Highlights From Meetings With Management: Lonvo-Z Nearing Commercialization

研报英文原文证据摘录

Highlights From Meetings With Management: Lonvo-Z Nearing Commercialization

Biotechnology

Intellia Therapeutics

TD SECURITIES (USA) LLC QUICK TAKE: COMPANY UPDATE

June 18, 2026

Price: $15.20 (06/17/2026) Highlights From Meetings With Management:

Price Target: NA Lonvo-Z Nearing Commercialization

BUY (1)

ESG SCORE: 56/100

Joseph Thome, Ph.D. THE TD COWEN INSIGHT

646 562 1308

We hosted several meetings with NTLA management this week. Lonvo-z's compelling

joseph.thome@tdsecurities.com

profile was reinforced in recent publications, and management is well underway on the BLA

Jacob Ormes, Ph.D. submission and focused on access. While continued therapeutic activity, patient access, and

646 562 1426 broader platform safety will be key for the stock, we continue to view lonvo-z as a potentially

jacob.ormes@tdsecurities.com

paradigm-shifting HAE therapy. Buy.

Key Data

Symbol NASDAQ: NTLA Management Confident In CMC And BLA Progress As H1:27 Lonvo-Z Launch Is Planned; Nex-

Market Cap $2.1B Z Enrollment Progressing

Click here for the full company update from This week, we hosted several investor meetings with NTLA management including CEO John

our latest quarterly report. Leonard, CFO Ed Dulac, and IR Lead Jason Fredette.

Management was very confident in the progress of lonvo-z's rolling BLA submission, and that

the package has everything from a CMC and clinical perspective to support an approval

in H1:27. Management noted that the remaining components of the BLA are limited and

primarily tied to the final clinical package from the Ph. III HAELO data, which we expect are

near completion given the recent presentation at EAACI and publication in the NEJM (see our

note here). CMC appears largely de-risked, as management noted commercial material was

already used in Ph.