Intellia Therapeutics Inc (NTLA)

Intellia Therapeutics Shares Slip Despite Strong Phase 3 DataApril 27, 2026 11:20 AM
IH Market News
Intellia Therapeutics Inc. (NASDAQ:NTLA) declined 3% on Monday, reversing earlier gains that followed the release of positive Phase 3 results for its hereditary angioedema (HAE) therapy. The data marks the first global Phase 3 outcome for an in vivo gene editing treatment.The company said its Phase 3 HAELO trial evaluating lonvoguran ziclumeran (lonvo-z) achieved its primary endpoint along with all key secondary endpoints. Results showed that a single dose reduced HAE attack rates by 87% compared to placebo over six months, with patients experiencing a mean monthly attack rate of 0.26 versus 2.10 in the placebo group.



Trial Results Highlight Durable Efficacy



The study included 80 participants, with 52 receiving lonvo-z and 28 assigned to placebo. According to Intellia, most treated patients remained free from both HAE attacks and the need for ongoing therapy throughout the six-month evaluation period. Additionally, all individuals in the treatment group remained off long-term prophylaxis as of the February 10 data cutoff.



Regulatory Pathway and Potential Launch Timeline



Intellia has begun a rolling biologics license application submission to the U.S. Food and Drug Administration and is targeting a potential U.S. launch in the first half of 2027, pending approval. The therapy is designed as a one-time outpatient treatment that disables the KLKB1 gene, leading to sustained reductions in kallikrein and bradykinin levels.



Safety Profile and Upcoming Data Presentation



The trial also demonstrated a favorable safety and tolerability profile. The most commonly reported treatment-emergent adverse events included infusion-related reactions, headache, and fatigue. All recorded events were mild to moderate in severity, and no serious adverse events were observed in the lonvo-z group as of the data cutoff.Further findings from the HAELO study are expected to be presented at the European Academy of Allergy and Clinical Immunology Congress 2026 in June.



More about Intellia Therapeutics Inc.



Intellia Therapeutics Inc. is a clinical-stage biotechnology company focused on developing CRISPR-based gene editing therapies designed to treat genetic diseases through in vivo and ex vivo approaches.Intellia Therapeutics stock price

Original: Intellia Therapeutics Shares Slip Despite Strong Phase 3 Data

A rolling BLA under RMAT means the clock is already ticking — FDA can review in real time, not at the finish line. With CMC readiness and priority review on the table, this isn’t development phase anymore… this is positioning for approval. An unusually aggressive timeline: BLA completion in 2H 2026, potential approval by late 2026 or early 2027, and commercial launch as early as 1H 2027. So the market reacts like they expected approval today? Rolling BLA initiated, Phase 3 success, clear path to 2027 launch… and this is a sell?
I’ll take that opportunity — happy to keep adding here. Thanks for the discount.

Thanks That was my interpretation of what is going on and about to happen. Just kind of wanted to make sure I wasn't blowing smoke up my own butt

So let me get this straight — enrollment done in 9 months, RMAT in hand, a one-shot CRISPR therapy showing near-functional cure signals, a 2026 BLA already lined up and a 2027 launch in sight… and they’re even pulling forward a conference to talk about it — but sure, nothing special here.
The only ‘risk’ is expectations running so high that someone tries to spoil the party… when what’s already on the table should be enough to surprise.
And if this gets any form of fast-track or accelerated push on top of that? This doesn’t grind higher — it explodes.

So where do you suspect it will go on Monday

Intellia to report Phase 3 HAELO trial topline data for lonvo-z on April 27
Wild

At this point it’s almost comical. Back to $15 should be the minimum baseline — how much lower do they want to crush a company delivering 96% attack reduction, 31/32 attack-free patients, a lifted Phase III hold, and the strongest HAE data ever seen?
Goldman trims, ATM reloads, algos panic… and somehow this is supposed to trade under fair value?
Come on. You can only push a spring this far before it snaps back.
Real product cash starts rolling in around 2028 — and the market will regret every dollar it suppressed before then.

The company reported that, across 32 patients with up to three years of follow-up, mean monthly attack rates were consistently 0.2 or lower, corresponding to a 96% mean reduction in attacks from baseline through last follow-up, and 31 of 32 patients were attack-free and not using long-term prophylaxis at the data cutoff.
before this
Wells Fargo to $ 15

ANALyst:
Citizens raised its price target on Intellia Therapeutics shares (NASDAQ:NTLA) to $28
H.C. Wainwright maintains the target price at $25
Chardan raised to $27

BofA Securities raised its price target to $19
Bank of America Securities on March 2, 2026 maintained a Neutral rating on Intellia Therapeutics (NTLA) while raising its price target to $19

Goldman Sachs reiterated $8.00 price target
BC Capital raised its price target to $15

Goldman Sachs discloses 2.7% Intellia Therapeutics (NTLA) stake in filing (as of 12/31/2025).... 2026-02-12 13G/A GOLDMAN SACHS GROUP INC from 5,498,262 to 3,157,178

Intellia Therapeutics shares climb after FDA removes clinical hold on gene therapy trialMarch 2, 2026 11:19 AM
IH Market News
Intellia Therapeutics (NASDAQ:NTLA) shares gained 4.8% to $14.44 in premarket trading on Monday after the company announced that the U.S. Food and Drug Administration had lifted a clinical hold affecting a late-stage study of its experimental gene-editing therapy for heart disease.The regulator had previously halted two pivotal trials of nexiguran ziclumeran last year following the death of a participant linked to severe liver complications.In January, the FDA cleared one of those studies — MAGNITUDE-2 — to resume after Intellia introduced additional safety measures. These included stricter monitoring of liver-related laboratory markers and excluding patients with certain pre-existing liver conditions.The investigational treatment is being evaluated in patients with transthyretin amyloid cardiomyopathy (ATTR-CM), a progressive and life-threatening disorder caused by abnormal protein deposits that stiffen the heart muscle and impair its ability to pump blood effectively.Intellia Therapeutics stock price

Original: Intellia Therapeutics shares climb after FDA removes clinical hold on gene therapy trial

FDA Lifts Clinical Hold on MAGNITUDE Phase 3 ATTR-CM Trial

Intellia Therapeutics Announces FDA Lift of Clinical Hold on MAGNITUDE-2 Phase 3 Clinical Trial in ATTRv-PN

Fred E. Cohen, Director, made a meaningful open-market purchase of 150,000 shares using personal funds. This was a voluntary transaction, executed at market prices, and represents a clear expression of insider confidence.

CRISPR gene therapy for HAE through KLKB1 knockout

I took a handful

It's been on a bit of a run what is the next significant thing that's going to be happening to where the price goes down again. You know buy the rumor sell the news

NTLA reports 2/20

80mil raised at 25$ per share in q3...
waky waky soon?

NTLA anew 52 week low

the trial design desperately needs to be changed. Someone with a serious, progressing and/or life threatening disease does not have the opportunity and right (!) to access a potential cure that often has already been well established in clinical trials, for example a ph1 or ph2.

I would bet many people suffering from HAE would take this NTLA compound ON THE SPOT. Same is true for cancer patients in other instances. Some phase 2 compounds dwarth the standard of care in terms of efficacy and safety ------ But they will have to wait another 3-8 years for the ph3 to finish and the FDA to approve it.

Imagine we would do this with AI or natural resources.....

violently undervalued

OT: In this Dr. Urnov, PhD, laid out the urgent case for major reform in the regulatory appraisal of clinical therapies involving CRISPR gene therapies https://www.liebertpub.com/doi/10.1089/crispr.2024.0082

NTLA new 52 week low

NTLA still trending south

NTLA that awful Cathie Wood bought more shares

NTLA was added Friday to Cathie Wood’s ARKK fund
This stock has made a round trip priced back to where it was four years ago

(OT): A new AI paper from Princeton and Stanford https://www.biorxiv.org/content/10.1101/2024.04.25.591003v2.full

CRISPR-GPT demonstrated a marked improvement in gene-editing experiments, increasing the accuracy of target gene modifications by up to 30% compared to conventional methods. In validation tests, it achieved a specificity rate exceeding 95%, with a significant reduction in off-targets. The system also reduced the time required to design and plan experiments by approximately 40%, streamlining the workflow for researchers.

NTLA new 52 week low

Found it

NTLA new 52 lo

NTLA new 52 lo

Is NTLA-3001 over before it even starts? https://crisprmedicinenews.com/news/genome-editing-with-cas9-and-aav-generates-frequent-insertion-of-viral-vectors-that-are-difficult-to/

Slides https://recodetx.com/wp-content/uploads/2024/01/ReCode-Non-Confidential-Overview_Jan-2024.pdf

They are opting out of an agreement with REGN to co-develop a factor IX gene editing therapy for haemophilia A and B. The agreement, which was signed in 2020, will terminate 180 days after NTLA provide written notice to REGN. They will continue to have obligations related to the co-development of gene-editing products directed to factor IX until the effective date of termination. Upon termination, NTLA will no longer be obligated for sharing 35% of the development costs, or be entitled to receive 35% of the profits, for gene-editing products directed to factor IX under the agreement.

Separately, the company would continue to support REGN with the development of gene-editing products directed to factor IX, as applicable, pursuant to a 2016 license and collaboration agreement between the companies. NTLA may be eligible to receive up to $320M in milestone payments and royalties in the high-single digits to low teens if REGN develops and commercialises gene-editing products under the terms of this license and collaboration deal.

I assume (rightly or wrongly) the DNA writer is likely a prime editor https://www.businesswire.com/news/home/20240215392146/en/Intellia-Therapeutics-and-ReCode-Therapeutics-Announce-Strategic-Collaboration-to-Develop-Novel-Gene-Editing-Therapies-for-Cystic-Fibrosis

I'm glad I didn't take a (long) position. I expect an offering soon. CRSP did one, and now PRME. NTLA has not only underperformed, but they are now going to dilute their shareholders more!

Gene editing companies can be hit and miss

Good research from Nanolyze

Looks like they cleaned almost all of the ex vivo programs. They also pivoted one in vivo program and changed it to DNA based writing. Now, they are pretty much left with 2001, 2002 and 3001. This on top of a 15% cut of the workforce (that extends cash runway into mid-2026). Let's hope there are no hiccups! https://www.globenewswire.com/news-release/2024/01/04/2804303/0/en/Intellia-Therapeutics-Highlights-its-Three-Year-Strategic-Priorities-and-Anticipated-2024-Key-Milestones.html

New preclinical data, but for some reason they won't upload the poster(s) https://jitc.bmj.com/content/11/Suppl_1/A391

They also focused on CD8+ T-cells, but we know CD4+ T-cells are important https://www.sciencedirect.com/science/article/pii/S0952791521001230

For example, in this the authors showed that SOCS1-inactivation improved the intrinsic and extrinsic antitumour effect of adoptively transferred CD4+ T-cells. In addition, inactivation not only restored CD4+ T-cell expansion but it boosted CD8+ T-cell efficacy as well https://www.science.org/doi/10.1126/sciimmunol.abe8219

NTLA new 52 week low

First time I had heard about Intellia's proprietary Nme2 CRISPR/Cas9 (Nme2Cas9). A quick search brings back the following: ''Nme2Cas9 combines all-in-one AAV compatibility, exceptional editing accuracy within cells, and high target site density for in vivo genome editing applications.'' https://www.cell.com/molecular-cell/fulltext/S1097-2765(18)31033-5

Regeneron Pharmaceuticals and Intellia announced they expanded their existing research collaboration for gene editing therapies to focus on additional targets in neurological and muscular diseases https://finance.yahoo.com/news/regeneron-intellia-announce-expanded-research-110000224.html

The expanded deal combines Regeneron viral vector delivery technologies and Intellia gene modification technologies. Per the terms, the duo will initially research two in vivo non-liver targets, and each company will have the chance to lead potential development and commercialisation for candidates aimed at one target. The company that doesn't lead the program can enter a co-development and co-commercialisation agreement for the target.