Intellia Therapeutics (NasdaqGM:NTLA) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsEdward Dulac - EVP and CFOJason Fredette - Vice President of Investor Relations and Corporate CommunicationsJohn Leonard - President and CEOLidiya Rizova - Associate, Equity ResearchNone - Company RepresentativeConference Call ParticipantsAlec Stranahan - Senior Analyst, Equity ResearchBrian Cheng - Executive Director and Senior Biotech AnalystJack Allen - Senior Research AnalystJonathan Miller - An ...

Intellia Therapeutics (NasdaqGM:NTLA) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsEdward Dulac - EVP and CFOJason Fredette - Vice President of Investor Relations and Corporate CommunicationsJohn Leonard - President and CEOLidiya Rizova - Associate, Equity ResearchNone - Company RepresentativeConference Call ParticipantsAlec Stranahan - Senior Analyst, Equity ResearchBrian Cheng - Executive Director and Senior Biotech AnalystJack Allen - Senior Research AnalystJonathan Miller - An ...

Intellia Therapeutics (NasdaqGM:NTLA) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker11Hello, and welcome to Intellia Therapeutics' fourth quarter and full year 2025 conference call. My name is Drew, and I will be your conference operator today. Please be advised that today's call is being recorded. I will now turn the call over to Jason Fredette, Vice President of Investor Relations and Corporate Communications at Intellia. Please proceed.Speaker4Thank you, operator. Hello, everyone. Earlier th ...

HAELO Phase 3 clinical data for lonvo-z in HAE expected by mid-2026; BLA submission in second half of 2026; anticipated U.S. launch in first half of 2027Process underway to reactivate global sites for MAGNITUDE-2 Phase 3 clinical trial of nex-z in ATTRv-PN; enrollment completion expected in second half of 2026FDA engagement ongoing to resolve clinical hold on MAGNITUDE Phase 3 clinical trial of nex-z in ATTR-CM Ended 2025 with approximately $605 million in cash, cash equivalents and marketable securities; e ...

If you're looking to add a bit of growth to your portfolio, you may turn to well-recognized growth companies that already generate major revenue -- or you could turn to the potential winners of tomorrow. Both types of companies make good additions. The former offers you a combination of security and growth, while the latter often offers you innovation at a bargain price. Right now, let's talk about future winners. And the perfect place to find them is in the biotech industry. Here, companies are working ...

Group 1 - Recursion Pharmaceuticals, Inc. is positioned as a compelling investment in the AI-driven pharmaceutical sector, particularly amidst macroeconomic uncertainties [3][7] - The company operates as a clinical-stage biotechnology firm, focusing on integrating technological innovations to enhance drug discovery [2] - Recursion's proprietary Recursion OS integrates vast biological imaging data into a closed-loop AI experimentation platform, providing a unique capability at petabyte scale [5] Group 2 - Under CEO Chris Gibson, the company has developed the BioHive-2 supercomputer, which is recognized as the industry's most advanced AI platform [6] - Recursion has a substantial cash reserve that is projected to last through 2027, ensuring financial stability and operational capacity for growth [6] - The current trading of RXRX is relatively under the radar, presenting a low-demand entry point with significant upside potential as capital shifts into the AI pharmaceutical sector [7] Group 3 - Unlike competitors such as Eli Lilly and Illumina, which have already seen significant price increases, RXRX offers both strategic positioning and an attractive valuation [4] - The partnership with Nvidia positions Recursion as a core ally in AI-driven drug discovery, enhancing its market appeal [5] - The bullish thesis on Recursion Pharmaceuticals is similar to previous successful analyses of high-growth biotech companies, indicating strong potential for appreciation [8]

Core Viewpoint - CRISPR Therapeutics has experienced significant stock volatility, with a notable decline of over 60% from its 2021 peak, despite the recent approval and commercialization of its first gene editing therapy, Casgevy, for blood disorders [2][10]. Group 1: Product Approval and Technology - Casgevy is the first CRISPR-based product approved for treating blood disorders, specifically sickle cell disease and beta thalassemia [4][7]. - The CRISPR technology utilized by the company involves precise DNA editing, which may provide a functional cure for the diseases it targets, potentially allowing patients to remain symptom-free over time [5][4]. Group 2: Financial Performance and Revenue Generation - Despite the approval of Casgevy, it has not yet generated significant revenue for CRISPR Therapeutics, as the treatment process is complex and requires establishing authorized treatment centers [7][8]. - Vertex Pharmaceuticals, a partner in the Casgevy project, anticipates that the product could generate over $100 million in revenue for the full year of 2025, but CRISPR Therapeutics will only retain 40% of the profits from this product [8][7]. Group 3: Market Sentiment and Future Outlook - The stock performance of CRISPR Therapeutics has been negatively impacted by the time it takes for revenue growth to materialize post-approval, leading some investors to view the company as "yesterday's news" [10][2]. - The company has a pipeline of other candidates based on CRISPR technology, which may also take time to deliver revenue growth and profit [9][10].

To compete at iGEM, a sort of science Olympics, teens at a Georgia high school set their sights on finding a better way to detect and treat Lyme disease. Their approach uses CRISPR gene editing. "60 Minutes" is the most successful television broadcast in history. Offering hard-hitting investigative reports, interviews, feature segments and profiles of people in the news, the broadcast began in 1968 and is still a hit, over 50 seasons later, regularly making Nielsen's Top 10. Subscribe to the "60 Minutes" Yo ...

Core Insights - ERS Genomics and Dyadic Applied BioSolutions have entered into a CRISPR/Cas9 license agreement, allowing Dyadic to utilize ERS' extensive patent portfolio to enhance its bioproduction capabilities [1][2][3] Company Overview - ERS Genomics holds a portfolio of over 100 patents worldwide related to CRISPR/Cas9 technology, covering applications across various cell types and synthetic biology [3][6] - Dyadic Applied BioSolutions specializes in producing precision-engineered, animal-free proteins and enzymes for the life sciences, food and nutrition, and bio-industrial markets [5] Agreement Details - The agreement enables Dyadic to integrate CRISPR-based gene editing into its production platforms, specifically the C1 and Dapibus systems, to improve strain performance and product quality [2][3] - Financial details of the agreement have not been disclosed [4] Strategic Implications - The collaboration is expected to accelerate Dyadic's internal product pipeline and enhance the development of customized production strains for partners [2] - ERS Genomics emphasizes the importance of responsible use of CRISPR technology, aiming to support a wide range of applications in life sciences and bio-industrial sectors [2][3]

Core Viewpoint - Vertex Pharmaceuticals is positioned for significant growth over the coming years, driven by its strong product lineup and promising pipeline despite facing some risks [3][12]. Growth Drivers - Vertex's primary growth driver is its cystic fibrosis (CF) franchise, particularly the drug Kaftrio/Trikafta, which accounted for 86% of total revenue in Q2 2025. The recent FDA approval of Alyftrek is expected to cannibalize some sales from Kaftrio/Trikafta but will enhance profits due to lower royalty burdens [3][4]. - The company is expanding its product lineup beyond CF with Casgevy, the first approved CRISPR gene editing therapy, and Journavx, a non-opioid pain relief drug, which is anticipated to be a blockbuster [4]. - Vertex's pipeline includes promising candidates like zimislecel for Type 1 diabetes and povetacicept for IgA nephropathy, targeting large patient populations [5][6]. Market Position and Financials - Vertex has a market capitalization of $109 billion, with a current stock price of $425.57 and a gross margin of 86.08% [8]. - The company enjoys a monopoly in CF treatment, ensuring continued demand for its products regardless of economic conditions [9]. Patent Protection - Vertex's key CF therapy, Kaftrio/Trikafta, has patent protection until 2037, with Alyftrek and Journavx protected until 2039 and 2040, respectively, mitigating risks associated with patent expirations [10]. Risks - The main risk for Vertex is the potential failure of its pipeline candidates in clinical testing or regulatory approvals, although the company has a strong track record and multiple promising candidates [11].