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

Intensity Therapeutics (NASDAQ:INTS) released its earnings results on Tuesday. The company reported ($1.11) earnings per share for the quarter, missing the consensus estimate 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 0.4%

INTS stock traded down $0.01 during midday trading on Wednesday, reaching $4.18. The company’s stock had a trading volume of 12,069 shares, compared to its average volume of 43,404. The firm has a market capitalization of $11.30 million, a price-to-earnings ratio of -0.73 and a beta of 2.76. Intensity Therapeutics has a 1 year low of $3.51 and a 1 year high of $43.50. The stock has a fifty day simple moving average of $4.24 and a two-hundred day simple moving average of $5.64. The company has a debt-to-equity ratio of 0.01, a quick ratio of 4.86 and a current ratio of 4.86.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Jane Street Group LLC bought a new stake in shares of Intensity Therapeutics in the fourth quarter valued at about $26,000. Corient Private Wealth LLC bought a new stake in shares of Intensity Therapeutics in the 4th quarter valued at about $41,000. State Street Corp lifted its position 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 during the period. Finally, Geode Capital Management LLC boosted its stake in shares of 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 in the last quarter. 3.74% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Benchmark reaffirmed a “speculative buy” rating on shares of Intensity Therapeutics in a research note on Wednesday, May 20th. Citigroup reissued 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 note on Tuesday, July 21st. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $37.50.

About Intensity Therapeutics

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.