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Q1: 2026-05-11 Earnings Summary
EPS of -$0.81 beats by $0.09
|
Revenue of
$15.05M
(-9.50% Y/Y)
beats by $1.24M
Intellia Therapeutics, Inc. (NTLA) Bank of America Global Healthcare Conference 2026 May 12, 2026 6:40 PM EDT
Company Participants
Edward Dulac - Executive VP, CFO & Treasurer
Conference Call Participants
Alec Stranahan - BofA Securities, Research Division
Presentation
Alec Stranahan
BofA Securities, Research Division
Let's get going. Thanks for joining this session with Intellia Therapeutics. My name is Alec Stranahan. I cover SMID Biotech here at Bank of America. And I'm pleased to be joined by Ed Dulac, Chief Financial Officer of Intellia. Thanks for being here, Ed.
Edward Dulac
Executive VP, CFO & Treasurer
Thanks for having us. Great conference again. Really productive day. I look forward to the discussion.
Question-and-Answer Session
Alec Stranahan
BofA Securities, Research Division
Great. Yes, another year in Vegas. Maybe just to start, you've had some recent updates. Maybe if you just want to kind of level set and step through the most important ones, whether that's lonvo-z or the next few studies we started.
Edward Dulac
Executive VP, CFO & Treasurer
A lot has happened at the company over the last few months. I think most notably, what you're referencing is we presented top line results from our Phase III HALO study in HAE, we couldn't be more excited. And so we've been thinking about commercialization, what that would mean for the product, but also for the company, have been thinking about this for quite some time. So to have top line data and just to provide a high-level overview, we showed essentially all patients get a meaningful clinical benefit. 62% of these patients at the end of the 28-week primary observation period are already attack-free and therapy-free, super important outcome. Those are as good or better than anything that's ever been reported. And from an attack rate reduction, we're at the very high upper 80%, which again is as good or better than anything that's been reported.
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