $1.9 million, including $1.7 million in product sales and $0.2 million in license revenue from an ex‑U.S. partnership. About 25,000 paid prescriptions were filled in the quarter and 46,000 from launch through Q1 across more than 10,000 eye care prescribers.
Cash, cash equivalents and marketable securities were $258.4 million as of March 31, 2026. Selling, general and administrative expenses rose to $45.0 million from $11.1 million a year earlier as the company invested in launch marketing, sales force expansion and DTC campaigns. Net loss widened to $41.5 million, or $1.32 per share, from $14.6 million, or $0.53 per share, reflecting heavy commercialization spend in the early launch phase.
LENZ Therapeutics, Inc. is holding a virtual 2026 annual stockholder meeting on June 12, 2026 at 10:00 a.m. Pacific Time. Stockholders of record at the close of business on April 14, 2026, when 31,354,394 common shares were outstanding, may attend and vote online.
Stockholders will vote on electing three Class II directors to serve until the 2029 annual meeting and on ratifying Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. The board recommends voting FOR all director nominees and FOR the auditor ratification.
The proxy describes LENZ’s classified, majority‑independent seven‑member board, committee structures, director independence, and governance policies, including prohibitions on hedging and pledging company stock. It also outlines director retainers, equity awards, and executive pay, with 2025 CEO compensation driven by salary, stock options, and performance‑based cash bonuses under the company’s incentive plan.
BlackRock, Inc. files a Schedule 13G reporting beneficial ownership of 1,804,099 shares of Lenz Therapeutics common stock. The filing shows 1,804,099 shares beneficially owned, representing 5.8% of the class as of 03/31/2026, with sole voting power of 1,782,990 shares.
LENZ Therapeutics, Inc. shows multiple Squarepoint entities reporting beneficial ownership stakes in its common stock. Squarepoint Ops LLC, Squarepoint Capital LLP, Squarepoint Operations Private Limited and Squarepoint (DIFC) Ltd each report 1,593,246 shares (5.08%). Squarepoint Master Fund Limited reports 1,590,333 shares (5.07%) and Squarepoint Core Master Fund Limited reports 2,913 shares (0.01%).
The filing lists shared voting and shared dispositive power for these holdings and is signed by John Weitzer, Chief Compliance Officer, with signature dates of 04/08/2026.
LENZ Therapeutics director George Jeffrey P. reported an open-market purchase of common stock. On March 27, 2026, he bought 5,592 shares of LENZ Therapeutics, Inc. at a weighted average price of $8.9217 per share, within a price range of $8.80 to $9.12.
Following this transaction, he directly holds 5,592 shares of LENZ common stock. The filing notes that the total represents multiple individual trades aggregated into the reported weighted average price.
LENZ Therapeutics director and CEO Evert B. Schimmelpennink made an open-market purchase of 28,089 shares of Common Stock. The shares were bought on March 27, 2026 at a weighted average price of $8.9505 per share, within a price range of $8.80 to $9.25. Following this transaction, he directly owns 77,289 shares of LENZ Therapeutics Common Stock.
LENZ Therapeutics, Inc. Chief Financial Officer Daniel R. Chevallard reported an open-market purchase of 7,500 shares of common stock at $8.57 per share. Following this transaction, his direct holdings increased to 12,886 shares of LENZ common stock.
LENZ Therapeutics is a commercial-stage pharmaceutical company focused on vision therapies, centered on VIZZ, its once-daily eye drop for presbyopia. The FDA approved VIZZ on July 31, 2025 as the first and only aceclidine-based treatment, and U.S. commercialization began in late 2025.
Phase 3 CLARITY trials showed rapid, durable near-vision improvement, with many patients gaining three or more lines of near acuity without loss of distance vision and no serious treatment-related adverse events over more than 30,000 treatment days. Management estimates a U.S. self-pay market opportunity in excess of $3 billion, supported by high stated willingness to use daily drops.
The company is building a large prescriber base among eye care professionals and running a direct-to-consumer "Make it VIZZable" campaign with a sampling program and e-pharmacy fulfillment. LENZ holds patent protection on VIZZ into at least 2044 plus U.S. NCE exclusivity to July 2030, and has signed licensing and distribution deals covering Greater China, South Korea and Southeast Asia, Canada and the Middle East, while pursuing EMA approval and additional ex-U.S. partnerships.