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Pipeline (3 active programs)

Capital (as filed)

Cash

$156M cash and cash equivalents · Sep 30, 2026 (10-Q)

Short-term investments

$318M Sep 30, 2026

Long-term investments

$141M Sep 30, 2026

Operating cash flow

−$85.4M quarter Jun 30, 2026 → Sep 30, 2026, year-to-date difference (10-Q)

As stated in coverage

$615M cash, runway at least into 2028 per the update of Nov 5, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (9)

• 2026-09-08 UPDATE: Intellia Therapeutics (NTLA) - The Clock Has a Date on It Now 🔒 Paid
• 2026-09-04 UPDATE: Intellia Therapeutics (NTLA) - They Mortgaged the Codebase
• 2026-08-07 UPDATE: Intellia Therapeutics (NTLA) - They Found the Bug 🔒 Paid
• 2026-06-15 UPDATE: Intellia Therapeutics (NTLA) - The HAELO Receipts Land in NEJM
• 2026-05-12 UPDATE: Intellia Therapeutics (NTLA) - The MAGNITUDE Hold Quietly Lifted 🔒 Paid
• 2026-04-30 UPDATE: Intellia Therapeutics (NTLA) - The Offering Priced at $10.75 🔒 Paid
• 2026-04-28 UPDATE: Intellia Therapeutics (NTLA) - The Code Compiled Clean 🔒 Paid
• 2026-04-27 UPDATE: Intellia Therapeutics (NTLA) - The Clock Is Set for Monday Morning 🔒 Paid
• 2026-03-05 Intellia Therapeutics (NTLA) - Scientific Deep Dive for Lead and Pipeline Products

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (9 calls)

Every verdict Biotech Distilled has published on Intellia Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

1. 2026-03-05 Watch Intellia Therapeutics (NTLA) - Scientific Deep Dive for Lead and Pipeline Products Strong science but ATTR-CM FDA clinical hold and $390M+ annual burn make entry too risky; wait for regulatory clearance before engaging.
2. 2026-04-27 Watch UPDATE: Intellia Therapeutics (NTLA) - The Clock Is Set for Monday Morning Maintaining Watch List framework ahead of binary HAELO readout; not chasing the print, and ATTR-CM hold plus dilution risk still unresolved.
3. 2026-04-28 Buy core UPDATE: Intellia Therapeutics (NTLA) - The Code Compiled Clean HAELO Phase 3 hit primary endpoint cleanly with 87% attack reduction and zero SAEs, retiring clinical risk on lonvo-z and putting BLA on the clock; buy the priced offering shares, not the print.
4. 2026-04-30 Buy core UPDATE: Intellia Therapeutics (NTLA) - The Offering Priced at $10.75 Reaffirming lonvo-z BUY at the $10.75 offering price with clinical risk retired, BLA on the clock, and runway extended to 2028; platform remains on hold pending MAGNITUDE resolution.
5. 2026-05-12 Speculative buy speculative UPDATE: Intellia Therapeutics (NTLA) - The MAGNITUDE Hold Quietly Lifted MAGNITUDE ATTR-CM clinical hold lifted in March closes the single largest gap in the bull thesis, upgrading the platform from HOLD to Speculative Buy, though IP overhang and unresolved post-restart safety data keep conviction below core.
6. 2026-06-15 Speculative buy speculative UPDATE: Intellia Therapeutics (NTLA) - The HAELO Receipts Land in NEJM Full HAELO dataset published in NEJM confirms all secondary endpoints with margin and subgroup robustness; thesis tracking but no change from May 11 upgrade, with MAGNITUDE safety data still the next true binary.
7. 2026-08-07 Speculative buy speculative UPDATE: Intellia Therapeutics (NTLA) - They Found the Bug HLA allele association identified as retrospective mechanistic explanation for nex-z hepatotoxicity, de-risking but not resolving the platform safety question; maintaining Speculative Buy with 25% price pullback seen as catalyst-gap selling rather than thesis break.
8. 2026-09-04 Speculative buy speculative UPDATE: Intellia Therapeutics (NTLA) - They Mortgaged the Codebase $400M OrbiMed debt facility funds launch without dilution but adds first-lien secured debt on contested IP; maintaining Speculative Buy as non-dilutive financing is net positive for shareholders despite leverage risk.
9. 2026-09-08 Speculative buy speculative UPDATE: Intellia Therapeutics (NTLA) - The Clock Has a Date on It Now FDA accepted lonvo-z BLA with priority review and PDUFA date of March 10, 2027, converting an open-ended regulatory wait into a six-month countdown and unlocking the OrbiMed approval tranche; maintaining Speculative Buy.

• Long call · opened Apr 28, 2026 at $13.20 · -14.0% vs XBI +16.0% (Nov 6, 2026)

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (4 quotes from 4 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

• 2026-11-05 10-Q in filings ↓

  • “On September 8, 2026, the Company announced that the U.S. Food and Drug Administration (“FDA”) has accepted the Biologics License Application (“BLA”) for lonvo-z and granted the BLA Priority Review with a Prescription Drug User Fee Act (“PDUFA”) target action date of March 10, 2027.”

    matched to lonvo-z (HAE) · regulatory decision · read as March 10, 2027
• 2026-11-05 8-K in filings ↓

  • “In September, the U.S. Food and Drug Administration (FDA) accepted the Biologics License Application (BLA) for lonvo-z and granted the BLA Priority Review with a Prescription Drug User Fee Act (PDUFA) target action date of March 10, 2027.”

    matched to lonvo-z (HAE) · regulatory decision · read as March 10, 2027
• 2026-09-08 8-K in filings ↓

  • “Positions lonvo-z to be the world’s first in vivo CRISPR-based therapy and the only one-time HAE treatment, if approved CAMBRIDGE, Mass., September 8, 2026 -- Intellia Therapeutics, Inc. (Nasdaq: NTLA), a leading biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies, today announced the U.S. Food and Drug Administration (FDA) has accepted the Biologics License Application (BLA) for lonvo-z and granted the BLA Priority Review with a PDUFA target action date of March 10, 2027.”

    matched to lonvo-z · regulatory submission · read as March 10, 2027 / matched to lonvo-z (HAE) · regulatory decision · read as March 10, 2027
• 2026-08-06 10-Q in filings ↓

  • “In April 2026, the Company reported positive topline data from the global Phase 3 HAELO clinical trial of lonvo-z in HAE, and preparations are underway for the planned commercial launch of lonvo-z in the first half of 2027, if approved.”

    matched to lonvo-z · regulatory submission · read as first half of 2027 / matched to nex-z (ATTR-CM) · regulatory decision · read as first half of 2027

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (33)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from May 5, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

• Nov 5, 2026ReleaseIntellia Therapeutics Announces Third Quarter 2026 Financial Results and Business UpdatesSummary on the 8-K
• Nov 5, 20268-KCurrent report: results of operations · EX-99.1Q3 earnings landed this morning with MAGNITUDE-2 enrollment complete (exceeding its target), a new CMO aboard, and a $127.5M net loss that includes a $10.4M non-cash investment writedown — the market sold the print −9.8%, likely misreading the headline; here's what actually changed and what didn't.
• Nov 5, 202610-QQuarterly reportSummary on the 8-K
• Nov 4, 2026ReleaseIntellia Therapeutics Completes Enrollment in Phase 3 MAGNITUDE-2 Trial of Nexiguran Ziclumeran (Nex-z) for Patients with Hereditary Transthyretin Amyloidosis with Polyneuropathy (ATTRv-PN)MAGNITUDE-2 is fully enrolled — the ATTRv-PN Phase 3 clock is now running, adding a second near-term readout to a catalyst stack already anchored by the March 10, 2027 lonvo-z PDUFA date.
• Nov 3, 2026ReleaseIntellia Therapeutics Announces Upcoming Nexiguran Ziclumeran (nex-z) Medical Congress Presentations
• Oct 29, 2026ReleaseIntellia Therapeutics Announces Upcoming Lonvoguran Ziclumeran (Lonvo-z) Investor Event and Seven Presentations at ACAAI 2026
• Oct 13, 2026ReleaseIntellia Therapeutics Appoints Jing L. Marantz, M.D., Ph.D., as Chief Medical OfficerIntellia has appointed Jing L. Marantz — the CMO who shepherded Scholar Rock's first-approved SMA drug through simultaneous FDA/EMA submissions — as its new Chief Medical Officer, effective October 26, exactly five months before the March 10, 2027 PDUFA date for lonvo-z.
• Sep 8, 2026ReleaseIntellia Therapeutics Announces FDA Acceptance of Biologics License Application with Priority Review for Lonvoguran Ziclumeran (Lonvo-z) for Hereditary Angioedema (HAE)→ BD updateSummary on the 8-K
• Sep 8, 20268-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateThe FDA accepted Intellia's lonvo-z BLA with Priority Review and set a March 10, 2027 PDUFA date — the "upside surprise" catalyst I called in the September 4 update has now landed, putting the world's first in vivo CRISPR approval on a legal clock.
• Sep 4, 2026ReleaseIntellia Therapeutics to Present at Morgan Stanley 24th Annual Global Healthcare Conference→ BD updateSummary on the 8-K
• Sep 4, 2026ReleaseIntellia Therapeutics Secures Non-Dilutive Debt Facility with OrbiMed for up to $400 Million→ BD updateSummary on the 8-K
• Sep 4, 20268-KCurrent report: material agreement, debt / obligation, Reg FD disclosure · EX-99.1→ BD updateIntellia just closed a $400M non-dilutive debt facility with OrbiMed — structured so that the milestones unlocking the remaining $325M are exactly the lonvo-z catalysts the thesis has been tracking, but the security interest over all assets (including contested IP) introduces a new risk layer worth unpacking.
• Aug 6, 2026ReleaseIntellia Therapeutics Announces Second Quarter 2026 Financial Results and Business UpdatesBD extracted 1 program update from this document → NTLA pipeline
• Aug 6, 20268-KCurrent report: results of operations · EX-99.1
• Aug 6, 202610-QQuarterly reportBD extracted 1 program update from this document → NTLA pipeline
• Jul 30, 2026ReleaseIntellia Therapeutics to Hold Conference Call on August 6 to Discuss Second Quarter 2026 Financial Results and Business Updates
• Jun 15, 20268-KCurrent report: Reg FD disclosure, other events · EX-99.1
• Jun 13, 2026ReleaseIntellia Therapeutics Reports Additional Positive Phase 3 Results for Lonvoguran Ziclumeran (lonvo-z) in Patients with Hereditary AngioedemaBD extracted 1 program update from this document → NTLA pipeline
• Jun 10, 20268-KCurrent report: shareholder vote
• Jun 1, 2026ReleaseIntellia Therapeutics to Report Additional Phase 3 HAELO Data for Lonvoguran Ziclumeran (lonvo-z) in Late-Breaking Oral Presentation at EAACI 2026BD extracted 1 program update from this document → NTLA pipeline
• May 11, 2026ReleasePresented positive Phase 3 HAELO topline clinical data for lonvo-z in HAE; initiated rolling BLA submission; anticipate U.S. launch in first half of 2027 Recently resumed patient screening in MAGNITUD
• May 11, 20268-KCurrent report: results of operations · EX-99.1
• May 11, 202610-QQuarterly report
• May 5, 2026ReleaseCAMBRIDGE, Mass., May 05, 2026 (GLOBE NEWSWIRE) -- Intellia Therapeutics, Inc. (Nasdaq: NTLA), a leading biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing an
• Apr 30, 2026DEFA14AProxy soliciting material
• Apr 30, 2026DEF 14AProxy statement
• Apr 30, 20268-KCurrent report: material agreement, results of operations
• Apr 29, 2026424B5Prospectus supplement (offering)
• Apr 27, 20268-KCurrent report: Reg FD disclosure, other events · EX-99.1
• Apr 27, 2026424B5Prospectus supplement (offering)
• Apr 10, 20268-KCurrent report: charter / bylaws / fiscal year
• Mar 2, 20268-KCurrent report: material agreement, Reg FD disclosure, other events · EX-99.1
• Mar 2, 2026424B5Prospectus supplement (offering)