Intellia Therapeutics, Inc.
NTLA · NASDAQ
Company research
Intellia Therapeutics, Inc. (NASDAQ: NTLA) is a clinical-stage biotechnology company headquartered in Cambridge, Massachusetts, focused on developing potentially curative therapies using its proprietary CRISPR/Cas9 genome editing platform. The company pursues both in vivo programs — where gene editing is delivered directly inside the human body — and ex vivo programs that engineer human cells outside the body to treat cancers and autoimmune diseases, with lead candidates including nexiguran ziclumeran (NTLA-2001) for transthyretin amyloidosis and NTLA-2002 for hereditary angioedema. Intellia has established key strategic collaborations with Regeneron Pharmaceuticals, Novartis, and several other partners to co-develop therapies and share development costs across its expanding pipeline. Founded in 2014 and publicly listed on NASDAQ since 2016, the company operates under a pre-revenue biotech model, funding operations primarily through collaboration agreements and its cash reserves, while advancing toward potential commercialization of its CRISPR-based medicines.
Research reports
Public.com summarizes Wall Street consensus and assigns NTLA a Buy rating with an aggregate 20-analyst score and a one-year price target of about $20.35, supported by expected peak revenue of roughly $95M from lonvo‑z in hereditary angioedema and strategic collaborations with Regeneron and Novartis. The note highlights key risks around CRISPR/Cas9 safety, clinical and commercial execution, patent exposure, and regulatory uncertainty, while emphasizing that faster-than-expected clinical progress and additional partnerships could materially enhance upside.
Next Arc Research · May 7, 2026NTLA – Intellia Therapeutics, Inc. (Free Tier Analysis)Next Arc argues that Intellia’s story has evolved from abstract “platform hope” into a plausible rare-disease launch setup, with lonvo‑z in HAE as the first commercial product that could pivot the company from subscale collaboration revenue to a bona fide rare-disease franchise and fund selective ATTR and broader platform monetization. The analysis stresses that upside is non-linear but still constrained by a small number of regulatory and reimbursement gates, noting that platform fragility, permissioning risk, and the need for nex‑z to validate a broader franchise remain central risks even after positive Phase 3 HAE data and improved financing.
Zacks Investment Research · January 12, 2026Zacks Equity Research Report for NTLAZacks issues a Neutral long-term recommendation on NTLA with a 6–12 month price target of $10.00, citing the strong potential of lead candidate nex‑z for ATTR amyloidosis, encouraging progress of lonvo‑z in HAE, a solid collaboration network (notably with Regeneron), and a favorable cash and debt profile that is expected to fund operations into mid-2027 and the anticipated lonvo‑z launch. The report balances these positives against the lack of marketed products, dependence on collaboration revenue, recent FDA clinical holds and adverse events in the MAGNITUDE ATTR program, and intense competition in both ATTR and HAE indications, concluding that shares should perform in line with the broader market near term.