Goldman Sachs
May 11, 2026
Intellia Therapeutics: Hereditary Angioedema BLA Completion and ATTR Study Updates
Single Stock ReportEquitiesHealth Care
Intellia Therapeutics is on track for a 2H26 BLA completion for its HAE therapy following positive Phase 3 data. Meanwhile, its Phase 3 ATTR trials have resumed screening after clinical hold resolution, with cash runway extending into 2028.
Key Takeaways
- 1.Intellia plans to complete a rolling BLA submission for lonvo-z in hereditary angioedema (HAE) in 2H26, following positive Phase 3 HAELO data.
- 2.Phase 3 ATTR studies (MAGNITUDE and MAGNITUDE-2) are advancing patient screening following the resolution of FDA clinical holds.
- 3.The company maintains a solid cash position of approximately $517.2mn, extended by a recent $207mn offering, providing a runway into 2028.
Table of Contents
- Rolling BLA submission for lonvo-z in HAE will complete in 2H post positive Ph3 results
- Patient screening activities are advancing in both Ph3 ATTR studies post clinical hold resolution
- 1Q26 EPS vs. GSe
- Valuation and Risks
- Disclosure Appendix
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Authors
Salveen RichterMark Aleynick
Securities
NTLAREGN
Themes
CRISPR Gene Editing CommercializationRegulatory and Clinical Hold Dynamics
Regions
North AmericaUnited StatesTurkey
