Every material Form 8-K LENZ Therapeutics, Inc. has filed with the SEC since July 02, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
LENZ Therapeutics reported third-quarter 2026 product sales of $2.6 million, up about 50% from the prior quarter, but total revenue fell from $12.5 million a year earlier to $3.4 million and the net loss widened to $31.0 million. The board also approved a reorganization that cuts headcount about 75% to roughly 40 employees, with about $5 million in charges expected in the fourth quarter, and CEO Eef Schimmelpennink will be succeeded by CFO Dan Chevallard as interim CEO effective December 1, 2026.
Q3 2026 product sales were $2.6 million, up about 50% from Q2 2026; total revenue was $3.4 million versus $12.5 million in Q3 2025
Net loss was $31.0 million, or $0.99 per share, versus $16.7 million, or $0.59 per share, a year earlier
Reorganization reduces headcount about 75% to about 40 full-time employees, with approximately $5 million in non-recurring charges mostly in Q4 2026
Schimmelpennink steps down as President and CEO effective December 1, 2026; Chevallard becomes interim CEO with a $650,000 base salary
LENZ Therapeutics reported second-quarter 2026 results for the quarter ended June 30, 2026, with total revenue of $5.5 million, up from $5.0 million a year earlier. The net loss widened to $31.9 million, or $1.02 per share, from $14.9 million, or $0.53 per share, as selling, general and administrative expenses rose sharply to support the VIZZ launch. The filing does not include financial guidance, and the company reported $220.0 million in cash, cash equivalents and marketable securities.
Total revenue of $5.5 million for Q2 2026, including $1.7 million in product sales and $3.8 million in license revenue, versus $5.0 million in license revenue in Q2 2025
Net loss of $31.9 million, or $1.02 per share, versus $14.9 million, or $0.53 per share, in Q2 2025
SG&A expenses rose to $39.4 million from $12.8 million, driven by launch investment, marketing and headcount growth
Cash, cash equivalents and marketable securities totaled $220.0 million as of June 30, 2026
LENZ Therapeutics said director Zach Scheiner resigned from its Board and all committees effective immediately, on June 30, 2026, and that the resignation was not due to any disagreement with the company. The board reduced its size to six and appointed Jeff George to the audit committee, which now consists of Shelley Thunen, Frederic Guerard, and Jeff George.
Zach Scheiner resigned from the Board and all committees effective immediately, notified on June 30, 2026.
The filing states the resignation was not the result of any dispute or disagreement on operations, policies or practices.
The Board decreased its size to six members following the resignation.
Jeff George was appointed to the Audit Committee on June 30, 2026.
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