Intellia Therapeutics: Why The Clinical Hold Lift Isn't A Total Victory
2026-03-09 11:28:03 ET
Overview
Intellia Therapeutics’ stock ( NTLA ) is flat since my “ Sell ” rating earlier this year. This is a company advancing its in vivo gene therapies: mainly for ATTR and HAE. I’ve expressed caution in the past. Both ATTR-CM and HAE are crowded spaces and peer gene therapy launches, like CRISPR’s ( CRSP )/Vertex's ( VRTX ) ex vivo CASGEVY in SCD and TDT, have disappointed. Throw in nearly $400M in cash burn (cash from operations) in FY25 and things can become unattractive quickly....
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Intellia Therapeutics: Why The Clinical Hold Lift Isn't A Total VictoryNASDAQ: NTLA
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