NTLA

Intellia Therapeutics, Inc. (NASDAQ:NTLA) investors will be delighted, with the company turning in some strong numbers with its latest results. It looks like a positive result overall, with revenues of US$15m beating forecasts by 9.0%. Statutory losses of US$0.81 per share were 9.0% smaller than the analysts expected, likely helped along by the higher revenues. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Following the recent earnings report, the consensus from 21 analysts covering Intellia Therapeutics is for revenues of US$60.4m in 2026. This implies a definite 8.5% decline in revenue compared to the last 12 months. Losses are expected to increase substantially, hitting US$3.25 per share. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$60.4m and losses of US$3.52 per share in 2026. So there seems to have been a moderate uplift in analyst sentiment with the latest consensus release, given the upgrade to loss per share forecasts for this year. View our latest analysis for Intellia Therapeutics The average price target held steady at US$26.65, seeming to indicate that business is performing in line with expectations. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Intellia Therapeutics analyst has a price target of US$95.00 per share, while the most pessimistic values it at US$8.00. As you can see the range of estimates is wide, with the lowest valuation coming in at less than half the most bullish estimate, suggesting there are some strongly diverging views on how analysts think this business will perform. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates. Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts...

Intellia Therapeutics NTLA incurred first-quarter 2026 loss of 81 cents per share, narrower than the Zacks Consensus Estimate of a loss of 92 cents. In the year-ago quarter, the company had incurred a loss of $1.10 per share. Intellia’s total revenues currently comprise only collaboration revenues. The company reported revenues of $15 million for the first quarter of 2026, which missed the Zacks Consensus Estimate of $16 million. Total revenues declined 9.5% year over year. Year to date, shares of NTLA have surged 60.4% against the industry’s 2.7% decline. Image Source: Zacks Investment Research Research and development expenses totaled $80.7 million, down 25.5% from the year-ago quarter’s figure. The decrease was due to lower employee-related expenses, stock-based compensation and reduced spending on research materials and contracted services. General and administrative expenses in the first quarter were $34.8 million, up 20.1% year over year, primarily due to continued investments in building the company’s commercial infrastructure and higher legal expenses, partially offset by lower stock-based compensation. As of March 31, 2026, Intellia had cash, cash equivalents and marketable securities worth $517.2 million compared with $605.1 million as of Dec. 31, 2025. Following an underwritten public offering of common stock, the company expects its cash runway to support operations into 2028. Intellia has collaborated with Regeneron Pharmaceuticals REGN to develop its investigational in vivo genome-editing candidate, nexiguran ziclumeran (nex-z), which is being studied for two indications — ATTR amyloidosis with polyneuropathy (ATTRv-PN) and ATTR amyloidosis with cardiomyopathy (ATTR-CM). In March, the FDA lifted the clinical hold on the investigational new drug application (IND) for the phase III MAGNITUDE study evaluating nex-z in patients with ATTR-CM. Earlier this year, the FDA lifted the clinical hold on the IND application for the phase III study, MAGNITUDE-2, evaluating nex-z in patients with ATTRv-PN. Enrollment in this study is expected to be completed in the second half of 2026. With the removal of the clinical hold, Intellia is now focusing on completing patient enrollment in both late-stage studies as promptly as possible. In April, Intellia announced top-line data from the global phase III HAELO study evaluating lonvo-z, an in vivo CRISPR gene editi...

Presented positive Phase 3 HAELO topline clinical data for lonvo-z in HAE; initiated rolling BLA submission; anticipate U.S. launch in first half of 2027 Recently resumed patient screening in MAGNITUDE and MAGNITUDE-2 Phase 3 clinical trials of nex-z in ATTR-CM and ATTRv-PN, respectively Including proceeds from underwritten public offering in April, existing cash resources expected to fund operations at least into 2028 CAMBRIDGE, Mass., May 11, 2026 (GLOBE NEWSWIRE) -- Intellia Therapeutics, Inc. (Nasdaq: NTLA), a leading biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies, today reported business updates and financial results for the first quarter ended March 31, 2026. “It has been a remarkable start to 2026 for Intellia,” said John Leonard, M.D., Intellia President and Chief Executive Officer. “With lonvo-z, we achieved a historic milestone by presenting the world’s first Phase 3 data for an in vivo gene editing candidate and initiated a rolling BLA submission as we seek to provide a highly differentiated one-time treatment option to people living with HAE. We also recently resumed patient screening for both of our Phase 3 clinical trials in ATTR and strengthened our balance sheet with an underwritten public offering. We look forward to achieving additional important milestones during the remainder of the year.” Lonvoguran Ziclumeran (Lonvo-z) for Hereditary Angioedema (HAE) Designed as a one-time treatment that is administered in an outpatient setting, lonvo-z is an in vivo CRISPR gene editing candidate that is intended to inactivate the kallikrein B1 (KLKB1) gene to permanently lower kallikrein and bradykinin levels and to eliminate HAE attacks. In April, Intellia announced positive topline results from the global Phase 3 HAELO clinical trial of lonvo-z in HAE. The trial met its primary endpoint. For the six-month efficacy evaluation period (weeks 5 to 28), a one-time infusion of lonvo-z reduced attacks by 87% versus placebo, with a mean monthly attack rate of 0.26 in the lonvo-z arm compared with 2.10 in the placebo arm (p<0.0001). The trial met all of its key secondary endpoints with statistical significance (p<0.0001). These included a 62% rate of patients who were entirely attack free and therapy free in the lonvo-z arm for the six-month efficacy evaluation period, compared with 11%...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intellia Therapeutics (NTLA) recently reported positive topline results from its global Phase 3 HAELO trial of lonvoguran ziclumeran, or lonvo z, for hereditary angioedema, and has started a rolling BLA submission to the FDA. See our latest analysis for Intellia Therapeutics. The share price reaction has been strong around the lonvo z news, with a 1 day share price return of 4.06% and 7 day share price return of 11.29%, contributing to a 50.38% year to date share price return and 89.99% 1 year total shareholder return, even though the 3 year and 5 year total shareholder returns remain deeply negative. If gene editing is on your radar after Intellia’s Phase 3 update, it may be worth scanning for other healthcare stocks using AI in interesting ways via the 32 healthcare AI stocks With Intellia now trading at $13.85 and sitting at a steep discount to the average analyst price target of $26.80, is the stock still underappreciated, or has the recent rally already priced in future growth? At $13.85, Intellia is trading well below the most followed fair value estimate of $25.29, which is built on aggressive pipeline and revenue assumptions. Read the complete narrative. Curious what has to happen for that valuation to make sense? The narrative leans on rapid revenue growth, margin improvement and a rich future earnings multiple. The exact mix of those moving parts may surprise you. Result: Fair Value of $25.29 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, those optimistic assumptions could be challenged if late stage trials for nexiguran or lonvoguran stumble on safety, or if high development costs force heavier dilution. Find out about the key risks to this Intellia Therapeutics narrative. That 45.2% discount to fair value sits awkwardly next to Intellia’s P/S ratio of 28.6x, which is far above the US Biotechs industry at 10.8x and the fair ratio of 0x. In simple terms, the stock already prices in a lot of future revenue, so the remaining margin for error may be limited. See what the numbers say about this price — find out in our valuation breakdown. Given the mixed signals on valuation and risk, this could be a good moment to check the underlying data yourself and decid...

Intellia Therapeutics, Inc. (NTLA) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This company is expected to post quarterly loss of $0.92 per share in its upcoming report, which represents a year-over-year change of +16.4%. Revenues are expected to be $15.53 million, down 6.6% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 5.31% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A...

This article first appeared on GuruFocus. Cathie Wood's ARK Invest funds bought Alphabet (NASDAQ:GOOGL), CoreWeave (NASDAQ:CRWV), Intellia Therapeutics (NTLA) and Kratos Defense & Security Solutions on Tuesday, while trimming Bullish (NYSE:BLSH), Roku and Intercontinental Exchange, according to daily trade disclosures. ARK Innovation bought 40,656 Alphabet shares, worth about $14.17 million, before the search and cloud company's quarterly report later in the day. It also picked up 162,306 CoreWeave shares across ARKK and ARKW, a trade valued at more than $18.18 million. Warning! GuruFocus has detected 3 Warning Sign with BLSH. Is BLSH fairly valued? Test your thesis with our free DCF calculator. The firm added 596,171 Intellia shares through ARKK and ARKG, worth about $7.77 million, ahead of Thursday's results. The filings also showed a new buy in Kratos, though the disclosure did not provide a dollar figure in the excerpt reviewed. On the selling side, ARKW trimmed 27,526 Bullish shares, worth about $1.07 million, as the stock rose 2% to $39.82. ARK also reduced positions in Roku and Intercontinental Exchange, signaling a rotation toward AI-linked growth names.

Intellia Therapeutics, Inc. (NASDAQ:NTLA) is one of the top gene therapy stocks to buy according to hedge funds. Intellia Therapeutics, Inc. (NASDAQ:NTLA) announced its fiscal Q4 and full year 2025 financial results on February 26, reporting cash, cash equivalents, and marketable securities of $605.1 million as of December 31, 2025, compared to $861.7 million in the prior year period. The company expects its cash, cash equivalents, and marketable securities as of December 31, 2025, to fund operations into the second half of 2027, as well as through lonvo-z’s anticipated U.S. commercial launch for HAE. Management further reported that the collaboration revenue for the quarter was $23.0 million, compared to $12.9 million for the prior year period. The increase was attributed to the recognition of $9.0 million in revenue related to the termination of the license and collaboration agreement with SparingVision SAS, along with an increase in cost reimbursements related to the company’s collaboration with Regeneron. Research and development expenses for the quarter came up to $88.7 million, compared to $116.9 million for the prior year period. Intellia Therapeutics, Inc. (NASDAQ:NTLA) is a clinical-stage genome editing company involved in the development of curative therapeutics using the CRISPR/Cas9 system. While we acknowledge the potential of NTLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.

Management attributes the 2025 performance to rapid enrollment in the HAELO (HAE) trial and resiliency in addressing FDA clinical holds on the ATTR amyloidosis programs. The clinical hold on MAGNITUDE-2 (polyneuropathy) was lifted in January 2026 following protocol modifications, including enhanced liver monitoring and a triggered short-term steroid regimen. Safety events in the ATTR-CM program are characterized as immune-mediated reactions, occurring in a narrow window of three to five weeks post-dosing with no observed long-term susceptibility. Strategic positioning for lonvo-z (HAE) focuses on its potential as a 'one-time' therapy that eliminates the 'burden of care' associated with chronic prophylaxis and frequent prior authorizations. The company maintains that the liver transaminase elevations seen in ATTR patients are not a platform-wide risk, noting zero Grade 3 or 4 events across the HAE clinical program. Operational focus has shifted toward commercial readiness, including scaling field medical teams and finalizing distribution models for a potential 2027 launch. Top-line Phase 3 data for lonvo-z in HAE is expected by mid-2026, with a planned BLA submission in the second half of that year. Management expects to complete enrollment for the MAGNITUDE-2 (polyneuropathy) trial in the second half of 2026, with target enrollment increased from 50 to 60 patients. Financial guidance assumes that achieving mid-single-digit market share in the U.S. HAE market could generate sufficient cash flow to fully fund the company's entire operations. The current cash balance of $605.1 million is projected to support operations into the second half of 2027, covering the anticipated lonvo-z launch. Ongoing FDA engagement regarding the MAGNITUDE (cardiomyopathy) hold considers the distinct, older, and more medically complex nature of the CM patient population compared to PN. A Grade 5 adverse event (patient death) in the MAGNITUDE trial involved a complicated clinical course including a ruptured duodenal ulcer and Grade 4 liver enzyme elevations. New screening criteria for ATTR trials now exclude patients with a history of MASH, autoimmune hepatitis, or significantly elevated liver enzymes at baseline to mitigate injury risk. The company underwent a strategic restructuring in 2025 to shift resources from early R&D toward commercialization and late-stage clinical execution...

Intellia completed enrollment in the phase 3 HAELO trial for lonvo‑z and expects top-line HAELO data by mid‑2026 with a planned BLA submission in H2 2026, while scaling commercial, payer and manufacturing readiness for a potential one‑time HAE launch. The in vivo ATTR program (nex‑z) was placed on clinical hold after liver enzyme events; the FDA lifted the hold for MAGNITUDE‑2 (polyneuropathy) with added liver monitoring, steroid guidance and tighter screening, but the cardiomyopathy study MAGNITUDE remains on hold pending further review. Intellia had $605.1 million in cash at Dec. 31, 2025—projected to fund operations into the second half of 2027—and reported higher collaboration revenue with a reduced Q4 net loss of $95.8 million. Interested in Intellia Therapeutics, Inc.? Here are five stocks we like better. Goldman Spotlights These 3 Stocks in Its Bullish S&P 500 Outlook Intellia Therapeutics (NASDAQ:NTLA) management used its fourth-quarter and full-year 2025 earnings call to highlight progress across its two lead in vivo CRISPR gene-editing programs—lonvo-z in hereditary angioedema (HAE) and Nex-z in transthyretin (TTR) amyloidosis—while providing updates on the regulatory status of its ATTR clinical trials and outlining commercial preparation for a potential HAE launch. Chief Executive Officer John Leonard framed 2025 as a year of “accomplishment and resiliency,” emphasizing the company’s focus on one-time outpatient IV infusions intended to deliver durable clinical benefit. He said Intellia has up to three years of follow-up from phase 1 and 2 studies without “any waning of effect” in serum kallikrein (for HAE) or TTR levels (for ATTR), and he said clinical and disease measures tracked in those early-stage trials also have not waned. → SoundHound’s New Sales Assist Agent Put Voice AI Back in the Spotlight Analysts Think These Stocks Could More Than Double in Value Leonard said the company is approaching what it characterized as the world’s first phase 3 data readout for an in vivo gene-editing candidate by mid-year, referring to lonvo-z’s pivotal study in HAE. Leonard said Intellia completed enrollment in HAELO, its phase 3 HAE trial, with 80 patients in September 2025—nine months after dosing the first patient. He attributed the pace to strong interest from patients and treating physicians and pointed to third-party market research Intellia shared at...

This article first appeared on GuruFocus. Cash, Cash Equivalents, and Marketable Securities: $605.1 million as of December 31, 2025, compared to $861.7 million as of December 31, 2024. Collaboration Revenue: $23 million for Q4 2025, compared to $12.9 million for Q4 2024. R&D Expenses: $88.7 million for Q4 2025, compared to $116.9 million for Q4 2024. Stock-Based Compensation (R&D): $10.5 million for Q4 2025. G&A Expenses: $33.1 million for Q4 2025, compared to $32.4 million for Q4 2024. Stock-Based Compensation (G&A): $6.2 million for Q4 2025. Net Loss: $95.8 million for Q4 2025, compared to $128.9 million for Q4 2024. Warning! GuruFocus has detected 4 Warning Signs with NTLA. Is NTLA fairly valued? Test your thesis with our free DCF calculator. Release Date: February 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Intellia Therapeutics Inc (NASDAQ:NTLA) achieved rapid enrollment in their Phase 3 clinical trials for both lonvo-z and Nex-z, with the HAELO trial completing enrollment ahead of schedule. The FDA lifted the clinical hold on the MAGNITUDE-2 trial, allowing Intellia to resume patient screening and enrollment. Lonvo-z has shown promising results, with 76% of patients attack-free for at least 12 months in Phase 1 and 2 trials, indicating a strong potential for long-term efficacy. Intellia's financial position remains strong, with $605.1 million in cash and equivalents, expected to fund operations into the second half of 2027. The company has made significant progress in commercial readiness for lonvo-z, including scaling their field medical team and engaging with payers and patient advocacy groups. The MAGNITUDE trial for Nex-z was placed on clinical hold due to elevated liver transaminases and total bilirubin observed in a patient, delaying progress. Intellia had to implement additional liver laboratory tests and modify screening criteria to address safety concerns, which may impact trial timelines. The company reported a net loss of $95.8 million for the fourth quarter of 2025, although this was an improvement from the previous year. There is uncertainty regarding the long-term safety of Nex-z, as the mechanism of liver injury is believed to be immune-mediated, requiring careful monitoring. Intellia faces competition in the HAE market from existing therapies and emerging RNA silencing te...

Image source: The Motley Fool. Thursday, Feb. 26, 2026 at 8 a.m. ET President and Chief Executive Officer — John Leonard Chief Financial Officer — Ed Dulac Head of Investor Relations — Jason Fredette John Leonard: Thank you, Jason. Thanks to all of you who have tuned in for today's call. We'll begin with a brief recap of our 2025 accomplishments, and we'll then review the status of our nex-z program in ATTR amyloidosis. After that, we'll provide updates on the significant progress we've made with lonvo-z, which is being developed as a potential one-time treatment for patients with hereditary angioedema, or HAE, and we will close with Ed's financial review. First, let's take a step back to the origins of Intellia Therapeutics, Inc. This company was formed over a decade ago based on the belief that we could help revolutionize medicine utilizing CRISPR gene editing. From the outset, we designed our gene editing product candidates to reset the treatment standard in our disease areas of interest. This new standard would raise the bar by conferring highly competitive and durable efficacy for patients via a one-time treatment that is administered in an outpatient setting. We believe our two lead candidates, lonvo-z and nex-z, fit this profile. With up to three years of patient follow-up, we have yet to see any waning of effect in serum kallikrein or TTR levels in the extended follow-up of our phase 1 and 2 trials. Even more encouraging, the observations of improvement in clinical and disease measures that we track in the phase 1 and 2 trials also have not waned. Given these clinical data and our preclinical work showing the edits we make are permanent in edited cells and in all subsequent generations of those cells, we expect patients to benefit for many, many years, if not their entire lives. and nex-z are administered in an outpatient setting. After a simple prophylaxis regimen to reduce the risk of infusion-related reactions, patients visit a clinic where they receive an IV infusion over the course of two to four hours, and then they go home. A decade plus after our founding, it's for good reason that our excitement is building as we approach the world's first phase 3 data readout for an in vivo gene editing candidate by mid this year. Now for some reflections on 2025. Simply put, it was a time of both accomplishment and resiliency for Intellia Therapeutics, Inc...

HAELO Phase 3 clinical data for lonvo-z in HAE expected by mid-2026; BLA submission in second half of 2026; anticipated U.S. launch in first half of 2027 Process underway to reactivate global sites for MAGNITUDE-2 Phase 3 clinical trial of nex-z in ATTRv-PN; enrollment completion expected in second half of 2026 FDA engagement ongoing to resolve clinical hold on MAGNITUDE Phase 3 clinical trial of nex-z in ATTR-CM Ended 2025 with approximately $605 million in cash, cash equivalents and marketable securities; expected to fund operations into the second half of 2027 CAMBRIDGE, Mass., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Intellia Therapeutics, Inc. (Nasdaq: NTLA), a leading biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies, today reported business updates and financial results for the fourth quarter and year ended December 31, 2025. “2025 was a time of accomplishment and resiliency for Intellia as we presented encouraging longer term Phase 1/2 clinical data for both lonvo-z and nex-z, rapidly enrolled patients in our three Phase 3 trials, commenced activities to prepare for a potential lonvo-z launch in HAE and responded to the clinical holds on our nex-z Phase 3 trials late in the year,” said Intellia President and Chief Executive Officer John Leonard, M.D. “We expect the year ahead to be a pivotal one, highlighted by our topline Phase 3 data and planned BLA submission for lonvo-z, which has the potential to transform the HAE treatment paradigm by freeing most patients from both their attacks and chronic therapy. Additionally, we are focused on resuming our forward momentum with nex-z by completing patient enrollment in MAGNITUDE-2 and resolving the clinical hold on MAGNITUDE.” Lonvoguran Ziclumeran (Lonvo-z) for Hereditary Angioedema (HAE) Lonvo-z is a wholly owned, investigational in vivo CRISPR-based therapeutic candidate designed to inactivate the KLKB1 gene in the liver, drive consistent, deep and potentially lifelong reduction in kallikrein levels, and dramatically reduce or eliminate HAE attacks via a one-time treatment. In the fourth quarter at the American College of Allergy, Asthma & Immunology (ACAAI) 2025 Annual Scientific Meeting, Intellia presented positive clinical data from a pooled analysis of all patients who received a 50 milligram (mg) dose of lonvo-z in the company’s ongoin...