LENZ Therapeutics, Inc. · NASDAQ:LENZ
LENZ Therapeutics — Q3 2026 Earnings Presentation
11 slides from LENZ Therapeutics's earnings presentation, Oct 29, 2026
Slide 1: Q3 2026 Financial Results and Corporate Update
LENZ Therapeutics Q3 2026 Financial Results and Corporate Update October 29, 2026 1
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities litigation Reform Act of 1995. Statements in this presentation that are not statements of historical fact are considered forward-looking statements, which are
Slide 3: VIZZ is establishing a new market for the treatment of presbyopia
VIZZ® is establishing a new market for the treatment of presbyopia >50% 1 Q3 2026 was by far our strongest quarter with continued momentum into Q4 TRx2 growth in Q3 over Q2 >38K 2 Driving consumer demand is key to growth seen across channels ~25K 3 First year in market has established broad 1 ECP aw
Slide 4: LENZ 2027 Consumer Marketing Focused Organisation
LENZ 2027 Consumer Marketing Focused Organisation $70-$75M Approximate 2027 operating expense target, ~70% Projected 2027 Opex reflecting ~50% reduction* allocation to Sales & Marketing ~40 FTEs Total FTEs >$197M Cash @ 9/30/26 *Excluding stock-based compensation; 50% reduction reflects adjustment f
Slide 5: Launch year strategy completed
Launch year strategy completed 1 Doctors to recommend us >90% awareness, >15,000 Prescribing ECPs, >75% prescribing more than once Consumers to request us 2 by name 50% QoQ TRx growth, driven by launch of consumer-focused TV campaign Seamless journey to use 3 Product available across retail, ePharma
Slide 6: #1 Selling Presbyopia Eye Drop in the U.S.
#1 Selling Presbyopia Eye Drop in the U.S.* ~110K VIZZ paid and filled >50% Sequential product revenue prescriptions thru Q3’26 and TRx growth in Q3’26 ~$8M Total VIZZ revenue launch-to- >60% Percentage of patients date refilling in ePharmacy channel *#1 selling presbyopia eye drop in the US based u
Slide 7: Year 2 commercial focus
Year 2 commercial focus 1 Doctors to endorse VIZZ Foundation is built and go-forward organization will focus on broad ECP engagement through marketing, KOL and state level support 2 Consumers to request VIZZ Primary marketing focus with proven promotional sensitivity that continues to improve Seamle
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Slide 9: Q3 Financial Summary
Q3 Financial Summary $2.6M Q3 revenue driven by >50% sequential ~93% Strong gross-to-net ratio maintained revenue growth and >51% increase in TRx $31.5M Q3 opex*, reflecting 10% sequential >$197M Cash @ 9/30/26* decline from Q2 *Excluding $4.1M in stock-based compensation and $0.3M one-time non-cash
Slide 10: Global expansion under way
Global expansion under way 11 ex-US dossiers under review; first approval anticipated as early as Q4 2026* 11 Ex-US dossiers submitted and +3 Additional regulatory under review globally submissions for approval expected by YE’26 Up to 5 Potential ex-US regulatory 5 Current ex-US partners, plus appro
Slide 11: EN Z
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