NTLA
Intellia Therapeutics, Inc.9.12
-0.02-0.22%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Nex-z safety mitigations detailed; holds advancing
Q&A largely reaffirmed prepared remarks on nex-z hold lifts and lonvo-z readiness, but added color distinguishing polyneuropathy (younger patients, accruing soon) from cardiomyopathy (older, polypharmacy; progressing with FDA). Liver elevations emerged as rare (<1% Grade 4), immune-mediated events mitigable by early steroids—potentially altering the outlier fatality's course. HAE phase 3 demographics match phase 1/2; payers embrace one-time value (70% commercial mix), with mid-single-digit share funding ops. CMC is commercial-scale ready. No pipeline read-through. Safety nuances sharpen thesis; watch HAE top-line mid-year.
Key Stats
Market Cap
1.06BP/E (TTM)
-Basic EPS (TTM)
-4.25Dividend Yield
0%Recent Filings
8-K
FDA lifts nex-z hold
Intellia Therapeutics scored a win as the FDA lifted the clinical hold on its MAGNITUDE Phase 3 trial of nex-z for ATTR-CM patients on March 2, 2026, following a Grade 4 liver event last October. Aligned mitigation includes enhanced liver monitoring, steroid guidance, and stricter exclusions. FDA cleared MAGNITUDE-2 earlier. Trials resume enrollment. Upsized ATM program to $1.035B.
10-K
FY2025 10-K filing
Intellia Therapeutics filed its 10-K for FY2025 ended December 31, 2025, but primary financial statements and quarterly results not disclosed in the provided filing. No revenue, profitability, EPS, cash flow, or segment metrics available. Exhibits detail updates to equity compensation: amended retirement policy for employees over 60 with 5+ years service, accelerating RSU vesting on retirement while extending option exercise periods; inducement plan share pool boosted by 1,500,000 to 2,350,000 shares. No quarterly momentum or annual deltas reported. Clinical delays could stall pipeline progress.
8-K
Q4 results: $605M cash
Intellia Therapeutics reported Q4 and full-year 2025 results, ending with $605M in cash to fund operations into H2 2027. HAELO Phase 3 for lonvo-z wrapped enrollment; topline data due mid-2026, BLA in H2 2026. FDA lifted MAGNITUDE-2 hold for nex-z in ATTRv-PN; MAGNITUDE ATTR-CM hold persists. Cash burn eased, yet trials drive the clock.
8-K
FDA lifts MAGNITUDE-2 hold
Intellia Therapeutics scored an FDA lift of the clinical hold on its MAGNITUDE-2 Phase 3 trial of nex-z for ATTRv-PN, imposed October 29, 2025 after a patient death from liver toxicity. The company aligned on enhanced liver monitoring and plans swift enrollment resumption to ~60 patients. FDA talks continue for the related ATTR-CM trial. Momentum restored, yet risks linger.
8-K
Nex-z holds persist
Intellia updated its corporate presentation on January 9, 2026, detailing nex-z Phase 3 trials on FDA clinical hold after a fatal patient case from septic shock—not treatment-related—in MAGNITUDE for ATTR-CM. Grade 4 liver transaminases hit <1% of >650 enrolled patients, all resolving quickly but one. Lonvo-z Phase 3 stays on track for mid-2026 topline. Holds stall ATTR progress.
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