Q2 FY2026 EarningsQ2 FY2026 results missed consensus on the top and bottom lines, with collaboration revenue of $7.7M vs. the $13.0M expected and a GAAP EPS of -$0.80 vs. the -$0.79 mean estimate. Despite the revenue shortfall due to lower Regeneron collaboration fees, the company significantly advanced its clinical pipeline, reporting positive Phase 3 HAELO data for lonvo-z. Management provided a clear commercial runway, expecting a BLA submission in H2 2026 and a U.S. launch in H1 2027, supported by a cash position of $628.4M which funds operations into 2028.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Intellia Therap(NTLA) the Revenue is 7.659 M (-46.23%), Miss estimate;the EBIT is -112.76 M (-2.51%), Miss estimate;the EPS is -0.8 (+18.37%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.01B46.23%
0.01B8.88%
-0.01B37.35%
EBITMiss expectations
-0.11B2.51%
-0.11B2.28%
-0.01B4.79%
EPSMiss expectations
-0.818.37%
-0.787119.68%
-0.01291.31%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf