Matthew Harrison • Bank of America

Question 1

Matthew Harrison's questions to Intellia Therapeutics Inc (NTLA) leadership • Q1 2025

May 8, 2025

Question

Matthew, on behalf of Alec Stranahan, asked for an update on the development timeline for other in vivo and ex vivo pipeline candidates beyond the lead programs in HAE and ATTR.

Answer

CEO John Leonard stated that the company's primary focus is on its late-stage clinical programs, as they are the nearest-term value drivers. While significant work is underway on other candidates, including alpha-1 antitrypsin deficiency and gene writing technologies, the company is prioritizing execution on its pivotal trials and will share more on the pipeline as programs mature.

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Question 2

Matthew Harrison's questions to Revolution Medicines Inc (RVMD) leadership • Q4 2024

Feb 26, 2025

Question

Matthew Harrison, on behalf of Alec Stranahan at Bank of America, asked for clarification on the timing of the elironrasib-pembrolizumab combo data and inquired about the company's approach to collaboration opportunities.

Answer

CEO Dr. Mark Goldsmith clarified that the elironrasib-pembro safety data, previously guided for Q1 2025, was released early in Q4 2024. He noted it was primarily a safety assessment. Regarding collaborations, he confirmed the company is actively engaged in partnerships, citing the ongoing clinical collaboration with Tango Therapeutics to study their PRMT5 inhibitor with Revolution's RAS inhibitors.