Intensity Therapeutics (NASDAQ:INTS) Issues Quarterly Earnings Results, Misses Estimates By $0.24 EPS

Intensity Therapeutics (NASDAQ:INTS) released its quarterly earnings data on Tuesday. The company reported ($1.11) EPS for the quarter, missing analysts’ consensus estimates of ($0.87) by ($0.24), FiscalAI reports.

Here are the key takeaways from Intensity Therapeutics’ conference call:

• INVINCIBLE-3 is preparing to restart enrollment at limited U.S. sites within the next few months after FDA review of a revised protocol; European restart preparations are also underway.
• In the small preliminary INVINCIBLE-4 dataset, INT230-6 plus standard therapy produced a 71% pathological complete response rate versus 42% for standard therapy alone, alongside a potential reduction in severe adverse events. Management cautioned that only 14 prior patients and two patients under the amended regimen have been treated, so the signal remains early.
• Cash was $9.5 million at June 30, with an estimated operating burn of approximately $1 million per month in the second half of 2026; management said it needs roughly $30 million over several years to complete INVINCIBLE-3 and additional capital before fully reopening sites. Funding is being raised through the ATM facility, which may create shareholder dilution.
• Intensity held more than 20 meetings with potential strategic partners at the BIO International Convention and reported interest in its science and clinical programs, but emphasized that discussions are at an early stage with no partnership agreements or timelines established.

Intensity Therapeutics Trading Down 1.0%

Shares of Intensity Therapeutics stock opened at $4.16 on Thursday. The company has a quick ratio of 4.86, a current ratio of 4.86 and a debt-to-equity ratio of 0.01. The firm has a market cap of $11.23 million, a price-to-earnings ratio of -0.73 and a beta of 2.76. The business has a fifty day simple moving average of $4.25 and a 200-day simple moving average of $5.60. Intensity Therapeutics has a fifty-two week low of $3.51 and a fifty-two week high of $43.50.

Analysts Set New Price Targets

INTS has been the topic of a number of research reports. Benchmark reiterated a “speculative buy” rating on shares of Intensity Therapeutics in a research report on Wednesday, May 20th. Citigroup restated a “buy” rating on shares of Intensity Therapeutics in a research note on Tuesday. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Intensity Therapeutics in a research report on Tuesday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $37.50.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Jane Street Group LLC acquired a new stake in Intensity Therapeutics in the 4th quarter valued at about $26,000. Corient Private Wealth LLC bought a new stake in shares of Intensity Therapeutics in the 4th quarter worth approximately $41,000. State Street Corp raised its holdings in shares of Intensity Therapeutics by 839.3% in the 4th quarter. State Street Corp now owns 136,200 shares of the company’s stock worth $56,000 after purchasing an additional 121,700 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in Intensity Therapeutics by 77.8% during the fourth quarter. Geode Capital Management LLC now owns 460,248 shares of the company’s stock valued at $189,000 after purchasing an additional 201,357 shares during the last quarter. 3.74% of the stock is owned by institutional investors and hedge funds.

Intensity Therapeutics Company Profile

Intensity Therapeutics, Inc, a clinical-stage biotechnology company, engages in the discovery, development, and commercialization of cancer drugs to treat solid tumors. The company's lead product candidate is INT230-6, which is in Phase 2 clinical trial for the treatment of refractory solid tumors; and pancreatic, colon, bile duct, squamous cell carcinoma, sarcoma, breast, and liver cancers. It has a collaboration agreement with Merck Sharpe & Dohme Corp. to evaluate the combination of INT230-6 and Keytruda in patients with advanced pancreatic, colon, squamous cell, and bile duct malignancies; Bristol-Myers Squibb Company to evaluate the combination of INT230-6 with Yervoy in patients with advanced liver, breast, and sarcoma cancers; and Ottawa Hospital Research Institute and the Ontario Institute of Cancer Research to study INT230-6 in a randomized controlled neoadjuvant phase II study in women with early-stage breast cancer.