LENZ 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-11-03

• eligible to receive up to $120.0 million of regulatory and commercial milestone payments, as well as tiered, escalating royalties in the range of 10% to 20% on future net sales in Southeast Asia.

• •Sales of VIZZ commenced in the fourth quarter of 2025, thus, there were no product sales in the comparable periods in 2025. Total revenue for the three and nine months ended September 30, 2025 was solely derived from upfront and milestone payments under license agreements. We may generate future re…

• •Our selling, general and administrative expenses have increased in 2026, relative to 2025, as we have built a cross-functional commercial team consisting of sales, marketing and commercial operations personnel, and the requisite infrastructure to support the commercialization of VIZZ. We expect to …

• On July 6, 2026, we announced that VIZZ is now available through a convenient telehealth platform, providing the convenience of an integrated online evaluation by independent licensed ECPs, ePharmacy prescription fulfillment and home delivery. Accessible through VIZZ.com, the integrated telehealth p…

• ‘Tired of Reading Glasses’ campaign featuring brand spokesperson Sarah Jessica Parker through both a national television advertising campaign and digital DTC strategy.

相对上期删除的文字 · 来源:10-Q · 2026-08-11

• The $15.0 million upfront payments allocated to that single performance obligation was recognized on execution of the Everest License during the year ended December 31, 2022. During the year ended December 31, 2025, the first regulatory milestone under the Everest License was achieved upon submissio…

• •Total revenue increased during the three and six months ended June 30, 2026 relative to the three and six months ended June 30, 2025 as a result of sales of VIZZ and license revenue recognized during the three and six months ended June 30, 2026. Total revenue for the three and six months ended June…

• •Our selling, general and administrative expenses will continue to increase in 2026, relative to 2025, as we have built a cross-functional commercial team consisting of marketing, commercial operations and a sales force, and will continue to strategically support our sales and commercial infrastruct…

• On July 6, 2026, we announced that VIZZ is now available through a convenient telehealth platform, providing the convenience of an integrated online evaluation by independent licensed eye care providers (“ECPs”), ePharmacy prescription fulfillment and home delivery. Accessible through VIZZ.com, the …

• patients with an independent network of licensed eye care professionals who will evaluate patient telehealth eligibility based upon their medical history. Prescriptions will be automatically routed and fulfilled by LENZ’s ePharmacy partner providing a seamless and convenient consumer journey from pr…

相对上期新增的文字 · 来源:10-Q · 2026-11-03

• We have devoted and plan to continue to devote a significant portion of our existing cash, cash equivalents, and marketable securities, to continue to maintain and optimize the sales and marketing infrastructure required to successfully commercialize VIZZ. In 2025, we launched VIZZ with our own sale…

• In order to achieve the commercialization goals for VIZZ we must build marketing, sales, distribution, managerial and other non-technical capabilities or make arrangements with third parties to perform these services for each of the territories in which we may have approval to sell and market VIZZ. …

• Establishing and supporting distribution capabilities to commercialize VIZZ has been and will continue to be expensive and time-consuming and will require significant attention of our executive officers to manage. Identifying, recruiting and retaining qualified sales and marketing personnel and trai…

• Alternatively, if we choose to collaborate, either globally or on a territory-by-territory basis, with third parties that have direct sales forces and established distribution systems, we will be required to negotiate and enter into arrangements with such third parties relating to the proposed colla…

• While we launched our telehealth channel in July 2026, our commercial strategy continues to include partnering with ECPs. If we are unable to successfully demonstrate the clinical benefits of our products, our efforts to commercialize such products will be severely inhibited, which would have a mate…

相对上期删除的文字 · 来源:10-Q · 2026-08-11

• We have devoted and plan to continue to devote a significant portion of our existing cash, cash equivalents, and marketable securities, to continue to build, expand and maintain the sales and marketing infrastructure required to successfully commercialize VIZZ. We have launched commercialization wit…

• Establishing and building out an internal sales and marketing team with technical expertise and supporting distribution capabilities to commercialize VIZZ has been and will continue to be expensive and time-consuming and will require significant attention of our executive officers to manage. Identif…

• Alternatively, if we choose to collaborate, either globally or on a territory-by-territory basis, with third parties that have direct sales forces and established distribution systems, either to augment our own sales force and distribution systems or in lieu of our own sales force and distribution s…

• While we launched our telehealth channel in July 2026, our commercial strategy is still primarily focused on targeting and partnering with the estimated 15,000 ECPs that prescribed over 85% of the pharmaceutical presbyopia prescriptions in the U.S. in 2022. If we are unable to obtain access to these…

• We expect to significantly expand our organization, including building sales and marketing capability and creating additional infrastructure to support our operations as a public company, and as a result, we may encounter difficulties in managing our growth, which could disrupt our operations.