Tenaya Therapeutics Inc 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the quarterly period ended March 31, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the transition period from ________ to _________Commission File Number: 001-40656 TENAYA THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) 81-3789973(I.R.S. EmployerIdentification No.) Delaware(State or other jurisdiction ofincorporation or organization)171 Oyster Point Boulevard, Suite 500SouthSan Francisco, CA(Address of principal executive offices) 94080(Zip Code) (650) 825-6990(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities ExchangeAct of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has beensubject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was requiredto submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☐Non-accelerated filer☒ Accelerated filer☐Smaller reporting company☒Emerging growth company☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒As of May 1, 2026, the registrant had 216,998,876 shares of common stock, $0.0001 par value per share, outstanding. PART I—FINANCIAL INFORMATION Item 1.Financial Statements (Unaudited)5Condensed Balance Sheets as of March 31, 2026 and December 31, 20255Condensed Statements of Operations and Comprehensive Loss for the three months ended March 31, 2026and 20256Condensed Statements of Stockholders’ Equityfor the three months ended March 31, 2026 and 20257Condensed Statements of Cash Flows for the three months ended March 31, 2026 and 20258Notes to Unaudited Condensed Financial Statements9Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations22Item 3.Quantitative and Qualitative Disclosures About Market Risk31Item 4.Controls and Procedures31 PART II—OTHER INFORMATION Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSIGNATURES 3232858686868788 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (Quarterly Report), contains forward-looking statements within the meaning of Section27A of the Securities Act of 1933, as amended (Securities Act), and Section 21E of the Securities Exchange Act of 1934, asamended (Exchange Act). All statements other than statements of historical facts contained in this Quarterly Report, includingstatements regarding our future results of operations and financial position, business strategy, development plans, plannedpreclinical studies and clinical trials, future results of clinical trials, expected research and development costs, regulatory strategy,timing and likelihood of success, as well as plans and objectives of management for future operations, are forward-lookingstatements. In some cases, investors can identify forward-looking statements by terms such as “may,” “will,” “should,” “would,”“expect,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “contemplate,” “believe,” “estimate,” “predict,” “potential” or“continue” or the negative of these terms or other similar expressions. These forward-looking statements include, but are notlimited to, statements about: •our vision to change the treatment paradigm for heart disease;•the ability of our ongoing preclinical studies and ongoing or planned clinical trials to demonstrate safety and efficacy ofour product candidates, and other positive results;•the timing, dosing, patient enrollment and populations, progress, and results of preclinical studies and ongoing orplanned clinical trials for our current product candidates and other product candidates we ma