Intellia Therapeutics reported its fourth‑quarter 2025 earnings, delivering a stronger-than‑expected performance that surpassed analyst consensus on both revenue and earnings per share.
The company posted an earnings per share of –$0.83, beating the consensus estimate of –$0.96 by $0.13. The narrower loss reflects disciplined cost management and higher collaboration revenue, which helped offset the company’s ongoing research and development investments.
Revenue reached $23.02 million, a $10.94 million increase over the $12.08 million forecast. The jump was driven by collaboration agreements and increased reimbursements from Regeneron, and it represents a sequential rise from $13.8 million in Q3 2025 and a year‑over‑year increase from $12.9 million in Q4 2024.
Net loss for the quarter was $95.8 million, down from $128.9 million in the same period a year earlier. Research and development expenses fell to $88.7 million from $116.9 million, indicating improved cost control while revenue growth helped mitigate the impact of ongoing pipeline development costs.
Intellia maintained its fiscal‑year 2026 earnings per share guidance at –$0.95 to –$1.01, unchanged from prior guidance. The guidance signals management’s confidence that continued investment in its pipeline will eventually offset the current losses as products move toward commercialization.
CEO John Leonard highlighted progress in the lonvo‑z program for hereditary angioedema and the nex‑z program for transthyretin amyloidosis, noting rapid patient enrollment in phase‑3 trials and a restructuring effort that reduced R&D spend while building commercial infrastructure.
The earnings beat, combined with a cash balance of $605.1 million as of December 31 2025, positions Intellia to sustain operations through the second half of 2027 and supports the anticipated launch of lonvo‑z in the first half of 2027. The company’s competitive standing in the CRISPR gene‑editing space remains strong amid ongoing developments by peers.
Overall, the results demonstrate effective execution and stronger collaboration revenue, but the company’s continued losses underscore the need for successful product launches to achieve profitability in the near future.
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