Lexeo Therapeutics Inc 2026年季度报告

FORM 10-Q(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March 31, 2026OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromtoCommission file number: 001-41855 Lexeo Therapeutics, Inc.(Exact Name of Registrant as Specified in its Charter) (212) 547-9879(Registrant’s telephone number, including area code)N/A(Former name, former address and former fiscal year, if changed since last report)Securities registered pursuant to Section 12(b) of the Act: The Nasdaq Global Market 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☒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☒ The Registrant had 78,521,634 shares of common stock outstanding as of May 7, 2026. TABLE OF CONTENTS Special Note Regarding Forward Looking StatementsiiPART I - FINANCIAL INFORMATION1Item 1.Financial Statements.1Condensed Balance Sheets (unaudited)2Condensed Statements of Operations and Comprehensive Loss (unaudited)3Condensed Statements of Stockholders’ Equity (unaudited)4Condensed Statements of Cash Flows (unaudited)5Notes to Condensed Financial Statements (unaudited)6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations.22Item 3.Quantitative and Qualitative Disclosures about Market Risk.29Item 4.Controls and Procedures.30PART II - OTHER INFORMATION31Item 1.Legal Proceedings.31Item 1A. Risk Factors.31Item 2.Unregistered Sales of Equity Securities and Use of Proceeds.91Item 3.Defaults Upon Senior Securities.91Item 4.Mine Safety Disclosures.91Item 5.Other Information.91Item 6.Exhibits.92SIGNATURES93 Special Note Regarding Forward Looking Statements This Quarterly Report on Form 10-Q, or Quarterly Report, contains forward-looking statements that involve risks and uncertainties.We make such forward-looking statements pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of1995 and other federal securities laws. All statements other than statements of historical facts contained in this Quarterly Report,including statements 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, you can identify forward-looking statements by terms such as “may,” “will,” “should,” “expect,” “plan,”“anticipate,” “could,” “intend,” “target,” “project,” “estimate,” “believe,” “predict,” “potential” or “continue” or the negative ofthese terms or other similar expressions intended to identify statements about the future. Forward-looking statements contained inthis Quarterly Report include, without limitation, statements about: •the timing, progress and results of our preclinical studies and clinical trials of our product candidates, including statementsregarding the timing of initiation and completion of studies or trials and related preparatory work, the period during which theresults of the trials will become available and our research and development programs; •the timing of our planned investigational new drug, or IND, submissions, initiation of planned clinical trials and timing ofexpected clinical results for LX2006 and LX2020, if applicable, and our other future product candidates;•the timing for receipt and announcement of data from our preclinical studies and clin