NTLA Earnings
Thursday, May 07 2026
EPS Estimate
$-0.91
$-1.10 – $-0.72
Revenue Estimate
$14M
Current Price
$15.31
Our Position
bullishFDA lifts nex-z clinical holds; 47% YTD rally stands
structured data
est. revisions falling
(-8.1pp / 30d)
The hold lift unblocks a critical pipeline asset and justifies the year's rally, but uncertainty persists — causation in the patient's liver failure has not been conclusively determined. Nex-z success is now contingent on trial execution; any new safety signals could reignite holds. For runway, this reduces binary event risk in the near term, giving LONVO-Z commercial launch the runway to prove out the platform.
Watch: Monitor nex-z phase 3 enrollment and interim data readouts over the next 12-18 months. Any new liver events or regulatory concerns will reverse this signal and risk the stock's recent gains.
Data Signal Summary
1 bullish
1 bearish
Insider buying cluster
Put/call 1.9 (bearish skew)
Key Context
Insider Activity
selling
Price Trend
mixed
1-Month Return
+19.2%
From 52w High
0.0%
Est. Revisions (30d)
+0.0% 5up/3dn
Analyst Target (mean)
$25 $5–$106 +65%
Options P/C Ratio
1.89
Est. Dispersion
42% 15 analysts
Insider Cluster
buy cluster
Fund Convergence
strong Two Sigma, Citadel, Renaissance, Bridgewater
Recent Activity
insider trades
66 transactions
Sell
·
BASTA JAMES EDMUND (General Counsel)
·1,211 shares
·$16,688
Sell
·
CLARK ELIANA (Chief Technology Officer)
·607 shares
·$8,364
Award
·
LEONARD JOHN M (Chief Executive Officer)
·156,400 shares
Award
·
BASTA JAMES EDMUND (General Counsel)
·46,080 shares
Award
·
LEBWOHL DAVID (Officer)
·9,943 shares
61 more
Award
·
DULAC EDWARD J III
·61,280 shr
Award
·
CLARK ELIANA
·7,353 shr
Award
·
DUBE MICHAEL P
·17,250 shr
Award
·
SCHULTES BIRGIT C PH.D.
·39,200 shr
Buy
·
COHEN FREDERICK E. M.D. PH.D.
·150,000 shr
·$1,402,500
Sell
·
LEONARD JOHN M
·34,146 shr
·$314,485
Sell
·
BASTA JAMES EDMUND
·10,397 shr
·$95,756
Sell
·
LEBWOHL DAVID
·11,903 shr
·$109,627
Sell
·
DULAC EDWARD J III
·6,379 shr
·$58,751
Sell
·
CLARK ELIANA
·9,515 shr
·$87,633
Sell
·
DUBE MICHAEL P
·2,989 shr
·$27,529
Sell
·
SCHULTES BIRGIT C PH.D.
·8,508 shr
·$78,359
Exercise
·
LEONARD JOHN M
·58,516 shr
·$399,664
Sell
·
LEONARD JOHN M
·88,146 shr
·$836,384
Sell
·
DUBE MICHAEL P
·1,871 shr
·$32,518
Sell
·
SCHULTES BIRGIT C PH.D.
·31 shr
·$539
Buy
·
CHASE WILLIAM J
·100,000 shr
·$1,003,000
Sell
·
DULAC EDWARD J III
·7,462 shr
·$104,617
Sell
·
DUBE MICHAEL P
·2,503 shr
·$24,905
Sell
·
GOODMAN JESSE
·3,094 shr
·$29,068
Sell
·
CLARK ELIANA
·1,022 shr
·$10,036
Award
·
COHEN FREDERICK E. M.D. PH.D.
·8,000 shr
Award
·
VERWIEL FRANK
·8,000 shr
Award
·
CHASE WILLIAM J
·8,000 shr
Award
·
GOODMAN JESSE
·8,000 shr
Award
·
KERESTY GEORGIA
·8,000 shr
Award
·
BHANJI MUNA
·8,000 shr
Award
·
GOFF BRIAN M
·8,000 shr
Sell
·
BHANJI MUNA
·265 shr
·$2,252
Sell
·
BASTA JAMES EDMUND
·2,572 shr
·$23,122
Sell
·
CLARK ELIANA
·679 shr
·$6,104
Award
·
LEONARD JOHN M
·136,000 shr
Award
·
BASTA JAMES EDMUND
·40,000 shr
Award
·
LEBWOHL DAVID
·43,200 shr
Award
·
DULAC EDWARD J III
·47,200 shr
Award
·
CLARK ELIANA
·32,000 shr
Award
·
DUBE MICHAEL P
·14,000 shr
Award
·
SCHULTES BIRGIT C PH.D.
·37,600 shr
Sell
·
BHANJI MUNA
·265 shr
·$2,642
Sell
·
LEONARD JOHN M
·26,807 shr
·$326,509
Sell
·
SEPP-LORENZINO LAURA
·8,966 shr
·$109,206
Sell
·
BASTA JAMES EDMUND
·7,074 shr
·$86,161
Sell
·
LEBWOHL DAVID
·9,557 shr
·$116,404
Sell
·
HICKS DEREK
·6,502 shr
·$79,194
Sell
·
CLARK ELIANA
·7,978 shr
·$97,089
Sell
·
DUBE MICHAEL P
·1,372 shr
·$16,711
Other
·
LEONARD JOHN M
·7,850 shr
Other
·
SEPP-LORENZINO LAURA
·3,500 shr
Other
·
LEBWOHL DAVID
·3,189 shr
Sell
·
DUBE MICHAEL P
·2,012 shr
·$38,248
Award
·
DULAC EDWARD J III
·66,324 shr
Sell
·
CLARK ELIANA
·405 shr
·$9,287
Award
·
DUBE MICHAEL P
·17,801 shr
Sell
·
VERWIEL FRANK
·1,505 shr
·$37,625
Award
·
GOFF BRIAN M
·15,409 shr
Award
·
COHEN FREDERICK E. M.D. PH.D.
·7,737 shr
Award
·
VERWIEL FRANK
·7,737 shr
Award
·
CHASE WILLIAM J
·7,737 shr
Award
·
GOODMAN JESSE
·7,737 shr
Award
·
KERESTY GEORGIA
·7,737 shr
Award
·
BHANJI MUNA
·7,737 shr
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