Intensity Therapeutics, Inc. (INTS) Q2 2026 Earnings Call Transcript
Intensity Therapeutics, Inc. (INTS) Q2 2026 Earnings Call Transcript

Intensity Therapeutics, Inc. is a biotechnology enterprise in the clinical development phase, dedicated to discovering, advancing, and commercializing pharmaceutical treatments for solid ...
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Est. EPS $-0.99 · Revenue $0.00 · 2 analysts
Est. EPS $-0.75 · Revenue $0.00 · 3 analysts
Est. EPS $-3.47 · Revenue $3.00M · 3 analysts
Est. EPS $-0.58 · Revenue $0.00 · 1 analysts
EPS $-5.50 · Revenue $0.00
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $0 | — | — |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-11.6M | +28.7% | -23.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | — | — | — |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | — | — | — |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | — | — | — |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-9.2M | +39.3% | -28.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | — | — | — |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.9% | -80.4% | +0.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 5.92x | +209.1% | +2.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $14.1M | +194.8% | -6.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -8.56 vs -7.87 | -8.7% | -1.11 vs -0.87 | -27.2% |
| Revenue Surprise | — | — | — | — |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 16, 2026 | DUBIN THOMAS I H | director | Stock Option (right to buy Common Stock) | A | 5,500 | $4.90 |
| Jul 16, 2026 | Donovan Daniel | director | Stock Option (right to buy Common Stock) | A | 5,500 | $4.90 |
| Jul 16, 2026 | GOLDBERG MARK A | director | Stock Option (right to buy Common Stock) | A | 5,500 | $4.90 |
| Jul 16, 2026 | Leahy Emer | director | Stock Option (right to buy Common Stock) | A | 5,500 | $4.90 |
| Jul 16, 2026 | Wesolowski John M | officer: Principal Accounting Officer | Stock Option (right to buy Common Stock) | A | 11,000 | $4.90 |
Operator: Good morning and welcome to the Intensity Therapeutics Second Quarter 2026 Financial Results Conference Call. Joining the call today is Lewis H. Bender, Intensity's President and CEO, and Joseph Talamo, Intensity's Chief Financial Officer. Shortly before this call, Intensity issued a press release announcing its second quarter 2026 financial results, which is available under the News & Events section of the company's website. Shortly after this webcast, a replay of this call will also be posted. Before we begin, the company reminds you that comments made by management during this conference call contain forward-looking statements that involve risks and uncertainties regarding the operations and future results of Intensity Therapeutics. These statements include, but are not limited to, statements relating to the company's expected future plans, cash runway, development activities, projected milestones, business activities, or results. Forward-looking statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results or events to materially differ from those anticipated. Additional information regarding these risks and uncertainties is included in the company's earnings release issued today. For a more complete list and description of risk factors, we encourage you to review the company's filings with the Securities and Exchange Commission, including, without limitation, its Forms 10-K, 10-Q, and 8-Ks. Furthermore, the content of this conference call contains time-sensitive information that is accurate only as of the date of this live broadcast, Tuesday, August 11, 2026. Except as required by law, the company disclaims any intention or obligation to update or revise any forward-looking statements. I will now turn the call over to Mr. Bender, Intensity's President and CEO. Lewis Bender: Thank you, Betsy, and thank you to everyone for joining us this morning. It is my pleasure to provide the latest update of our company's progress in the INVINCIBLE-3 and INVINCIBLE-4 studies, our business development activities, and our plans for the second half of 2026. But first, I will turn the call over to Joe Talamo to discuss our second quarter of 2026 financial results. Joe? Joseph Talamo: Thanks, Lou, and good morning. I am pleased to join you today to present a summary of our second quarter 2026 financial results. Our research and development expenses were $1.8 million for the second quarter of 2026, compared with $1.5 million for the same prior-year period, reflecting an increase of $292,000, or 19%. Clinical trial expenses, which primarily consist of our Phase III INVINCIBLE-3 study costs, were $1.2 million during the second quarter of 2026, compared with $936,000 in the same prior-year period. As previously reported, we initiated plans in April 2026 to resume enrollment in the INVINCIBLE-3 study in a limited number of U.S. sites after pausing new site activations and patient …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Lewis H. Bender | Founder, President, Chief Executive Officer & Chairman of the Board | USD 1,015,344 | Male | 1959 | Active |
Joseph Talamo | Chief Financial Officer | USD 576,011 | Male | 1969 | Active |
John Wesolowski | Principal Accounting Officer & Controller | USD 329,209 | Male | 1960 | Active |
James Ahlers | Executive Vice President of Corporate Finance | USD 75,088 | Male | 1964 | Active |
Intensity Therapeutics, Inc. (INTS) Q2 2026 Earnings Call Transcript

Initiated activities to resume enrollment in a limited number of U.S. sites in the soft tissue sarcoma Phase 3 INVINCIBLE-3 Study by the third quarter of 2026 Patient treatment restarted in the presurgical triple negative breast cancer ("TNBC") Phase 2 INVINCIBLE-4 Study Cash and cash equivalents of $9.5 million as of June 30, 2026 Increased business development activities Conference call begins at 8:00 a.m. Eastern time today SHELTON, Conn.

Company to hold a conference call at 8AM ET on August 11, 2026 to review results and provide a corporate update SHELTON, Conn., Aug. 4, 2026 /PRNewswire/ -- Intensity Therapeutics, Inc. ("Intensity" or "the Company") (Nasdaq: INTS), a late-stage clinical biotechnology company focused on the discovery and development of novel intratumoral cancer therapies that are designed to kill tumors and increase immune system recognition of cancers using its proprietary non-covalent conjugation technology, today announced that it will report financial results for the second quarter ended June 30, 2026, before the market opens on August 11, 2026.

First patients dosed in Switzerland SHELTON, Conn., July 15, 2026 /PRNewswire/ -- Intensity Therapeutics, Inc. ("Intensity" or "the Company") (Nasdaq: INTS), a late-stage clinical biotechnology company focused on the discovery and development of novel intratumoral cancer therapies that are designed to kill tumors and increase immune system recognition of cancers using its proprietary non-covalent conjugation technology, today announces that new patients have been administered INT230-6 in the INVINCIBLE-4 Study in Switzerland.

Late-stage clinical studies advancing in soft tissue sarcoma and presurgical triple-negative breast cancer Over 200 patients enrolled in completed INT230-6 studies with a peer-reviewed paper published Active strategic partnering initiatives supported by maturing INT230-6 clinical and regulatory profile Strengthened balance sheet supporting disciplined clinical development strategy SHELTON, Conn., July 1, 2026 /PRNewswire/ -- Intensity Therapeutics, Inc. ("Intensity" or "the Company") (Nasdaq: INTS), a late-stage clinical biotechnology company focused on the discovery and development of novel intratumoral cancer therapies that are designed to kill tumors and increase immune system recognition of cancers using its proprietary non-covalent conjugation technology, today provides a mid-year update highlighting the Company's late-stage development programs and growing strategic partnering focus for INT230-6.
