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Intellia Gears Up to Report Q3 Earnings: What's in the Cards?

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Key Takeaways

  • NTLA's Q3 revenues are expected to be $15.7M, with an estimated loss of $1.02 per share.
  • Investors await clarity on timelines for restarting MAGNITUDE and MAGNITUDE-2 enrollment.
  • NTLA completed enrollment in the phase III HAELO trial for lonvo-z, with data expected in 2026.

Investors are likely to focus on Intellia Therapeutics’ (NTLA - Free Report) progress with the development of its portfolio of CRISPR-based gene-edited therapies when it reports third-quarter 2025 earnings.

The Zacks Consensus Estimate for the to-be-reported quarter’s top line is pegged at $15.7 million, while the same for the bottom line is pegged at a loss of $1.02 per share.

Shares of Intellia have increased 8.3% year to date, compared with the industry’s 13.2% rise.

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Let’s see how things might have shaped up before the announcement.

Factors Shaping NTLA's Q3 Results

Intellia’s top line currently comprises collaboration revenues. The company’s revenues are likely to have been driven by higher collaboration revenues from its partners, such as Regeneron Pharmaceuticals (REGN - Free Report) .

Intellia is collaborating with Regeneron for the development of its investigational in vivo genome-editing candidate, nexiguran ziclumeran (nex-z). The collaboration with REGN for nex-z is a boost for Intellia, as it provides the latter with resources to support the development of the candidate.

Nex-z is being evaluated in two late-stage studies, MAGNITUDE and MAGNITUDE-2, for ATTR amyloidosis with cardiomyopathy (ATTR-CM) and ATTR amyloidosis with polyneuropathy (ATTRv-PN), respectively.

Last month, Intellia suffered a major setback when the company temporarily paused patient dosing in both the MAGNITUDE and MAGNITUDE-2 studies. The company decided to pause the studies when a patient experienced grade 4 liver transaminase elevations and increased total bilirubin following dosing with nex-z in the MAGNITUDE study.

The patient who has been hospitalized is under close observation and receiving treatment. NTLA is working with experts, exploring ways to reduce risks, and communicating with regulatory authorities.

A thorough update on the timeline for the resumption of enrollment in the MAGNITUDE and MAGNITUDE-2 studies and the development path ahead for nex-z is expected on the upcoming earnings call.

In September, Intellia completed enrollment in the phase III HAELO study evaluating its other in vivo CRISPR gene editing therapy, lonvoguran ziclumeran (lonvo-z), for treating patients with hereditary angioedema (HAE). Top-line data from the same is expected in the first half of 2026.

Intellia remains on track to submit a potential biologics license application for lonvo-z for treating HAE in the second half of 2026. Investors will be keen to get more updates on the same during the third-quarter earnings call.

Operating expenses are likely to have declined in the to-be-reported quarter.

NTLA’s Earnings Surprise History

Intellia has an encouraging history of earnings surprises. The company beat on earnings in each of the trailing four quarters, delivering an average surprise of 6.21%. In the last reported quarter, NTLA delivered an earnings surprise of 3.88%.

What Our Model Predicts for NTLA

Our proven model does not conclusively predict an earnings beat for Intellia this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is not the case here, as you will see below. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.

Earnings ESP: Intellia has an Earnings ESP of -1.86% as the Most Accurate Estimate currently stands at a loss of $1.04 per share and the Zacks Consensus Estimate is pegged at a loss of $1.02 per share.

Zacks Rank: Intellia currently carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to Consider

Here are some drug/biotech stocks that have the right combination of elements to beat on earnings this time around:

ANI Pharmaceuticals (ANIP - Free Report) has an Earnings ESP of +10.55% and a Zacks Rank #2.

ANI Pharmaceuticals’ stock has risen 63.9% so far this year. ANIP beat earnings estimates in each of the last four reported quarters, delivering an earnings surprise of 22.66%, on average. ANI Pharmaceuticals is scheduled to report third-quarter results on Nov. 7.

Immunocore (IMCR - Free Report) has an Earnings ESP of +30.39% and a Zacks Rank #3.

Immunocore’s stock has increased 12.2% so far this year. IMCR beat earnings estimates in three of the last four reported quarters, missing the same on the remaining occasion, delivering an earnings surprise of 65.14%, on average.

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