Intellia Therapeutics, Inc. SEC Filings

Dulac Edward J III reported acquisition or exercise transactions in this Form 4 filing.

Intellia Therapeutics EVP and CFO Edward J. Dulac III reported new equity awards. On March 1, 2026, he received a stock option for 87,543 shares of common stock and a grant of 61,280 shares of common stock in the form of restricted stock units.

The option was granted with 33% vesting on January 1, 2027, and the remaining 67% vesting in 24 substantially equal monthly installments after that date. Following the common stock award, his directly held common stock position increased to 160,963 shares.

Intellia Therapeutics EVP and Chief Scientific Officer Birgit C. Schultes received new equity awards. On March 1, 2026, she was granted stock options for 56,000 shares of Intellia common stock at an exercise price of $0.00 per share and 39,200 shares of common stock as a grant.

The common stock grant is based on restricted stock units, each representing a contingent right to receive one share of Intellia common stock. The option grant vests with 33% on January 1, 2027, and the remaining 67% in 24 substantially equal monthly installments after that date.

Intellia Therapeutics EVP and Chief Technical Officer Eliana Clark reported a mix of equity awards and a small tax-related sale. Clark received 7,353 shares of common stock from a grant of restricted stock units and a stock option for 10,505 shares. On a separate date, 607 shares were automatically sold at $13.78 per share to cover tax withholding obligations, leaving 93,864 common shares held directly afterward.

Intellia Therapeutics VP and Chief Accounting Officer Michael P. Dube received an equity award in the form of restricted stock units. On the reported date, he acquired 17,250 shares of Intellia common stock through a grant, at a stated price of $0.00 per share.

The award is structured as restricted stock units, each representing a contingent right to receive one share of Intellia common stock. Following this grant, Dube’s directly held common stock position reported in this filing increased to 69,527 shares.

Intellia Therapeutics, Inc. is offering up to $400,000,000 of common stock in an at-the-market offering under a sales agreement with Jefferies LLC.

The prospectus supplement states sales may be made from time to time on the Nasdaq Global Market (symbol NTLA); shares outstanding were 116,317,060 as of December 31, 2025, and the last reported sale price was $14.28 per share on February 26, 2026. Jefferies will act as sales agent for up to a 3.0% commission.

Intellia Therapeutics expanded its at-the-market stock offering program with Jefferies, increasing capacity from $750,000,000 to $1,035,316,650. The company has already sold about $635,316,650 of common stock and will use a new prospectus to offer up to an additional $400,000,000 in shares on a discretionary basis, paying Jefferies up to 3% of gross proceeds.

Separately, the FDA removed the clinical hold on the MAGNITUDE Phase 3 trial of nexiguran ziclumeran for transthyretin amyloidosis with cardiomyopathy after prior Grade 4 liver enzyme elevations. Intellia and the FDA agreed on added liver and cardiac safety exclusions and enhanced monitoring, allowing enrollment activities in both MAGNITUDE and MAGNITUDE-2 to resume.

Intellia Therapeutics is a genome-editing biotech developing in vivo CRISPR medicines, led by two Phase 3 programs. Lonvoguran ziclumeran (lonvo-z, NTLA-2002) targets hereditary angioedema with a one-time IV treatment; the HAELO Phase 3 trial fully enrolled 80 patients, with topline data expected by mid-2026 and a planned U.S. launch in the first half of 2027, following a BLA filing in the second half of 2026.

Nexiguran ziclumeran (nex-z, NTLA-2001) targets ATTR amyloidosis. The MAGNITUDE Phase 3 cardiomyopathy trial is on FDA clinical hold after a case of severe liver injury and a subsequent patient death, while the FDA has lifted the hold on the MAGNITUDE-2 Phase 3 polyneuropathy trial. Earlier Phase 1 data showed deep, durable TTR reductions and signs of disease stabilization. Intellia also advances additional CRISPR and cell-therapy collaborations, including a co-development deal with Regeneron and licensed ex vivo programs, and highlights extensive regulatory, manufacturing, competition and IP risks typical for first-wave CRISPR therapies.

Intellia Therapeutics reported fourth-quarter and full-year 2025 results alongside major pipeline updates. Collaboration revenue for Q4 2025 was $23.0 million, up from $12.9 million a year earlier. Research and development expenses fell to $88.7 million from $116.9 million, and net loss narrowed to $95.8 million from $128.9 million.

The company ended 2025 with $605.1 million in cash, cash equivalents and marketable securities, which it expects to fund operations into the second half of 2027 and through the anticipated U.S. launch of lonvo-z for hereditary angioedema. Topline HAELO Phase 3 data for lonvo-z are expected by mid-2026, with a planned BLA submission in the second half of 2026 and a potential U.S. launch in the first half of 2027.

For nex-z in transthyretin amyloidosis, the FDA has lifted the clinical hold on the MAGNITUDE-2 Phase 3 trial, and Intellia is reactivating global sites with enrollment completion expected in the second half of 2026. Engagement with the FDA continues to resolve the remaining clinical hold on the MAGNITUDE Phase 3 trial for ATTR-CM.

The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC report beneficial ownership of 3,157,178.33 shares of Intellia Therapeutics common stock, representing 2.7% of the class as of 12/31/2025.

All shares are reported with shared voting and dispositive power, with no sole voting or dispositive authority. The firms state the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Intellia. The filing confirms their ownership is below 5% of the outstanding common stock.