Intellia Therapeutics
Develops CRISPR medicines led by lonvo-z and nex-z.
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Profile
Develops CRISPR-based medicines led by lonvo-z for hereditary angioedema and nex-z for ATTR amyloidosis, with no approved-product sales base yet. The model depends on FDA review, clinical safety monitoring, Regeneron and AvenCell partnerships, and capital access while late-stage programs move toward possible commercialization.
Develops CRISPR-based medicines using in vivo gene editing, oligonucleotides, and lipid nanoparticles rather than marketed drugs. The lead program, lonvo-z for hereditary angioedema, is in rolling BLA submission after positive late-stage data; nex-z for ATTR amyloidosis is active in late-stage trials after FDA holds were lifted.
Headquartered in Cambridge, Massachusetts, with a global HAE trial and a potential U.S. launch plan, the company runs a development-stage model funded by collaboration revenue and equity financing. Partnered programs include Regeneron-led hemophilia B work and AvenCell cell-engineering programs licensed from Intellia.
The business depends on FDA review, clinical safety monitoring, partner economics, and continued capital access because no approved-product sales base exists.
Company facts
Key statistics
Year to date +39.8% · Average volume (30d) 3.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Evercore ISI | Upgrade | Outperform | $8 | $24 | |
| Aug 7, 2026 | Evercore ISI Group | Upgrade | In Line | Outperform | ||
| Jul 16, 2026 | Wolfe Research | Downgrade | Peer Perform | Underperform | ||
| Jul 15, 2026 | Wolfe Research | Downgrade | Underperform | $9 | ||
| Jul 10, 2026 | Wedbush | Reiterate | Neutral | $9 | $17 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.80 | −$0.80 | −0.1% | $13.0M | $7.7M | −41.0% | +2.46% |
| May 11, 2026Q1 FY26 | −$0.92 | −$0.81 | +12.0% | $13.8M | $15.0M | +9.0% | −2.98% |
| Feb 26, 2026Q4 FY25 | −$0.99 | −$0.83 | +16.2% | $12.0M | $23.0M | +92.1% | −3.50% |
| Nov 6, 2025Q3 FY25 | −$1.02 | −$0.92 | +9.8% | $12.2M | $13.8M | +13.2% | −22.73% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $16.6M | $14.2M | $13.8M | $23.0M | $15.0M | $7.7M | |
| Gross profit | $16.6M | −$66.3M | −$65.2M | $17.0M | $12.8M | $7.7M | |
| Operating income | −$120.8M | −$110.0M | −$111.5M | −$98.7M | −$100.5M | −$112.8M | |
| Net income | −$114.3M | −$101.3M | −$101.3M | −$95.8M | −$96.2M | −$106.6M | |
| Diluted EPS | −$1.10 | −$0.98 | −$0.92 | −$0.83 | −$0.81 | −$0.80 | |
| Gross margin | 100.0% | -465.3% | -472.8% | 73.9% | 85.4% | 100.0% | |
| Operating margin | -726.6% | -772.2% | -808.9% | -428.9% | -668.1% | -1,472.3% |
Fiscal years (4-quarter sums)FY21 $33.1M · FY22 $52.1M · FY23 $36.3M · FY24 $57.9M · FY25 $67.7M
Balance sheet, Jun 30, 2026Cash & short-term investments $437.8M · Total debt $73.4M · Total assets $857.2M · Shareholders' equity $727.7M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 139.72M · Float 133.81M · 95.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ark Investment Management LLC | 16.88M | 12.08% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 15.41M | 11.03% | 13F | Aug 7, 2026 |
| State Street Corporation | 9.23M | 6.80% | 13G | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 7.33M | 5.25% | 13F | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | 6.44M | 4.61% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | John M. Leonard | director, officer: President and CEO | −2,785 | $13.00 |
| Aug 20, 2026 | John M. Leonard | director, officer: President and CEO | −19,890 | $12.60 |
| Jul 22, 2026 | Edward J. III Dulac | officer: EVP, Chief Financial Officer | −8,111 | $11.25 |
| Jul 2, 2026 | Edward J. III Dulac | officer: EVP, Chief Financial Officer | −4,677 | $18.00 |
| Jul 1, 2026 | Michael P. Dube | officer: VP, Chief Accounting Officer | −2,641 | $16.78 |
Peers
- Alnylam Pharmaceuticals
Approved ATTR RNAi franchise against one-time TTR editing
- Ionis Pharmaceuticals
Dual HAE and ATTR RNA medicines beside CRISPR editing
- Takeda (ADR)
Established HAE prophylaxis franchise with TAKHZYRO
- Pfizer
Market-leading oral stabilizer in ATTR-CM
- BridgeBio Pharma
Focused ATTR-CM stabilizer challenger with Attruby
- BioCryst Pharmaceuticals
Oral HAE prophylaxis and expanding kallikrein portfolio
- CRISPR Therapeutics
CRISPR platform peer with commercial Casgevy and in vivo pipeline
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Intellia Therapeutics | $12.87 | −0.01% | $1.80B | — | — | 30.2 | −46.2% |
| Alnylam Pharmaceuticals | $240.00 | +1.22% | $31.73B | 40.1 | 26.7 | 6.6 | +66.9% |
| Ionis Pharmaceuticals | $61.05 | +0.02% | $10.15B | — | — | 11.6 | −40.7% |
| Takeda (ADR) | $18.49 | +2.53% | $57.37B | 51.0 | 53.7 | 2.0 | +5.8% |
| Pfizer | $27.95 | −0.04% | $159.36B | 36.9 | 10.0 | 2.5 | +2.6% |
| BridgeBio Pharma | $76.60 | +0.03% | $15.00B | — | — | 21.7 | +120.4% |
| BioCryst Pharmaceuticals | $9.82 | 0.00% | $2.50B | — | 18.7 | 2.7 | +33.6% |
| CRISPR Therapeutics | $57.50 | −0.35% | $5.57B | — | — | 415.7 | +1,041.4% |
| Median | 40.1 | 22.7 | 6.6 | +33.6% |