earnings
confidence high
sentiment neutral
materiality 0.85
Intellia Q4 net loss $95.8M; lonvo-z Phase 3 data mid-2026; nex-z clinical hold remains for ATTR-CM
Intellia Therapeutics, Inc.
2025-FY EPS reported
-$3.81
revenue$67,671,000
- Q4 2025 net loss $95.8M vs $128.9M Q4 2024; cash $605.1M, expected to fund operations into H2 2027.
- Lonvo-z (HAE): HAELO Phase 3 topline data by mid-2026; BLA submission H2 2026; U.S. launch anticipated H1 2027.
- Nex-z (ATTR): MAGNITUDE-2 enrollment restart underway, completion expected H2 2026; MAGNITUDE clinical hold on ATTR-CM unresolved.
- Market research: 99% of HAE patients likely to take lonvo-z; 92% of physicians would prescribe.
- R&D expenses $88.7M (down from $116.9M); collaboration revenue $23.0M (up from $12.9M) including $9.0M from SparingVision termination.