NTLA Intellia Therapeutics, Inc. - Common Stock
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Acerca de Intellia Therapeutics, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Intellia Therapeutics, Inc. is an American clinical-stage biotechnology company focused on developing novel, potentially curative therapeutics leveraging CRISPR-based technologies. The company's in vivo programs use intravenously administered CRISPR as the therapy, in which the company's proprietary delivery technology enables highly precise editing of disease-causing genes directly within specific target tissues. Intellia's ex vivo programs use CRISPR to create the therapy by using engineered human cells to treat cancer and autoimmune diseases.
The CRISPR gene editing system was originally invented by Jennifer Doudna, one of Intellia's scientific founders, (with colleagues at University of California, Berkeley) and Virginijus Šikšnys (with colleagues at Vilnius University). The company has entered into a number of different research and development collaborations with leading and emerging biotechnology companies including Novartis, Regeneron, Avencell, SparingVision, Kyverna, and ONK Therapeutics.
Intellia has two in vivo programs in ongoing clinical trials. NTLA-2001 is an investigational CRISPR therapy candidate for the treatment for ATTR amyloidosis currently in Phase 1 studies. Lonvo-z is an investigational CRISPR therapy candidate for the treatment of hereditary angioedema (HAE) currently in Phase 3 studies.
Intellia's proprietary non-viral gene knock out platform deploys lipid nanoparticles to deliver to the liver a two-part genome editing system: guide RNA specific to the disease-causing gene and messenger RNA that encodes the Cas9 enzyme, which carries out the precision editing.
Intellia also has a number of research programs for in vivo and ex vivo therapeutic candidates with potential applications in diseases including cancer, alpha-1 antitrypsin deficiency, and hemophilia. The company is also working on a variety of additional gene editing technologies including base editing and DNA writing.
History
Intellia Therapeutics was founded in November 2014 to develop biopharmaceuticals using CRISPR.
It was backed by Atlas Venture and Novartis; the founding CEO was Nessan Bermingham from Atlas and the founding CSO was John Leonard, formerly CSO of AbbVie. The academic scientists involved in the founding included Rodolphe Barrangou, Rachel Haurwitz, Luciano Marraffini, Erik Sontheimer, and Derrick Rossi. The intellectual property around CRISPR was contested from the beginning; Intellia in-licensed patents from Caribou Biosciences, which had licensed patents from University of California invented by Jennifer Doudna.
Novartis had funded the Series A round because of its interest in applying CRISPR in CAR-T, and in January 2015 Novartis and Intellia reached a deal through which Novartis obtained rights to use CRISPR for its CAR-T program, and the companies agreed to collaborate on ways to use CRISPR to treat diseases involving hematopoietic stem cells including beta thalassemia and sickle cell disease. Intellia formed a division called eXtellia Therapeutics to manage the CAR-T collaboration with Novartis.
In December 2016, the company moved to its new 80,000 sq. ft. laboratory and office space in Cambridge, Massachusetts. By that time, it had obtained a license for another company's a lipid nanoparticle drug delivery system to help with its efforts to deliver CRISPR drugs to the liver, without being degraded in the bloodstream; at that time it had not disclosed the licensor.
In March 2017, Intellia and Regeneron, partners in co-developing a CRISPR-based treatment for transthyretin amyloidosis, presented data from a gene editing experiment in mice. By that time, University of California had lost a challenge to Broad's CRISPR patents, putting Intellia at a disadvantage relative to Editas.
In April 2017, Intellia entered into a partnership with Regeneron Pharmaceuticals under which Regeneron gained the exclusive right to use Intellia's CRISPR platform on up to 10 drug targets, of which up to five could be outside of the liver, and the companies agreed to co-develop other targets. Regeneron paid $75 million upfront, as well as milestones and royalties. The company said it planned to put $10 million of the funds into its bioinformatics program, to help it evaluate targets.
In December 2017, John Leonard, who had experience in drug development, took over as CEO.
In October 2019, Intellia named Glenn Goddard as its executive vice president and CFO. Prior to Intellia, Goddard was the CFO at Generation Bio Company and senior vice president of finance at Agios Pharmaceuticals.
In October 2020, Jennifer Doudna, one of Intellia's scientific co-founders, was awarded the 2020 Nobel Prize in Chemistry for the development of the CRISPR/Cas9 genome editing technology. Doudna shared the award with her research collaborator, Emmanuelle Charpentier. This is the first time two women scientists have jointly won a Nobel Prize in Chemistry.
In June 2021, Intellia made history by announcing interim Phase 1 data for NTLA-2001, demonstrating the ability to precisely edit target cells within the body to treat genetic disease with a single intravenous infusion of CRISPR. This was the first time any human clinical data has been published for an in vivo gene editing therapeutic candidate. The landmark data was published in the New England Journal of Medicine in August 2021.
In September and November 2022, Intellia presented the initial positive clinical data from their second in vivo CRISPR-candidate, NTLA-2002 demonstrating for the first time the potential clinical benefits of a CRISPR-based therapy with initial results now available beyond biomarker data. In January 2024, Intellia laid off 15% of its employees. A year later, Intellia announced a 27% net workforce reduction.
Funding
In November 2014, Intellia Therapeutics raised $15 million in Series A round. In September 2015, a Series B round secured $70 million. In May 2016, Intellia announced the closing of its initial public offering which raised approximately $112.1 million. In the course of going public, the company disclosed that it had licensed the lipid drug delivery system from Novartis, and that it involved creating lipid droplets to encapsulate the CRISPR agents.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | NTLA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -3.7promedio 5A ≈-9.4 | ≈-9.4 | · | · | |
| P/S (TTM) | 28.8promedio 5A ≈87.8 | ≈87.8 | 45.0 | Valor razonable | |
| P/C (MRQ) | 2.4promedio 5A ≈3.3 | ≈3.3 | 5.8 | Infravalorado | |
| Precio / FCF (TTM) | -4.9promedio 5A ≈-11.7 | ≈-11.7 | · | · | |
| Precio / Flujo de Caja (TTM) | -5.0promedio 5A ≈-12.3 | ≈-12.3 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 2.2promedio 5A ≈3.3 | ≈3.3 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | NTLA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | -711.7%promedio 5A ≈-936.9% | ≈-936.9% | -919.0% | Débil | |
| Margen EBITDA (TTM) | -696.4%promedio 5A ≈-918.5% | ≈-918.5% | -919.0% | Débil | |
| Margen de Beneficio Neto (TTM) | -672.2%promedio 5A ≈-910.7% | ≈-910.7% | -980.8% | Débil | |
| ROA (TTM) | -45.6%promedio 5A ≈-35.4% | ≈-35.4% | -38.5% | En línea | |
| ROE (TTM) | -55.4%promedio 5A ≈-46.6% | ≈-46.6% | -55.3% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | NTLA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 6.6promedio 5A ≈7.0 | ≈7.0 | 6.8 | Baja liquidez | |
| Ratio Rápido (MRQ) | 5.6promedio 5A ≈6.7 | ≈6.7 | 5.6 | En línea |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | NTLA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 16.9%promedio 5A ≈12.2% | ≈12.2% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 9.1%promedio 5A ≈5.0% | ≈5.0% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 3.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | NTLA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.1promedio 5A ≈0.0 | ≈0.0 | 0.2 | Por debajo del promedio | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 7.5promedio 5A ≈8.8 | ≈8.8 | 7.5 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$179.5K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 5, 2026 | $-0.80 | $-0.82 | 1.9% |
| 31 de marzo de 2026 | $-0.81 | $-0.93 | 13.1% | |
| 31 de diciembre de 2025 | $-0.83 | $-0.97 | 14.8% | |
| 30 de septiembre de 2025 | $-0.92 | $-1.02 | 10.0% | |
| 30 de junio de 2025 | $-0.98 | $-1.04 | 5.6% | |
| 31 de marzo de 2025 | $-1.10 | $-1.31 | 15.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $68M | $58M | $36M | $52M | $33M | $58M | $43M | $30M | $26M | $16M | |
| Cost of Revenue | · | · | · | · | $0 | $0 | $0 | $0 | · | · | |
| R&D Expense | $389M | $466M | $435M | $420M | $230M | $150M | $108M | $89M | $68M | $32M | |
| SG&A Expense | $120M | $126M | $116M | $90M | $71M | $44M | $41M | $32M | $28M | $17M | |
| Operating Expenses | $509M | $592M | $552M | $510M | $301M | $195M | $149M | $121M | $96M | $49M | |
| Operating Income | $-441M | $-534M | $-515M | $-458M | $-268M | $-137M | $-106M | $-91M | $-70M | $-32M | |
| Interest Income | $29M | $48M | $50M | $9M | $1M | $2M | $7M | $6M | $2M | $525.0K | |
| Other Non-op | $28M | $15M | $34M | $-16M | $-42.0K | $2M | $7M | · | · | · | |
| Pretax Income | · | · | · | · | · | · | · | · | $-68M | $-32M | |
| Income Tax | $0 | · | · | · | · | · | · | · | · | $0 | |
| Net Income | $-413M | $-519M | $-481M | $-474M | $-268M | $-134M | $-474M | $-85M | $-68M | $-32M | |
| EPS (Basic) | $-3.81 | $-5.25 | $-5.42 | $-6.16 | $-3.78 | $-2.40 | · | · | · | · | |
| EPS (Diluted) | $-3.81 | $-5.25 | $-5.42 | $-6.16 | $-3.78 | $-2.40 | · | · | · | · | |
| Shares (Basic) | 108,376,000 | 98,849,000 | 88,770,000 | 76,972,000 | 70,894,000 | 55,987,000 | · | · | · | · | |
| Shares (Diluted) | 108,376,000 | 98,849,000 | 88,770,000 | 76,972,000 | 70,894,000 | 55,987,000 | · | · | · | · | |
| EBITDA | $-431M | $-524M | $-506M | $-451M | $-261M | $-130M | $-101M | $-86M | · | $-32M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $155M | $189M | $227M | $524M | $123M | $160M | $57M | $59M | $341M | $273M | |
| Short-term Investments | $294M | $412M | $685M | $669M | $625M | $437M | $222M | $255M | · | · | |
| Receivables | $9M | $9M | $36M | $4M | $2M | $2M | $5M | $8M | $10M | $6M | |
| Prepaid Expense | $68M | $30M | $50M | $20M | $19M | $17M | $5M | $3M | $4M | $2M | |
| Current Assets | $528M | $640M | $998M | $1.22B | $769M | $617M | $289M | $325M | $355M | $281M | |
| PP&E (Net) | $18M | $27M | $33M | $28M | $21M | $16M | $18M | $17M | $15M | $11M | |
| PP&E (Gross) | $76M | $77M | $73M | $61M | $47M | $35M | $32M | $26M | $20M | $12M | |
| Accum. Depreciation | $59M | $50M | $40M | $33M | $26M | $19M | $14M | $9M | $4M | $1M | |
| Other Non-current Assets | · | · | · | · | · | $5M | $3M | $5M | $6M | $7M | |
| Total Assets | $842M | $1.19B | $1.30B | $1.52B | $1.29B | $676M | $334M | $347M | $376M | $299M | |
| Accounts Payable | $20M | $15M | $7M | $5M | $10M | $10M | $4M | $3M | $2M | $5M | |
| Accrued Liabilities | $50M | $55M | $67M | $61M | $43M | $26M | $13M | $11M | $8M | $6M | |
| Current Liabilities | $104M | $111M | $115M | $127M | $126M | $64M | $36M | $41M | $31M | $31M | |
| Capital Leases | $67M | $190M | $97M | $114M | $65M | $34M | $13M | · | · | · | |
| Other Non-current Liabilities | · | · | · | · | $0 | · | · | $13.0K | $168.0K | $293.0K | |
| Total Liabilities | $171M | $319M | $251M | $285M | · | · | · | · | · | · | |
| Common Stock | $12.0K | $10.0K | $9.0K | $9.0K | $7.0K | $7.0K | $5.0K | $5.0K | $4.0K | $4.0K | |
| Retained Earnings | $-2.59B | $-2.18B | $-1.66B | $-1.18B | $-703M | $-435M | $-301M | $-201M | $-121M | $-54M | |
| AOCI | $1M | $605.0K | $-2M | $-7M | $-3M | $1.0K | $261.0K | $-28.0K | · | · | |
| Stockholders' Equity | $671M | $872M | $1.05B | $1.24B | $1.04B | $527M | $270M | $278M | $301M | $210M | |
| Liabilities + Equity | $842M | $1.19B | $1.30B | $1.52B | $1.29B | $676M | $334M | $347M | $376M | $299M | |
| Shares Outstanding | 116,317,060 | 102,029,594 | 92,997,158 | 87,103,007 | 74,485,883 | 66,234,056 | 50,198,044 | 45,224,480 | 42,384,623 | 36,018,540 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $9M | $8M | $7M | $6M | $6M | $4M | $3M | $1M | |
| Stock-based Comp | $80M | $154M | $134M | $91M | $47M | $20M | $15M | $17M | $15M | $7M | |
| Other Non-cash | $-72M | $6M | $-56M | $42M | $-11M | $58M | $-24M | $3M | · | · | |
| Operating Cash Flow | $-395M | $-349M | $-394M | $-333M | $-225M | $-50M | $-103M | $-61M | $-65M | $36M | |
| CapEx | $1M | $6M | $14M | $14M | $13M | $4M | $7M | $6M | $10M | $6M | |
| Investing Cash Flow | $228M | $126M | $-31M | $160M | $-551M | $-214M | $25M | $-261M | $-10M | $-6M | |
| Stock Issued | $128M | $177M | $120M | · | $1.82B | $1.12B | $72M | $29M | $141M | $171M | |
| Net Stock Activity | $128M | · | · | · | $1.82B | $1.12B | $72M | $29M | · | $171M | |
| Financing Cash Flow | $131M | $186M | $130M | $583M | $737M | $372M | $76M | $40M | $143M | $167M | |
| Net Change in Cash | $-35M | $-38M | $-295M | $410M | $-39M | $107M | $-2M | $-282M | $68M | $197M | |
| Free Cash Flow | $-396M | $-355M | $-408M | $-347M | $-238M | $-53M | $-110M | $-68M | · | $30M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -651.7% | -923.1% | -1420.5% | -879.0% | -810.4% | -235.5% | -246.8% | -298.6% | · | · | |
| Net Margin | -609.8% | -896.8% | -1326.5% | -909.8% | -810.5% | -231.5% | -230.9% | -280.4% | · | · | |
| EBITDA Margin | -637.2% | -905.3% | -1395.8% | -864.5% | -789.5% | -224.6% | -233.8% | -283.9% | · | · | |
| ROA | -40.6% | -41.7% | -34.1% | -33.7% | -27.2% | -26.6% | -29.2% | -23.6% | · | -16.6% | |
| ROE | -59.5% | -56.6% | -46.1% | -46.0% | -24.9% | -31.3% | -36.5% | -31.5% | · | -33.5% | |
| ROIC | · | · | · | · | · | · | · | · | · | -15.3% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.1 | 5.8 | 8.7 | 9.6 | 6.1 | 9.6 | 8.1 | 8.0 | · | 9.2 | |
| Quick Ratio | 4.4 | 5.5 | 8.2 | 9.5 | 6.0 | 9.3 | 8.0 | 1.6 | · | 9.1 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | · | · | |
| Receivables Turnover | 7.5 | 6.7 | 1.7 | 13.4 | 14.6 | 34.7 | 10.5 | 3.4 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.77 | $8.55 | $11.29 | $14.19 | $13.97 | $10.50 | $5.38 | $6.15 | · | $5.83 | |
| Revenue / Share | $0.62 | $0.59 | $0.41 | $0.68 | · | · | · | · | · | · | |
| Cash Flow / Share | $-3.64 | $-3.53 | $-4.44 | $-4.33 | · | · | · | · | · | · | |
| Cash / Share | $1.34 | $1.85 | $2.44 | $6.01 | $1.66 | $3.19 | $1.14 | $1.30 | · | $7.58 | |
| EPS (TTM) | $-3.81 | $-5.25 | $-5.42 | $-6.16 | $-3.78 | $-2.40 | · | · | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.9% | 59.6% | -30.4% | 57.7% | -43.0% | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.1% | 20.5% | -14.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.1% | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $68M | $58M | $36M | $52M | $33M | $58M | $43M | $30M | $26M | $16M | |
| Net Income TTM | $-413M | $-519M | $-481M | $-474M | $-268M | $-134M | $-474M | $-85M | $-68M | $-32M | |
| Market Cap | $1.05B | $1.19B | $2.84B | $3.04B | $8.81B | $2.73B | $736M | $617M | · | $472M | |
| P/E | -2.4 | -2.2 | -5.6 | -5.7 | -31.3 | -22.7 | · | · | · | · | |
| P/S | 15.5 | 20.6 | 78.2 | 58.3 | 266.5 | 47.1 | 17.1 | 20.3 | · | 28.7 | |
| P/B | 1.6 | 1.4 | 2.7 | 2.5 | 8.5 | 5.2 | 2.7 | 2.2 | · | 2.3 | |
| P / Tangible Book | 1.6 | 1.4 | 2.7 | 2.5 | 8.5 | 5.2 | · | · | · | · | |
| P / Cash Flow | -2.6 | -3.4 | -7.2 | -9.1 | -39.1 | -54.7 | -7.1 | -10.1 | · | 13.1 | |
| P / FCF | -2.6 | -3.4 | -6.9 | -8.8 | -37.0 | -51.0 | -6.7 | -9.1 | · | 15.8 | |
| Earnings Yield | -42.4% | -45.0% | -17.8% | -17.7% | -3.2% | -4.4% | · | · | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8M | $15M | $23M | $14M | $14M | $17M | $13M | $9M | $7M | $29M | $-2M | $12M | $14M | $13M | $14M | $13M | |
| R&D Expense | $83M | $81M | $89M | $95M | $97M | $108M | $117M | $123M | $114M | $112M | $109M | $114M | $115M | $97M | $100M | $97M | |
| SG&A Expense | $38M | $35M | $33M | $31M | $27M | $29M | $32M | $31M | $32M | $31M | $29M | $29M | $31M | $27M | $24M | $22M | |
| Operating Expenses | $120M | $116M | $122M | $125M | $124M | $137M | $149M | $154M | $146M | $143M | $138M | $143M | $146M | $125M | $124M | $119M | |
| Operating Income | $-113M | $-101M | $-99M | $-111M | $-110M | $-121M | $-136M | $-145M | $-139M | $-114M | $-140M | $-131M | $-132M | $-112M | $-110M | $-106M | |
| Interest Income | $6M | $5M | $6M | $7M | $7M | $9M | $11M | $12M | $12M | $13M | $12M | $13M | $13M | $12M | $5M | $2M | |
| Other Non-op | $6M | $4M | $3M | $10M | $9M | $6M | $8M | $9M | $-8M | $7M | $8M | $9M | $9M | $9M | $-3M | $-8M | |
| Net Income | $-107M | $-96M | $-96M | $-101M | $-101M | $-114M | $-129M | $-136M | $-147M | $-107M | $-132M | $-122M | $-124M | $-103M | $-113M | $-113M | |
| EPS (Basic) | $-0.80 | $-0.81 | $-0.81 | $-0.92 | $-0.98 | $-1.10 | $-1.27 | $-1.34 | $-1.52 | $-1.12 | $-1.47 | $-1.38 | $-1.40 | $-1.17 | $-1.38 | $-1.49 | |
| EPS (Diluted) | $-0.80 | $-0.81 | $-0.81 | $-0.92 | $-0.98 | $-1.10 | $-1.27 | $-1.34 | $-1.52 | $-1.12 | $-1.47 | $-1.38 | $-1.40 | $-1.17 | $-1.38 | $-1.49 | |
| Shares (Basic) | 133,480,000 | 118,490,000 | · | 110,188,000 | 103,732,000 | 103,500,000 | · | 101,002,000 | 96,975,000 | 95,502,000 | · | 88,645,000 | 88,185,000 | 87,772,000 | · | 76,047,000 | |
| Shares (Diluted) | 133,480,000 | 118,490,000 | · | 110,188,000 | 103,732,000 | 103,500,000 | · | 101,002,000 | 96,975,000 | 95,502,000 | · | 88,645,000 | 88,185,000 | 87,772,000 | · | 76,047,000 | |
| EBITDA | $-111M | $-98M | · | $-109M | $-107M | $-118M | · | $-145M | $-139M | $-111M | · | $-131M | $-132M | $-110M | · | $-106M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $106M | $135M | $155M | $193M | $156M | $127M | $189M | $120M | $131M | $172M | $227M | $168M | $172M | $294M | $524M | $141M | |
| Short-term Investments | $332M | $241M | $294M | $318M | $303M | $377M | $412M | $538M | $560M | $619M | · | $687M | $736M | $639M | · | $687M | |
| Receivables | $7M | $9M | $9M | $11M | $11M | $11M | $9M | $9M | $12M | $36M | $36M | $6M | $5M | $5M | $4M | $4M | |
| Prepaid Expense | $83M | $81M | $68M | $60M | $25M | $37M | $30M | $44M | $54M | $56M | · | $32M | $26M | $25M | · | $27M | |
| Current Assets | $528M | $466M | $528M | $582M | $496M | $551M | $640M | $711M | $757M | $884M | · | $893M | $940M | $964M | · | $859M | |
| PP&E (Net) | $15M | $16M | $18M | $20M | $23M | $25M | $27M | $29M | $30M | $32M | · | $34M | $33M | $32M | · | $27M | |
| PP&E (Gross) | · | · | $76M | · | · | · | $77M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $59M | · | · | · | $50M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $857M | $759M | $842M | $925M | $899M | $986M | $1.19B | $1.17B | $1.19B | $1.26B | · | $1.24B | $1.32B | $1.42B | · | $1.08B | |
| Accounts Payable | $12M | $19M | $20M | $13M | $10M | $12M | $15M | $13M | $19M | $14M | · | $4M | $12M | $7M | · | $4M | |
| Accrued Liabilities | $44M | $38M | $50M | $41M | $42M | $41M | $55M | $51M | $45M | $43M | · | $58M | $50M | $45M | · | $58M | |
| Current Liabilities | $79M | $76M | $104M | $94M | $95M | $113M | $111M | $106M | $105M | $98M | · | $92M | $100M | $103M | · | $131M | |
| Capital Leases | $50M | $61M | $67M | $71M | $76M | $80M | $190M | $82M | $87M | $92M | · | $101M | $106M | $110M | · | $84M | |
| Total Liabilities | $129M | $138M | $171M | $177M | $184M | $206M | $319M | $211M | $220M | $223M | · | $206M | · | · | · | · | |
| Common Stock | $14.0K | $12.0K | $12.0K | $12.0K | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | · | $9.0K | $9.0K | $9.0K | · | $8.0K | |
| Retained Earnings | $-2.79B | $-2.69B | $-2.59B | $-2.49B | $-2.39B | $-2.29B | $-2.18B | $-2.05B | $-1.91B | $-1.77B | · | $-1.53B | $-1.40B | $-1.28B | · | $-1.06B | |
| AOCI | $-1M | $-240.0K | $1M | $990.0K | $653.0K | $1M | $605.0K | $3M | $-1M | $-947.0K | · | $-4M | $-4M | $-3M | · | $-9M | |
| Stockholders' Equity | $728M | $621M | $671M | $748M | $715M | $780M | $872M | $963M | $971M | $1.04B | $1.05B | $1.04B | $1.10B | $1.19B | $1.24B | $825M | |
| Liabilities + Equity | $857M | $759M | $842M | $925M | $899M | $986M | $1.19B | $1.17B | $1.19B | $1.26B | · | $1.24B | $1.32B | $1.42B | · | $1.08B | |
| Shares Outstanding | 140,018,200 | 120,447,521 | 116,317,060 | 115,787,285 | 105,330,693 | 103,539,685 | 102,029,594 | 101,796,365 | 98,289,150 | 96,333,373 | 92,997,158 | 89,097,821 | 88,347,634 | 88,095,779 | 87,103,007 | 76,587,947 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $18M | $13M | $17M | $20M | $22M | $22M | $40M | $40M | $41M | $34M | $35M | $35M | $36M | $27M | $25M | $25M | |
| Restructuring | · | · | · | · | $6M | $6M | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-37M | · | · | · | $-59M | · | · | · | $-50M | · | · | · | $-36M | · | · | |
| Operating Cash Flow | $-83M | $-117M | $-69M | $-77M | $-100M | $-149M | $-85M | $-85M | $-58M | $-121M | $-93M | $-101M | $-90M | $-109M | $-90M | $-79M | |
| CapEx | $2M | $79.0K | $126.0K | $29.0K | $239.0K | $735.0K | $981.0K | $1M | $1M | $3M | $2M | $4M | $4M | $4M | $4M | $4M | |
| Investing Cash Flow | $-142M | $66M | $28M | $-741.0K | $107M | $94M | $152M | $-8M | $-24M | $6M | $46M | $80M | $-35M | $-122M | $-30M | $48M | |
| Financing Cash Flow | $196M | $34M | $2M | $115M | $15M | $0 | $2M | $82M | $41M | $60M | $106M | $19M | $3M | $2M | $506M | $24M | |
| Net Change in Cash | $-29M | $-17M | $-40M | $37M | $22M | $-55M | $69M | $-10M | $-41M | $-55M | $59M | $-3M | $-122M | $-229M | $386M | $-7M | |
| Free Cash Flow | · | $-117M | · | · | · | $-150M | · | · | · | $-123M | · | · | · | $-113M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1472.2% | -668.1% | · | -808.9% | -772.2% | -726.6% | · | -1589.0% | -1998.6% | -394.0% | · | -1093.3% | -973.5% | -888.1% | · | -795.5% | |
| Net Margin | -1392.3% | -639.5% | · | -735.2% | -710.8% | -687.6% | · | -1489.5% | -2112.6% | -371.3% | · | -1019.2% | -909.8% | -818.1% | · | -853.5% | |
| EBITDA Margin | -1444.8% | -653.4% | · | -791.5% | -754.6% | -711.5% | · | -1589.0% | -1998.6% | -385.3% | · | -1093.3% | -973.5% | -871.9% | · | -795.5% | |
| ROA | -12.1% | -11.0% | · | -9.7% | -9.7% | -10.2% | · | -11.2% | -11.7% | -8.0% | · | -10.5% | -10.2% | -7.9% | · | -9.4% | |
| ROE | -14.8% | -13.7% | · | -11.8% | -12.0% | -12.6% | · | -13.6% | -14.2% | -9.7% | · | -13.1% | -12.5% | -9.6% | · | -11.7% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 6.6 | 6.1 | · | 6.2 | 5.2 | 4.9 | · | 6.7 | 7.2 | 9.0 | · | 9.7 | 9.4 | 9.3 | · | 6.6 | |
| Quick Ratio | 5.6 | 5.0 | · | 5.6 | 4.9 | 4.6 | · | 6.3 | 6.7 | 8.5 | · | 9.4 | 9.1 | 9.1 | · | 6.3 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Receivables Turnover | 0.8 | 1.5 | · | 1.4 | 1.2 | 0.7 | · | 1.2 | 0.8 | 1.4 | · | 2.3 | 3.4 | 3.8 | · | 4.1 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.20 | $5.16 | · | $6.46 | $6.79 | $7.53 | · | $9.46 | $9.88 | $10.76 | · | $11.64 | $12.51 | $13.52 | · | $10.77 | |
| Revenue / Share | $0.06 | $0.13 | · | $0.13 | $0.14 | $0.16 | · | $0.09 | $0.07 | $0.30 | · | $0.14 | $0.15 | $0.14 | · | $0.17 | |
| Cash Flow / Share | · | $-0.99 | · | · | · | $-1.44 | · | · | · | $-1.26 | · | · | · | $-1.25 | · | · | |
| Cash / Share | $0.76 | $1.12 | · | $1.67 | $1.48 | $1.23 | · | $1.18 | $1.33 | $1.79 | · | $1.89 | $1.94 | $3.34 | · | $1.84 | |
| EPS (TTM) | $-3.34 | $-3.52 | · | $-4.27 | $-4.69 | $-5.23 | · | $-5.45 | $-5.49 | $-5.37 | · | $-5.33 | $-5.44 | $-5.37 | · | $-5.88 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $60M | $66M | · | $58M | $53M | $46M | · | $43M | $46M | $53M | · | $52M | $53M | $53M | · | $51M | |
| Net Income TTM | $-400M | $-395M | · | $-446M | $-480M | $-526M | · | $-522M | $-509M | $-486M | · | $-462M | $-453M | $-430M | · | $-442M | |
| Market Cap | $2.37B | $1.54B | · | $2.00B | $988M | $736M | · | $2.09B | $2.20B | $2.65B | · | $2.82B | $3.60B | $3.28B | · | $4.29B | |
| P/E | -5.1 | -3.6 | · | -4.0 | -2.0 | -1.4 | · | -3.8 | -4.1 | -5.1 | · | -5.9 | -7.5 | -6.9 | · | -9.5 | |
| P/S | 39.8 | 23.4 | · | 34.8 | 18.7 | 16.2 | · | 48.6 | 47.9 | 50.4 | · | 54.4 | 67.9 | 61.4 | · | 83.4 | |
| P/B | 3.3 | 2.5 | · | 2.7 | 1.4 | 0.9 | · | 2.2 | 2.3 | 2.6 | · | 2.7 | 3.3 | 2.8 | · | 5.2 | |
| P / Tangible Book | 3.3 | 2.5 | · | 2.7 | 1.4 | 0.9 | · | 2.2 | 2.3 | 2.6 | · | 2.7 | 3.3 | 2.8 | · | 5.2 | |
| P / Cash Flow | · | -13.2 | · | · | · | -4.9 | · | · | · | -22.0 | · | · | · | -30.0 | · | · | |
| Earnings Yield | -19.7% | -27.5% | · | -24.7% | -50.0% | -73.6% | · | -26.5% | -24.5% | -19.5% | · | -16.9% | -13.3% | -14.4% | · | -10.5% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $68M | $58M | $36M | $52M | $33M |
| Margen Operativo % | -651.7% | -923.1% | -1420.5% | -879.0% | -810.4% |
| Beneficio neto | $-413M | $-519M | $-481M | $-474M | $-268M |
| EPS Diluido | $-3.81 | $-5.25 | $-5.42 | $-6.16 | $-3.78 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 5.1 | 5.8 | 8.7 | 9.6 | 6.1 |
| Ratio Rápido | 4.4 | 5.5 | 8.2 | 9.5 | 6.0 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-396M | $-355M | $-408M | $-347M | $-238M |
Propietarios institucionales (13F) 368 declarantes · $2.6B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 58 (-11 vs trimestre anterior) | 28 (-14 vs trimestre anterior) | 142 (+12 vs trimestre anterior) | 85 (+18 vs trimestre anterior) | +32.2M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| ARK Investment Management LLC | $285 536 575 | 16 875 684 | 10,90% | Acciones |
| BlackRock, Inc. | $260 720 664 | 15 409 023 | 9,96% | Acciones |
| STATE STREET CORP | $156 255 980 | 9 234 987 | 5,97% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $124 064 225 | 7 332 401 | 4,74% | Acciones |
| VANGUARD GROUP INC | $116 959 909 | 13 010 001 | 4,47% | Acciones |
| D. E. Shaw & Co., Inc. | $109 021 025 | 6 443 323 | 4,16% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $102 003 675 | 6 028 586 | 3,90% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $88 582 088 | 5 235 348 | 3,38% | Acciones |
| FMR LLC | $80 759 741 | 4 773 034 | 3,08% | Acciones |
| RA CAPITAL MANAGEMENT, L.P. | $76 595 588 | 4 526 926 | 2,93% | Acciones |
| REGENERON PHARMACEUTICALS, INC. | $62 654 675 | 3 702 995 | 2,39% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $61 449 402 | 3 631 061 | 2,35% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $55 510 459 | 3 280 760 | 2,12% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $49 026 191 | 2 897 529 | 1,87% | Acciones |
| Amova Asset Management Americas, Inc. | $49 026 191 | 2 897 529 | 1,87% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $44 038 979 | 2 602 944 | 1,68% | Acciones |
| GOLDMAN SACHS GROUP INC | $38 314 849 | 2 264 471 | 1,46% | Acciones |
| UBS Group AG | $36 427 270 | 2 152 912 | 1,39% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $34 962 744 | 2 066 356 | 1,34% | Acciones |
| Contrarius Group Holdings Ltd | $33 082 458 | 1 955 228 | 1,26% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $31 293 658 | 1 849 507 | 1,20% | Acciones |
| MORGAN STANLEY | $29 303 849 | 1 731 905 | 1,12% | Acciones |
| ARMISTICE CAPITAL, LLC | $25 380 000 | 1 500 000 | 0,97% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $23 688 068 | 1 400 004 | 0,90% | Acciones |
| NORTHERN TRUST CORP | $21 524 541 | 1 272 136 | 0,82% | Acciones |
| TWO SIGMA ADVISERS, LP | $21 093 390 | 2 346 317 | 0,81% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $20 438 362 | 1 207 941 | 0,78% | Acciones |
| Ghisallo Capital Management LLC | $20 304 000 | 1 200 000 | 0,78% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18 227 916 | 1 077 300 | 0,70% | Opción de compra |
| Woodline Partners LP | $18 194 905 | 1 075 349 | 0,69% | Acciones |
| STIFEL FINANCIAL CORP | $17 163 415 | 1 014 387 | 0,66% | Acciones |
| BANK OF AMERICA CORP /DE/ | $16 517 576 | 976 216 | 0,63% | Acciones |
| BAKER BROS. ADVISORS LP | $15 739 525 | 930 232 | 0,60% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $15 585 367 | 921 121 | 0,60% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $15 210 454 | 898 963 | 0,58% | Acciones |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $13 162 880 | 777 948 | 0,50% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $12 284 884 | 726 057 | 0,47% | Acciones |
| FEDERATED HERMES, INC. | $12 283 412 | 725 970 | 0,47% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $11 833 679 | 699 390 | 0,45% | Acciones |
| ROYAL BANK OF CANADA | $11 394 000 | 673 340 | 0,44% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 958 729 | 647 679 | 0,42% | Acciones |
| Marex Group Ltd | $10 551 312 | 623 600 | 0,40% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $9 776 799 | 577 825 | 0,37% | Acciones |
| Vestmark Advisory Solutions, Inc. | $9 015 264 | 532 817 | 0,34% | Acciones |
| JPMORGAN CHASE & CO | $8 867 081 | 527 662 | 0,34% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $8 340 783 | 492 954 | 0,32% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $8 311 544 | 491 226 | 0,32% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7 267 140 | 429 500 | 0,28% | Opción de venta |
| Invesco Ltd. | $6 971 209 | 412 010 | 0,27% | Acciones |
| Bank of New York Mellon Corp | $6 948 265 | 410 654 | 0,27% | Acciones |
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Novartis Institutes for BioMedical Research, Inc., Novartis AG ×6 presentaciones | 22 de enero de 2021 | · | Presentación inicial | · | SEC |
| OrbiMed Advisors LLC, OrbiMed Capital GP V LLC, OrbiMed Global Healthcare GP LLC ×4 presentaciones | 16 de febrero de 2018 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 32 insiders · 17 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| John M. Leonard | President and CEO | 21 de agosto de 2026 S | 1 147 064 | 0 | 6 | $-1 437 688 |
| Nessan Bermingham | President & CEO | 12 de diciembre de 2017 A | 458 250 | 0 | 0 | $0 |
| Edward J Dulac III | EVP, Chief Financial Officer | 22 de julio de 2026 S | 148 175 | 0 | 3 | $-234 186 |
| Glenn Goddard | EVP, Chief Financial Officer | 1 de marzo de 2024 A | 69 213 | 0 | 0 | $0 |
| Graeme Bell | EVP, Chief Financial Officer | 28 de marzo de 2018 M | 21 400 | 0 | 0 | $0 |
| Andrew Schiermeier | EVP, Chief Operating Officer | 3 de marzo de 2021 A | 16 656 | 0 | 0 | $0 |
| Dube Michael P | VP, Chief Accounting Officer | 1 de julio de 2026 S | 66 886 | 0 | 2 | $-71 845 |
| Birgit C Schultes | EVP, Chief Scientific Officer | 1 de marzo de 2026 A | 137 733 | 0 | 1 | $-78 359 |
| Eliana Clark | EVP, Chief Technical Officer | 1 de marzo de 2026 A | 93 864 | 0 | 2 | $-95 997 |
| David Lebwohl | EVP, Chief Medical Officer | 1 de marzo de 2026 A | 131 192 | 0 | 1 | $-109 627 |
| James Basta | EVP, General Counsel | 1 de marzo de 2026 A | 156 794 | 0 | 2 | $-112 444 |
| Derek Hicks | EVP, Chief Business Officer | 3 de enero de 2025 S | 59 878 | 0 | 0 | $0 |
| Laura Sepp-Lorenzino | EVP, Chief Scientific Officer | 3 de enero de 2025 S | 77 388 | 0 | 0 | $0 |
| Jose E Rivera | EVP, General Counsel | 1 de abril de 2021 M | 162 388 | 0 | 0 | $0 |
| Nicole Heifner | SVP, Accounting | 6 de enero de 2017 A | · | 0 | 0 | $0 |
| David V Morrissey | SVP, Platform & Delivery Tech | 6 de enero de 2017 A | · | 0 | 0 | $0 |
| Thomas M. Barnes | SVP, R&D eXtellia | 6 de enero de 2017 A | · | 0 | 0 | $0 |
| Muna Bhanji | Consejero | 9 de junio de 2026 A | 36 403 | 0 | 0 | $0 |
| Georgia Keresty | Consejero | 9 de junio de 2026 A | 41 083 | 0 | 0 | $0 |
| Jesse Goodman | Consejero | 9 de junio de 2026 A | 33 559 | 0 | 0 | $0 |
| William J Chase | Consejero | 9 de junio de 2026 A | 143 893 | 0 | 0 | $0 |
| Brian Goff | Consejero | 9 de junio de 2026 A | 32 609 | 0 | 0 | $0 |
| Frank Verwiel | Consejero | 9 de junio de 2026 A | 35 148 | 0 | 0 | $0 |
| Fred Cohen | Consejero | 9 de junio de 2026 A | 216 653 | 1 | 0 | $1 402 500 |
| John F Crowley | Consejero | 14 de junio de 2023 A | 11 716 | 0 | 0 | $0 |
| Caroline Dorsa | Consejero | 14 de junio de 2022 A | 12 701 | 0 | 0 | $0 |
| FORMELA JEAN FRANCOIS | Consejero | 14 de junio de 2022 A | 7 291 | 0 | 0 | $0 |
| Perry A Karsen | Consejero | 17 de diciembre de 2020 M | 5 000 | 0 | 0 | $0 |
| Moncef Slaoui | Consejero | 25 de julio de 2017 A | · | 0 | 0 | $0 |
| GORDON CARL L | Consejero | 18 de mayo de 2017 A | 2 662 180 | 0 | 0 | $0 |
| Rachel E. Haurwitz | Consejero | 11 de mayo de 2016 C | 5 593 846 | 0 | 0 | $0 |
| Caribou Biosciences, Inc. | Propietario del 10% | 29 de enero de 2018 S | 3 994 355 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 40 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| ARKK · ARK ETF Trust | 1,92% | 9 987 315 NS | 31 de julio de 2026 | N-PORT |
| ARKG · ARK ETF Trust | 1,83% | 2 667 062 NS | 31 de julio de 2026 | N-PORT |
| BBC · ETFis Series Trust I | 0,59% | 25 666 NS | 31 de julio de 2026 | N-PORT |
| IDNA · iShares Trust | 0,49% | 105 114 SH | 11 de septiembre de 2026 | Diario |
| LABU · Direxion Shares ETF Trust | 0,42% | 195 077 NS | 31 de julio de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,34% | 414 920 NS | 31 de julio de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,16% | 206 226 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,15% | 330 921 SH | 2 de octubre de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,15% | 117 485 SH | 19 de agosto de 2026 | Diario |
| PWS · Pacer Funds Trust | 0,12% | 2 665 NS | 31 de julio de 2026 | N-PORT |
| IBB · iShares Trust | 0,12% | 1 009 985 SH | 11 de septiembre de 2026 | Diario |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,11% | 9 947 SH | 2 de octubre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 777 703 SH | 19 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,07% | 37 588 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,06% | 1 798 189 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 36 121 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,05% | 3 460 176 SH | 11 de septiembre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 10 599 SH | 1 de octubre de 2026 | Diario |
| RSSL · Global X Funds | 0,05% | 64 559 NS | 31 de julio de 2026 | N-PORT |
| TECB · iShares Trust | 0,03% | 13 023 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,03% | 436 531 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1 604 561 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3 110 166 SH | 19 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,03% | 385 422 SH | 19 de agosto de 2026 | Diario |
| FHLC · FIDELITY COVINGTON TRUST | 0,02% | 61 000 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 8 404 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 6 861 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 366 640 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 18 798 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 6 589 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 32 357 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 197 386 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 48 545 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 36 220 SH | 10 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 3 240 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4 287 628 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 11 162 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 1 269 399 SH | 11 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 5 883 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 29 274 SH | 11 de septiembre de 2026 | Diario |
NTLA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
17 analistas · 2026-10-01Objetivo medio $24.00 +95,8%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NTLA | $1.05B | -2.4 | 16.9% | -609.8% | -59.5% | · |
| VIR | $841M | -1.9 | -7.6% | -638.9% | -51.1% | · |
| PVLA | $1.30B | -28.2 | 65.3% | -1610.6% | -110.1% | · |
| SRPT | $2.26B | -3.0 | 15.6% | -32.5% | -57.1% | · |
| GENB | · | · | · | · | · | · |
| NVAX | $1.09B | 2.6 | 64.7% | 39.2% | -977.1% | · |
| STOK | $1.87B | -264.5 | 404.5% | -3.7% | -2.0% | · |
| ZYME | $1.97B | -24.4 | 38.9% | -76.6% | -26.9% | · |
| XNCR | $1.10B | -12.3 | 13.7% | -73.2% | -14.0% | · |
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