NTLA Intellia Therapeutics, Inc. - Common Stock
NASDAQ · Biotechnology · Wyświetl na SEC EDGAR ↗ zamknij Paź 5, 2026 10-K/10-Q Sie 6, 2026NTLA Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
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O Intellia Therapeutics, Inc. - Common Stock Przegląd firmy z Wikipedii
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 ==
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | NTLA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | -3.8średnia z 5 lat ≈-9.4 | ≈-9.4 | · | · | |
| P/S (TTM) | 30.0średnia z 5 lat ≈87.8 | ≈87.8 | 45.0 | Wartość godziwa | |
| P/B (MRQ) | 2.5średnia z 5 lat ≈3.3 | ≈3.3 | 5.8 | Niedowartościowany | |
| Cena / FCF (TTM) | -5.1średnia z 5 lat ≈-11.7 | ≈-11.7 | · | · | |
| Cena / Przepływy pieniężne (TTM) | -5.2średnia z 5 lat ≈-12.3 | ≈-12.3 | · | · | |
| Price / Tangible Book (Cena / Wartość księgowa materialna) | 2.3średnia z 5 lat ≈3.3 | ≈3.3 | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | NTLA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża Operacyjna (TTM) | -711.7%średnia z 5 lat ≈-936.9% | ≈-936.9% | -919.0% | Słaby | |
| Marża EBITDA (TTM) | -696.4%średnia z 5 lat ≈-918.5% | ≈-918.5% | -919.0% | Słaby | |
| Marża Zysku Netto (TTM) | -672.2%średnia z 5 lat ≈-910.7% | ≈-910.7% | -980.8% | Słaby | |
| ROA (TTM) | -45.6%średnia z 5 lat ≈-35.4% | ≈-35.4% | -38.5% | Zgodnie z | |
| ROE (TTM) | -55.4%średnia z 5 lat ≈-46.6% | ≈-46.6% | -55.3% | Zgodnie z |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | NTLA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 6.6średnia z 5 lat ≈7.0 | ≈7.0 | 6.8 | Niska płynność | |
| Wskaźnik Szybkości (MRQ) | 5.6średnia z 5 lat ≈6.7 | ≈6.7 | 5.6 | Zgodnie z |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | NTLA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 16.9%średnia z 5 lat ≈12.2% | ≈12.2% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 9.1%średnia z 5 lat ≈5.0% | ≈5.0% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 3.1% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | NTLA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.1średnia z 5 lat ≈0.0 | ≈0.0 | 0.2 | Poniżej średniej | |
| Receivables Turnover (Rotacja należności) | 7.5średnia z 5 lat ≈8.8 | ≈8.8 | 7.5 | Zgodnie z | |
| Revenue / Employee (Przychody / pracownika) | ≈$179.5K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Sie 5, 2026 | $-0.80 | $-0.82 | 1.9% |
| 31 marca 2026 | $-0.81 | $-0.93 | 13.1% | |
| 31 grudnia 2025 | $-0.83 | $-0.97 | 14.8% | |
| 30 września 2025 | $-0.92 | $-1.02 | 10.0% | |
| 30 czerwca 2025 | $-0.98 | $-1.04 | 5.6% | |
| 31 marca 2025 | $-1.10 | $-1.31 | 15.9% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 | · | · |
Na akcję
| Wskaźnik | Trend | 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 | · | · | · | · |
Stopy Wzrostu
| Wskaźnik | Trend | 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% | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 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% | · | · | · | · |
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | · | · |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 |
Na akcję
| Wskaźnik | Trend | 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 |
Wycena (TTM)
| Wskaźnik | Trend | 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% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $68M | $58M | $36M | $52M | $33M |
| Marża Operacyjna % | -651.7% | -923.1% | -1420.5% | -879.0% | -810.4% |
| Zysk netto | $-413M | $-519M | $-481M | $-474M | $-268M |
| Rozwodniony EPS | $-3.81 | $-5.25 | $-5.42 | $-6.16 | $-3.78 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 5.1 | 5.8 | 8.7 | 9.6 | 6.1 |
| Wskaźnik Szybkości | 4.4 | 5.5 | 8.2 | 9.5 | 6.0 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $-396M | $-355M | $-408M | $-347M | $-238M |
Właściciele instytucjonalni (13F) 368 emitentów · $2.6B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 58 (-11 vs poprzedni kw.) | 28 (-14 vs poprzedni kw.) | 142 (+12 vs poprzedni kw.) | 85 (+18 vs poprzedni kw.) | +32.2M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| ARK Investment Management LLC | $285 536 575 | 16 875 684 | 10,90% | Akcje |
| BlackRock, Inc. | $260 720 664 | 15 409 023 | 9,96% | Akcje |
| STATE STREET CORP | $156 255 980 | 9 234 987 | 5,97% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $124 064 225 | 7 332 401 | 4,74% | Akcje |
| VANGUARD GROUP INC | $116 959 909 | 13 010 001 | 4,47% | Akcje |
| D. E. Shaw & Co., Inc. | $109 021 025 | 6 443 323 | 4,16% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $102 003 675 | 6 028 586 | 3,90% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $88 582 088 | 5 235 348 | 3,38% | Akcje |
| FMR LLC | $80 759 741 | 4 773 034 | 3,08% | Akcje |
| RA CAPITAL MANAGEMENT, L.P. | $76 595 588 | 4 526 926 | 2,93% | Akcje |
| REGENERON PHARMACEUTICALS, INC. | $62 654 675 | 3 702 995 | 2,39% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $61 449 402 | 3 631 061 | 2,35% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $55 510 459 | 3 280 760 | 2,12% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $49 026 191 | 2 897 529 | 1,87% | Akcje |
| Amova Asset Management Americas, Inc. | $49 026 191 | 2 897 529 | 1,87% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $44 038 979 | 2 602 944 | 1,68% | Akcje |
| GOLDMAN SACHS GROUP INC | $38 314 849 | 2 264 471 | 1,46% | Akcje |
| UBS Group AG | $36 427 270 | 2 152 912 | 1,39% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $34 962 744 | 2 066 356 | 1,34% | Akcje |
| Contrarius Group Holdings Ltd | $33 082 458 | 1 955 228 | 1,26% | Akcje |
| JUPITER ASSET MANAGEMENT LTD | $31 293 658 | 1 849 507 | 1,20% | Akcje |
| MORGAN STANLEY | $29 303 849 | 1 731 905 | 1,12% | Akcje |
| ARMISTICE CAPITAL, LLC | $25 380 000 | 1 500 000 | 0,97% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $23 688 068 | 1 400 004 | 0,90% | Akcje |
| NORTHERN TRUST CORP | $21 524 541 | 1 272 136 | 0,82% | Akcje |
| TWO SIGMA ADVISERS, LP | $21 093 390 | 2 346 317 | 0,81% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $20 438 362 | 1 207 941 | 0,78% | Akcje |
| Ghisallo Capital Management LLC | $20 304 000 | 1 200 000 | 0,78% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18 227 916 | 1 077 300 | 0,70% | Opcja kupna |
| Woodline Partners LP | $18 194 905 | 1 075 349 | 0,69% | Akcje |
| STIFEL FINANCIAL CORP | $17 163 415 | 1 014 387 | 0,66% | Akcje |
| BANK OF AMERICA CORP /DE/ | $16 517 576 | 976 216 | 0,63% | Akcje |
| BAKER BROS. ADVISORS LP | $15 739 525 | 930 232 | 0,60% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $15 585 367 | 921 121 | 0,60% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $15 210 454 | 898 963 | 0,58% | Akcje |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $13 162 880 | 777 948 | 0,50% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $12 284 884 | 726 057 | 0,47% | Akcje |
| FEDERATED HERMES, INC. | $12 283 412 | 725 970 | 0,47% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $11 833 679 | 699 390 | 0,45% | Akcje |
| ROYAL BANK OF CANADA | $11 394 000 | 673 340 | 0,44% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 958 729 | 647 679 | 0,42% | Akcje |
| Marex Group Ltd | $10 551 312 | 623 600 | 0,40% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $9 776 799 | 577 825 | 0,37% | Akcje |
| Vestmark Advisory Solutions, Inc. | $9 015 264 | 532 817 | 0,34% | Akcje |
| JPMORGAN CHASE & CO | $8 867 081 | 527 662 | 0,34% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $8 340 783 | 492 954 | 0,32% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $8 311 544 | 491 226 | 0,32% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7 267 140 | 429 500 | 0,28% | Opcja sprzedaży |
| Invesco Ltd. | $6 971 209 | 412 010 | 0,27% | Akcje |
| Bank of New York Mellon Corp | $6 948 265 | 410 654 | 0,27% | Akcje |
Aktywiści i właściciele 5%+ 2 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Novartis Institutes for BioMedical Research, Inc., Novartis AG ×6 zgłoszenia | 22 stycznia 2021 | · | Pierwotne zgłoszenie | · | SEC |
| OrbiMed Advisors LLC, OrbiMed Capital GP V LLC, OrbiMed Global Healthcare GP LLC ×4 zgłoszenia | 16 lutego 2018 | · | Pierwotne zgłoszenie | · | 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.
Insiderzy spółki 32 insiderów · 17 dyrektorzy generalni · 16 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| John M. Leonard | President and CEO | 21 sierpnia 2026 S | 1 147 064 | 0 | 6 | $-1 437 688 |
| Nessan Bermingham | President & CEO | 12 grudnia 2017 A | 458 250 | 0 | 0 | $0 |
| Edward J Dulac III | EVP, Chief Financial Officer | 22 lipca 2026 S | 148 175 | 0 | 3 | $-234 186 |
| Glenn Goddard | EVP, Chief Financial Officer | 1 marca 2024 A | 69 213 | 0 | 0 | $0 |
| Graeme Bell | EVP, Chief Financial Officer | 28 marca 2018 M | 21 400 | 0 | 0 | $0 |
| Andrew Schiermeier | EVP, Chief Operating Officer | 3 marca 2021 A | 16 656 | 0 | 0 | $0 |
| Dube Michael P | VP, Chief Accounting Officer | 1 lipca 2026 S | 66 886 | 0 | 2 | $-71 845 |
| Birgit C Schultes | EVP, Chief Scientific Officer | 1 marca 2026 A | 137 733 | 0 | 1 | $-78 359 |
| Eliana Clark | EVP, Chief Technical Officer | 1 marca 2026 A | 93 864 | 0 | 2 | $-95 997 |
| David Lebwohl | EVP, Chief Medical Officer | 1 marca 2026 A | 131 192 | 0 | 1 | $-109 627 |
| James Basta | EVP, General Counsel | 1 marca 2026 A | 156 794 | 0 | 2 | $-112 444 |
| Derek Hicks | EVP, Chief Business Officer | 3 stycznia 2025 S | 59 878 | 0 | 0 | $0 |
| Laura Sepp-Lorenzino | EVP, Chief Scientific Officer | 3 stycznia 2025 S | 77 388 | 0 | 0 | $0 |
| Jose E Rivera | EVP, General Counsel | 1 kwietnia 2021 M | 162 388 | 0 | 0 | $0 |
| Nicole Heifner | SVP, Accounting | 6 stycznia 2017 A | · | 0 | 0 | $0 |
| David V Morrissey | SVP, Platform & Delivery Tech | 6 stycznia 2017 A | · | 0 | 0 | $0 |
| Thomas M. Barnes | SVP, R&D eXtellia | 6 stycznia 2017 A | · | 0 | 0 | $0 |
| Muna Bhanji | Dyrektor | 9 czerwca 2026 A | 36 403 | 0 | 0 | $0 |
| Georgia Keresty | Dyrektor | 9 czerwca 2026 A | 41 083 | 0 | 0 | $0 |
| Jesse Goodman | Dyrektor | 9 czerwca 2026 A | 33 559 | 0 | 0 | $0 |
| William J Chase | Dyrektor | 9 czerwca 2026 A | 143 893 | 0 | 0 | $0 |
| Brian Goff | Dyrektor | 9 czerwca 2026 A | 32 609 | 0 | 0 | $0 |
| Frank Verwiel | Dyrektor | 9 czerwca 2026 A | 35 148 | 0 | 0 | $0 |
| Fred Cohen | Dyrektor | 9 czerwca 2026 A | 216 653 | 1 | 0 | $1 402 500 |
| John F Crowley | Dyrektor | 14 czerwca 2023 A | 11 716 | 0 | 0 | $0 |
| Caroline Dorsa | Dyrektor | 14 czerwca 2022 A | 12 701 | 0 | 0 | $0 |
| FORMELA JEAN FRANCOIS | Dyrektor | 14 czerwca 2022 A | 7 291 | 0 | 0 | $0 |
| Perry A Karsen | Dyrektor | 17 grudnia 2020 M | 5 000 | 0 | 0 | $0 |
| Moncef Slaoui | Dyrektor | 25 lipca 2017 A | · | 0 | 0 | $0 |
| GORDON CARL L | Dyrektor | 18 maja 2017 A | 2 662 180 | 0 | 0 | $0 |
| Rachel E. Haurwitz | Dyrektor | 11 maja 2016 C | 5 593 846 | 0 | 0 | $0 |
| Caribou Biosciences, Inc. | Posiadacz 10% | 29 stycznia 2018 S | 3 994 355 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 40 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| ARKK · ARK ETF Trust | 1,92% | 9 987 315 NS | 31 lipca 2026 | N-PORT |
| ARKG · ARK ETF Trust | 1,83% | 2 667 062 NS | 31 lipca 2026 | N-PORT |
| BBC · ETFis Series Trust I | 0,59% | 25 666 NS | 31 lipca 2026 | N-PORT |
| IDNA · iShares Trust | 0,49% | 105 114 SH | 11 września 2026 | Dziennie |
| LABU · Direxion Shares ETF Trust | 0,42% | 195 077 NS | 31 lipca 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,34% | 414 920 NS | 31 lipca 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,16% | 206 226 NS | 31 lipca 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,15% | 330 921 SH | 2 października 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,15% | 117 485 SH | 19 sierpnia 2026 | Dziennie |
| PWS · Pacer Funds Trust | 0,12% | 2 665 NS | 31 lipca 2026 | N-PORT |
| IBB · iShares Trust | 0,12% | 1 009 985 SH | 11 września 2026 | Dziennie |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,11% | 9 947 SH | 2 października 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 777 703 SH | 19 sierpnia 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,07% | 37 588 NS | 31 lipca 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,06% | 1 798 189 SH | 19 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 36 121 NS | 31 lipca 2026 | N-PORT |
| IWM · iShares Trust | 0,05% | 3 460 176 SH | 11 września 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 10 599 SH | 1 października 2026 | Dziennie |
| RSSL · Global X Funds | 0,05% | 64 559 NS | 31 lipca 2026 | N-PORT |
| TECB · iShares Trust | 0,03% | 13 023 SH | 11 września 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,03% | 436 531 NS | 31 lipca 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1 604 561 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3 110 166 SH | 19 sierpnia 2026 | Dziennie |
| VHT · VANGUARD WORLD FUND | 0,03% | 385 422 SH | 19 sierpnia 2026 | Dziennie |
| FHLC · FIDELITY COVINGTON TRUST | 0,02% | 61 000 NS | 31 lipca 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 8 404 NS | 31 lipca 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 6 861 SH | 11 września 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,01% | 366 640 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 18 798 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 6 589 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 32 357 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 197 386 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,00% | 48 545 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 36 220 SH | 10 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,00% | 3 240 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4 287 628 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 11 162 SH | 19 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | · | 1 269 399 SH | 11 września 2026 | Dziennie |
| ISCB · iShares Trust | · | 5 883 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 29 274 SH | 11 września 2026 | Dziennie |
NTLA Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
17 analityków · 2026-10-01Średnia cel $24.00 +88,2%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| NTLA | $1.05B | -2.4 | 16.9% | -609.8% | -59.5% | · |
| BHVN | $1.50B | -1.6 | · | · | -310.8% | · |
| PVLA | $1.30B | -28.2 | 65.3% | -1610.6% | -110.1% | · |
| VIR | $841M | -1.9 | -7.6% | -638.9% | -51.1% | · |
| AGIO | $1.59B | -3.8 | 48.0% | -764.0% | -32.2% | · |
| SRPT | $2.26B | -3.0 | 15.6% | -32.5% | -57.1% | · |
| GENB | · | · | · | · | · | · |
| STOK | $1.87B | -264.5 | 404.5% | -3.7% | -2.0% | · |
| ZYME | $1.97B | -24.4 | 38.9% | -76.6% | -26.9% | · |
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