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Intensity Therapeutics, Inc. (INTS)
NASDAQ:INTS
US Market
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EarningsQ2 2026 Earnings Report

Intensity Therapeutics, Inc. (INTS) Q2 2026 Earnings Report

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INTS Q2 2026 EPS Results

Actual EPS-$1.11
Consensus EPS-$0.87
Beat/MissMissed by -$0.24
One Year Ago EPS-$3.25

INTS Q2 2026 Revenue Results

Actual Revenue$0.00
Expected Revenue$0.00
Beat/MissMet expectations
YoY Revenue Growth

Earnings Announcement Details

QuarterQ2 2026
Date08/11/2026
TimeBefore Open
Conference CallTuesday, August 11, 2026
INTS Upcoming Earnings
Intensity Therapeutics, Inc.'s next earnings date is estimated for November 17, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

INTS Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Aug 11, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call communicated meaningful operational and scientific progress — resumption of two clinical programs, protocol amendments, encouraging early efficacy signals (notably a 71% vs 42% pCR in a small INVINCIBLE-4 cohort), and a high-impact peer-reviewed publication — alongside active business development engagement. However, substantial funding needs (estimated ~$30M to complete the Phase III), a widening quarterly net loss (+19%), prior enrollment/statistical uncertainties, and recent safety-driven pauses temper the outlook. Progress is tangible but contingent on additional capital or partnerships to fully realize the programs.
Company Guidance
The company said it exited June 30, 2026 with $9.5M in cash, raised $1.6M net from its $60M ATM in Q2 and an additional $1.3M since quarter-end (and has raised over $23M since Q2 2025), burned $4.2M from operations in H1 2026 and expects operating cash burn to average about $1.0M per month in H2 2026, and reported Q2 R&D expense of $1.8M (up 19% YoY), clinical trial expense of $1.2M, G&A of $1.3M (up 7% YoY) and a Q2 net loss of $3.0M (up $470k, or 19%); management said it will continue to use the ATM opportunistically but needs roughly $30M of incremental capital to fully complete the Phase III INVINCIBLE‑3 program, will resume limited U.S. enrollment in the coming months while assessing broader site activations as funding is raised, and expects to enroll roughly 45 more patients in INVINCIBLE‑4 to target completion by end of 2027 (early randomized data: 14 patients showed 71% pCR vs 42% SOC; median tumor size ~2.4 cm).
Improved cash position and recent capital raises
Cash and cash equivalents of $9.5M as of June 30, 2026; raised $1.6M net proceeds in Q2 2026 via a $60M ATM facility and an additional $1.3M after quarter-end; company has raised over $23M since Q2 2025 to strengthen the balance sheet.
INVINCIBLE-3: Protocol amendments and controlled restart underway
Plans initiated in April 2026 to resume enrollment in a limited number of U.S. sites; FDA reviewed amended protocol; preparing restart in five targeted European countries (France, Germany, Italy, Poland, Spain); prior to pause >60 qualified sites in 8 countries had been contracted or in negotiation.
INVINCIBLE-4: Resumption in Europe with amended single-injection regimen
INVINCIBLE-4 resumed patient treatment in July 2026 in Switzerland after Swissmedic and Ethics Committee authorization; EMA authorized the same amended protocol and a site opened in France; Cohort A now uses a single injection with reduced volume; targeting enrollment completion by end of 2027 (~45 additional patients needed).
Encouraging preliminary efficacy signal in INVINCIBLE-4 (pCR)
Preliminary data from 14 patients (7 per cohort) showed Cohort A (INT230-6 prior to standard-of-care) pCR rate 71% versus 42% for standard-of-care — a 29 percentage-point absolute improvement (≈69% relative increase); patients had larger median tumor sizes (~2.4 cm); trend toward meaningful reduction in Grade 3 adverse events in Cohort A.
Peer-reviewed publication demonstrating clinical activity
eBioMedicine published Phase I/II IT-01 results: disease control rate 75% and median overall survival ~12 months for 64 metastatic/refractory patients (vs typical 4–7 months for many systemic therapies); subgroup receiving >40% dose had median OS 18.7 months (+6.7 months, ≈56% increase) and nearly 20% showed uninjected (abscopal) tumor shrinkage (vs <1% typically reported for radiation).
Business development momentum
Over 20 meetings at BIO International Convention with potential strategic partners; multi-national and regional companies have expressed early-stage interest driven by clinical publications and trial data; discussions ongoing.

INTS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Nov 17, 2026
2026 (Q3)
-0.99 / -
-1.5
2026 (Q2)
-0.87 / -1.11
-3.2565.85% (+2.14)
May 07, 2026
2026 (Q1)
-1.08 / -0.96
-5.582.55% (+4.54)
2025 (Q4)
-1.24 / 1.69
-5.5130.73% (+7.19)
2025 (Q3)
-1.58 / -1.50
-6.2576.00% (+4.75)
2025 (Q2)
-4.25 / -3.25
-963.89% (+5.75)
2025 (Q1)
-5.00 / -5.50
-8.535.29% (+3.00)
2024 (Q4)
-5.60 / -5.50
-5.754.35% (+0.25)
2024 (Q3)
-7.63 / -6.25
-4.25-47.06% (-2.00)
2024 (Q2)
-8.00 / -9.00
-35.7574.83% (+26.75)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed