Intellia Therapeutics, Inc. (NTLA) Earnings
Intellia Therapeutics, Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $-0.80. NTLA has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise +10.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 11, 2026 | $-0.92 | $-0.81 | +12.0% | $15M | +9.0% |
| Feb 26, 2026 | $-0.99 | $-0.83 | +16.2% | $23M | +89.1% |
| Nov 6, 2025 | $-1.02 | $-0.92 | +9.8% | $14M | +13.2% |
| Aug 7, 2025 | $-1.03 | $-0.99 | +3.9% | $14M | +1.3% |
| May 8, 2025 | $-1.26 | $-1.10 | +12.7% | $17M | +39.3% |
| Feb 27, 2025 | $-1.32 | $-1.24 | +6.1% | $13M | +18.5% |
| Nov 7, 2024 | $-1.37 | $-1.34 | +2.2% | $9M | +2.3% |
| Aug 8, 2024 | $-1.21 | $-1.31 | -8.3% | $7M | -63.7% |
| May 9, 2024 | $-1.35 | $-1.06 | +21.5% | $29M | +151.6% |
| Feb 22, 2024 | $-1.47 | $-1.46 | +0.7% | $2M | -85.1% |
| Nov 9, 2023 | $-1.52 | $-1.38 | +9.2% | $12M | -3.7% |
| Aug 3, 2023 | $-1.32 | $-1.40 | -6.1% | $14M | +12.5% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q4 FY2025 · February 26, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
1. 2025 was a year of accomplishment and resiliency. Lombosi rapidly enrolled in Phase III trial and Nexi had enrollment success before clinical hold. 2. FDA lifted clinical hold on Magnitude 2 trial with study modifications like adding supplementary liver lab tests and modifying screening criteria. 3. Completed enrollment in HALO Phase III trial for LOMVOSI in HAE, with high patient and physician interest. 4. Progress in commercial readiness for LOMVOSI, including scaling field medical team and engaging with payers.
Guidance
1. Anticipate top-line data for LOMVOSI by mid-2025 and BLA submission in second half. 2. Expect Magnitude 2 trial to complete enrollment in second half of 2025. 3. May update guidance on TTR program progress later in 2025.
Segment performance
No specific product segment financial performance data provided; focuses on business updates and clinical trial progress of LOMVOSI and NEXE programs.
Risks & headwinds
1. Liver enzyme elevations observed in trials, potentially immune-mediated, with uncertainty about long-term impact. 2. Differences in FDA's view on clinical holds between different ATTR amyloidosis indications due to distinct patient populations. 3. Uncertainty in resolving clinical hold for Magnitude trial despite progress with FDA.
Analyst Q&A
Q: Concern about baseline patient characteristics difference in HAE Phase III vs II trials.
A: Patient populations largely overlapping, representative of standard HAE patient population. 2.
Q: Commercial strategy for HAE and TTR program hold resolution.
A: Discussed commercial strategy for HAE including physician education and launch plan, and progress in resolving TTR program hold. 3.
Q: Interim analysis and endpoint for PN study.
A: Interim analysis possible, endpoint set for 18 months. 4.
Q: CMC readiness and manufacturing for LOMVOSI.
A: CMC work ready, using same material for Phase III as commercial. 5.
Q: FDA dealings and payer views on LOMVOSI.
A: FDA engaged, payers see value in one-time therapy. 6.
Q: Liver injury mechanism and patient screening.
A: Likely immune-mediated, screening for reactivity not yet possible. 7.
Q: FDA's view on clinical holds for different ATTR indications.
A: Viewed as distinct due to different patient populations. 8.
Q: Mitigation strategies for Magnitude trial and liver enzyme elevations.
A: Discussed mitigation strategies and low incidence of grade 4 elevations. 9.
Q: Grade 5 AE in CM study and impact of PN study mitigation.
A: Unclear on impact, but mitigation strategies differ. 10.
Q: Frequency of supplementary liver tests in Magnitude 2.
A: Additional tests in weeks after dosing, weekly early then biweekly. 11.
Q: Positioning of once-and-done gene editing vs RNA tech.
A: Highlighted burden of care difference. 12.
Q: Liver enzyme elevations across pipeline.
A: Not across entire pipeline, specific to CM patient population. 13.
Q: Payer mix and expense profile for HAE.
A: ~70% commercial payers, expense profile shifting towards commercialization. 14.
Q: Gating factors for ATTR studies.
A: Local operational issues for PN, active engagement with FDA for CM. 15.
Q: Impact of protocol amendments on Magnitude 2 data comparability.
A: Interruption brief, differences likely de minimis.