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TSVT - Intellia: One Patent Ruling Turns The Industry Upside Down
2seventy bio Inc.
PTAB turned the CRISPR industry upside down, with sleepy biotechs becoming market favorites overnight and leading companies dropping by double-digit rates.
NTLA management will likely talk down the effects of the patent ruling, but given the new dynamics, this speculative trade has become more uncertain.
Investors should expect high volatility until the patent issue is sorted.