4.29
+22.57%
Close of 9 Nov 2026, in USD
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About LENZ Therapeutics
From its filings with the US Securities and Exchange Commission
LENZ Therapeutics is based in Solana Beach, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker LENZ. The SEC classifies its business as biological products, (no diagnostic substances). In the fiscal year to 31 December 2025, it reported revenue of $19.1m and a net loss of $82.1m. At that date it held total assets of $305.9m and shareholders' equity of $284.3m.
We are a commercial pharmaceutical company focused on the development and commercialization of innovative therapies to improve vision. On July 31, 2025, the United States (“U.S.”) Food and Drug Administration (“FDA”) approved VIZZ® (aceclidine ophthalmic solution) 1.44%, formerly known as LNZ100, the first and only FDA-approved aceclidine-based eye drop for the treatment of presbyopia, a condition impacting an estimated 1.8 billion people globally and 128 million people in the U.S. We are commercializing VIZZ in the U.S. and continue to establish licensing and distribution partnerships internationally to provide access to VIZZ globally. We believe that a once-daily pharmacological eye drop that can effectively and safely improve near vision throughout the full workday, without the need for reading glasses, is a highly attractive commercial product with an estimated U.S. market opportunity in excess of $3 billion. It is our goal to successfully commercialize VIZZ, and we have assembled an executive team with extensive clinical and commercial experience to execute this goal and become the category leader.
Quoted from its 10-K, filed 24 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Health Care
- Industry
- Biotechnology
- Listed since
- 25 Jun 2021
- Employees
- 152
- Website
- graphitebio.com ↗
- Head office
- 201 LOMAS SANTA FE DRIVE, SUITE 300, SOLANA BEACH, CA, 92075
- Incorporated in
- DE
- Classification
- Biological Products, (No Diagnostic Substances)
- Filer status
- <br>Emerging growth company
Leadership
Pay as last reported
- Mr. Jeff GeorgeIndependent Chairman of the Board$396,222
- Mr. Evert SchimmelpenninkPresident, Chief Executive Officer, Secretary, Director, since 2024$7.0m
- Dr. Daniel ChevallardChief Financial Officer$3.1m
- Mr. Marc OdrichChief Medical Officer$2.0m
- Mr. Shawn OlssonChief Commercial Officer
- Ms. Kimberlee DrapkinIndependent Director, since 2023$1.1m
- Dr. Frederic GuerardIndependent Director$380,227
- Mr. James MccollumIndependent Director$365,013
- Dr. Zachary ScheinerIndependent Director$374,766
- Ms. Shelley ThunenIndependent Director$381,397
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 51
- Environment
- 52
- Social
- 77
- Governance
- 25
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Graphite Bio's gene editing platform corrects mutations and replaces disease-causing genes with normal genes.
- GPH102 targets beta-thalassemia using HDR to restore HgbA expression levels.
- GPH201 addresses X-linked severe combined immunodeficiency syndrome with multiple gene mutations.
Weaknesses
- Graphite Bio has 120 full-time employees as of 2021 IPO listing.
- The company's pipeline includes only three therapeutic programs as of 2021.
- Graphite Bio's gene editing platform is still in clinical stages with no approved products.
Opportunities
- The biotechnology sector in the United States offers significant growth potential for gene editing therapies.
- Beta-thalassemia treatment market shows high demand for innovative solutions.
- XSCID syndrome treatment market has limited current options for patients.
Threats
- The biotechnology industry faces intense competition from established gene therapy companies.
- Regulatory approval delays could impact Graphite Bio's clinical-stage programs.
- Clinical trial failures may hinder the development of GPH102, GPH201, and GPH301.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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