earnings
confidence high
sentiment positive
materiality 0.80
Intellia reports positive Phase 3 HAELO data for lonvo-z; BLA submission expected H2 2026
Intellia Therapeutics, Inc.
- Phase 3 HAELO trial met primary endpoint: lonvo-z reduced HAE attacks by 87% vs placebo (p<0.0001); mean monthly attack rate 0.26 vs 2.10.
- 62% of lonvo-z patients attack-free and therapy-free for 6-month efficacy period vs 11% placebo; all key secondary endpoints met (p<0.0001).
- Cash, cash equivalents and marketable securities $628.4M as of June 30, 2026, after $195M public offering; funds operations at least into 2028.
- Net loss $106.6M in Q2 2026 vs $101.3M in Q2 2025; R&D expenses $82.6M, G&A expenses $37.8M due to commercial buildout.
- Enrollment reinitiated in nex-z Phase 3 trials; genomic analysis identified HLA allele linked to liver transaminase elevations; HLA genotyping to be provided.