earnings
confidence high
sentiment positive
materiality 0.75
Intellia Q1 loss narrows; Phase 3 HAE data positive, rolling BLA initiated
Intellia Therapeutics, Inc.
2026-Q1 EPS reported
-$0.81
revenue$15,048,000
- Net loss $96.2M vs $114.3M YoY; revenue $15.0M (down from $16.6M).
- Phase 3 HAELO topline: lonvo-z reduced HAE attacks 87% vs placebo (p<0.0001); mean monthly attack rate 0.26 vs 2.10.
- Rolling BLA for lonvo-z initiated; completion H2 2026 for potential US launch H1 2027.
- Cash $517.2M at Mar 31; April offering raised ~$207M gross; runway into 2028 excluding lonvo-z revenue.
- FDA lifted clinical holds on nex-z Phase 3 trials (MAGNITUDE/MAGNITUDE-2); patient screening resumed.