Short answer
LENZ Therapeutics, Inc. (LENZ) filed its Q2 2026 10-Q quarterly report on Aug 11, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $5M (up 9.7% year over year) with net income of −$32M.
Q2 2026 key financials · XBRL
- Revenue
- $5M
- +9.7% YoY · +188.6% QoQ
- Net income
- −$32M
- −114.0% YoY · +23.1% QoQ
- Operating margin
- -622.9%
- EPS (diluted)
- −$1.02
- −92.5% YoY · +22.7% QoQ
Source: XBRL data from the LENZ Therapeutics, Inc. (LENZ) Q2 2026 10-Q on SEC EDGAR. USD.
LENZ Therapeutics, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $5.5M, versus $5.0M YoY, driven by $1.7M VIZZ sales and $3.8M license revenue
- VIZZ best-performing product, $1.7M sales from approximately 27,000 packs
- Net loss $31.9M versus $14.9M YoY, with SG&A $39.4M versus $12.8M
- Cash, equivalents, restricted cash, and marketable securities $220.0M at June 30, 2026
- Continued 2026 SG&A increases, de minimis R&D, and operating losses during VIZZ commercialization
Risk Factors
- Regulatory risk: VIZZ’s five-year U.S. NCE exclusivity expires July 2030, enabling potential generic aceclidine competition thereafter
- Competitive risk: Yuvezzi launched March 2026, adding a carbochol-based presbyopia treatment alongside Qlosi and generic Vuity
- Market-acceptance risk: VIZZ’s July 2026 telehealth channel still requires licensed-ECP evaluation and ePharmacy fulfillment
- Financial risk: Net losses reached $31.9 million in Q2 2026, with accumulated deficit of $300.5 million as of June 30, 2026
- Operational risk: Commercialization depends entirely on VIZZ, with no additional product candidates in the current development pipeline
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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