Intellia is driven by two late-stage in-vivo gene therapy programs: lonvo-z and nex-z. The company closed 2025 with $605.1 million in cash, sufficient to fund operations into the second half of 2027, with commercial manufacturing, field teams and payer outreach for a possible launch largely in place. The FDA removed the clinical hold on the MAGNITUDE Phase 3 clinical trial of nex-z for patients with transthyretin amyloidosis with cardiomyopathy (ATTR-CM), marking a major de-risking event.
Cyborg Score Rationale
Lonvo-z offers potential for a one-time, functional cure with significant upside, yet unresolved cardiomyopathy hold, safety uncertainties and shrinking cash cushion temper the bull case, leaving investors to weigh breakthrough potential against regulatory and execution hazards.
Top Insights
HAELO Phase 3 trial of lonvo-z in hereditary angioedema is fully enrolled with 80 patients recruited in roughly nine months.
Market cap of $1.77 billion with recent analyst upgrade from William Blair to outperform rating (March 2, 2026).
Cash decreased 30% year-over-year from $861.7M to $605.1M, creating urgency for clinical and commercial milestones.
Quarterly revenue up 78.4% year-over-year with Q4 2025 revenue of $23.02 million, exceeding analyst expectations.
Named Competitors
CRISPR/Cas9 Gene Editing — In vivo and ex vivo CRISPR therapeutics